S1E4 The Journey Of Brooklyn Brock Journey: The Financial Advisor Experience podcast

Journey: The Financial Advisor Experience « »

2y ago 1:02:08

اشتراک گذاری

محتوای ارائه شده توسط Garland Scott & ED Dudley, Garland Scott, and ED Dudley. تمام محتوای پادکست شامل قسمت‌ها، گرافیک‌ها و توضیحات پادکست مستقیماً توسط Garland Scott & ED Dudley, Garland Scott, and ED Dudley یا شریک پلتفرم پادکست آن‌ها آپلود و ارائه می‌شوند. اگر فکر می‌کنید شخصی بدون اجازه شما از اثر دارای حق نسخه‌برداری شما استفاده می‌کند، می‌توانید روندی که در اینجا شرح داده شده است را دنبال کنید.https://fa.player.fm/legal

An advisor for advisors. Sounds unusual and redundant, but this third-generation financial advisor seems to have this market cornered. Brooklyn Brock has cornered many things. She holds several industry certifications including her CFP, CKA and ChFC, makes guest appearances on many social media platforms, offers her time to speak at symposiums, and authors a sensational blog.

She founded Ellevate Advisors, with the understanding that sometimes financial advisors don’t take time to plan for themselves. On top of financial planning, Brooklyn is an exit coach helping advisors transfer ownership (of their practices), acquire new practices, and continuity planning.

She’s part of a paradigm shift that’s more thoughtful, caring, and inclusive. Met with resistance, she is trailblazing a new way of servicing her clients. Need help with a retirement speech, call Brooklyn. Have you considered selling your home to travel abroad? She has!

Please tune in to Journey: The Financial Advisor Experience with our wonderful special guest, Brooklyn Brock.

#thejourney #thefinancialadvisorexperience #garlandscott #eddudley #financialadvisors #stockmarket #stories #storytelling #IamtheBRIChampion