Similar ideas popular now
When it comes to implementing an ideal #SuccessionPlan, the soft stuff is the hard stuff. 🤔 Drafting and signing a buy/sell agreement during an M&A can be a breeze from the transactional perspective, but may seem IMPOSSIBLE from an emotional perspective. 🥺 At Ellevate, we help #advisors recognize and work through their emotions to get to the point where they can confidently sign the buy-sell agreement when it’s the right time!
Advisors, you help your clients gain financial freedom and reach their goals! 🌟 Who is helping YOU create YOUR ideal life and business? 🤔 As a 3rd generation advisor, I launched Ellevate Advisors serving only financial planners out of a passion to see advisors and their families well taken care of. 👨👩👧👧 It is a privilege to be a custodian of your dreams as you do the same for your clients! #FinancialPlanning for #Advisors
📅 You are less than 7 years out from your goal retirement date. ⏰ You are 70 years or older. 🔄 You've experienced a high turnover rate in the position of whoever could be your successor or in your team in general. If you are feeling late to the game, have no 😱 fear! You are not alone, and we can still help you take action to assure your family and clients are well taken care of.
"Deborah" was a fee-only advisor client who plans to use capital from selling her firm to launch a wellness retreat center! #SuccessionPanning is about more than a business transaction, but should launch you into your dreams for life's next season! 🚀 #ExitCoaching for #Advisors
The average advisor is also a business owner! #Advisors, when hiring your own planner, find someone that understands the complex needs of entrepreneurs, and is experienced in advanced planning techniques like a tax background or Exit Planning! #FinancialPlanning for #Advisors
Welcome to Part 2 of Questions Advisors should ask when hiring their own Financial Planner! As an #Advisor to advisors themselves and the experience of hiring my own Financial Planner, I witness regularly how the benefits of outsourcing your #FinancialPlan can be life changing!
It's #ExitPlanning myth busting time again! 🚫 Myth: The business isn't worth enough money to meet my financial needs. ✅ Truth: You can implement a number of growth strategies to achieve your retirement goals. #Advisors deserve to retire happily too, not just their clients!
You can have control over your exit strategy, and there are more flexible options than you might be considering! Everyone will exit their business at some point or another, whether you are prepared or not. As an #ExitCoach for #Advisors, I find that it is best to plan so you can exit on YOUR own terms. If you are considering selling or acquiring an advisory firm, I always offer a free consultation and would love to chat about your unique situation!
Women are hugely underrepresented in the financial services industry. And yet... ❗️75% of the team at Ellevate Advisors are women. ❗️ Over 50% of my clients are female financial advisors! This is a shoutout to all of you out there who are👏 Making.👏 Change. 👏 Happen. #WomenInBusiness #FemaleFinancialAdvisors