Weekly financial and retirement guidance with Ben Schrock of BA Schrock Financial Group in Wadsworth, Ohio. Also serving the Cleveland and Akron areas. This podcast will help you learn important financial concepts that allow you to retire with confidence.
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Weekly financial and retirement guidance with Ben Schrock of BA Schrock Financial Group in Wadsworth, Ohio. Also serving the Cleveland and Akron areas. This podcast will help you learn important financial concepts that allow you to retire with confidence.
13-Year Reflection: Building a Financial Group from the Ground Up
Unlocking Your Financial Future
18 minutes
3 months ago
13-Year Reflection: Building a Financial Group from the Ground Up
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.
Here’s some of what we discuss in this episode:
💡 Ben’s advice to aspiring advisors
📚 Why success in finance requires lifelong learning
🤝 The power of a people-first approach
💼 The shift in the industry toward fee-based and fee-only models
💬 Why referrals are the ultimate compliment
For more, visit us online: https://baschrock-fg.com/
Unlocking Your Financial Future
Weekly financial and retirement guidance with Ben Schrock of BA Schrock Financial Group in Wadsworth, Ohio. Also serving the Cleveland and Akron areas. This podcast will help you learn important financial concepts that allow you to retire with confidence.
