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PRESS RELEASE | The Good Life Companies Ranked Seventh On Fastest Growing Companies List

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For Immediate Release
Contact: Jessica Prutzman
610-858-3867 – jes@jprutzman.com

The Good Life Companies Ranked Seventh On 2017 Lehigh Valley Business Journal’s 45 Fastest Growing Companies List

Wyomissing, PA – October 30, 2017: The Good Life Companies ranked seventh on the Lehigh Valley Business Journal’s Fastest Growing Companies list for 2017. The sixth annual awards ceremony was held at a special morning event, October 25, 2017 at the University Center at DeSales University, Center Valley.

“I am very honored to accept the prominent award on behalf of The Good Life Companies. As a team, we continue to be on the cutting edge in the financial services industry by innovating new services and providing new products for Good Life advisors,” said Conor Delaney CEO of The Good Life Companies. “We congratulate all recipients and commend each company for helping strengthen the Greater Lehigh Valley business economy.”

Nominated companies were ranked according to revenue growth over a three-year period, with both dollar and percentage increases taken into consideration. The 45 fastest growing companies were announced last month, with the final rankings, 1 through 45, revealed October 25. To be eligible, companies had to be for profit-entities based in the Greater Lehigh Valley. They must have had annual revenue of at least $500,000 each of the past three years and an increase in revenue in 2016 when compared to 2014.

Delaney along with his partner Courtnie Nein founded The Good Life Companies in 2012 after seeing a gap in the marketplace for successful advisors wanting a turn-key solution to support their independent financial advisory practice. Delaney and Nein began developing procedures, products and support which became the foundation for the offering at Good Life today.

The Good Life Companies Companies are: Good Life Financial Advisors the umbrella company for independent advisors based in Wyomissing, Pennsylvania, Good Life Advisors the advisor owned RIA, Good Life Advisor Systems a turnkey solution to support individual advisor’s practices, and Good Life Insurance Associates.

The Good Life Companies’ mission is to give their national network of advisors and their clients access to independent financial advice. They specialize in Registered Investment Advisory services and full service support for independent advisors across the country. Their mission is to build a long-term relationship as their trusted and knowledgeable partner. The Good Life Companies aims to accomplish this through a commitment to integrity and a high level of client service.

IN THE NEWS | Good Life CEO on today’s retirement plan

Office Space: Today’s Retirement

Tuesday October 31, 2017 12:01 AM
By Conor F. Delaney

In 1980, 60 percent of Americans were covered by a traditional pension plan. In 2006, that number had fallen to just 8 percent.

Why is this important? Because in 1980, the desire was to get to retirement and enjoy your retirement years by living off your pension and your Social Security. The “market risk” was taken on by the employer, not the employee. In bad market years, the employer could be forced to make up the difference between the withdrawal demands of the plan and the decline in investment performance. Financial advisers had two distinct roles: act as the “middle-man” between investors and product (stocks, bonds, mutual funds) and cater to the needs of the owners of the companies because they were the ones who had the investment risk of having the company pension.

Over the last 30 years, employers have largely shifted that risk to the employees. Instead of the stress to make sure the multi-million-dollar plan was solvent, they could set up a “defined-contribution” plan, i.e. a 401(k), whereby the market performance no longer affected the employer’s obligation. The employer contributes a certain amount of dollars or a certain percentage of income and the employee can invest those dollars in a tax-favorable way to save for retirement. If the markets perform, the employee could win, perhaps even more than having a pension plan. If the markets collapse, the risk of coming up short in retirement would fall entirely on the employee. Coupling the shift with the enhancements in technology gives clients more access to products and information. Therefore, the financial adviser’s role has changed greatly from what it was in 1980.

Eight percent of Americans are now covered by pensions versus 60 percent in the 1980s. What does that mean for the other 92 percent? Presumably (and hopefully), the other 92 percent are at least investing in some sort of savings vehicle for retirement, right? Unfortunately, we know that is not true. Amazingly, most Americans do not have $500 in savings.

Americans are living longer and the need to save while making good investment decisions is greater than ever. As advisers, we must make the pivot from being the best-dressed adviser in the 1980s who can give you access to the best products to the adviser who can relate and help you match strategy with the products that best meet your needs.

I often get asked what my “minimum” is and I have yet to figure out how to answer that question. I do not think I could find a more degrading way to enter a relationship than to gauge my interest based on the size of the family’s investment account. We must build practices and organizations that allow our families and communities to get closer to their goals regardless of the size of their investment account. When we do, the results will be rewarding and beneficial for all… Read Full Article Here!

Conor Delaney is co-founder and CEO of The Good Life Companies, Spring Township, www.goodlifefa.com.

PRESS RELEASE | Julie Kemp

FOR IMMEDIATE RELEASE
October 19, 2017

13+ Year Veteran Joins Good Life Advisors

(Wyomissing, PA) – Julie Kemp has affiliated with Good Life Advisors, a Registered Investment Advisor in the state of Pennsylvania. Julie brings with her more than 13 years of experience, and is currently an independent financial advisor through Good Life Advisors, LLC.

Julie chose to affiliate with Good Life Advisors in order to better serve her clients. “Good Life has provided me with an opportunity to become independent with a full network of support so that I can focus on providing the best service possible to my clients.”

CEO of Good Life Advisors, Conor Delaney, commented, “Our industry is experiencing a lot of change and the need for passionate and energetic leadership was one of the driving reasons for Julie to join Good Life Advisors.  Julie has experienced a tremendous amount of professional success but most importantly, has done so while thriving as a working mother to her three boys.  Julie is a role model as a great financial planner and as a mom and we are fortunate to add someone of her caliber to our growing organization.”

