The AmeriFlex Group® Launches The 5Twenty Group™ to Help Smaller OSJ Offices Create Efficiencies, Build Scale and Support Succession Planning
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Thursday, September 14, 2023
LAS VEGAS, Sept. 14, 2023 /PRNewswire/ --The AmeriFlex Group®, a rapidly growing, advisor-owned hybrid RIA that puts financial planning first, today announced the launch of its proprietary OSJ business development program, The 5Twenty Group™. Created to address the unique needs and mitigate the biggest challenges of OSJs with five to 20 individual financial advisors, the program offers these entities solutions to create efficiencies, enable scale and drive the evolution of their business toward the next phase of growth.
Key Points:
- LAS VEGAS, Sept. 14, 2023 /PRNewswire/ --The AmeriFlex Group®, a rapidly growing, advisor-owned hybrid RIA that puts financial planning first, today announced the launch of its proprietary OSJ business development program, The 5Twenty Group™.
- The AmeriFlex Group® Founder and CEO Thomas Goodson, said, "We aimed to develop a unique program that provides the level of service and support of The AmeriFlex Group® to a growing and vibrant cohort of the hybrid RIA space: smaller OSJs.
- The 5Twenty Group™ is the latest addition to The AmeriFlex Group's® suite of programs that support advisors.
- To register for the September 20, 2023, 1 pm ET/ 10 am PT webinar, please click here .