Andy Basinger - Taking The Leap, How We Founded Live Oak Private Wealth
Update: 2025-02-20
Description
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.
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