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内容由Practical Wisdom from ACP Financial Advisors and Alliance of Comprehensive Planners (ACP)提供。所有播客内容（包括剧集、图形和播客描述）均由 Practical Wisdom from ACP Financial Advisors and Alliance of Comprehensive Planners (ACP) 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品，您可以按照此处概述的流程进行操作https://zh.player.fm/legal。
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Ep. #27: The Advisor’s Own Financial Plan - Brooklyn Brock, CFP®, CEPA®, ChFC®
Manage episode 450366728 series 2639281
内容由Practical Wisdom from ACP Financial Advisors and Alliance of Comprehensive Planners (ACP)提供。所有播客内容（包括剧集、图形和播客描述）均由 Practical Wisdom from ACP Financial Advisors and Alliance of Comprehensive Planners (ACP) 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品，您可以按照此处概述的流程进行操作https://zh.player.fm/legal。
Comprehensive financial planners are experts at helping our clients manage their money in support of their goals. But what about the advisor’s own financial picture? Who’s advising them? Our guest, Brooklyn Brock, CFP®, CEPA®, ChFC®, founder of Ellevate Advisors, discusses her work as an advisor to financial advisors, helping them to reach financial independence and establish successful exit plans. To learn more about the ACP, please visit www.ACPlanners.org. To learn more about Brooklyn Brock, please visit www.EllevateAdvisors.com
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27集单集
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Manage episode 450366728 series 2639281
内容由Practical Wisdom from ACP Financial Advisors and Alliance of Comprehensive Planners (ACP)提供。所有播客内容（包括剧集、图形和播客描述）均由 Practical Wisdom from ACP Financial Advisors and Alliance of Comprehensive Planners (ACP) 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品，您可以按照此处概述的流程进行操作https://zh.player.fm/legal。
Comprehensive financial planners are experts at helping our clients manage their money in support of their goals. But what about the advisor’s own financial picture? Who’s advising them? Our guest, Brooklyn Brock, CFP®, CEPA®, ChFC®, founder of Ellevate Advisors, discusses her work as an advisor to financial advisors, helping them to reach financial independence and establish successful exit plans. To learn more about the ACP, please visit www.ACPlanners.org. To learn more about Brooklyn Brock, please visit www.EllevateAdvisors.com
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