Brooklyn Brock, CFP® and third-generation advisor, knows firsthand how complex exit planning can be—especially when family is involved. In this episode, she shares how her personal experience shaped a mission to help advisors plan their own transitions with clarity and intention. Whether you're years from retirement or thinking about your next move now, this conversation will shift how you think about freedom, value, and letting go.

Want to keep more of what you earn AND turn tax conversations into deeper client relationships? Shelby Nicholl sat down with Catherine Tindall, CPA, CEO of Dominion Enterprise Services, who only works with financial advisors on proactive tax planning. And let me tell you — she’s not your average CPA.