Brooklyn Brock
6 Podcast Episodes
#155 - Succession Planning - Brooklyn Brock - Financial Planner & Exit Coach to Independent RIAs
#155 - Succession Planning - Brooklyn Brock - Financial Planner & Exit Coach to Independent RIAs
On this episode of the Wicked Pissah Podcast we speak with Brooklyn Brock, founder of Ellevate Advisors. Brooklyn is a C... Read more
24 May 2023
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55mins
Ep #77: Evaluating Succession Plan Opportunities with Brooklyn Brock
Ep #77: Evaluating Succession Plan Opportunities with Brooklyn Brock
Brooklyn Brock is the founder of Ellevate Advisors based out of Tulsa, OK. Offering financial planning and exit coaching... Read more
8 Apr 2022
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34mins
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Episode 6: Just Peachie Ep6: Business Continuation Planning for Financial Planners w/ Brooklyn Brock CFP®, CEPA®, ChFC®, CKA®
Episode 6: Just Peachie Ep6: Business Continuation Planning for Financial Planners w/ Brooklyn Brock CFP®, CEPA®, ChFC®, CKA®
Peachie Thompson, AALU, ALMI, ACS of Peach Insurance Services interviews financial planning industry trailblazer, Brookl... Read more
10 Feb 2022
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21mins
Ep 8: Financial Planning for Advisors with Brooklyn Brock
Ep 8: Financial Planning for Advisors with Brooklyn Brock
Watch our Youtube episode! Financial advisors spend so much time working on their client’s financial futures that their ... Read more
28 Oct 2021
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39mins
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Business Exit Planning with Brooklyn Brock
Business Exit Planning with Brooklyn Brock
LifeBlood: We talked about business exit planning, the fears that stop us from doing it, the potential upside of having ... Read more
23 Sep 2021
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21mins
Ep #284: Launching a Part-Time Firm During the COVID Era: The Career of Brooklyn Brock
Ep #284: Launching a Part-Time Firm During the COVID Era: The Career of Brooklyn Brock
We’re excited to have XYPN member Brooklyn Brock, Founder of Ellevate Advisors, a fee-only firm in Tulsa, OK, on the sho... Read more
2 Dec 2020
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46mins
