Just Peachie Show

Episode 6: Just Peachie Ep6: Business Continuation Planning for Financial Planners w/ Brooklyn Brock CFP®, CEPA®, ChFC®, CKA®


Listen Later

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!
...more
View all episodesView all episodes
Download on the App Store

Just Peachie ShowBy Peachie Thompson

  • 5
  • 5
  • 5
  • 5
  • 5

5

3 ratings