Ep. #27: The Advisor’s Own Financial Plan - Brooklyn Brock, CFP®, CEPA®, ChFC®

Practical Wisdom from ACP Financial Advisors
14/11/2024 36 min
Ep. #27: The Advisor’s Own Financial Plan - Brooklyn Brock, CFP®, CEPA®, ChFC®

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Episode Synopsis

Comprehensive financial planners are experts at helping our clients manage their money in support of their goals. But what about the advisor’s own financial picture? Who’s advising them? Our guest, Brooklyn Brock, CFP®, CEPA®, ChFC®, founder of Ellevate Advisors, discusses her work as an advisor to financial advisors, helping them to reach financial independence and establish successful exit plans.

To learn more about the ACP, please visit www.ACPlanners.org. To learn more about Brooklyn Brock, please visit www.EllevateAdvisors.com

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