As a 19-year-old financial advisor at the start of his career, Conor Delaney likely had some kind of plan, but fast forward another 19 years and the InvestmentNews 40 Under 40 alumnus must surely have surpassed his own goals.
As founder and CEO of Good Life Companies which partners with independent financial advisors nationwide, Delaney is now heading a 12-year-old business with 50 employees serving more than 200 advisors across the country managing more than $10 billion in client assets.
This month the firm has added three advisors to its network:
“It is a milestone in an advisor’s career when they launch their own business,” said Delaney. “Supporting that moment is the backbone of our business, and it has inspired our continuing innovation and commitment to serve as a resource to the advisor and their business at every step.”
Good Life is eyeing expansion of its own footprint too, opening a second corporate headquarters in Orlando, Florida, augmenting its Reading, Pennsylvania location.
Delaney will be based in the new office, which should be open by the end of 2024 to support current advisors supported by the firm and to serve the strong demand for its differentiated model of services and support.
“As demand for independence grows, our model is resonating with advisors looking for a better way to work and live,” said Delaney. “The success of our affiliated advisors is a testament to that. With this new location, we can continue to enhance our offering of service and support by gaining access to a growing population of talent and creating a destination for advisors.”
Medicare scam, pandemic benefit theft, offshore tax evasion — federal prosecutors are casting a wide net.
Report finds that pension income acts as a financial lifeline for retirees facing late-life shocks and raises urgent questions about the DC-only future.
Nine-month electronic trading freeze and share lending program at the center of dismissed claim.
Meanwhile, Rossby Financial's leadership buildout rolls on with a new COO appointment as Balefire Wealth welcomes a distinguished retirement specialist to its national network.
With a smaller group of companies driving stock market performance, advisors must work more intentionally to manage concentration risks within client portfolios.
As technical expertise becomes increasingly commoditized, advisors who can integrate strategy, relationships, and specialized expertise into a cohesive client experience will define the next era of wealth management
Growth may get the headlines, but in my experience, longevity is earned through structure, culture, and discipline