13-Year Reflection: Building a Financial Group from the Ground Up

Описание: BA Schrock Financial Group is turning 13 in August, and this episode is all about looking back- and looking ahead. From humble beginnings in a basement to building a firm known for personalized, relationship-driven planning, Ben and Kaitlin reflect on the journey that got them here. They share the lessons learned, the challenges overcome, and what it really takes to grow a successful advisory business in a competitive and ever-changing industry.

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Disclosure:
Investment Advisor Representatives offer advisory services through B.A. Schrock Wealth Management, Inc. (BASWM), a registered investment advisor. Insurance is offered through B.A. Schrock Financial Group, Inc. (BASFG), an insurance company. BASWM and BASFG are affiliated and share common ownership. This platform is solely for informational purposes. Investing involves risk and possible loss of principal capital. Comments by viewers or third-party rankings and recognitions are no guarantee of future investment outcomes and do not ensure that a viewer will experience a higher level of performance or results. Public comments posted on this site are not selected, amended, deleted, or sorted in any way. If applicable, certain editing of personal identifiable information and mis information may be deleted. Neither the firm nor its representatives provide tax, legal, or accounting advice. You are encouraged to consult your own tax, legal, and accounting professionals regarding your individual circumstances. BASWM and BASFG are independent entities and are not affiliated with the Social Security Administration or any other government agency.