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

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

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

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

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

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

46mins

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