Ellevate Advisors LLC

I'm excited to be a keynote speaker on October 11th at the @ACP conference 2024 to discuss #ContinuityPlanning for #Advisors! 🚑 What would happen to your firm & clients in case of death & incapacitation? 🤔 We'll review our template Hit-by-the-Bus 🚌 Workflow which attendees can customize to: 🗣️Communicate with clients & increase client retention rate 🤝Coordinate with key people to transition the business smoothly 🧭Navigate compliance under pressure Who else is going to be there? I would love to meet up!

Our Chief Pawsitivity Officer, Theo, 🐶 recently enjoyed National Dog Day doing what he loves—strolling around the city and enjoying free goodies from local businesses. His favorite stop? A pup cup from one of our favorite coffee shops! 🐕☕ Just like Theo knows how to enjoy the little things in life, we help advisors and their families plan for the future so they can focus on what truly makes them happy. 🐾 #NationalDogDay #FinancialPlanning for #Advisors

Life is full of change. We are not the same people we were 1, 3, or 5 years ago! As we grow older, our priorities shift, and our dreams evolve! 🌟 Just like a caterpillar becoming a butterfly, it is hard to see transformation in our own selves. 🐛 🦋 As an advisor to #advisors, I help my clients recognize how they've grown and craft a financial plan that truly reflects the person they’ve become! 🌱 Are you surprised at how quickly everything changed? Or have you started a new chapter in life? Are you realizing your priorities have shifted? 💡 It's time to update your financial plan to serve you and the person you are becoming! 👏 Advisors considering outsourcing your personal financial plan, let's talk! DM me to explore if we would be a good fit! 😃 #FinancialPlanning for #Advisors

🌟 Happy Labor Day from Ellevate Advisors! Today, we celebrate🥳 the dedication and hard work that drives us forward. Whether you're enjoying a well-deserved break or gearing up for new challenges, take a moment to reflect on the impact of your efforts. 💞 Your work makes a difference! 👏 #LaborDay #CelebrateWork #Advisors

Like a painter 🎨 blending colors, your work and personal life can complement each other beautifully when mixed with intention. 🖌️ When you invest in yourself, it reflects 🪞 in the work you do for clients. Focusing on work that brings you joy💓 reflects in your capacity to focus on your home life when you clock out. As we guide advisors through business transitions, whether retiring or growing through acquisition, we provide resources to design a fulfilling next chapter. 📖 Our process addresses personal fulfillment while making progress on your business action items! 👏 What does blending your work and life look like for you? 🤔 #SuccessionPlanning for #Advisors #M&A #WorkLifeBalance

Let’s be real—advisors are notorious for struggling with retirement. 😥 Why? Because you’re passionate about what you do, the idea of stepping away while making sure your clients are well taken care of can feel daunting. 😱 That’s why we’re dedicated to offering holistic Succession Planning for advisors that considers MORE than just getting monetary value for your firm. 🙌 We know that your definition of success is unique, ❄️ and we help you make a plan for those questions that keep you up at night.😴 🤔How will my clients be taken care of? Will my team succeed? How do I help get my successor ready to take the lead? Will I be happy in retirement? 😓 Our process uncovers your personal 🎯 and business goals 💼, helping you design a transition and an implementation plan that’s just right for you and your firm. We’re beyond excited 🤩 to share that Ellevate Advisors and our Associate Exit Planner, Tiffany Lee, CPRC Lee, were recently featured in Financial Planning magazine 📰, where we dove into the psychological side 🧠 of a Succession Plan and tips on how to succeed. Check out the article in the comments below! ⬇️ If you are an advisor who would like support in your upcoming business transition, we always offer a free consultation. Schedule a call, and we would love to talk through your scenario! 💓 #SuccessionPlanning for #Advisors #NextChapter #BusinessTransitions

By 5 years old, I already had my own driver 🚗, personal chef 🧑🍳, daily massage therapist 🐶, and travel agent ✈️. Follow me for financial advice! 😜 - Theo the Financial Planning Puppers! #TheoThursday #FinancialPlanning for #Advisors

What can you expect to change if your advisor moves abroad? 🤔🌏 I've been dreaming about buying a home in France and we get closer to that goal every year! 👏 But are my clients concerned about how Ellevate will change if I'm not in the USA? Here's the scoop on what to expect! 📩 If your advisor is moving to a country in a different time zone, they are still available via email, and when an urgent issue or question arises, let them know and they will contact you quickly! 👩💻 Routine meetings will be held online, or your advisor will meet with you in person when they return to the States for a visit with stories and maybe some souvenirs to share! 🤝 Your advisor may hire additional team members to make sure you have the support you need. Make friends with these team members so you can contact them whenever something comes up! 😄 There may be some compliance changes the advisor makes in managing the business internally, but that typically doesn't affect your working relationship. Ask your advisor if you have any questions! #FinancialPlanning for #Advisors #Travel #WorkAbroad

📣 Hey G2 Advisors! Ready to take the next step in your career? 🪜 As an Exit Planner, I work not only with advisors preparing for retirement or an encore career but also with their successors. The healthiest succession plans happen when both founders and successors are happy, making the transition smoother for clients. 😊🤝 My advice? Don’t wait for the founder to start the succession conversation! You can ask: ❓ "What does the career track look like that leads to partnership?" ❓ "What is your Continuity Plan and how can we prepare our clients?" ❓ "Are you hoping for a phased retirement? I'd love to be a part of that transition." It might feel awkward to bring up these topics, but founders typically appreciate seeing their potential successors think like owners and step up to the plate. 💪 Need help navigating the Succession Plan? 🤔 We provide holistic Succession Planning support for advisors and their teams. Schedule a free consultation and we would love to help you make progress! 🚀💡 #SuccessionPlanning for #Advisors #G2Advisors #CareerGrowth

I am excited to be speaking at XYPN Live with Nicole Madosik about #Succession and #Continuity Planning for #Advisors! 👏 Who else will be in Minneapolis in October? I would love to meet up! 😃