Thank You, To Our Supporters!
Dear Advisors,
It’s nearly impossible to build your career as a financial advisor if you don’t wholeheartedly LOVE what you do! We are all working towards a version of that for ourselves. It’s helpful to pause and be thankful for everything you’ve accomplished. That’s what I’m doing today. Ellevate Advisors is launching this week, thanks to you!
Last year, some of you voted on our 99designs logo competition. To this day, that is still one of the most fun things we’ve gotten to do while launching Ellevate Advisors! The winning logo is gold, so we had a lot of fun ordering our gold business cards last month! When you voted on our logo, all you had to go on was our “Story Pitch”:
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 business transition consulting 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.
Giving back to the advisors that built the financial services industry, and mentored me in my career, is what sparks my joy! Now, we get to help advisors do more of what they love every day! We offer 4 services to help advisors take their life and business to the next level:
Ongoing Financial Planning - This is perfect for families who need an accountability partner, and someone to be there for your life partner if something were to happen to you.
Business Valuations - This is available as part of your financial plan, or a stand-alone service. We recommend annual valuations to know what you’re building and how fast it’s growing.
Hourly Business Consulting - What are your biggest pain points in your business? Let’s work on projects to take your business to the next level!
Ongoing Transition Consulting - If you’re looking to transition, we can help you grow your firm and identify the right succession plan. If you’re in transition, we will help you stay on course. If you’ve already purchased a firm, we’ll help you make it your own and create a growth plan.
I have yet to meet an advisor who has happily and successfully retired. Most can’t or won’t retire. Those who do usually wait too long to truly enjoy it. That makes me sad. I believe that advisors and their families deserve the best retirement! I believe that it takes working with your own financial advisor to make that happen.
Thank you for supporting our firm, so we can give back to our advisors. There are 2 ways you can keep supporting us: subscribe to our blog and introduce me to an advisor who needs our help. Because we operate virtually, we can help advisors across the United States!
Before moving on with your day, take a moment to think about how far you’ve come in your advisory career. Who should you say “thank you” to today? Saying thank you is a great reminder of why you love what you do. It’s your way of giving back.
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.