Advising Across Generations: Brooklyn Brock on Supporting Diverse Clients | Brooklyn Brock, Founder, Ellevate Advisors LLC. 00:10:00
Brooklyn Brock, founder of Ellevate Advisors, discusses how she assists a diverse range of clients, from seasoned advisors to younger professionals. She highlights the unique appeal of her retirement planning services, attracting an equal mix of male and female clients, and emphasizes the core values that define her firm's approach: vulnerability, growth mindset, and stewardship. Brooklyn explains how these principles guide clients in managing their financial plans with a forward-thinking perspective, ensuring that they are prepared for both present and future financial needs.
