We’re excited to have XYPN member Brooklyn Brock, Founder of Ellevate Advisors, a fee-only firm in Tulsa, OK, on the show today.
Brooklyn is a third-generation CFP® and after several years of working at her family Ameriprise office, Brooklyn got the itch to start her own firm. But Brooklyn took an unconventional route when she launched a part-time firm. That’s because she’s still working for fee-only advisors as a paraplanner, a position that allows her to gain deep experience working for her ideal clientele, financial advisors, and exit coaching, a passion of hers. In efforts to combat imposter syndrome as she builds her business, Brooklyn hones her skills and has sought and achieved four different designations. Although building a part-time firm is a slow process, Brooklyn is thrilled with the way her part-time firm fits into her life in the COVID era, and has offered her opportunities she never knew existed.
If you’re interested in launching your firm in an unconventional way, this show is for you.
You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/284