Brooklyn Brock, CFP®, CEPA®, ChFC®, CKA® on LinkedIn: #advisors #financialplanning #advisors (2024)

📣 Hey G2 Advisors! Ready to take the next step in your career? 🪜As an Exit Planner, I work not only with advisors preparing for retirement or an encore career but also with their successors. The healthiest succession plans happen when both founders and successors are happy, making the transition smoother for clients.😊🤝My advice? Don’t wait for the founder to start the succession conversation! You can ask: ❓ "What does the career track look like that leads to partnership?"❓ "What is your Continuity Plan and how can we prepare our clients?"❓ "Are you hoping for a phased retirement? I'd love to be a part of that transition."It might feel awkward to bring up these topics, but founders typically appreciate seeing their potential successors think like owners and step up to the plate. 💪Need help navigating the Succession Plan? 🤔 We provide holistic Succession Planning support for advisors and their teams. Schedule a free consultation and we would love to help you make progress! 🚀💡#SuccessionPlanning for #Advisors #G2Advisors #CareerGrowth

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I am excited to be speaking at XYPN Live with Nicole Madosik about #Succession and #Continuity Planning for #Advisors! 👏 Who else will be in Minneapolis in October? I would love to meet up! 😃

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I've seen first-hand the damage an advisor can do by clinging to work as their identity rather than fully embracing their next chapter! ⚠️As an Exit Planner, my mission is to guide advisors in designing a transition that will empower both buyer and seller in the passing of the baton. 🤝Refusing to retire causes more trouble than you might think. You might...(1) Cause confusion for the team about who is leading the company.😥(2) Increase liability if you're giving financial advice to clients but can't keep up with current laws and strategies.💵(3) Block your successor from reinvesting and growing the company they bought if they still have to pay your salary long after you've transitioned client relationships. 😟It's not about stepping aside; it's about stepping FORWARD into a new adventure for yourself, knowing that your RIA will continue to thrive in the capable hands of the next generation. 🌟👏So, let's resist the urge to be the advisor who always delays retirement one more year. A happier, healthier version of you is waiting for you to take this first step and discover the joy of starting something new! 💫#SuccessionPlanning for #Advisors

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Ellevate Advisors is a fee-only RIA that solely works with advisors and their families on their personal financial plans. 👏 But what makes our process different, to best support advisors specifically? 🤔🧩 Complex Financial Planning: Many advisors are entrepreneurs with multiple businesses. Using eMoney, we do advanced financial planning for multiple complex scenarios that advisors face. We understand you hired us for another set of eyes on your financial plan, and we rise to the challenge!👀 Objective, Generational Perspective: As a third-generation CFP® , I understand the specific needs and challenges you face as advisors throughout your careers. We connect you to industry-specific resources and professionals along the way to help you succeed! 🤝 Encouragement, Organization & Accountability: Advisors often juggle their personal lives with managing work for clients. Providing some organization and accountability is exactly what advisors need to feel confident in their finances again! 💫 Values-based Financial Planning: Often, advisors put their clients before themselves. It's the nature of the work! Our values-based process offers thought-provoking questions and exercises throughout the entire relationship to help you connect with what truly matters to you. Bonus, when you are happier, it reflects in the work you do for clients! 💞Support for Couples: When one or both partners are money experts, it can actually put MORE strain on a relationship. We ensure both partners are represented in the plan and facilitate healthy financial discussions. For dual-career couples, we provide resources to consider each of your career tracks in your financial plan.🛣️Exit Planning Expertise: Since we also provide Exit Planning services specific to advisors, we understand your Succession, Continuity, and M&A needs. We know the right questions to ask as you consider a business transition and how to build a financial plan that aligns with long-term life and business goals!🔥We're passionate about advisors and their families: It may sound cheesy, but it's true. Our firm is driven to help financial planners and their families thrive the way they help their own clients thrive! We are committed to helping advisors practice what they preach and get the support they truly deserve! If you’re an advisor considering outsourcing your financial plan, let’s chat over Zoom! We’re excited to support you in achieving your unique goals and dreams. 🚀🌟#FinancialPlanning for #Advisors

