May 24, 2023
On this episode of the Wicked Pissah Podcast we speak with
Brooklyn Brock, founder of Ellevate Advisors. Brooklyn is a
Certified Financial Planner™ practitioner who provides financial
planning services to a unique set of clients – other financial
planners. Brooklyn is also a Certified Exit Planning Advisor and
works with other planners to coach them through putting continuity
and succession plans in place. Tune in to learn more about why
Brooklyn brings a unique perspective to succession planning, how
she implements a values-based approach in the work she does with
her clients, and the steps you can take to begin the important work
of creating your own continuity and succession plan for your
firm.