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Innhold levert av Practical Wisdom from ACP Financial Advisors and Alliance of Comprehensive Planners (ACP). Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Practical Wisdom from ACP Financial Advisors and Alliance of Comprehensive Planners (ACP) eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
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Ep. #27: The Advisor’s Own Financial Plan - Brooklyn Brock, CFP®, CEPA®, ChFC®
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Manage episode 450366728 series 2639281
Innhold levert av Practical Wisdom from ACP Financial Advisors and Alliance of Comprehensive Planners (ACP). Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Practical Wisdom from ACP Financial Advisors and Alliance of Comprehensive Planners (ACP) eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
Comprehensive financial planners are experts at helping our clients manage their money in support of their goals. But what about the advisor’s own financial picture? Who’s advising them? Our guest, Brooklyn Brock, CFP®, CEPA®, ChFC®, founder of Ellevate Advisors, discusses her work as an advisor to financial advisors, helping them to reach financial independence and establish successful exit plans. To learn more about the ACP, please visit www.ACPlanners.org. To learn more about Brooklyn Brock, please visit www.EllevateAdvisors.com
…
continue reading
27 episoder
MP3•Episoder hjem
Manage episode 450366728 series 2639281
Innhold levert av Practical Wisdom from ACP Financial Advisors and Alliance of Comprehensive Planners (ACP). Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Practical Wisdom from ACP Financial Advisors and Alliance of Comprehensive Planners (ACP) eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
Comprehensive financial planners are experts at helping our clients manage their money in support of their goals. But what about the advisor’s own financial picture? Who’s advising them? Our guest, Brooklyn Brock, CFP®, CEPA®, ChFC®, founder of Ellevate Advisors, discusses her work as an advisor to financial advisors, helping them to reach financial independence and establish successful exit plans. To learn more about the ACP, please visit www.ACPlanners.org. To learn more about Brooklyn Brock, please visit www.EllevateAdvisors.com
…
continue reading
27 episoder
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