Content Level: Intermediate
NAPFA Subject Area: L-Strategic Thinking

Join NAPFA Genesis member Brooklyn Brock, financial planner and exit coach, as she discusses launching her RIA during the height of the Covid-19 pandemic, choosing the unique niche of working with advisors themselves, and the do's and don'ts of building your brand.

Brooklyn will also share conversation starters for younger advisors interested in becoming successors at their firms. As an exit coach, Brooklyn is often contacted by younger planners interested in a partnership who feel that it's "not their place" to bring up the topic. In this session, she will dive into how to begin the succession planning dialogue and adopt an ownership mentality to become the potential successor senior advisors are seeking.

This Genesis webinar is brought to you by LLIS, the exclusive sponsor of NAPFA Genesis.

1. Understand tips and tricks to brand building and choosing the right niche.
2. Identify succession planning conversation starters for young advisors.
3. Learn how to adopt an ownership mentality to stand out as a potential sucessor.

Brooklyn Brock, CFP^®, CEPA^®, ChFC^®, CKA^®