READING, PA — August 25, 2021 — Good Life Companies, a family of wealth management firms delivering fully supported independence for financial advisors, today welcomed 12 former Waddell & Reed financial advisors to its platform. Based in the Northern Plains, Mountain West and Southeastern United States, the newly recruited financial advisor…
READING, PA — August 17, 2021 — Good Life announces a new partnership with Gabriel Penfield, Founder of Relational Wealth Management in Irmo, SC. Gabriel brings with him over 20 years of experience in the industry. “Good Life has wanted the team at Relational Wealth Management to be a part of…
READING, PA — July 28, 2021 — Good Life announces a new partnership with Brian S. Lethert, CRPC®, Founder and Wealth Advisor at Spitfire Financial Group in Billings, Montana. Brian brings with him over 20 years of industry experience guiding clients through the ever-changing financial landscape. “Brian Lethert’s attention-to-detail and…
READING, PA — June 9, 2021 — Good Life Companies, a family of firms delivering a fully supported independent experience for financial advisors, today announced the launch of its new capabilities as a multi-broker-dealer platform. Going forward, independent financial advisors who affiliate with Good Life Companies can choose among a…
READING, PA — May 27, 2021 — Good Life announces a new partnership with Michael Chapman and Katie Ives, two Fayetteville-based wealth advisors launching a new branch of Good Life Financial Advisors in Fayetteville, NC. Michael and Katie have been partners since 2014 and bring with them over 40 years…
READING, PA – February 26, 2021 – Good Life Companies, one of the nation’s fastest-growing independent hybrid RIA firms, has named Rachel Bashore its Chief Operating Officer, effective immediately. Ms. Bashore’s appointment to this role reflects Good Life’s robust expansion, driven by the firm’s unique focus on the intersection of…
READING, PA — February 1, 2021 — Good Life announces a new partnership with Kevin J. Haffics, CRPC®, AAMS®, a Bridgeville, PA-based financial advisor with 15 years of experience in financial services. Kevin is joining Grandview Wealth Management as a financial advisor and Director of Financial Planning. “We understand that advisors…
READING, PA — November 11, 2020 — Good Life announces a new partnership with Andrew and RJ Norris, two Portland-based wealth managers with over 45 years of combined experience in the financial industry. Andrew and RJ are launching Generation to Generation Financial. “Good Life Companies is proud to announce the creation and onboarding…
Change is a constant. Social circumstances and market events this year have necessitated a shift in marketing ideology for financial advisors. The prospecting strategies of yesteryear, or even a few months ago, can no longer be relied upon to grow your practice. Marketing techniques need to evolve regularly for advisory…
READING, PA — September 8, 2020 — Good Life announces a new partnership with YTS Wealth Management, a Pittsburgh area private practice with nearly a decade of experience. Wealth managers Justin V. Tantlinger and Nicholas A. Subich lead their team of six. “We are privileged to welcome Justin, Nick and…
