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We Understand

We are living through a pivotal moment in our industry where client expectations, advisor needs, and firm priorities are all evolving at once. Broker/dealers have grown into massive conglomerates where individual voices often get lost. Clients are demanding more: better service, smarter technology, and broader investment access, all at lower costs. At the same time, consolidation across the independent space is narrowing both affiliation and succession options.

Successionfully™, powered by The AmeriFlex Group®, was built to change that. We deliver a holistic, advisor-first approach to succession planning, creating custom-designed strategies that align with your personal goals, your practice’s value, and your ideal exit timeline. Whether you are planning five years out or preparing to transition today, we help you finish well and on your terms.

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Searching for Succession Solutions

We hear every day from advisors, enterprise groups, and OSJs about some of the considerations keeping them up at night:

  1. I’ve waited too long, is it too late?
  2. The person I identified is no longer a good fit, now what?
  3. How can I maximize the value of what I’ve worked so hard to build?
  4. What’s the continuity plan for my staff and my clients?
  5. I’m not ready to exit but I’d like to reduce my capacity, are there options?
  6. I’m worried about making the wrong decision, how can I test the waters before diving in?
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Questioning Your B/D Relationship

Here are some questions to consider when thinking about staying-with or leaving your current B/D relationship:

  1. Who am I?
  2. Is my current home best for me?
  3. What is out there?
  4. What are positives and negatives to making a change?
  5. If I make a change, where is the best fit for me?
  6. If I decide to move what are the economics for my clients, my organization, and me?
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We are Your Resource

Registered representatives, enterprise groups, and OSJs are witnessing these changes and are asking, “what do I really want to be when I grow up?”

“How can I maximize the value of my business?” 

The AmeriFlex Group is a resource to advisors looking to sift through the options and issues related to staying or going.

The scope of this data is oriented towards a financial advisor, enterprise group, or OSJ who is currently affiliated with:

  1. A B/D and considering making a move from B/D-only
  2. A B/D + Corporate RIA
  3. A B/D with a relationship with an outside RIA
  4. An RIA only
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Who Am I?

What type of advisor or group are you currently, and what type of advisor or group do you want to be?

We try to simplify things and analyze three categories of advisors for interested parties:

If you are a Transitional Wealth Planner with a more sophisticated client base that demands a more robust offering including complex and holistic financial planning and are looking for a more advanced investment product platform to support that financial plan, then a B/D with a corporate RIA may be the best choice for you.

Transitional Wealth Planner

*Transitional Wealth Planners focus on the following transitional events: retirement, inheritance, change in marital status, relocation, loss of a loved one, sale of a business.

 
If your clients view you as only a product solution provider, whether off-the-shelf or built and managed by you and your team, a traditional B/D relationship may be your best fit. Practices built around mutual funds, c-shares, variable annuities, and other B/D-based products typically are a good fit for a strictly-B/D style affiliation model, too.
Product Solution Provider
 
Finally, if you provide a pure planning business (no legacy income from a b/d based investment products) and focus on a financial planning offering alongside fee-based investments, TAMP’s, and self-built portfolios, then a pure RIA may be the best choice for you.
Pure Planning Business

*Transitional Wealth Planners focus on the following transitional events: retirement, inheritance, change in marital status, relocation, loss of a loved one, sale of a business.