In this episode, Ben is joined by his wife, Kaitlin, who oversees operations at B.A. Schrock Financial Group. They’re excited to share some great new tech updates for 2025 that will make managing your finances with us easier and more intuitive.
Welcome back to Unlocking Your Financial Future! In this episode, Ben is joined by his wife, Kaitlin, who oversees operations at B.A. Schrock Financial Group. They’re excited to share some great new tech updates for 2025 that will make managing your finances with us easier and more intuitive.
Tune in to hear all about how you can access your account information through our website, plus the launch of the new B.A. Schrock Financial Group app! We’ll also dive into some of the additional educational resources available on our site, including market update webinars, blog posts, white papers, and more.
Have questions about anything mentioned in today’s episode or need help accessing these tools? Don’t hesitate to reach out- we’re here to help!
Here’s some of what we discuss in this episode:
– Accessing your account information through our website
– The launch of the B.A. Schrock Financial Group app
– An upcoming video tutorial on how to use our client portal
– The numerous resources available on our website
Resources for this episode:
Download the B.A. Schrock App
For more, visit us online: https://baschrock-fg.com/
