Good Life Brochure

The Dawn Of A New Era

The Definition of the Good Life Good Life Companies is a network of independent advisors throughout the United States working collaboratively to enhance our clients’ lives, as well as our own. The Good Life is a term that can be defined in many ways. Every person in any country has their own personal view of what the Good Life means to them. The term, The Good Life, can be traced as far back to the teachings of Aristotle on happiness, over 2,000 years ago. Our pursuit of happiness and the striving for ones goals is in essence, the pursuit of The Good Life. The Good Life, as a theme, has been used in the United States since the early 1940’s. It has also been the basis for songs, television shows and movies across the globe and continually resonates as the basis for the life we live today. The reason so many of us strive to meet our objectives and constantly make attempts to create a better life of our own and for our families is what helps to define what leading a Good Life really means: a meaningful existence, that protects and preserves the values and ethics instilled in us by our parents, our religions and our country. At Good Life Advisors, we believe that by providing a platform for advisors to become part of a larger team of like-minded individuals and a podium for best ideas and best practices to come to light, we give our advisors the ability to put their best foot forward and progress within a forward thinking environment. By delivering a high level of support, industry leading technologies, and operational efficiencies, Good Life Advisors gives our member firms the tools needed to take a step forward in their businesses and benefit the end consumer, their clients. We believe the mission is clear; to do good by other people and offer the chance at financial freedom is the objective that you, as advisors, have set out to accomplish. The mission of Good Life Advisors is to aid in the pursuit of your goals, both personally and professionally, to support your progress in business, and life. www.goodlifeco.com | (610) 898-6927

Why? Good Life Advisors is the culmination of a small group of financial advisors that came together to create a platform and culture for other financial advisors that are also in the pursuit of their own vision of the Good Life. By providing an exemplary level of service, our mission is to aid in the streamlining of business operations and day-to-day activities of our affiliated advisors. This streamlining moves to modernize the way advisors function and simplify daily activities. By simplifying the processes of advisors, providing a high level of support and access to industry leading technology, the job of the advisor is structured so that he or she may have the benefit of more time and more control over his or her operation. More time can equate to many things. In the modern independent financial practice, more time can mean the ability to focus more of your efforts on other things besides operational inefficiencies. The ability to concentrate more of your time on client service or marketing, growth, your home life or all of the above is something that can be achieved by focusing your efforts on what’s significant right now. All too often we squander our time on remedial tasks that don’t add value and are simply a product of antiquated processes we’ve become accustomed to through the firms with which we all have been affiliated with. That time is over. The adoption of efficient processes in your financial practice is the first step in the direction of time saving. What you do with your extra time is up to you. More control over your business is something that most people wish for in their visions of being an independent business owner. Your business, is just that: your business. By implementing the systems, technology and processes put forth by Good Life Advisors, you begin to experience the best practices of the advisors that have joined the Good Life and aided in the development of the product we offer today. An affiliation with Good Life Advisors is an investment into the infrastructure of your business and an affiliation that can help you in the direction of running a smooth, well-organized, professional financial practice. At Good Life Advisors, we pride ourselves in the philosophy with which so many of us grew up. Hard, diligent work produces results. Coupled with a contemporary perspective and usage of efficient technology, we bring our blue-collar work ethic to a white-collar industry. Through our deep-seeded core values we believe that is in all of our best interest to put our best foot forward both professionally and personally to provide the highest level of service we can to our customers, the American public. We do this in the pursuit to not only lead a Good Life, but a great one.

Truly Value Added Services OSJ Supervision Start to Finish Transition Services New Systems Training Investment Research Support Low Cost Investment Management Solutions Robo Solutions Marketing and Branding Support Practice Managment Support

Financial Planning Continuity Planning Succession Planning Business Development Insurance Services Ownership Opportunities Technology Support Travel Support

Your Affiliation, Your Way. CLIENT AFFILIATION MODEL For many advisors, simply outsourcing the oversight and compliance of their financial practice is the way to go with their independent broker dealer affiliation. With nearly 70% of advisors that join LPL Financial affiliating with an established OSJ, it makes sense to pick a group that provides a high level of support above and beyond what LPL provides. Whether it’s transition services, investment research, marketing, practice management, insurance services, business development or any of the other services provided by Good Life Advisors, your affiliation should match and complement the services you offer, and be a step above your current affiliation. At Good Life Advisors, we pride ourselves on being innovators in an ever-evolving industry. With new services and offerings being developed on a continual basis, your success is strongly determinant on your affiliation. Conversely, with a 93% year one ramp rate for advisors joining the firm, Good Life puts the advisor in a power position to thrive from the start. If you wish to be successful in your venture to a new firm, it begins with the transition. PARTNERSHIP AFFILIATION MODEL Whether you’re currently an independent advisor, in a wirehouse affiliation, bank, credit union or insurance-based firm, the Partnership Model may be something to consider. Operational efficiencies are the basis for the enhancements of technology today. Doing things quicker and easier is an amenity that few are experiencing in financial services and many reach for. Implementing meaningful and value added services is a difficult task that many have endured at which few have succeeded. Good Life Advisors provides the ability to outsource the operational side of maintaining office space, keeping technology up to date, paying the bills and doing payroll, which are all vital parts of your financial services operation. Having the luxury of outsourcing the “business” side of your practice may give you the ability to focus on what is most important to your practice, customer service and growth. With offices across the country, whether you’re an individual advisor looking for a sole office, or a group of advisors aiming for a large and extravagant space, Good Life Advisors has a solution for you. www.goodlifeco.com | (610) 898-6927

Good Life Advisors Vs. The Industry Services Offered Wire House Insurance Bank RIA Indy BD /LPL Advisor Transition Paperwork No No No No No Yes Account Opening and Proccessing No No No No No Yes Staff Training No No No No Yes Yes No No Yes Payroll Services Yes No Yes Yes Yes Yes No No Yes Portfolio Management Yes No No No No Yes No Yes Yes Office Set Up No No No No No Yes No Yes Yes Technology Support No No No No Yes Yes No Yes Yes Client Management System Limited Limited Limited No No Yes Limited Yes Yes Economies Of Scale No No No Yes Yes Yes 65% 72-75%* ? Collaborative Work Enviroment Yes Yes No Personalized Marketing Support No No No Practice Operation Support No No No Business Management Support No No No Business Development No Limited Limited Business Ownership No No No Average Gross Payout** 25% 35% 20% *Assumes Average Office Expense (15%) = Rent, Training, CRM, Equipment, Payroll, Website **Sources; Investment News, Glassdoor.com, JoinLPL.com, Business Weekly Good Life Advisors has spent numerous years researching the financial services industry to create a value proposition and offering that are both competitive and attractive for advisors across the country. These services are comprehensive relative to the industry and provide a wide range of support based on the needs and wants of the advisors with whom we affiliate today. The above diagram depicts a wide range of services and benefits offered through major industry channels and compares Good Life Advisors to its competitors. www.goodlifeco.com | (610) 898-6927

“To leave the world a bit better, whether by a healthy child, a garden patch, or a redeemed social condition; to know that even one life has breathed easier because you have lived - that is to have succeeded” - Ralph Waldo Emerson goodlifeco.com