Brand Building, and Conversation Starters for Successors-Brand Building, and Conversation Starters for Successors

Brand Building, and Conversation Starters for Successors - Recording

Video Transcription

Video Summary

In this video, Aisha Bayless, the webinar coordinator for the NAPFA Genesis Committee, introduces the NAPFA Genesis webinar sponsored by LLIS in Tampa, Florida. The webinar is presented by Brooklyn Brock, a third-generation financial advisor and founder of Elevate Advisors LLC. Brooklyn specializes in financial planning and exit coaching for advisors themselves. She talks about the importance of niching and provides insights into the process of finding and defining a niche. She also discusses the benefits of niching, such as better client acquisition and improved client relationships. Brooklyn emphasizes the need for open communication, trust, and respect in succession planning. She provides several talking points and questions to facilitate these conversations between younger advisors and their successors. The video concludes with a reminder to complete the post-webinar survey and an invitation to attend the NAPFA Genesis event in Denver.

Keywords

Aisha Bayless

webinar coordinator

Brooklyn Brock

financial advisor

niche

client acquisition

succession planning

communication

Denver