"Relationships aren't built business-to-business, but person-to-person."

Michael Peloquin, CEO | BFI

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The premier networking organization for advisors serving middle-market businesses across the country, and around the world.

You come together for the same reasons... to share insights, to expand relationships, to identify opportunities in the ever-changing market.

It is a pleasure to be among the city’s leading advisory professionals, to build the caliber and scope of your business together with your peers – every one of them as motivated as you are to have a seat at this table.

About BFI

"As a member of BFI, I have attended the meetings, participated in the Troikas, and made a concerted effort to give referrals, hoping something might come back in return. After just 6 months of membership, I received a referral for a $400 million IPO."

Wealth Manager

Meetings

7/27/2017 TX - San Antonio Lunch Meeting
8/8/2017 CA - Palo Alto Breakfast Meeting
8/23/2017 CA - OC - WIN (Women in Influence) Social Event
9/5/2017 CA - Century City 1 Breakfast Meeting
9/5/2017 CA - San Diego Breakfast Meeting
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