Why Advisors Need to Hire a Financial Planner with Brooklyn Brock
Advisors are notorious when it comes to doing financial planning for themselves, even though they may insist on it for their clients. Brooklyn Brock says this neglect shouldn’t be surprising. As business owners, advisors’ plans are likely to be especially complex. Because of the demands of their job, they often are pulled in many different directions and don’t have the time or energy to devote to their personal financial plans.
Brock's company, Ellevate Advisors, specializes in providing financial planning and exit coaching exclusively to financial advisors. With an advisor background herself, Brooklyn and her team have developed specific tools to help advisors weigh up acquisition, sale and exit options and how your choices will affect your other professional and personal financial goals. She helps advisors create their own plans that are guided by their hopes and values rather than leaving things up to chance, being driven by fear or simply ignoring issues until it’s too late to shape what you really want.
Paul Kingsman works directly with advisors who want to grow their protection and retirement income planning practices. Through his speaking, writing and business coaching, Paul helps advisors set up processes to attract quality prospective clients and remain relevant in the ever-changing world of financial services. As a former financial advisor, he understands what works in the real world, teaching practical, actionable solutions to advisors' everyday challenges.