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

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Manage episode 450366728 series 2639281
Indhold leveret af Practical Wisdom from ACP Financial Advisors and Alliance of Comprehensive Planners (ACP). Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Practical Wisdom from ACP Financial Advisors and Alliance of Comprehensive Planners (ACP) eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.
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
  continue reading

27 episoder

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iconDel
 
Manage episode 450366728 series 2639281
Indhold leveret af Practical Wisdom from ACP Financial Advisors and Alliance of Comprehensive Planners (ACP). Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Practical Wisdom from ACP Financial Advisors and Alliance of Comprehensive Planners (ACP) eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.
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
  continue reading

27 episoder

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