ABOUT: Entrepreneurs are born out of a desire to fix, to innovate, to act. Conor Delaney, founder and CEO of Good Life Companies, a financial services company supporting independent financial advisors, is entrepreneurial in all he does. Bold, authentic, and unabashed in his beliefs, he has persevered in health, family, and business by thinking independently. In this series, Conor is joined by guests from the financial services industry as well as entrepreneurs, wellness gurus, community leaders, mentors, and others to share experiences that led to abundance, success, and wellness in the journey to a Good Life. THE HOST: Conor Delaney is founder and CEO of Good Life Companies. Along with his role in financial services, Conor is a serial entrepreneur committed to making an impact. He started his career as a financial advisor while still in college. Instead of an internship, he was going to get paid for doing the job. By 26, he was the top advisor among more than a thousand at his firm. At 27, he launched his practice in the independent model, giving him a path to build something better. The business started as one financial planning practice serving a niche market of investors in small-town America. It has grown into a model of service and support to more than 200 financial advisors and tens of thousands of investors nationwide. After losing his father following high school graduation, he sought purpose and set out on a path of empowering others with access to health and financial independence. Along the way, he has inspired an overabundance of ideas, fearlessly poked bears in the name of disruption and change, ran more than a dozen marathons around the world, remained grounded in his faith, and has always been thinking independently. His commitment to health and wellness launched Good Life Organics, Good Life Fitness Institute, and other companies rooted in a passion to serve others and proliferate overall wellbeing. A father to 5 young children, he is married to his best friend and college sweetheart, Liz.
In episode 10 of Thinking Independently, Conor Delaney and Nick LoPresti tackle the biggest myths keeping advisors from taking the leap to independence. From fears about losing clients and lacking support to concerns over costs and becoming a business owner, they break down each objection with real talk, personal experience, and practical insight. They explore why going independent isn’t just about leaving a firm—it’s about owning ...
In episode 9 of Thinking Independently, Conor Delaney and Nick LoPresti discuss the journey of financial advisors transitioning to independence. They explore the common characteristics of advisors who make this leap, the importance of understanding client experiences, and the balance between confidence and humility in leadership. The conversation emphasizes the need for advisors to break free from constraints, embrace growth, and a...
In episode 8 of Thinking Independently, Conor Delaney interviews Dan Kinney, a seasoned financial advisor with a rich family heritage in the industry. They discuss Dan's journey into financial planning, the evolution of retirement plans, and the importance of building personal relationships with clients. Dan shares insights on navigating the entrepreneurial landscape as an independent advisor and offers valuable advice for new...
In episode 7 of Thinking Independently, Conor Delaney interviews Noah Brooks, Chief Market Strategist at Good Life Companies. They discuss Noah's journey in the investment world, his early career, and the evolution of financial advisory services. The conversation delves into the importance of financial planning, the impact of emotions on investing, and the strategies that advisors should adopt to succeed in the industry. Noah ...
In episode 6 of Thinking Independently, host Conor Delaney, CEO of Good Life Companies, sits down with Brie Williams, VP and Head of Practice Management at State Street Global Advisors, to explore the evolving role of financial advisors in a dynamic industry. They discuss strategies for business growth, the importance of relationships in financial planning, and the shift from product-focused offerings to holistic wealth management.
In episode 5 of Thinking Independently, Conor Delaney of Good Life Companies interviews Marc Cohen, Executive Vice President of Corporate Strategy & Initiatives at LPL, discussing the evolution of independent wealth management and shifts in consumer mindsets. They delve into LPL's strategic investments to support independent financial advisors, highlighting the importance of personalized advisor support, navigating a compe...
In episode 4 of Thinking Independently, Conor Delaney is joined by Lee Alcorn, CFO of Good Life, to discuss the importance of entrepreneurial thinking in the finance industry. They explore Lee’s background, his role at Good Life, and how financial advisors can adapt to an increasingly independent landscape. Lee shares insights from his time at Marriott and LPL Financial and reflects on how experiences in hospitality and corporate f...
Conor Delaney and Nick LoPresti discuss their journey together and the growth of Good Life. They talk about the importance of servant leadership and the pride they have in their team. They also discuss the transition from financial advisor to business owner and the challenges and rewards that come with it. They highlight the impact they have on advisors' lives and the opportunity to make a difference in their communities. They...
Nick Subich, co-founder, president, and CEO of YTS Wealth Management, shares his journey in the financial industry and the growth of his business. He emphasizes the importance of building a team and delegating tasks to achieve scalability. Nick also discusses the impact of becoming a father and husband on his outlook and priorities. He aims to leave no one behind and help as many people as possible, both in the financial industry a...
In this episode, financial advisor Ken Calcutt shares his journey into financial planning and building a successful practice. He discusses the challenges he faced early on and how he overcame them. Ken also talks about the importance of training new advisors and creating a culture of service in his office. He emphasizes the evolving nature of client conversations and the need to focus on more than just financial strategies. Ken att...
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