Good Life Companies Welcomes Head of Advisor Relations, Josh Chase

Good Life Companies (Good Life), a leading partner to independent financial advisors nationwide, announces the hiring of Josh Chase as Relationship Manager, Advisor Relations. In his role, Chase is responsible for deepening relationships with Good Life financial advisors by providing personalized support and access to the resources, products, and services to help them successfully manage and grow their independent businesses. Chase reports to Greg Troccoli, Managing Director, Sales.

“Josh is a vital addition to the Good Life team. We believe advisors deserve exceptional support, as they have a responsibility as trusted counsel to their clients and as business owners,” Troccoli said. “Josh brings extensive experience supporting advisor practices through customized approaches and solutions and a rich understanding of even the most complex strategies. We look forward to the role he will play growing our advisor relationships through enhanced support and greater access to our comprehensive platform of services and solutions.”

Chase joins Good Life from regional advisory firm B. Riley Financial where he played a role in bridging the efforts of the executive team, managers, and support staff to drive organic growth for advisors through recruiting initiatives, social media campaigns, education, and concierge support of their practices. Prior to that, he worked in the commodities and brokerage industry helping advisors build books of business by servicing complex financial transactions and supporting client education. He began his career as a mortgage broker.

“I’m excited to join Good Life and support the growth potential for the firm’s quality network of advisors. From my experience, I believe an advisor’s ability to grow and thrive relies on dependable service, access to subject matter expertise across the breadth of their business, and efficient execution,” Chase said. “Good Life has an exceptional team that is committed to serving with purpose and encouraging outcomes for their advisors. I look forward to supporting Good Life advisors as they pursue the vision for their businesses and realize success as independent business owners.”

Chase graduated from the University of Massachusetts at Amherst with a major in Political Science and a minor in History. He attained his Series 7, 65, 3, and 2-15 licenses. He currently lives in Fort Lauderdale, Fla.

0 replies

Leave a Reply

Want to join the discussion?
Feel free to contribute!

Leave a Reply