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JOIN THE FLEXGEN MOVEMENT 

Learn what it takes to become a FlexGen Advisor  with our free resources.

 


flexgen.ebook.booklet-1

Meet the FlexGen: Advisors Successfully Flexing Their Practices for Growth

 

Curious how FlexGen Advisors find success?

Download our free ebook to see how firms like oXYGen Financial and Brunch & Budget are winning big through this approach.

 

DOWNLOAD EBOOK

Resources


 

Screen Shot 2019-01-07 at 3.32.55 PMWEBINAR:

Rise of the FlexGen: Join the Movement!
> Watch Webinar



 

felxgen-ebook-thumbnailEBOOK:

Meet the FlexGen Advisors Successfully Flexing Their Practices for Growth

> Download eBook



felxgen-ebook-thumbnail
REPORT:

Rise of the FlexGen: How a New Type of Advisor is Driving Revenue

> Download Report

 

Screen Shot 2019-01-07 at 3.41.26 PMCASE STUDY

Meeting the Varied Financial Needs of Millennial Clients with eMoney

> Download Case Study


 

 

Screen Shot 2019-01-07 at 3.48.59 PMCASE STUDY

Brunch & Budget Increases Revenue 120% by Serving NextGen Clients With eMoney

> Download Case Study


 

 

Screen Shot 2019-01-07 at 3.50.42 PMCASE STUDY:

Building a $1.1B Financial Services Firm by Meeting Investors’ Varied Needs

> Download Case Study


 

 

Screen Shot 2019-01-07 at 3.51.57 PMCASE STUDY:

Simplifynance: FlexGen Advisors Engage Next-gen Prospects with eMoney

> Download Case Study

Screen Shot 2019-01-07 at 3.56.44 PMVideo:

Rise of the FlexGen:
with Ed O'Brien

> Watch Video

 

Screen Shot 2019-01-07 at 3.56.44 PMVideo:

Eric Roberge Shares How His Firm Doubled Business Revenue

> Watch Video

 

Screen Shot 2019-01-07 at 4.03.28 PMVIDEO:

James Werner Uses Technology to Deepen Client Relationships

> Watch Video

 

Screen Shot 2019-01-07 at 4.05.16 PMVIDEO:

Jody Padar Disrupts the Accounting Space with Financial Planning

> Watch Video


Screen Shot 2019-01-07 at 4.14.39 PMVIDEO:

Lucas Winthrop Makes a Positive Impact in their Clients' Lives 

> Watch Video


Screen Shot 2019-01-07 at 4.16.24 PMVIDEO:

Pamela Capalad Finds Common Ground with Her Audience 

> Watch Video


Screen Shot 2019-01-07 at 4.20.23 PMINFOGRAPHIC:

Infographic: Join the FlexGen

> Download Infographic


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