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The Value of Financial Planning and Exit Coaching for Financial Advisors

Mike Langford
Mar 3, 2021

One of the core values of working with a financial advisor is having an objective and dispassionate guide to help a client achieve their goals. Our financial lives are fraught with emotional entanglements that can make even the most level-headed person get a little squirrelly and make less than optimal decisions. 

Brooklyn Brock noticed that even financial advisors are not immune to this challenge and in early 2020 she founded Ellevate Advisors to help RIAs and independent financial advisors with their financial and exit planning needs.

Listen to my conversation with Brooklyn about how she created a financial advisory firm that serves other financial advisors on The Modern Financial Advisor Podcast.


As I mentioned in the preview video above, you can watch the entire episode of the podcast on YouTube as well. The video is embedded below for your convenience. Make sure you subscribe to the Truelytics YouTube channel!

Subscribe to the Podcast! The Modern Financial Advisor Podcast is available on Apple PodcastsSpotifyGoogle PodcastsAlexaTuneIn, or if you prefer video you can find it on YouTube.

Resources Related to this Episode:
Below are a few additional links and resources for advisors looking to prepare for transition and improve their own financial wellness: 

  • What is Your TQ (Transition IQ)? - Understanding and navigating the emotional process of transition will be of critical importance in the coming decade as Jeremi Karnell explains in this article.
  • Improve Your Revenue Stability - As I mentioned in the video above, Carla McCabe and I recorded a webinar detailing how improvements to your revenue stability can increase your firm's value. 
  • How to Leverage a CPA Firm to Grow Your RIA Business - Financial advisors benefit from having their own trusted financial professionals in their corner. Whether it's a firm like Ellevate Advisors or a CPA firm that specializes in working with RIAs, it's smart to work with a pro.
If you have any questions, comments, or even ideas for new episodes, feel free to reach out. If you like what you hear, make sure to subscribe to one of our channels listed

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