A quirky blend of analytic and creative, shoe obsessed, non-fiction book nerd. Shelly loves her morning routine of yoga, coffee and cuddles with her kiddos.
AGE I BEGAN
The Education Team is back at Education Station to discuss the events we have on the books for 2022, and hosting engaging client events.
Five tips and observations to help advisors navigate the new normal while getting the most out of seeing their clients outside the zoom box.
The word “TAMP” is thrown around this industry a lot. You may be saying to yourself, “I don’t even know what a f/**ing TAMP is.”
In lieu of our usual April Fools’ Day silliness, we thought we would share some of our favorite unintended moments together as a team.
The AE team discusses calming nerves around volatility, preparing for the return of student loans, and communicating risk range with clients.
If advisors don’t put new methods in place for the influx of women investors, they will begin to seek advice elsewhere.
Shelly Brockman is a connector, educator and community builder with a passion for strategy. She focuses on creating the optimal experience for each advisor relationship and being a champion for their goals.
Life Philosophy: Success is not a universal definition.
- horseback riding 80% 80%
- paddle boarding 95% 95%
- running 75% 75%
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