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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 lead ...
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Scaling Your Advisory Practice: Insights from the CFO’s Perspective
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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 Marr…
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Creating a Legacy: From Financial Advisor to Business Owner
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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 adv…
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From Zero to a Billion: Scaling Wealth Management
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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 leav…
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Going the Distance: Coaching, Goal Setting, and Finding Your Reason to Believe
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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 clien…
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