The AmeriFlex Group Acquires The W Source Women’s Professional Networking Platform
The AmeriFlex Group – an adviser-owned hybrid registered independent adviser – has acquired The W Source, a professional platform facilitating women-to-women networking opportunities across industries on a local and national level.
The W Source comprises a network of chapters led by women financial advisers interested in building professional support communities. Co-founded by Hannah Buschbom, CFP, CPWA, CDFATM, CFF, a wealth adviser and chief transitional wealth planner at The AmeriFlex Group, the chapters tend to consist of legal practitioners, accounting professionals, business valuation specialists, mortgage brokers, and insurance-based risk specialists, among others.
With women making up only about 25% of all certified financial planner professionals, according to The AmeriFlex Group, it aims to reach gender parity among its partner advisers by the end of 2025. The firm says it has prioritized creating an inclusionary environment and providing tools such as women-to-women mentoring and CFP and other professional accreditation tuition or tuition assistance. The W Source acquisition is an extension of this strategy.
“We’ve long recognized the value of a centralized platform built and run by women that fosters networking opportunities for like-minded professionals across the wealth management industry,” Buschbom said. “The W Source is thrilled to be officially part of the AmeriFlex Group family, which fully supports our vision of not only furthering the advancement of professional women but, more specifically, fostering the careers of women advisers by providing the tools and support they need to grow their businesses.”
Vickie Garcia, CFP, of Chandler, Ariz., noted that before she became the head of her local W Source chapter, she relied upon a loose network of service providers to support her clients.
“With the team we’ve created through our chapter, I can call upon a deep bench of trusted professionals to help my clients navigate life’s many transitions: home sales and purchases, retirement planning, a business sale or purchase, relocation, marriage, or sadly, a divorce or loss of a loved one. The support we provide each other makes us better and more confident going toe-to-toe with any of our competitors to win and maintain business,” said Garcia.
“Expanding the number of women advisers in our industry is not just the right thing to do, it’s incredibly good business,” said Thomas J. Goodson, ChFA, CLU, CASL, founder and chief executive officer of The AmeriFlex Group. “Study after study notes that women prefer working with other women financial advisers. As trillions of dollars transfer to a younger generation, the demand for advisory services provided by women, for women, is set to grow significantly. We are happy to partner with The W Source and Hannah to expand this platform and create more opportunities for women advisers to advance their careers…”
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