Good Life Advisors co-founders, Conor Delaney and Courtnie Nein have been named to the Forbes’ Top Next Generation Wealth Advisors 2018 List. The list, which is made of the country’s top future wealth advisors, has the task of selecting those who exhibit progression in the financial field, as well as help shape the industry’s practices and structure.
“I’m honored to be a part of such a talented list of financial advisors,” expressed Delaney. “Courtnie and I have always prided ourselves on keeping Good Life Advisors a company with progressive thinking, so that we may always accommodate the customer’s needs. To be on this list is truly rewarding and very humbling.”
“As the Co-Founder of Good Life Advisors, I believe in leading by example and being the best version of myself each day. Being on this list is a culmination of my professional accomplishments, my dedication to community service and most importantly, my commitment to my clients. I’m glad I could share this moment with Conor,” said Nein.
To qualify for this ranking, Next-Gen advisors are those born in 1980 or more recent. The Forbes ranking of America’s Top Millennial Advisors, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of individuals with a minimum of four years’ relevant experience and acceptable compliance records. Most important to the selection process is the qualitative due diligence which examines best practices – client service models, investing process, business types, leveraging a team, and firm resources etc. Quantitative factors like revenue produced, assets under management, compliance records, and industry experience are weighed. This year, 23,862 nominations were received based on thresholds and from this 1000 were selected by Forbes.
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