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