Flex·gen (n): An advisor who is forward-thinking, embraces change, loves learning, challenges conventions, and believes in helping clients achieve their life goals. 




82% embrace change   |   94% view themselves as a coach   |   72% have an optimized website   |   96% believe technology provides an elevated level of service   |   93% provide clients with a collaborative experience   |   95% believe technology automates more of their processes   |   99% seek continued learning   |   81% invest more time in mentoring   |   83% perfer face-to-face meetings   |   86% want a fun place to work



Read how FlexGen AdvisorsSM generate AUM growth 2X greater than their peers in our research report. 





FlexGen AdvisorsSM are a new generation of financial services professionals. They're growing their businesses by rethinking talent recruitment, client acquisition, and fee structures.

They’re meeting the emerging needs of the market and building long-term relationships by redefining their service models.

See what makes FlexGen Advisors tick in our full infographic.  

Download FlexGen Infographic



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location_white RADNOR

Four Radnor Corporate Center
100 Matsonford Rd., Suite 300
Radnor, PA 19087

location_white SAN DIEGO

8910 University Center Lane
Suite 500
San Diego, CA 92122


location_white PROVIDENCE

100 Westminster Street
Providence, RI 02903