Berthel Fisher Companies

05/01/2026

BFC President’s Club 2026 | Hollywood, FL 🌴

Last week, we celebrated our top-performing financial professionals in sunny Hollywood, Florida! ☀️

From the relaxing vibes at Margaritaville Hollywood Beach Resort to the thrill of the horse races at Gulfstream Park 🐎, it was an incredible week of connection and celebration.

At BFC, we believe strong relationships are the foundation of success. It was a privilege to host the dedicated professionals who drive our firm’s innovation and growth.

Congratulations to our 2026 qualifiers - we're already looking forward to next year! 🥂

A huge thank you to our Educational Partners who attended and helped sponsor the trip: AssetMark, Athene, CreativeOne, Envestnet, Fidelity Investments, Jump - Advisor AI, and RBC Clearing & Custody.

11/13/2025

Last week, we had the privilege of attending the Cedar Rapids Go Red for Women Luncheon. BFC is proud to support the American Heart Association Iowa in raising awareness for women’s heart health! ❤️

10/01/2025

📊 Did you know that October is National Financial Planning Month?

Whether you’re just starting your financial journey or refining an established strategy, a solid financial roadmap can help you feel more confident about your future. 🗺️

Here are some tips to consider:
✅ Set realistic goals
✅ Track spending & savings
✅ Review insurance & retirement goals

📲 Have questions or need help getting started? Reach out today and let’s get connected!

09/10/2025

Congratulations to Marissa Nehlsen who has been named the Overall Winner of the 2024 Maxwell Leadership Certified Team Culture Awards! 🏆

Marissa was recognized for fostering growth, sparking positive change, and creating a lasting ripple of impact that transforms lives. Her leadership inspires, uplifts, and empowers others to rise into their full potential.

As the highest recognition within the John Maxwell Team, the Overall Winner Award honors one leader who exemplifies all of the JMT DNA values. While many leaders receive category-specific awards, the Overall Winner represents excellence across the board, and this year that honor goes to Marissa. 🌟

09/01/2025

Markets closed. BBQs open. But smart money never takes a day off.

What's your best "set it and forget it" financial strategy? Share below!

08/28/2025

💍🎊 Wedding Season is here! 🎉💐

Love is in the air, and so are wedding bells. Whether you’re saying “I do,” standing by your best friend’s side, or you’re just there for the cake, wedding season is a time for joy, celebration, and creating memories that last a lifetime. 🥂🍰

Whether you are looking forward to your big day or preparing to give someone away, we are here to talk you through life’s big moments and how they can impact your future. Let our advisors know if they can help make a trip down the aisle a little less stressful. 💒💌

08/19/2025

What’s your outlook for inflation?

Some people judge inflation based on their day-to-day experiences—like how much they spend at the grocery store or on household goods—while others look to broader economic indicators and forecasts.

Right now, many expect inflation to hold steady or trend lower in the second half of 2025. But whether that outlook feels realistic or optimistic might depend on your perspective.

08/13/2025

Back to School time! It’s been a long summer, and it’s time to get back to class and crack those books. We send our best wishes out to all of our scholars this year, including those starting out at a new school or maybe gearing up for graduation.

08/11/2025

Retirement can bring both challenges and opportunities for women who have spent years focused on their careers. Check out this article for tips and strategies on how to navigate this significant transition and make the most of your retirement years.

Tips and strategies for women approaching retirement to ensure a smooth transition.

08/08/2025

We’re proud to celebrate the incredible accomplishments of Talan Cook, son of Jason Cook (BFCFS), as he wraps up an exceptional high school lacrosse career!

Talan leaves Southern Alamance High School as one of the most decorated players in school history, earning:
• 1st Team All-State
• 1st Team All-Region
• Central/Mid Carolina Offensive Player of the Year
• USA Lacrosse All-America Nominee

He also holds six school records:
• Career Goals
• Career Assists
• Career Points
• Single Season Goals
• Single Season Assists
• Single Season Points

He's headed to NC State University this fall. 🎉 Congratulations, Talan!