Julie is a member of the Financial Planning Association and is active with the Philadelphia Tri-State chapter. She is actively involved with her church, Kainos Church of Christ. Julie enjoys playing the viola and piano and is currently the Executive Director of the Sunday Sinfonia at Albright College. She also volunteers her time at Camp Manatawny. Julie enjoys spending time with her husband, Kyle, and three boys, Benjamin, Lucas, and Ethan, and their extended family and friends. To reach Julie Kemp, please call (484) 334 – 2221 or Julie.Kemp@GoodLifeRIA.com.

For additional information please contact:

Otis Jacobs
(949) 943-0892
Otis.Jacobs@GoodLifeFA.com

Julie Kemp has no affiliation with LPL Financial, LLC. She is affiliated solely through Good Life Advisors, LLC. a registered investment advisor.

PRESS RELEASE | Working Mother Magazine names Good Life President ‘Top Wealth Adviser Moms’

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FOR IMMEDIATE RELEASE

The Good Life Companies Contact:
Jessica Prutzman, JPrutzman Enterprises, LLC, jes@jprutzman.com, 610-858-3867
Working Mother Contact:
Andrea Kaplan, andreakaplanpr@gmail.com, 917-836-2741

Courtnie Nein of The Good Life Companies Was Named To Working Mother and
SHOOK Research’s ‘Top Wealth Adviser Moms’ List

Reading, PA – October 5, 2017 — Courtnie Nein, president of The Good Life Companies, was selected as one of the firms on the first-ever “Top Wealth Adviser Moms,” list, released today by Working Mother magazine and SHOOK Research, a ranking which measures the best practices of an adviser learned through telephone and in-person interviews, and considers such factors as their service models, investing process, revenue generated for their firms and assets under management.

“I am honored to be named to this list of other hard working moms in our industry. Being a mother to my two boys and a wife to my husband are my most proud accomplishments. Setting an example for my boys of balancing my business and home life is something I hold close to my heart. I also look forward to serving as a role model for my employees who are also working to create harmony between work and family life,” said Nein.

Subha Barry, senior vice president & managing director of Working Mother Media, says, “we are proud to honor working mothers who are the best and brightest financial advisers in the U.S. And the moms have found that the flexibility and entrepreneurial career path play to their strengths in building a lucrative career and raising a family.”

RJ Shook, president of SHOOK Research, says, “these advisers treat their clients like their own families; they are dedicated to helping these families reach their goals and dreams for the future. I would hire any of them to work with my family.”

The complete list of the 2017 “Top Wealth Adviser Moms” can be found at workingmother.com. Methodology: Working Mother and SHOOK Research used a ranking algorithm based on qualitative measures: service models, investing process, client retention, industry experience, review of compliance record, firm nominations plus quantitative criteria, such as assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisers rarely have audited performance reports.

About The Good Life Companies: Nein founded The Good Life Companies in 2012 after seeing a gap in the marketplace for successful advisors wanting a turn-key solution to support their independent financial advisory practice. Nein, along with her partner Conor Delaney, began developing procedures, products and support which became the foundation for the offering at Good Life today. The Good Life Companies are: Good Life Financial Advisors the umbrella company for independent advisors based in Wyomissing, Pennsylvania, Good Life Advisors the advisor owned RIA, Good Life Advisor Systems a turnkey solution to support individual advisor’s practices, and Good Life Insurance Associates.

About Working Mother Media: Working Mother Media (WMM), a division of Bonnier Corporation (bonniercorp.com), publishes Working Mother magazine and its companion website, workingmother.com. The Working Mother Research Institute (workingmother.com/wmri), the National Association for Female Executives (nafe.com) and Diversity Best Practices (diversitybestpractices.com) are also units within WMM. WMM’s mission is to serve as a champion of culture change. Working Mother magazine is the only national magazine for career-committed mothers. Follow us on Facebook, Twitter, LinkedIn, Instagram and Pinterest.

About SHOOK Research: As America’s only wealth adviser research organization, SHOOK Research recognizes the most outstanding wealth advisers in the business. The firm’s host of quantitative and qualitative deep due-diligence measures includes telephone and in-person meetings. The firm shares its best practices research through conferences and speaking engagements. For more information see www.SHOOKresearch.com.

PRESS RELEASE | Jeff Herbek

FOR IMMEDIATE RELEASE
September 20, 2017

17+ Year Veteran Joins Good Life Advisors

(Meridian, ID) – Jeff Herbek has affiliated with Good Life Advisors, a Registered Investment Advisor in the state of Pennsylvania. Jeff brings with him more than 10 years of experience, and currently holds his Series 7 through LPL Financial, and 66 registrations through LPL Financial and Good Life Advisors, LLC.

Jeff chose to affiliate with Good Life Advisors and LPL Financial in order to better serve his clients. “Affiliating with Good Life RIA in conjunction with LPL brokerage services bring business support which in turn allows me to better serve my clients with efficiency and more independence!”

CEO of Good Life Advisors, Conor Delaney, commented, “Jeff becomes our field leader in the greater boise area. As with the dozens of advisors over the years, we were very familiar with his previous affiliation. That makes it a far smoother transition for Jeff, his staff, and his clients. The best is yet to come for us in Boise.”

Jeff spends his free time with his wife Emilie, and three children. Away from business, you can find Jeff in the great outdoors hunting, fishing or camping. He also enjoys staying physically fit by spending time in the gym, playing lacrosse or just biking with the family. He is a graduate of Boise State University, graduating with a B.S. in Business. To reach Jeff Herbek, please call (208) 810-4269 or Jeff.Herbek@GoodLifeFA.com.

For additional information please contact:

Otis Jacobs
(949) 943-0892
Otis.Jacobs@GoodLifeFA.com