The Key Points: 

In the month of August, Ben and Kaitlin celebrated 10 years of marriage and 11 years of BA Schrock Financial Group being open. It’s easy to say that it was a month of celebration! Listen in as they reflect on a decade of marriage and over 11 years in business.

From taking that initial leap of faith to celebrating major milestones, Ben and Kaitlin discuss the challenges, growth, and excitement they’ve experienced along the way. Tune in as they share their thoughts on taking risks, building a strong team, and continuously evolving in the financial industry.

Here are some key takeaways from this episode:

  • Embracing Risk: Ben and Kaitlin share how the early days of starting their business were marked by taking risks and believing in their vision, despite uncertainties.
  • Building a Supportive Team: Kaitlin and Ben discuss how adding team members has been a significant step for their business. Each team member’s dedication and passion contribute to a collaborative and supportive work environment.
  • Continuous Learning: Ben emphasizes the importance of staying curious and consistently advancing one’s knowledge in the financial industry to provide the best service to clients.
  • Celebrating Milestones: Over the years, BA Schrock Financial Group has celebrated achievements like becoming an RIA, surpassing $100 million in assets under management, and renovating their office space.
  • Balancing Family and Business: Ben and Kaitlin discuss the rewards of working together as a married couple. They find inspiration in their clients’ successes and use their experiences to keep pushing forward, even on tough days

If you have any questions, please reach out to us at https://www.baschrock-fg.com/ or give us a call at 330-473-1060


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