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 businesses collectively oversee more than $544 million in total client assets.
Conor Delaney, Founder & CEO of Good Life Companies, said, “Financial advisors seeking a fully supported experience in the independent channel increasingly recognize the critical need for forward-thinking partners like Good Life that embrace going above and beyond when it comes to advisor support. We’re thrilled to welcome this group of advisors to our rapidly expanding Good Life community of successful professionals, and we look forward to helping to accelerate their business growth and success.”
Mr. Delaney continued, “By bringing together turnkey solutions, empowering advisors to build their businesses and support client relationships as they see fit and doing so with our multiple affiliation options, Good Life bridges the gaps that may prove too wide for some advisors to cross alone. And through our strong partnership with LPL, we help financial advisors take full advantage of the independent model to grow their business and support their clients. Equally important, we’re doing so by redefining the intersection of financial, physical and emotional well-being, viewing financial advice as one part of each individual’s broader journey towards fulfillment.”
The financial advisors joining the Good Life platform encompass, in alphabetical order:
- Michael Copeland of Irmo, S.C.
- Brian Lethert of Billings, Mont.
- Phil Loring, Jr., Anthony Cisneros, Brian Collins and Anthony Urrutia of Fort Collins, Colo.
- Ty McDonald of Bozeman, Mont.
- Gabriel Penfield of Irmo, S.C.
- Jeff Riegle of Woodbury, Minn.
- Scott Robidoux of Irmo, S.C.
- Leonard Sykes of Great Falls, Mont.
- Heidi Westfall of Salt Lake City, Utah
Fort Collins-based financial advisor Anthony Cisneros said, “The acquisition of our former broker-dealer provided a natural inflection point to review our service providers and partnerships. After evaluating several alternatives across the independent channel, Good Life clearly was the right home for our team and clients. The value and flexibility of their advisor-centric tools and solutions enable us to deliver a best-in-class client service experience as we achieve our long-term growth potential.”
PR Newswire link HERE