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.

liveoakprivatewealth.com
www.linkedin.com/in/andy-basinger-2b2ba313/