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

Ep. #27: The Advisor’s Own Financial Plan - Brooklyn Brock, CFP®, CEPA®, ChFC® 313538

14/11/2024 · 36:17
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Practical Wisdom from A Financial Advisors

Descripción de Ep. #27: The Advisor’s Own Financial Plan - Brooklyn Brock, CFP®, CEPA®, ChFC® 67233j

Comprehensive financial planners are experts at helping our clients manage their money in 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 A, please visit www.Alanners.org. To learn more about Brooklyn Brock, please visit www.EllevateAdvisors.com 69n2g

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