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Scaling Your Advisory Practice: Insights from the CFO’s Perspective
Manage episode 440797850 series 3580356
Innhold levert av Conor Delaney. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Conor Delaney eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
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 finance have shaped his approach to building relationships and scaling financial services. They also touch on the future of the financial advisor industry, the impact of private equity, and the importance of maintaining entrepreneurial spirit.
Visit GoodLifeCo.com/podcasts/thinking-independently for more episodes.
Good Life Companies is a stand-alone entity providing real estate, infrastructure, technology, training, marketing, and support to independent professionals throughout the United States. Good Life Companies is not a broker/dealer or a Registered Investment Advisor and does not provide legal or tax advice.
4 episoder
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