Brooklyn Brock, CFP®, CEPA®, ChFC®, CKA® on LinkedIn: #financialplanning #advisors #clientempowerment (2024)

🌟 The journey of Succession Planning can feel like navigating uncharted waters. 🛳️ The uncertainties loom large. 😟Will your chosen successor uphold your legacy? Will your clients continue to receive the exceptional care they deserve? What about your dedicated team? 🤔At Ellevate Advisors, we understand the weight of these considerations. That's why we've crafted a comprehensive process that addresses not only the business aspects but also the personal readiness of advisory firm owners. 💡We recognize that selling advisors transitioning into their next chapter isn't just about numbers and timelines; it's about working towards your future with hope while smoothly transitioning your legacy and clients. 🌱Whether you're contemplating an internal succession or an external sale, we help you identify your unique success criteria, anticipate potential roadblocks, and build momentum toward a seamless transition. 🚀💼While the road ahead may be filled with twists and turns, you don't have to navigate it alone. We're passionate about empowering advisors at every stage of life. 💪If you're ready to take the next step in your transition strategy, we invite you to schedule a free consultation with us. Let's explore your scenario together and chart a course towards your fulfilling future! ✨ #SuccessionPlanning for #FinancialAdvisors #LegacyBuilding 🌟

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My grandmother 🎨 painted this beautiful portrait of my dad and us kids. 👨👧👦 My dad has been more than a role model—he’s shown me what it means to be an exceptional financial advisor 💵 and instilled in me the importance of financial responsibility from a young age. From playing money management board games 🎲 as a kid to mastering how to file my own taxes as a young adult 🧾, his lessons have stayed with me throughout my life. Thank you to all the dads out there 👨👧👦. The moments you invest in your children make a lasting impact. Happy Father’s Day! ❤️

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🌟✨ Retirement dreams come in all shapes and sizes! I've had the pleasure of helping advisors design a Succession Plan that empowers their unique dreams! 🌟✨ Here's a peek into some inspiring retirement goals shared by my amazing clients:🚐 Embrace RV life and explore national parks📚 Write a collaborative book with fellow advisors🔨 Learn carpentry skills for DIY projects🌴 Take a year-long sabbatical before embarking on an encore career🏡 Relocate closer to grandkids and adult kids✈️ Travel internationally with their life partner🤝 Get more involved with local state politics💃 Take tap dancing lessonsAt Ellevate Advisors, we're all about designing a Succession Plan that transitions you out of the day-to-day of running your firm and gives you more time for what lights you up! 🌞We coach on strategic business decisions while addressing personal growth - a powerful combination to build a fulfilling next chapter! 🚀 #SuccessionPlanning for #Advisors #RetirementDreams

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🔍 Ever wonder about the unique challenges of being a financial planner solely for other advisors? Yes, it's tough! But maybe not for reasons you'd think... 🤔💼 The most challenging? Imposter syndrome! Despite years of honing my skills as 3rd generation advisor, working only with other money experts can trigger insecurity. 😔What helps me overcome self-doubt? Trusting in the power of financial planning! 👏It rings true for myself and for all of my clients: some breakthroughs won't happen without an OUTSIDE perspective! 👀It's hard to think through and implement solutions when the situation is too "close to home." 💡Advisors need help with budgeting, retirement planning, and aligning money with values, just like non-advisors. 🆘I bridge the gap between knowing and doing, empowering advisors to thrive. That's worth fighting self-doubt! 🌟 Do you struggle with #ImposterSyndrome? How do you overcome?💪#FinancialPlanning for #Advisors

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🛫Travel (nonservice dog) $400 round trip - Air France is very pet-friendly🛂International Health Certificate $700🐶Accommodation Pet Fee (non-service dog) $150 one-time fee Bringing your favorite canine on your summer trip to Paris? Priceless! 😍It's worth it for my husband and I to pay extra to travel internationally🌏 with our dog. That's why we build the cost into our budget! 💵What things are important to you and have you accounted for them in your financial plan? 🤔#FinancialPlanning for #Advisors #TheoThursday

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With overwhelming gratitude, my team and I are incredibly HONORED to be named Best Exit Coaching Firm for Advisors in the USA in the 2024 Wealth & Finance International Retirement Awards for the third year in a row! 🎉 🍾We believe #Advisors should be able to happily retire, their families be well taken care of, and their legacies preserved. 👨👩👧👦 🏝 💲Thank you to all of our amazing clients and colleagues for all of your support! 💗

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Some advisors have a "glass half empty" perspective when it comes to saving for retirement, feeling they are never saving enough! 😓It's a common worry, but here's the twist: sometimes, we over-prepare and miss out on living in the moment. Let's change that narrative! 💡We're here to empower advisors to see your financial future in a new light☀️Together, we'll craft a plan that not only secures your tomorrow but also enriches your today! 😃Whether it's giving back, owning your dream home, or exploring the world, your goals are within reach. 🎯Let's flip the script on pessimism and embrace the potential for a life filled with purpose and adventure. 💫🙌Ready to rewrite your retirement story? The first consultation is always on us, so let's chat over a Zoom call! #FinancialPlanning for #Advisors

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The sigh of relief when an advisor sends me their completed legal Continuity Plan is something I feel in my soul! 😊The peace of mind knowing your clients and family are in good hands is priceless! 💼💪 #ContinuityPlanning for #Advisors

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Whether through Financial Planning or Exit Planning, I work with advisors in transition. Change, even the good kind, can be exhausting! 😪It's essential to recognize that "giving your all" doesn't always mean operating at 100%. 💡Some days, our tank may overflow with energy, passion, and creativity, 🎨while other days, it might feel like we're running on fumes. 😫 And that's okay!Remember, success isn't solely measured by maintaining a constant peak 🏔️ performance. Success lies in the resilience to show up, even when our best effort might only be a fraction of what we've brought to the table before. 🙌So, if today finds you below your 100%, know that you're still making an impact. 👏Give yourself the grace to embrace the ebb and flow of your journey. Celebrate every effort, big or small, as a step toward your goals. 🥳As #advisors, let's aim for realistic expectations for ourselves and our teams, offering grace and setting boundaries. You deserve happiness and balance too! 🌟💼 #SuccessMindset #GiveYourAll

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