Courtney Browning

Brand + growth strategist for founder-led financial services firms

Role: Chief Operating Officer at Richlife Advisors Llc
Location: Shawnee, KS, US
LinkedIn followers: 500 followers

About Courtney Browning

Most firm-building efforts in financial services break down in the same place — the gap between how advisors think and how operations actually work.I\'ve spent my career at that intersection as an advisor, inside an FMO, running agency-side marketing for independent firms, and now as COO of a growing RIA and growth consultant to one of the most recognized brands in advisor education. I\'ve worked with hundreds of independent advisors as their marketer, their strategist, and even as one of them.AI is changing what one operator can execute across that gap. I write about what I\'m learning. Follow along if you\'re building in this space.

Experience

Chief Operating Officer
Richlife Advisors Llc
Jul 2024 — Present

Education

Washburn University
BA, Mass Media Advertising, Business minor
2005 — 2009

Skills

Estate Planning
Retirement
Term Life Insurance
Fixed Income Analysis
Personal Finance
Creative Direction
Retirement Income Planning
Investment Strategies
Professional Women
Disability Insurance
Marketing
Fixed Annuities
Small Business
Advertising
Women Owned Business
Ira Rollovers
Wealth Preservation Planning
Retirement Planning
Insurance
Asset Allocation
Wealth Management
Financial Planning
Life Insurance
Financial Advisory
Long-Term Care
Legacy Giving
Social Networking
Investments
Copywriting
Crm
Iras
Wealth
Sales
Financial Planners
Multi-Generational Wealth Transfer
Event Planning
Social Media

Contact information

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Work email
•••••@richlifeadvisors.com
Personal email
•••••@•••••.com
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Current company

Richlife Advisors Llc

Financial Services · 11 employees · Founded 2005 · Gainesville, Georgia, United States

Retirement Planning Retirement planning can often seem complex and intimidating. When planned for properly, retirement can be exciting and literally represent the best years of your life. We work with clients through a proprietary step-by-step process designed to create clarity, confidence and certainty around retirement. We are invested not only in the math behind a successful strategy but also planning for the experiences in retirement that absolutely light you up. Retirement Coaching Most people focus on having a great financial plan for retirement. They forget to plan for the other things that make retirement an exciting phase of life, the kind of experiences that make you eager to jump out of bed every morning. We\'re challenging the status quo of traditional retirement planning by eliminating outdated beliefs and practices through innovative training, tools, and resources that integrate the non-financial aspects of a successful retirement with the financial. Wealth Management Services RichLife Advisors has amplified the financial strength of clients through expert advice and carefully crafted wealth management strategies. We have helped clients approach retirement with a defined strategy that directs them towards financial independence. By evaluating the risk under your current retirement nest egg, we customize your investment plan to adapt to the ever-changing market forces. Our wealth management team is comprised of highly qualified financial experts, who have provided personalized assistance to thousands of clients. Corporate Retirement / Financial Consulting Financial health and retirement readiness are key factors leading to more productive, satisfied employees. This is a huge business opportunity for companies to invest in the financial well-being of their employees. We work with employers to build a healthier, more productive workforce while building a solid foundation for a healthier, more profitable business.

richlifeadvisors.com

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About Courtney Browning

Experience

Chief Operating Officer

Education

Washburn University

Skills

Find verified contacts for anyone on LinkedIn