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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

PRESS RELEASE | Christian Depret-Bixio

FOR IMMEDIATE RELEASE
September 7, 2017

17+ Year Veteran Joins Good Life Advisors

(Columbia, SC) – Christian Depret-Bixio has affiliated with Good Life Advisors, a Registered Investment Advisor in the state of Pennsylvania. Christian brings with him more than 17 years of experience, and currently holds his Series 7 and 63 through LPL Financial, and 66 registrations through LPL Financial and Good Life Advisors, LLC.

Christian chose to affiliate with Good Life Advisors and LPL Financial because of the opportunity to better serve his clients. “I moved my practice to dedicate my full attention to the client and work with a team like Good Life that shares that priority.”

Director of Business Development at Good Life Advisors, Otis Jacobs, commented, “Good Life Advisors is proud to affiliate with Christian! He brings a level of expertise and excellence to our Modern Family Wealth Management branch in Columbia, SC that will help propel the already outstanding and diverse group to the next phase of development. We look forward to doing great things with the group and aiding them in providing a top tier level of service to their local community.”

Christian is a native of Paris, France where he was raised and educated. Besides being married and a father of 2 girls, Christian is involved in his community by serving on the board of several not for profit organizations. He is also an avid sailor, a tennis player, a music lover, a photographer and likes riding motorcycle. To reach Christian Depret-Bixio, please call (803) 937-3433 or chris.depretbixio@lpl.com.

For additional information please contact:

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

IN THE NEWS | Good Life CEO talks about elder financial abuse

Office Space: Look at ways to ward off elder financial abuse

Tuesday August 29, 2017 12:01 AM
By Conor Delaney

With an aging population, financial abuse of elders is becoming more common.

Financial abuse and exploitation can take on many forms. Many times it is committed by caregivers or loved ones taking care of an elderly adult unable to perform daily functions.

In most cases, a legal document known as a power of attorney is on file allowing designated family or caretakers the ability to make decisions. Trust is placed in that person to make the best decisions on behalf of the person, and all too often the person is given full and total control of bank accounts and assets.

It is imperative that if you are granting legal power of attorney to someone that it is someone you have full faith they will act in your best interest. It is also recommended that you have more than one power of attorney to allow for checks and balances on finances.

Elder abuse may also occur in other forms outside of a power-of-attorney capacity. Elderly people are often times targeted for different marketing campaigns for various products, ranging from insurance to investment products and even things such as reverse mortgages. These specific products may not be suitable recommendations. It can also take place by home-repair professionals.

If you feel pressured or uncomfortable making a decision, have another person who may be more educated on the topic help make decisions or review proposals before signing and providing a form of payment.

Based upon a survey from the National Adult Protective Services Association, 1 in 20 elderly adults indicate they were the recipients of perceived financial mistreatment. Unfortunately, it is underreported. Only about one in 44 cases of financial abuse is documented.

As an owner of local financial firm with a national footprint of advisers, we have to be very conscious of ways in which powers of attorney are being used. We suggest to our advisers to get to know the power of attorney of their clients if one is placed on file. It is important for our advisers to understand why the power of attorney is placed on file and in what capacities they are allowed to act on.

I had experience with an adviser who had a client she felt was being taking advantage of through power of attorney. The power of attorney was withdrawing large sums of money and stated it was for the care of the elderly person. She felt the withdrawals were excessive and very well knew the health condition of the client. She contacted the client immediately and reported the case to the Department of Aging. They acted quickly and ended up having the power of attorney, along with the financial adviser, appear in court and revoked all privileges of the power of attorney… Read Full Article Here!

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

This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor. Although we don’t draft powers of attorney, we can assist with providing a referral. Respond if necessary.

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!