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PRESS RELEASE | Terrier Financial Group

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

GOOD LIFE WELCOMES TERRIER FINANCIAL GROUP

READING, PA — July 23, 2018 — Good Life announces a new partnership with Terrier Financial Group, a Charlotte, NC-based private practice with over 15 years of combined experience in the industry. Founder Gary Blount leads the team, which was previously with Foresters Financial.

“Terrier FG is a tremendous addition to the Good Life advisor network,” said Otis Jacobs, Director of Business Development at Good Life. “They represent a new era of financial advisor in their vision and work ethic. We look forward to the opportunity to work their team and aid in their growth moving forward.”

Gary Blount is the Founder of Terrier Financial Group. He brings along with him two advisors: Kevin Adleman and Kevin Thomas. All three advisors played Division I football and graduated from Wofford College with a degree in Accounting. In 2010 Gary joined the financial services industry with Kevin and Kevin joining the same firm a few years later. To reach Terrier Financial Group, please call (980) 859-3160.

“After a decade of being in financial services industry the logical next step was to partner with an independent firm that would allow me to offer unbiased advice and solutions to my clients. Leveraging LPL’s size and technology capabilities along with the back office support and personalization offered through Good Life creates the perfect combination for me to offer the highest level of service to my clients,” said Mr. Blount.

PDF Version Available HERE!

PRESS RELEASE | Brian Kraus & Kelly Connelly

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

GOOD LIFE WELCOMES BRIAN KRAUS & KELLY CONNELLY

READING, PA — July 20th, 2018 — Good Life announces a new partnership with Brian Kraus and Kelly Connelly, two Clermont, FL-based advisors launching Good Life Financial Advisors of Central Florida.

“Brian and Kelly represent an opportunity to build a large office in the greater Orlando area. On a personal level, they fit the mold of the people we are proud to affiliate with,” said Conor Delaney, Chief Executive Officer at Good Life. “Professionally, they have spent decades promoting health and creating wealth in the area. I am especially excited to put a large complex in Central Florida, where Good Life has started building additional corporate offices. Central Florida is ripe with great advisors in old, inefficient business models. Having Brian and Kelly as leaders there gives us an opportunity to truly build something special.”

Working as a team, Brian and Kelly bring with them 48 plus years of experience in the financial planning and services industry. GLFA of Central Florida offers all-encompassing services for their clients. Their reputation thrives on a high-level of customer satisfaction. They feel that when their clients are truly confident in their financial stability, and excited about their retirement, they have done their job. To reach Brian and Kelly, please call (352) 242-2232.

“Our golden rule is to do “What’s in our client’s best interest” to the best of our ability. Those we work with are both clients and business friends. We spent months looking for the right firm that showed the same objective and Good Life Financial Advisors met the call. As Kelly and I both enjoy making a difference in the community, we will provide professionals from other industries to you through seminars and workshops free to the public. Stay tuned!” said Mr. Kraus.

PDF Version Available HERE!

PRESS RELEASE | Robert M. Shields, CFP ® & Richard P. Baur

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

GOOD LIFE WELCOME ROBERT M. SHIELDS, CFP® & RICHARD P. BAUR

WYOMISSING, PA — July 12th, 2018 — Good Life announces a new partnership with Robert M. Shields, CFP® and Richard P. Baur, two Pittsburgh, PA-based advisors joining the Seven Fields Wealth Management office.

“We at Good Life are excited to be affiliated with Bob and Rich,” said Conor Delaney, Chief Executive Officer at Good Life. “We believe that they will thrive within the resources and support we provide.”
Working as a team, Bob and Rich bring with them 70 plus years of experience in the financial planning and services industry. Their individualized financial planning concept is designed to meet client needs as they travel through life. Both feel strongly that whether purchasing a home, educating children or considering ‘life after work’, everything comes easier with a plan. Personal relationships with their clients and advanced planning makes for successfully meeting a client’s financial goals. To reach Bob and Rich, please call (724) 602-9751.

