Crafting a Successful Exit Plan with Brooklyn Brock |Brooklyn Brock, President, Ellevate Advisors LLC. 00:10:00
Brooklyn Brock, CFP®, CEPA®, ChFC®, CKA®, is a third-generation financial advisor and CFP Professional known for her expertise in securing successful succession plans for financial advisors. With a client retention ratio exceeding 95%, Brooklyn emphasizes that true success goes beyond numbers. She believes that taking the time to prioritize oneself and creating a fulfilling life is crucial. Brooklyn highlights that many advisors regret their decision to sell or buy a business due to a lack of personal fulfillment.
