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IN THE NEWS | Good Life Unveils a Very Different Office Building

Evan Jones: Good Life unveils a very different office building

Co-founders say they want to give back to the community.
SUNDAY SEPTEMBER 16, 2018 02:11 PM
WRITTEN BY EVAN JONES

Conor Delaney and Courtnie Nein wanted to show Berks County how a business can think outside the box.

The co-founders of the Good Life Companies, a financial advisory firm, opened their headquarters in Cumru Township to the public Thursday with tours and refreshments.

Located in the former La-Z-Boy furniture store along Lancaster Pike, the 28,000-square-foot building underwent $3 million in renovations.

And if you think it is nothing but desks and computer monitors, along with a simple break room, you’d be very wrong.

Just stepping through the front door, you’re in a spacious lobby area with a high ceiling, that is also a juice bar that’s open to the public. Good Life Organics serves smoothies, juices, teas and yogurt dishes.

On the same side is a fully equipped gym, the Good Life Fitness Institute. It’s also open to the public and memberships are available that allow use of the facilities and 24-hour access.

Health, in both finances and the body, are a common theme.

After all, stress over finances has been known to shorten lifespans. Delaney said there are plenty of millionaires with health problems, and those with small savings accounts that are in good physical shape. The goal is to get both positive aspects in sync.

“We want health and wellness going in the same direction,” Delaney explained.

Another reason for the headquarters’ open spaces is to remind customers that Good Life is not just any advisory firm.

“People expect to see crown molding, but we want to think more like Good Life and less like Merrill (Lynch),” Delaney said. “They expect men that are buttoned-down with cuff links. We look like the people we serve.”

Meeting and office space on the first floor are open for area non-profits and a dozen have taken up Good Life’s offer. Two that have set up shop include the Reading Berks Council of Churches and a new organization called the Small Business Resource Association.

Upstairs, the company’s offices are mixed in with a studio to make podcasts and videos, including an editing room, and baskets of fresh fruit along the hallway for a quick snack.

Additionally, Good Life employees have additional perks including a full-service bar, a game room and a full kitchen area. The latter is being used for after-hours cooking classes for children.

Essentially, they want to present this refitted building as a gift from Good Life to the Berks community.

“We broke the mold when we designed our headquarters,” Nein said in a press release. “We created a space were our employees, clients and the community will be excited to spend time. Most importantly the building fits our mission, a good life equals health and wealth. In our workplace, we promote a culture of positivity, physical wellness and financial knowledge.”

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Contact Business Editor Evan Jones: 610-371-5066 or ejones@readingeagle.com.

PRESS RELEASE | Arrow & Bow Wealth Advisors

FOR IMMEDIATE RELEASE
Contact: Otis Jacobs
(949) 943-0892 – Otis.Jacobs@GoodLifeFA.com

GOOD LIFE WELCOMES ARROW & BOW GROUP

READING, PA — September 4, 2018 — Good Life announces a new partnership with Arrow & Bow Wealth Advisors, a Fort Mill, SC-based private practice with over 46 years of combined experience in the industry. Founder Elizabeth Leventis leads the team, which was previously with Foresters Financial.

“Liz and her team embodies our message on so many different levels,”said Conor Delaney, Chief Executive Officer at Good Life. “They represent young energetic leadership that is focused on creating wealth and promoting health. We are so excited to add them to our team!”

Elizabeth Leventis and Jason Leventis are the Co-Founders of Arrow & Bow Wealth Advisors. They bring along with them a team of professionals dedicated to providing a best-in-class client experience, including two experienced advisors: Deena R. Wilson and Scott Ingold. The team at Arrow & Bow takes a disciplined, client-centric approach to wealth management by focusing on three fundamental principles: education, simplicity, and collaboration. To reach the Arrow & Bow Wealth Advisors, please call (980) 201-2840.

“With our firm’s commitment to education, wealth management, and total wellness, we knew immediately that Good Life and LPL would be the perfect team to support our mission. The energy at Good Life is contagious and the team displays a proven track record of health and wealth programming, professional portfolio management, and community outreach. Their vision for the future of wealth management is in total alignment with ours. LPL offers tools and technology that were developed with the client/advisor relationship in mind. This type of fresh thinking and infrastructure serves as a strong foundation for our client-first approach,” saidElizabeth.

