Brooklyn Brock, CFP®, CEPA®, ChFC®, CKA® on LinkedIn: #financialplanning #advisors (2024)

It's time to ditch the old mindset of growth for growth's sake. ⚠️ In fact, intentionally choosing when NOT to grow can be better for your team and the future of your RIA. 💡Do you see yourself running a solo practice, a boutique firm, or aiming for enterprise level? 🤔This is a question I recently asked a team of advisors while exploring how they can grow through acquisitions. 🪴Their response was that they would like to stay a boutique firm, which impacted my advice on their M&A strategy. More and more G2 advisors are finding a boutique-level partnership or a smaller lifestyle practice aligns with their long-term goals. 🎯Having a clear vision 👀 of "enough" in terms of your firm helps you build with the end in mind and consider your future Succession Planning needs. For example, when I launched Ellevate Advisors, I knew it would be a boutique firm with a focus on industry impact. 💪From day one, I set a goal of never having more than 100 clients. 🌟This vision has shaped not only our client relationships but also our team hires and my own Succession Plan for the future! 👏My advice? Define "enough" and don't let the "more" monster distract you from your vision! 💫#ExitPlanning for #Advisors #GrowWithPurpose

Advisors before they work with us...😱😅Developing client engagement standards and a healthy work-life balance is not just healthier for YOU, but healthier for your business too! 💡Good clients don't expect you to reply to every email within 10 minutes! Your clients actually want you to be happy and enjoy your weekends and vacations! 🌟🌴An advisory firm that relies solely on you 24/7 to do everything 1) puts clients at greater risk if something were to happen to you and 2) reduces transferable business value down the road. 👎Healthy #boundaries = a more valuable advisory firm 👏#ExitPlanning for #Advisors

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🌟 The journey of Succession Planning can feel like navigating uncharted waters. 🛳️ The uncertainties loom large. 😟Will your chosen successor uphold your legacy? Will your clients continue to receive the exceptional care they deserve? What about your dedicated team? 🤔At Ellevate Advisors, we understand the weight of these considerations. That's why we've crafted a comprehensive process that addresses not only the business aspects but also the personal readiness of advisory firm owners. 💡We recognize that selling advisors transitioning into their next chapter isn't just about numbers and timelines; it's about working towards your future with hope while smoothly transitioning your legacy and clients. 🌱Whether you're contemplating an internal succession or an external sale, we help you identify your unique success criteria, anticipate potential roadblocks, and build momentum toward a seamless transition. 🚀💼While the road ahead may be filled with twists and turns, you don't have to navigate it alone. We're passionate about empowering advisors at every stage of life. 💪If you're ready to take the next step in your transition strategy, we invite you to schedule a free consultation with us. Let's explore your scenario together and chart a course towards your fulfilling future! ✨ #SuccessionPlanning for #FinancialAdvisors #LegacyBuilding 🌟

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You can't care more about your client's financial life than they do. 🤔If you're more invested in their financial plan than they are, you're shouldering a burden that's not yours to bear. 😓 Instead, let's focus on inspiring and empowering 💪 our clients to take ownership of their goals and dreams! How? For me, it's about consistently bringing the conversation back to their unique values and how their action items propel them forward in what they have expressed is most important in life. 🚀🌟By holding them accountable to their values and vision, we can help them find the motivation to break bad habits and accomplish long-standing action items.This is an art 🎨 I'm continually learning as an advisor and coach! 💬 I'd love to hear from you: How do you inspire and empower your clients? Share your tips and experiences below! ⬇️#FinancialPlanning for #Advisors #ClientEmpowerment

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My grandmother 🎨 painted this beautiful portrait of my dad and us kids. 👨👧👦 My dad has been more than a role model—he’s shown me what it means to be an exceptional financial advisor 💵 and instilled in me the importance of financial responsibility from a young age. From playing money management board games 🎲 as a kid to mastering how to file my own taxes as a young adult 🧾, his lessons have stayed with me throughout my life. Thank you to all the dads out there 👨👧👦. The moments you invest in your children make a lasting impact. Happy Father’s Day! ❤️

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🌟✨ Retirement dreams come in all shapes and sizes! I've had the pleasure of helping advisors design a Succession Plan that empowers their unique dreams! 🌟✨ Here's a peek into some inspiring retirement goals shared by my amazing clients:🚐 Embrace RV life and explore national parks📚 Write a collaborative book with fellow advisors🔨 Learn carpentry skills for DIY projects🌴 Take a year-long sabbatical before embarking on an encore career🏡 Relocate closer to grandkids and adult kids✈️ Travel internationally with their life partner🤝 Get more involved with local state politics💃 Take tap dancing lessonsAt Ellevate Advisors, we're all about designing a Succession Plan that transitions you out of the day-to-day of running your firm and gives you more time for what lights you up! 🌞We coach on strategic business decisions while addressing personal growth - a powerful combination to build a fulfilling next chapter! 🚀 #SuccessionPlanning for #Advisors #RetirementDreams

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🔍 Ever wonder about the unique challenges of being a financial planner solely for other advisors? Yes, it's tough! But maybe not for reasons you'd think... 🤔💼 The most challenging? Imposter syndrome! Despite years of honing my skills as 3rd generation advisor, working only with other money experts can trigger insecurity. 😔What helps me overcome self-doubt? Trusting in the power of financial planning! 👏It rings true for myself and for all of my clients: some breakthroughs won't happen without an OUTSIDE perspective! 👀It's hard to think through and implement solutions when the situation is too "close to home." 💡Advisors need help with budgeting, retirement planning, and aligning money with values, just like non-advisors. 🆘I bridge the gap between knowing and doing, empowering advisors to thrive. That's worth fighting self-doubt! 🌟 Do you struggle with #ImposterSyndrome? How do you overcome?💪#FinancialPlanning for #Advisors

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🛫Travel (nonservice dog) $400 round trip - Air France is very pet-friendly🛂International Health Certificate $700🐶Accommodation Pet Fee (non-service dog) $150 one-time fee Bringing your favorite canine on your summer trip to Paris? Priceless! 😍It's worth it for my husband and I to pay extra to travel internationally🌏 with our dog. That's why we build the cost into our budget! 💵What things are important to you and have you accounted for them in your financial plan? 🤔#FinancialPlanning for #Advisors #TheoThursday

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With overwhelming gratitude, my team and I are incredibly HONORED to be named Best Exit Coaching Firm for Advisors in the USA in the 2024 Wealth & Finance International Retirement Awards for the third year in a row! 🎉 🍾We believe #Advisors should be able to happily retire, their families be well taken care of, and their legacies preserved. 👨👩👧👦 🏝 💲Thank you to all of our amazing clients and colleagues for all of your support! 💗

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