Recruit 75 Financial Advisors in 24 Months – Starting from Scratch

To my fellow WSR community members:

Larry Roth, CEO, Wealth Solutions Report

I’ve heard of the summer months flying by, but this is ridiculous.  We’re already at the end of July, and I get the feeling that August is going to be in the rear view mirror before we know it as well.

Time flies when you’re having fun, and as somebody who enjoys launching and growing entrepreneurial ventures, the past several months have been particularly exciting.

Thomas Goodson, President, The AmeriFlex Group

Without further ado, this week’s issue is packed with content that will hopefully be of interest to all of our readers:

  • How do you recruit 75 financial advisors in 24 months – starting from scratch?  That’s exactly what The AmeriFlex Group, based in Las Vegas, has accomplished, as discussed in our latest Upmarket section.  Thomas Goodson, the firm’s President, discusses how his firm’s Hybrid RIA Group model has driven their success – And how their approach is destined to upend the traditional Super-OSJ space.
Sid Yenamandra, CEO, Entreda
  • Is the threat of ransomware and other cyberattacks keeping you awake at night?  Dr. Neil Daswani, Co-Director of Stanford University’s Advanced Security Certification Program, discusses how wealth management firms and their financial advisors can keep their businesses safe in our latest Cybercrypt Tales video with Sid Yenamandra, CEO of Entreda.
  • How do you tax deduct your garage space as a home office, and other key questions from our independent financial advisor readers.  Whether you’re an established independent advisor who is trying to figure out how to account for home space converted into a remote office, or you’re a newly independent advisor trying to figure out what is deductible in a mixed work – personal trip, our monthly Taxing Times column with Michael Cody, CPA, offers actionable and useful tax tips.
“Is this tax deductible?”
  • Some of the most relevant recent articles from other media outlets covering everything from M&A, to wealthtech funding, to financial product launches.  In Top Newsmakers Roundup, I go through some of the most interesting stories in the media, and what’s noteworthy about each piece – So you don’t have to.

As we head towards the end of this week, I’d like to wish each of you a terrific summer weekend!

Thanks to engagement from WSR community members like you, we are continuing to enjoy double digit percentage growth in audience growth and engagement.  

We have an enormously talented and energetic editorial team, including Janeesa Hollingshead, James Miller and Michael Madden who are passionate about our industry and love to share relevant insights and stories about it.

As always, please share any content that you enjoy with your friends, colleagues and other contacts – And thank you for your continued support!


Larry Roth

CEO, Wealth Solutions Report

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