Day in a Canoe Podcast: Financial Planning, Wealth Management, RIA

004 Ellyn Davidson: President, Brogan & Partners


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Ellyn Davidson: President, Brogan & Partners

In this episode, Nathan and Ellyn Davidson discuss:

  • Who is Brogan & Partners.
  • Pivotal moments in Ellyn's career.
  • How a mentor influenced Ellyn.
  • How dealing with cancer created a new perspective on life.

Key Takeaways:

  • Focus on creating a healthy culture when you take over a business.
  • As a mentor, allow the mentee to do things on their own, but be available when they need your help.
  • Do not micromanage your employees; instead guide your employees.
  • Don't sweat the small stuff.

"We should never take ourselves too seriously but we should take our clients very seriously." — Ellyn Davidson

Connect with Ellyn Davidson:

Twitter: @ellynd

Phone Number: (248) 341- 8211

Website: https://brogan.com

Email: [email protected]

Facebook: https://www.facebook.com/broganpartners

YouTube: https://www.youtube.com/user/BroganSpots

LinkedIn: https://www.linkedin.com/in/ellyndavidson/

Connect with Nathan Mersereau:

Phone: 248-645-1520

Website: www.dayinacanoe.com

Email: [email protected]

Twitter: @NathanMersereau

LinkedIn: Nathan Mersereau

Address: 255 S Old Woodward Avenue, Suite 310 Birmingham, MI 48009

Show notes by show producer: Danielle Taylor

Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.

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Day in a Canoe Podcast: Financial Planning, Wealth Management, RIABy Nathan Mersereau

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