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ABOUT: Entrepreneurs are born out of a desire to fix, to innovate, to act. Conor Delaney, founder and CEO of Good Life Companies, a financial services company supporting independent financial advisors, is entrepreneurial in all he does. Bold, authentic, and unabashed in his beliefs, he has persevered in health, family, and business by thinking independently. In this series, Conor is joined by guests from the financial services industry as well as entrepreneurs, wellness gurus, community lead ...
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From Zero to a Billion: Scaling Wealth Management
29:57
29:57
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Nick Subich, co-founder, president, and CEO of YTS Wealth Management, shares his journey in the financial industry and the growth of his business. He emphasizes the importance of building a team and delegating tasks to achieve scalability. Nick also discusses the impact of becoming a father and husband on his outlook and priorities. He aims to leav…
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Going the Distance: Coaching, Goal Setting, and Finding Your Reason to Believe
29:34
29:34
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In this episode, financial advisor Ken Calcutt shares his journey into financial planning and building a successful practice. He discusses the challenges he faced early on and how he overcame them. Ken also talks about the importance of training new advisors and creating a culture of service in his office. He emphasizes the evolving nature of clien…
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