About Good Life

Good Life is driven to change the way in which financial products, services and advice are distributed to everyday clients in communities across the country. To stand out in an industry that has been largely commoditized, Good Life needs to be different to be great.  Sometimes being different is not just about being focused on the financial services offered to clients or advisors, but it is about building an ecosystem and community that improves lives.  The Good Life culture is centered around a vibrant, upbeat work environment where employees are encouraged to think freely, dress for their day, all while having a strong focus on overall financial health and physical wellness. For more information, visit GoodLifeCo.comand GoodLifeIA.com.

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PRESS RELEASE | Good Life on Inc. 5000 America’s Fastest-Growing Companies List


Inc. Magazine Unveils Its 37th Annual List of America’s Fastest-Growing Private Companies—the Inc. 5000

The Good Life Companies Ranks No. 622 on the 2018 Inc. 5000 With Three-Year Revenue Growth of 805 Percent

NEW YORK, August 15, 2018 – Inc. magazine today revealed that The Good Life Companies is No. 622 on its 37th annual Inc. 5000, the most prestigious ranking of the nation’s fastest-growing private companies. The list represents a unique look at the most successful companies within the American economy’s most dynamic segment—its independent small businesses. Microsoft, Dell, Domino’s Pizza, Pandora, Timberland, LinkedIn, Yelp, Zillow, and many other well-known names gained their first national exposure as honorees on the Inc. 5000.

“We are very honored to be a recipient of such a prestigious national award. Our team’s drive and dedication propelled The Good Life Companies to number 622 on the 2018 List. As a company, we pride ourselves in a simple mantra Good Life = Health & Wealth. The Good Life Companies is an ecosystem that incubates our mantra. We have reshaped the definition of the “stereotypical” financial advisor. We are approachable, not intimidating, we are a part of our community,” said Conor Delaney CEO and Co-Founder of The Good Life Companies.

Not only have the companies on the 2018 Inc. 5000 (which are listed online at Inc.com, with the top 500 companies featured in the September issue of Inc., available on newsstands August 15) been very competitive within their markets, but the list as a whole shows staggering growth compared with prior lists. The 2018 Inc. 5000 achieved an astounding three-year average growth of 538.2 percent, and a median rate of 171.8 percent. The Inc. 5000’s aggregate revenue was $206.1 billion in 2017, accounting for 664,095 jobs over the past three years.

Complete results of the Inc. 5000, including company profiles and an interactive database that can be sorted by industry, region, and other criteria, can be found at www.inc.com/inc5000.

“If your company is on the Inc. 5000, it’s unparalleled recognition of your years of hard work and sacrifice,” says Inc. editor in chief James Ledbetter. “The lines of business may come and go, or come and stay. What doesn’t change is the way entrepreneurs create and accelerate the forces that shape our lives.”

The annual Inc. 5000 event honoring the companies on the list will be held October 17 to 19, 2018, at the JW Marriott San Antonio Hill Country Resort, in San Antonio, Texas. As always, speakers include some of the greatest innovators and business leaders of our generation.

Delaney and Courtnie Nein President and Co-Founder of The Good Life Companies founded The Good Life Companies in 2012 after seeing a gap in the marketplace for successful advisors wanting a turn-key solution to support their independent financial advisory practice. Together they developed procedures, products, and support which became the foundation for the offering at Good Life today. The Good Life Companies are comprised of six total entities. There is a fixed insurance agency, Good Life Insurance Associates, Good Life Financial Advisors, financial planning for families and individuals around the country, Good Life Advisor Systems, a service organization catered toward transitioning and supporting independent financial advisors, Good Life Advisors, a Registered Investment Advisor, Good Life Fitness Institute which takes an educational approach to fitness, and Good Life Organics adding the nutritional component to overall health and wellness.

Methodology

The 2018 Inc. 5000 is ranked according to percentage revenue growth when comparing 2014 and 2018. To qualify, companies must have been founded and generating revenue by March 31, 2014. They had to be U.S.-based, privately held, for profit, and independent—not subsidiaries or divisions of other companies—as of December 31, 2017. (Since then, a number of companies on the list have gone public or been acquired.) The minimum revenue required for 2014 is $100,000; the minimum for 2017 is $2 million. As always, Inc. reserves the right to decline applicants for subjective reasons. Companies on the Inc. 500 are featured in Inc.’s September issue. They represent the top tier of the Inc. 5000, which can be found at http://www.inc.com/inc5000.

