Financial Advisor Videos

BEI Annual Conference – Josh Patrick and Stage 2 Planning Partners

Watch our BEI 2015 annual conference interview featuring Josh Patrick and Stage 2 Planning Partners.

BEI Annual Conference – Mark Flenniken and Circle Insurance

Watch our BEI 2015 annual conference interview featuring Mark Flenniken and Circle Insurance.

BEI Annual Conference – Robert Spivey and Wealth Strategies For Life, LLC

Watch our BEI 2015 annual conference interview featuring Robert Spivey and Wealth Strategies For Life, LLC.

BEI Annual Conference – Terrell Sheppard and Asset Management Group

Watch our BEI 2015 annual conference interview featuring Terrell Sheppard and Asset Management Group.

BEI Annual Conference – Timothy Dougherty and Windsor Financial Group

Watch our BEI 2015 annual conference interview featuring Timothy Dougherty and Windsor Financial Group.

BEI Annual Conference – Tom Ganos and IWC Family Offices

Watch our BEI 2015 annual conference interview featuring Tom Ganos and IWC Family Offices.

A 20+ Million Dollar Business Exit Planning Case Study With Cleveland CFP and Wealth Manager Mark Tepper

A C-Corporation Construction Company Case Study With Ohio Family Business Specialist Keven Prather

A Sale To Employees Case Study With James Maher

A Wealth Management Issue Case Study With Missouri CFA Cliff Reynolds

A Seller's Remorse Case Study with St. Louis Wealth Manager Lissner

Manufacturing Company Case Study With Don Ames