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Scaling Your Advisory Practice: Insights from the CFO’s Perspective
Manage episode 440797850 series 3580356
Kandungan disediakan oleh Conor Delaney. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Conor Delaney atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.
In episode 4 of Thinking Independently, Conor Delaney is joined by Lee Alcorn, CFO of Good Life, to discuss the importance of entrepreneurial thinking in the finance industry. They explore Lee’s background, his role at Good Life, and how financial advisors can adapt to an increasingly independent landscape. Lee shares insights from his time at Marriott and LPL Financial and reflects on how experiences in hospitality and corporate finance have shaped his approach to building relationships and scaling financial services. They also touch on the future of the financial advisor industry, the impact of private equity, and the importance of maintaining entrepreneurial spirit.
Visit GoodLifeCo.com/podcasts/thinking-independently for more episodes.
Good Life Companies is a stand-alone entity providing real estate, infrastructure, technology, training, marketing, and support to independent professionals throughout the United States. Good Life Companies is not a broker/dealer or a Registered Investment Advisor and does not provide legal or tax advice.
4 episod
Kongsi
