We could not be more appreciative of the kind words by Russ Ford from Wayfinder Financial. Russ is apart of the XY Planning Network and the Advisor Growth Community. It is people like him that allow us to do what we do. Thank you so much Russ! #fiduciaries #feeonlycommunity #feeonly
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Welcome to the team Carmen!
Insurance for Fee-Only Financial Planners | BC Brokerage | Co-Host of the Only Fee-Only Podcast
We are so excited to welcome Carmen to our team as a Customer Success Specialist! With over ten years of experience in customer success and operations, Carmen brings a wealth of knowledge and expertise to BC Brokerage. She is passionate about continuous learning and actively pursues courses in graphic design, social media management, and leadership development to further her skills. When she isn't working, Carmen prioritizes her well-being by regularly practicing yoga and staying active. She values spending quality time with her family and enjoys exploring and learning new languages to expand her horizons. We're excited to see how her experience and dynamic approach will help our team become even more efficient and customer-focused as we continue to grow. Welcome to the team, Carmen! #NewHire #CustomerSuccessSpecialist #TeamGrowth
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Don’t be a jabroni insurance salesman! 😂😂😂
Insurance for Fee-Only Financial Planners | BC Brokerage | Co-Host of the Only Fee-Only Podcast
WHOLE LIFE INSURANCE SOLVES EVERYTHING! Well maybe not everything…… In this sketch, I portray two characters: a guy experiencing a series of unfortunate events—dealing with a breakup, the inability to find premium gas, and discovering he doesn’t have cash at a cash-only venue—while he vents to his friend over the phone. The twist? His jabroni friend is a life insurance salesman who can’t help but turn every problem into a pitch about premiums, cash values, and dividends. Don't be the jabroni sales guy! Enjoy!
