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IN THE NEWS | Good Life CEO & President Make FORBES Top Next-Generation Wealth Advisors in PA

Forbes/SHOOK’s Ranking of America’s Top-500 Next Generation Wealth Advisors by State

By R.J. Shook, President, SHOOK Research & Forbes Contributor

The future of wealth management is here.

We believe the advisors that we’ve identified for our inaugural ranking of America’s Top Next Generation Wealth Advisors are best positioned to remain ahead of their clients’ needs. These are the industry’s future leaders; the stewards for their clients and their next generations, and those who will help mold the direction of Wealth Management. This is an especially challenging proposition when encountering forces that will forever change this industry.

The emergence of new technologies, including robo-investing, combined with face-to-face interactions with highly customized services are converging as an expectation among wealthy clients. Solutions to affluent individuals’ complex financial situations are growing in demand—from sophisticated wealth transfer needs and complex lending solutions to holistic planning. Even the rise of impact investing and fiduciary standards have become basic necessities.

“Seeing all these next-gen advisors that are laser-focused on their client’s best interests, and the unique paths they are taking, makes me bullish on the future of wealth management,” said Andy Sieg, head of Merrill Lynch Wealth Management. “They are leading the way in helping us to build a contemporary firm.”

The pace of change is only accelerating. In an era with the average Wealth Advisor hitting the mid-50s and thinking of retirement, a new era has begun: We have identified the rising stars of wealth management, those standing up to these challenges. These are the advisor who will be leading the industry—and their clients’ future generations—into the future.

Selection Process

To qualify for this ranking, advisors must have been born in 1980 or more recent; we considered advisors building their own teams, and those on teams that are likely to assume a leadership position. Most important to our process is our deep due diligence: we interview advisors by telephone and in person so we can measure them qualitatively, such as service models, investing process, experience levels and integrity. Each advisor completes a lengthy survey and we consider such factors as compliance records, client retention, revenues produced for their firms and assets managed. We do not consider portfolio performance because of varying client objectives and lack of audited data. Our quantitative and qualitative data are fed into our algorithm, which produces a ranking score. We publish team assets, which in some cases represents multiple advisors on a team.

(Click here for detailed methodology.)

Read Full Article Here!

PRESS RELEASE | Scott Kaufman

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FOR IMMEDIATE RELEASE
July 5, 2017

27+ Year Veteran Joins Good Life Advisors

(Wyomissing, PA) – Scott Kaufman has affiliated with Good Life Advisors, a Registered Investment Advisor in the state of Pennsylvania. Scott brings with him more than 27 years of experience, and currently holds his Series 7 and 63 registrations through LPL Financial, and 65 registration with Good Life Advisors.

Scott chose to affiliate with Good Life Advisors and LPL Financial for a myriad of reasons – one being the ability to grow as a trusted advisor in his community. “I was previously an independent LPL advisor for 15 years here in Berks County. It was here that I was most comfortable, and felt I truly was an asset in my clients’ lives.  Returning to LPL, coupled with my new family here at Good Life, I look forward to focusing on and balancing my time with my clients, my community and my family. Balance is a key element to a rich life. Success and happiness cannot be measured in dollars and cents. I live by this credo and the team I am joining will allow me, my clients and my family to thrive all in concert. Good Life has an impeccable reputation in our community and we share similar core values.”

CEO of Good Life Advisors Conor Delaney commented, “Scott joins our home office in Wyomissing as our local presence in Berks County approaches 50 employees and advisors.  That is exciting to us.  Nationally, we are eclipsing 200 advisors, affiliates, and staff.  Specifically with Scott, we are ecstatic to have a local family man join the firm.  Scott will represent Good Life very well as he uses a unique client experience to fuel his passion of working with Berks County families and businesses.  We look forward to seeing him thrive and seeing local families benefit with his work on their behalf.”

Scott spends his free time with his wife Sharon, and son Daniel. They love to travel and are very active and passionately committed to helping the local community and beyond. Having grown up, lived and worked in Berks County most of his life, Scott feels very connected with the community. He is a graduate of Penn State University, graduating with a B.S. in Marketing. To reach Scott Kaufman, please call (610) 326-7390 or Scott.A.Kaufman@GoodLifeFA.com.

For additional information please contact:

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

PRESS RELEASE | Good Life President named 2017 Forty Under 40 Winner



Wyomissing, PA – June 16, 2017: Courtnie Nein, President and Co-Founder of The Good Life Companies, was named one of the winners of the 2017 Forty Under 40 Awards by the Lehigh Valley Business Journal. The award ceremony took place at a special dinner event on Thursday, June 15, 2017 at Bear Creek Mountain Resort.

The prestigious Forty Under 40 awards program celebrates 40 of the Greater Lehigh Valley’s most accomplished young businessmen and women who have been making headlines in their field.

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These men and women share a mutual commitment to business growth, to professional excellence, and to serving their community. The 2017 winners were assessed on their professional accomplishments, leadership, vision, and community service.

“I am very honored to be one of the recipients of such a prominent award.  To be considered by the Lehigh Valley Business Journal as a successful businesswoman is humbling. As the President of The Good Life Companies, I believe in leading by example and being the best version of myself each day. Being considered for this award is a culmination of my professional accomplishments, my dedication to community service and most importantly, my commitment to my family and friends,” said Nein.

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.

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.

PRESS RELEASE | Investment News names Good Life CEO one of its 2017 40 Under 40

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Reading, PA – June 19, 2017: InvestmentNews recently named Conor Delaney as one of its 2017 40 Under 40. Based on accomplishments to date, contributions to the financial advisory industry, leadership and promise, Conor Delaney was chosen from more than 800 nominations.

“It is an honor to be selected for such a prestigious award.  When we started The Good Life Companies, my intention was to build processes, services and technology to create a practical and affordable way to deliver financial advice to middle America via our advisors anywhere across the country.  To be selected by InvestmentNews and the distinguished panel of judges from more than 800 peers for successfully implementing our initial plan is very humbling,” said Delaney.

Conor Delaney 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. Conor Delaney, along with his partner Courtnie Nein, 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.

Conor Delaney will be featured along with the other 40 Under 40 notables in the June 19 issue of InvestmentNews.

“Given the passion, dedication and innovative spirit that are hallmarks of the U.S. financial advice industry, it’s not surprising we received more than 800 nominations when we put out our call for this year’s class of 40 Under 40s,” said Frederick P. Gabriel Jr., editor of InvestmentNews. “Whittling those nominations down to just 40 honorees was tough. But, after reading our honorees’ stories, I have no doubt that InvestmentNews’ readers will feel as inspired and hopeful of the future of the industry as we do.” 

To learn more about Conor Delaney and the award, please go to www.InvestmentNews.com/40.

 
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IN THE NEWS | Good Life makes it’s way to the top


Reading Eagle: Susan L. Angstadt | Good Life Advisors LLC’s Courtnie E. Nein and Conor F. Delaney. Good Life has a presence in more than 30 states, with 70 advisers and more than $1.5 billion in client assets.

Business Weekly / Reading Eagle
Top 50 list: companies stand out
By Carole Duran
Tuesday May 23, 2017

While 50 companies are recognized on the Greater Reading Chamber of Commerce & Industry top business awards, several stand out.

What sets them apart is the fact that, last year, one wasn’t even on the list, making its way from the top entrepreneurs final placings (Good Life Advisors LLC). Another moved from 45 in the ranking to 10 (Santander Arena and Performing Arts Center). And still another has maintained a high ranking for at least three years, appearing in the top 5 (Triose Inc.)… Read Full Article Here!