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3 Lessons I learned while running a firm while traveling abroad! ✈️🌏After two amazing months of living and working in Paris, my husband and I are back! 🥖This was our third year of spending extended time abroad while leading Ellevate Advisors, and we've learned some valuable lessons along the way. Here's a peek:1️⃣ Trusting My Team: Before vacation, I ran out of time to review meeting agendas. 🗓️ Instead of stressing, I trusted my experienced team and approved them without a final check. This was a big step towards becoming the boss I aspire to be—one who delegates, trusts the team's training, and allows for human error. 🤝 I wish my early mentors had done the same for me. 🌟2️⃣ Balancing Work & Play: Living in Paris is like being tempted to vacation every day! 🗼 Sometimes it was tough to stick to commitments, but it forced me to identify which work tasks and projects I truly enjoyed. This clarity made me excited to return to work after our real vacation! ✨3️⃣Building Margin: The week before vacation, my VPN crashed late at night. 🌐 Instead of stressing, I realized the importance of building margin into my workweek for unplanned situations. Efficiency is great, but not at the cost of my well-being. 🧘♂️As Ellevate grows, I’m focused on enjoying the journey, not just the destination. 🚀Here's to trusting the process, embracing growth, and exploring the world! 🌍💼❤️ #ParisLife #EntrepreneurLife #Travel #FinancialPlanning for #Advisors

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🌟 Happy International Childfree Day! 🌟Today we want to celebrate our child-free clients, just like we celebrate mothers on Mother's Day and fathers on Father's Day!Being child-free generally means choosing not to adopt or have children, which is different from those who are childless (want children, but haven't yet or aren't able to.)At Ellevate, we know that intentionally choosing a child-free lifestyle sometimes means that traditional financial planning doesn't work for you.💡 It often involves exploring out-of-the-box lifestyle choices and unique inheritance planning conversations. We are here for it! 💪We are honored to have amazing child-free clients! Cheers to financial freedom and living your great life, whatever that looks like for you! 🥂🎉#ChildfreeDay #FinancialPlanning for #Advisors

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🌟 Embrace the Adventure as You Age! 🌟🚀 Adventure goes beyond thrill-seeking hobbies. ✈️🪂🏄♀️Adventure is anything that provokes exploration and risk - pushing your physical, mental, or emotional boundaries! 👏It's a powerful catalyst for personal growth, helping us pressure-forge problem-solving skills 🧠 along the way. As we age, adventure comes with a lot of benefits, including living healthier, happier, and longer! 🌿😊We approach holistic Succession Planning as an adventure in itself! 💡Our process supports your personal development 💓 alongside your business action items.💼 Considering your business transition brings high challenge, but should also bring high excitement toward the future. 🌞This approach to succession builds resilience not only for your firm, but for you! 💪Are you an advisor considering a business transition and are ready to embark on this journey with a trusted guide? 🚀🌈 Let's talk! #PersonalGrowth #HealthyAging #AdventureAwaits #SuccessionPlanning #LiveYourGreatLife 🌍✨

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As a millennial financial advisor, I’ve seen firsthand how different generations of advisors are shaped by their unique social climates. 🌎Each generation develops distinct values that influence their approach to work and life.💡🪖💼Boomers, born and raised post-WWII, usually operate under the motto: "Work as hard as you can, then work even harder the next time." This is totally my grandad!💪🚀Gen Xers, grew up amidst early tech developments and a culture of hyper-independence. Their motto might be: "Work hard, play hard." My dad actually says this sometimes!📱🎉Millennials are the last generation to experience life before and after the digital revolution, and thus value work-life balance. Their motto can be: "Try to only work where you can see yourself play." This resonates with me!With millennials now primarily making up today's workforce, the face of financial planning is changing. 🪴 Both clients and advisors are seeking deeper discussions about money 💵 and are less satisfied with the generic advice to simply save more. 👎This trend in my own journey with money is why I chose to launch Ellevate as a truly values-based 💞 financial planning firm for advisors themselves. At Ellevate, we love using values exercises, resources, and discussions throughout the entire financial planning process to ensure your money decisions align with what’s most important to you. 💡 No matter the generation, I've seen clients appreciate this shift towards values-focused planning. 👏If you’re an advisor considering outsourcing your financial plan, I’d love to chat about how to make your money support your dreams and goals! 💫#FinancialPlanning for #Advisors #Values #Millennials

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Theo helped us celebrate the end of the Tour de France in Nice! Special memories with the family! #TheoThursday

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