The Value of Financial Planning and Exit Coaching for Financial Advisors

from Modern Financial Advisor · host Truelytics by Envestnet

It may sound odd but, many financial advisors have never sat down with a financial planner to make sure they are on track to achieve their long-term goals. Brookly Brock of Ellevate Advisors shares how she and her team are helping RIAs and independent financial advisors with their financial plans and helping them navigate their business exits.

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This episode is 47 minutes long.

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This episode was published on March 1, 2021.

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