Andy Basinger - Taking The Leap, How We Founded Live Oak Private Wealth

20/02/2025 52 min Temporada 1 Episodio 34
Andy Basinger - Taking The Leap, How We Founded Live Oak Private Wealth

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Episode Synopsis

Andy Basinger is a Managing Partner and Head of Live Oak Private Wealth.  He was part of the founding team in 2018, and shares his story of entrepreneurship and building a business within the Live Oak Bank ecosystem.  The story goes well beyond the technical aspects of Financial Planning, and more specifically on the importance of relationships and culture.How an “off-hand” comment at a fundraiser spurred the creation of Live Oak Private Wealth.How the Live Oak Private Wealth team built their business plan and service model.Creating a culture and the importance of a team.  https://liveoakprivatewealth.com/  https://www.linkedin.com/in/andy-basinger-2b2ba313/