About Inc. Media

Founded in 1979 and acquired in 2005 by Mansueto Ventures, Inc. is the only major brand dedicated exclusively to owners and managers of growing private companies, with the aim to deliver real solutions for today’s innovative company builders. Inc. took home the National Magazine Award for General Excellence in both 2014 and 2012. The total monthly audience reach for the brand has been growing significantly, from 2,000,000 in 2010 to more than 18,000,000 today. For more information, visit www.inc.com.

The Inc. 5000 is a list of the fastest-growing private companies in the nation. Started in 1982, this prestigious list has become the hallmark of entrepreneurial success. The Inc. 5000 Conference & Awards Ceremony is an annual event that celebrates the remarkable achievements of these companies. The event also offers informative workshops, celebrated keynote speakers, and evening functions.

For more information on Inc. and the Inc. 5000 Conference, visit http://conference.inc.com/.

For more information contact:
Inc. Media
Drew Kerr
212-849-8250
dkerr@mansueto.com

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PRESS RELEASE | Good Life Co-Founders Recognized on Forbes’ Top Next Generation Wealth Advisors List

FOR IMMEDIATE RELEASE 

Jessica Prutzman
JPrutzman Enterprises, LLC
610-858-3867
jes@jprutzman.com

Good Life Advisors Co-Founders Recognized on Forbes’ Top Next Generation Wealth Advisors 2018 List
Reading, PA – August 2, 2018

Reading, PA – August 2, 2018 – 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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PRESS RELEASE | Caitlin Degler – VP & Director of Advisor Relations

FOR IMMEDIATE RELEASE 

Contact: Conor Delaney
(610) 898-6927 – Conor.Delaney@GoodLifeFA.com

CAITLIN DEGLER JOINS GOOD LIFE COMPANIES

READING, PA — July 30, 2018 — Good Life announces Caitlin Degler joining as VP, Director of Advisor Relations.

“Caitlin embodies our message… a national firm built by Berks County, for Berks County. She is smart, energetic and focused on developing our organization as we continue to grow. We are looking forward to her becoming a leader within our organization,” said Conor Delaney, Co-Founder and CEO at Good Life. “Berks County is getting better at developing great “homegrown” talent. To be able to keep talent, like Caitlin, here in Berks is a win for Good Life and a win for Berks.”

Caitlin will serve the role of Director of Advisor Solutions. As a member of the executive team, her duties include supporting the current local and national networks of advisors by consulting them on solutions to maximize their efficiencies within their business. In addition, she will manage and oversee initiatives that will expand the service offering to Good Life affiliates. As a lifelong resident of Berks County, Caitlin has deep rooted connections which will help make Good Life the first choice when it comes to independent financial advice for our local community.

“I couldn’t be more excited to be given the opportunity to contribute my expertise to the brand that Conor, Courtnie, and the rest of the Good Life family, have successfully built. We share the same goals, practices, and views on how to do business and live better. I am thrilled to join the team they have put in place,” said Degler.

Degler is a seasoned professional with more than 10 years in the banking industry. In her last role as Vice President and Commercial Deposit Services Sales Officer at Customers Bank, Degler was responsible for determining customers’ cash management needs and financial goals along with managing treasury and commercial depository relationships for Pennsylvania and New Jersey and was responsible for joint sales efforts with relationship managers, business development officers and sales office managers. “We are most excited that Caitlin’s strong financial acumen and her ability to foster personal relationships will be a true asset to our team,” states Courtnie Nein, Co-Founder and President of The Good Life Companies.

Degler graduated from Millersville University with a BS in Actuarial Sciences and believes in making Berks County the best it can be. When she isn’t working, Degler volunteers her time to give back to the community. She is heavily involved with the Greater Reading Chamber of Commerce and Industry and Philadelphia Association for Financial Professionals, as well as an active Advisory Board Member at the Vision Resource Center of Berks County. You can reach Caitlin Degler at (610) 628-4284 and by email Caitlin.Degler@GoodLifeFA.com.

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