2020 Rewind and 2021 Sneak-Peek!
DEAR ADVISORS,
Today I’m celebrating everything we’ve accomplished for you in 2020, and giving you a sneak-peek about what’s coming in 2021! The biggest news is that we’ll be turning 1 year old! In fact, we’re hosting a Zoom birthday to celebrate with you on Friday, February 19th, 2021 from 12-1pm CST. Watch for an email invitation and join me for an Ask-Me-Anything session and a drawing for a free gift! Ellevate’s birthday is the day before my own birthday and I’m turning 30 this year, so it’s a little dual-celebration you won’t want to miss!
Ellevate’s 2020 Wins, so we can Serve You Better!
Completed Registration as an RIA - We are currently accepting new financial planning clients! Advisors deserve to have their own financial advisor who specializes in your unique business and planning needs. We’re the only advisory firm in the world (as far as we know!) that works with financial advisors exclusively!
Added the CEPA Designation - CEPA stands for Certified Exit Planning Advisor. Our Exit Planning service is a combination of an exit readiness analysis through Truelytics, and qualitative conversations to develop a healthy mindset and timeline around an exit plan.
Subscribed to Truelytics - Truelytics provides the backbone for our quantitative exit readiness analysis and continuity planning. Access to your own Truelytics account is provided for all our clients at no additional cost!
Ellevate’s 2021 Goals, so we can Serve You Better!
Launch 3 Courses - We’re planning to launch 3 courses in the second half of 2021. They will be Continuity Planning, Succession Planning, and Financial Planning for financial advisors, exclusively! More info to come soon!
12 Speaking Engagements- Exit Planning and Financial Planning for advisors are a huge need, but the resources are scarce. We’re trying to spread the word and need your help! Send me the names of conferences where we should present, or invite us to speak at your local event! We’ve even prepared topics to get you CE credit!
Attend XYPN Live In-Person - We’re so ready to start seeing our advisor friends in-person again! We purchased our tickets to XYPN Live in Denver as soon as they were available and we’re excited to see you there!
My Personal 2020 Wins, so we can Serve You Better!
Finances - My husband and I finally found the perfect financial advisor to help us prioritize and work on our financial goals! Also, my husband graduated from his MBA program, and he’s using all his new knowledge to help Ellevate serve you better!
Relationships - Throughout the pandemic and launching a business together, my husband and I learned that we love working together!
Personal Development - I wanted to read 100 books last year and actually read 110! Check out my reading material here and I’d love to connect with you on Goodreads!
Health - I volunteered at the polls for the Presidential election and helped over 700 people vote. A few days later I tested positive for COVID-19 but I survived and learned to slow down and enjoy every day to the fullest!
Entertainment - Favorite 2020 movie - Hamilton, Favorite new recipe - Eggs in Purgatory, Favorite new hobby - playing board games!
My biggest personal goal is to finally travel back to France with my husband this year! I haven’t been back since I studied abroad in college, so I’m a little worried that my memory is a little rosier than the reality… but I’m excited to explore the southern coast with my husband and maybe take a day trip into Italy! It’ll be his first time to ever visit Europe! What have you accomplished, personally and professionally in 2020? What are your goals for 2021? I’d love to hear about your life and I’m looking forward to seeing you at our birthday party in February!
Warm regards,
Brooklyn
P.S.
At Ellevate Advisors, we believe that advisors deserve to retire too. What does that look like for you, your family, and your business? Let’s figure it out together! Click here to schedule an initial phone call with our team today or get to know me on my bio here!