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The Next Frontier


Dec 19, 2018

No matter your career, physical, spiritual, and emotional health is essential to success. Conor Delaney understands the importance of this, and as CEO of The Good Life companies, whose headquarters has a 4,000-square-foot fitness institute, he has witnessed its transformative effects on his advisors’ lives and relationships with their clients. In this episode, he and host Bill Coppel – Managing Director and Chief Client Growth Officer at First Clearing – discuss this holistic approach to financial advising.

As the financial services industry changes, the value of the financial advisor is no longer to give access to a product or to look the part. Instead, Conor Delaney explains that advisors must be relatable, approachable, and disciplined, making way for a more intimate relationship and meaningful conversations with clients. He highlights four components needed to balance out the employee experience: financial fitness, physical fitness, nutrition, and spiritual and emotional health. When advisors have access and the knowledge base to make good, informed decisions on how to run through each day, they holistically learn a better lifestyle, which they can pass on to their clients. Conor believes that this approach of helping people manage their life, not just their financial affairs, is the future of the industry.

In this episode, you’ll hear:

  • The importance of health for financial advisors
  • The shift in desired advisor characteristics, from successful to relatable
  • How a multipurpose wellness center can transform individual lives and communities
  • How to approach the subject of health and lifestyle in conversation
  • How to create an ecosystem around the client experience that brings life fulfillment
  • Why advisors are the gateway to make changes in communities around the U.S.

Conor Delaney began working in the financial services industry as a sophomore in college and NCAA athlete. After losing his dad at a young age and personally experiencing the correlation between poverty and poor health, he learned the great importance of health and wellness. He is the founder and CEO of The Good Life Companies, where he is directly involved with his clients and the advisors that work for him. Conor has also led the construction of The Good Life Fitness Institute, which is a resource for employees, clients, and the general public in hopes to give them the access and knowledge base to lead healthy and successful lifestyles.

Ways to contact Conor:

  • Website: goodlifefa.com

 

 

Disclosure:
This content is provided for general informational purposes only. The views expressed by non-affiliated guest speakers are their own and do not necessarily reflect the opinion of First Clearing or its affiliates. First Clearing and its affiliates do not endorse any guest speakers or their companies, and therefore give no assurances as to the quality of their products and services. This channel is not monitored by First Clearing. For more information on our podcasts, visit firstclearing.com. First Clearing is a trade name used by Wells Fargo Clearing Services, LLC, member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Copyright 2018. Wells Fargo Clearing Services, LLC. All rights reserved. First Clearing provides correspondent services to broker-dealers and does not provide services to the general public. 0918-02332