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S1E4 The Journey of Brooklyn Brock
Manage episode 344747057 series 3378924
Garland Scott & ED Dudley, Garland Scott, and ED Dudley에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Garland Scott & ED Dudley, Garland Scott, and ED Dudley 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.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.
Follow us on all major streaming platforms or on YouTube here: https://youtu.be/8myHVF6qdF4
#thejourney #thefinancialadvisorexperience #garlandscott #eddudley #financialadvisors #stockmarket #stories #storytelling #IamtheBRIChampion
17 에피소드
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