Just Peachie Show

Just Peachie Ep6: Business Continuation Planning for Financial Planners w/ Brooklyn Brock CFP®, CEPA®, ChFC®, CKA®

Peachie Thompson · February 10, 2022

Just Peachie Show is a show where Peach Insurance Services, LLC's Founder and CEO, Peachie Thompson, AALU, ALMI, ACS sits down with experts in the financial and insurance world to educate consumers in matters of finance, insurance and taxes (FIT). There is also a lifestyle edition where Peachie interviews experts on health, food and culture.

In this episode, Peachie Thompson, AALU, ALMI, ACS of Peach Insurance Services interviews financial planning industry trailblazer, Brooklyn Brock, CFP®, CEPA®, ChFC®, CKA® of Ellevate Advisors. They talk about a key pain point of many financial planners and business owners: succession and emergency exit planning. They also discuss, Brooklyn's unique business model. This episode is for financial planners, and they will answer the question: "Why do financial planners need another financial planner to help them?" but, if you are a business owner, some of what they talk about may also apply to you. Enjoy!

Here is the podcast version:

Amazon Music/Audible

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Spotify

Some of the items discussed:

  • Exit planning for financial planners
  • Why financial planners must adopt a mindset of being good stewards, not only of their own money but also carrying the same mindset into how you run your business
  • What does it mean to be a 3rd generation financial planner

A message from our guest speaker, Ms. Brooklyn Brock, CFP®, CEPA®, ChFC®, CKA®:

I started in the financial services industry working for my family’s Ameriprise practice straight out of college. After passing the Series 7, 66, and OK Insurance exams, I worked as an Associate Advisor for several years, supporting several hundred client relationships, servicing a few dozen retirement plans, and assisting with 2 business transitions with a retention rate of over 95%.

As a 3rd generation CFP, I wanted to challenge myself with new experiences and left the family firm to provide professional paraplanning for fee-only advisors, while I obtained the credentials of CFP®, CEPA®, ChFC®, and CKA®.

I served on the Tulsa Board of the Financial Planning Association for 5 years, including President for 1 year. I started the FPA NexGen chapter to support younger advisors. I’m currently a NAPFA Genesis member and an XYPN member.

Throughout my career, I found that advisors rarely do financial planning or retirement planning for themselves like they do for their clients, which drove me to launch Ellevate to serve advisors themselves. I often travel to speak at events on these topics, and recently was recognized as the 2021 NextGen Oklahoma award winner in Finance.

My formal education includes a Bachelor of Science in International Business and Economics, a minor in Marketing, as well as a Bachelor of Arts in French, all from the University of Arkansas in Fayetteville. That’s why I designed Ellevate to operate remotely, so we can live and work in France for a few months every year.

Read more about Brooklyn by clicking HERE

Email us at contact@peachinsurance.net if you have any questions about this topic.

"Information shared during the show are opinions of the speakers and not advise for your specific situation. Consult your own specialist, attorney, CPA, financial planner or insurance advisor on all matters discussed in the Just Peachie Show".

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