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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

 

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

DOWNLOAD REPORT

 

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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

 

 

Check out our entire library of FlexGen Content

Browse through videos, testimonials, case studies, and more!

Visit Our Resource Library

 

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