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/