#017 – Advisors are notorious when it comes to doing financial planning for themselves, even though they may insist on it for their clients. Brooklyn Brock says this seeming neglect shouldn’t be surprising: as business owners, advisors’ plans are likely to be especially complex. Because of the demands of their job, they often are pulled in many different directions and don’t have the time and energy to devote to the planning process for themselves. Her company, Ellevate Advisors, specializes in providing financial planning and exit coaching exclusively to financial advisors. With an advisor background herself, Brooklyn and her team have developed specific tools to help advisors weigh up acquisition, sale, and exit options and how your choices will affect your other professional and personal financial goals. She helps advisors create their own plans, guided by their hopes and values, rather than leaving things up to chance, being driven by fear, or most likely, simply ignoring issues until it’s too late to shape what you really want.
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Schedule a free-30-minute consultation to learn more about how she can help you and your business. She also offers paid 90-minute strategy sessions to talk through deeper financial planning and exit planning details, including putting together a plan with next action steps for you.
Explore Ellevate Advisors’ resources specifically for advisors and use promo code distractionproof10 for 10% off your purchase.