Courtnie Nein of The Good Life Companies Was Named To Working Mother and
SHOOK Research’s ‘Top Wealth Adviser Moms’ List
PHILADELPHIA, PA – October 5, 2017 — Courtnie Nein, president of The Good Life Companies, was selected as one of the firms on the first-ever “Top Wealth Adviser Moms,” list, released today by Working Mother magazine and SHOOK Research, a ranking which measures the best practices of an adviser learned through telephone and in-person interviews, and considers such factors as their service models, investing process, revenue generated for their firms and assets under management.
“I am honored to be named to this list of other hard working moms in our industry. Being a mother to my two boys and a wife to my husband are my most proud accomplishments. Setting an example for my boys of balancing my business and home life is something I hold close to my heart. I also look forward to serving as a role model for my employees who are also working to create harmony between work and family life,” said Nein.
Subha Barry, senior vice president & managing director of Working Mother Media, says, “we are proud to honor working mothers who are the best and brightest financial advisers in the U.S. And the moms have found that the flexibility and entrepreneurial career path play to their strengths in building a lucrative career and raising a family.”
RJ Shook, president of SHOOK Research, says, “these advisers treat their clients like their own families; they are dedicated to helping these families reach their goals and dreams for the future. I would hire any of them to work with my family.”
The complete list of the 2017 “Top Wealth Adviser Moms” can be found at workingmother.com. Methodology: Working Mother and SHOOK Research used a ranking algorithm based on qualitative measures: service models, investing process, client retention, industry experience, review of compliance record, firm nominations plus quantitative criteria, such as assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisers rarely have audited performance reports.
About The Good Life Companies: Nein 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. Nein, along with her partner Conor Delaney, began developing procedures, products and support which became the foundation for the offering at Good Life today. The Good Life Companies are: Good Life Financial Advisors the umbrella company for independent advisors based in Wyomissing, Pennsylvania, Good Life Advisors the advisor owned RIA, Good Life Advisor Systems a turnkey solution to support individual advisor’s practices, and Good Life Insurance Associates.
About Working Mother Media: Working Mother Media (WMM), a division of Bonnier Corporation (bonniercorp.com), publishes Working Mother magazine and its companion website, workingmother.com. The Working Mother Research Institute (workingmother.com/wmri), the National Association for Female Executives (nafe.com) and Diversity Best Practices (diversitybestpractices.com) are also units within WMM. WMM’s mission is to serve as a champion of culture change. Working Mother magazine is the only national magazine for career-committed mothers. Follow us on Facebook, Twitter, LinkedIn, Instagram and Pinterest.
About SHOOK Research: As America’s only wealth adviser research organization, SHOOK Research recognizes the most outstanding wealth advisers in the business. The firm’s host of quantitative and qualitative deep due-diligence measures includes telephone and in-person meetings. The firm shares its best practices research through conferences and speaking engagements. For more information see www.SHOOKresearch.com.