Insurance Strategies for Fee-Only Financial Planners with Brooklyn Brock, CFP | Brooklyn Brock, Founder, Ellevate Advisors LLC. 00:10:00
Brooklyn Brock, CFP, shines a light on the crucial insurance strategies specifically tailored for fee-only financial planners. In this discussion, she emphasizes the importance of protecting both personal and professional interests, offering insights into the unique needs of fee-only advisors. Brooklyn shares practical advice on selecting the right insurance policies to ensure comprehensive coverage, enabling planners to safeguard their practice and provide peace of mind for their clients.
