The Las Vegas-based advisor-owned hybrid RIA The AmeriFlex Group recently announced the launch of a “proprietary, high-tech financial planning solution” called AmeriFlex Premier+. The firm explains that this new tool allows advisors to deliver “an elevated service experience and helps clients envision the outcome of their planning goals.”
As clients consider changes like retirement, purchase or sale of a home or business, divorce or loss of a loved one, this new automated solution generates questions and scenarios that guide clients to discuss transitions and how they impact their financial situation with advisors. This process is easier, cheaper and takes less time than traditional methods, said the firm.
Digital Wealth News caught up with Thomas Goodson, Founder and CEO of The AmeriFlex Group to discuss the thinking behind this new solution and how technology helped enable their growth.
DWN: Is there significant demand for this kind of solution from your advisors?
TG: Our advisors want one thing – more time with their clients. This tool empowers them to deliver customized plans that consider the nuances of their lives. And it does so at a lower cost than other options on the market. But most importantly, the automated nature of our solution gives our advisors the time to build lasting client relationships.
DWN: Why did you develop your solution instead of procuring an external, fully developed tool?
TG: Our leadership team did consider a range of options as we discussed how best to address this demand. Ultimately, we saw the flexibility of being technology agnostic, building a bespoke solution that addresses our needs today without being tied to a particular set of tools or programs as a much better fit for our team. Most importantly, this agility allows rapid adjustments to fit a dynamic market and economic environment. And after considering the options on the market, we felt our advisors were best served by developing AmeriFlex Premier+.
DWN: You’ve achieved significant growth since your launch. Where do innovation and access to technology play into success?
TG: A strong technology offering is just one aspect of our success, but I don’t think a robust tech stack is a differentiating factor anymore. In today’s market, you can’t compete without a suite of tools, solutions and programs that enable your advisors to keep up with the digital Jones. Coupling these technologies with support, ownership opportunities and developing other industry-leading solutions to seemingly intractable problems, like our SuccessionFlex program, have been central to our success.