“Aligning with Good Life Advisors and LPL Financial will give our clients a more progressive broker dealer and a much wider range of investment opportunities,” said Mr. Shields.

PDF Version Available HERE!

PRESS RELEASE | Good Life Named Financial Times 300 Top RIA


The Good Life Companies Named to the 2018 Financial Times 300 Top Registered Investment Advisors List

Reading, PA June 28, 2018 – Financial Times announced The Good Life Companies has been named to the 2018 Financial Times 300 Top Registered Investment Advisors list. Financial Times 300 Top Registered Investment Advisors include elite RIA firms from across the US. The average FT 300 practice manages $4.1 billion in assets. Today, June 28, Financial Times celebrates the 2018 FT 300 RIAs at an event in Manhattan and published the Financial Times 300 list as a special report in the Financial Times.

“We are very honored to be included on the 2018 Financial Times 300 Top Registered Investment Advisors list. As a company, we provide the same services as other RIAs on the list but we are not the “stereo typical” RIA or financial advisor. We are approachable not intimidating and pride ourselves in a simple mantra Good Life = Health & Wealth. The Good Life Companies is an ecosystem that incubates our mantra for our advisors and clients,” said Conor Delaney CEO and Co-Founder of The Good Life Companies.

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 five 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, and Good Life Fitness Institute which takes an educational approach to fitness, nutrition and overall health and wellness.

The first step in the FT 300 selection process is the Financial Times contacts the largest independent RIAs across the US with a minimum of $300 million in assets. To ensure the list is relevant to affluent individuals reading Financial Times no more than 75% of a practice’s assets can be institutional. Qualified RIAs then complete an on-line application, and are scored on several factors, including AUM, AUM growth rate and compliance record. Selection is independent and objective, and no money is exchanged as part of the process.

Financial Times coverage HERE!

PDF Version Available HERE!

PRESS RELEASE | Good Life Opens National HQ


The Good Life Companies Opens National Headquarters in Berks County Pennsylvania

Reading, PA – June 15, 2018 – The Good Life Companies opens its national headquarters at 2395 Lancaster Pike, Reading, Pennsylvania 60 miles east of Philadelphia, as a part of a $3 million rehab of a 28,000-square foot commercial property the firm purchased in October 2017.

“We are part of a fast-paced, largely commoditized industry and we understand the importance of being ahead of the curve to be competitive. Our firm needs to be different to be great. The Good Life is the message and lifestyle that resonates through the entire organization, our clients and the Berks County community,” said Conor Delaney, Founder & CEO of The Good Life Companies.

“Our advisors take a holistic approach to planning by providing access to both financial and physical wellness. The holistic approach is showcased in our new headquarters, we are equipping our advisors with tools and technology to further their abilities to change the lives of the clients we serve,” said Courtnie Nein, Co-Founder & President of The Good Life Companies. “It is all about the client experience.”

Delaney and Nein founded The Good Life Companies in 2012 after seeing a gap in the marketplace for successful advisors who want a turn-key solution to support their independent financial advisory practice. The company has developed procedures, products and support which serves as the foundation for the offering at Good Life.

Today, The Good Life Companies consists of five Good Life entities. There is a fixed insurance agency, Good Life Insurance Associates, Good Life Financial Advisors, financial and retirement planning for families and individuals nationwide, Good Life Advisor Systems, a service organization catered toward transitioning and supporting independent financial advisors, Good Life Advisors, full service investment management through registered investment advisors, and Good Life Fitness Institute an inclusive fitness center which takes an educational approach to exercise, nutrition and overall health and wellness.

Good Life’s network offers comprehensive financial planning, insurance services, investment management, and retirement planning to 15,000 clients nationwide with offices in more than 30 different states, supporting more than 150 independent advisors and insurance agents as well as 50 support staff.

PDF Version Available HERE!