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FINANCIAL PLANNING

& EXIT COACHING FOR

FINANCIAL ADVISORS

 
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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.

 
 

As Featured On…

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.

brooklynbrock947@gmail.com
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Financial Advisors rarely take time to plan for themselves, like they do for their clients.

If something were to happen, the clients might lose their Financial Advisor, the business is likely to collapse, and the Advisor’s family is at risk of losing everything.

Ellevate Advisors provides financial planning and exit coaching for advisors so that when they sit down to dinner with their family, they can relax, because they know that they’ve secured their family’s future and created a business that lasts.

 
 
 
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