← Back
other
Elevate
1 creator use or recommend it
1 use
Last discussed Aug 4, 2026
A succession planning consulting firm for financial advisors, led by Brooklyn Brock and Tiffany Lee, that guides firm owners through the process of identifying and executing succession strategies.
Recently discussed in
Ep 501: Navigating Succession Planning That Doesn't Turn Out As Expected (Even When You're Doing ...
Rick Kahler · Aug 4, 2026
What creators say
RK
Rick Kahler
uses
Used for: Methodically working through succession options, ranking preferences, identifying must-haves, and providing emotional support through the process
Praised: Methodical and intentional approach; provided emotional support and perspecti...
"We hired a succession planner, Brooklyn Brock and Tiffany Lee, Elevate. And we started working through it very methodically, very intentionally, looking at all of the issues. We had charts. We had here's our must-haves, here's our hope-to-haves. T..."
More from Rick Kahler →Keep exploring
About this data
- ✓48,000+ mentions extracted from real podcast transcripts
- ✓Every quote links to the source episode
- ✓Sponsored mentions are always labeled
- ✓Critical takes are shown, never filtered out
Get an email when a new creator recommends it