Reading, PA – September 24, 2019 – Good Life Companies founder, Conor Delaney earned the 38th place on Forbes’ Best-in-State Next Generation Wealth Advisors 2019 List, for the state of Pennsylvania. 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.
“The goal is to go out, be a catalyst for positive change, and if we are competing, we want to be #1,” expressed Delaney. “That said, we are a firm that has built tools for middle American advisors building wealth for middle American clients. To spearhead that initiative, using technology to become a lifestyle manager as well as being the financial advisor… and then to be recognized as a thought leader relative to my peers is humbling. There are great financial advisors on this list.”
To qualify for this ranking advisors must have a minimum of four years’ experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass the highest standards of best practices. Most important to the selection process is the deep due diligence. Nominees undergo phone and personal interviews. This year, 6,389 individuals were nominated for the list.
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