Every year, a financial advisor you know is going to die unexpectedly without a succession plan or a financial plan for their family. Don’t let that advisor be YOU.
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OUR NICHE
FINANCIAL ADVISORS
financial Advisors STRUGGLE TO BALANCE LIFE AND work
No clear vision to guide decisions in life and the business
financial advisors ARE THEIR OWN WORST CLIENT
SECURE YOUR FAMILY’S FUTURE & LEAVE A LEGACY WORTH MORE THAN Money
ADVISORY FIRM OWNERS
financial Advisors are “dying at their desks”
Advisors have No identity outside of work
sUCCESSION PLANS FAIL BECAUSE ADVISORS NEVER START
BUILD A BUSINESS with transferable value THAT WILL LAST FOR GENERATIONS
OUR SERVICES
CLIENTS OFTEN ASK…
FINANCIAL PLANNING
how can i help my spouse understand our family finances?
Who would Advise my family if something happened to me?
what is the best way to buy into my employer’s advisory firm?
EXIT COACHING
How do I find the right buyer and transfer ownership?
I’d like to acquire an advisory firm. where do I start?
how can i prepare for a possible emergency exit, a.k.a. continuity plan?
It’s Your Turn to be the Client.
BROOKLYN H. BROCK, CFP®, CEPA®, CHFC®, CKA®
financial planning for financial advisors, THEMSELVES
Exit Coaching for financial advisors, EXCLUSIVELY
Talk with a 3rd generation CFP® Professional today.