Malcolm Thomas

Malcolm Thomas Email and Phone Number

Head Of Business Development at GenXFinancial and SellMyFinancialPractice @ Innovative Financial Group, LLC
Nashville, Tennessee, United States
Malcolm Thomas's Location
Bozeman, Montana, United States, United States
Malcolm Thomas's Contact Details

Malcolm Thomas work email

Malcolm Thomas personal email

Malcolm Thomas phone numbers

About Malcolm Thomas

Malcolm Thomas joined GenXFinancial in 2020 with 17 years of financial services experience, the previous 2 years as Director of Advisor Success at XY Planning Network. Malcolm is responsible for growing GenX through recruiting and acquisitions for the IFG affiliated advisors, as well as supporting them in building sustainable businesses through an ongoing planning and advice model. Malcolm is also responsible for running the SellMyFinancialPractice platform, providing consultative succession planning resources to advisors at or approaching retirement.In his previous role at XY Planning Network he oversaw the training and resources provided to over 1200 fee only financial advisors, helping them launch, build, and scale their RIA firms. This included designing and creating programs and workshops focused on marketing, sales, financial planning, and running a business. Prior to joining XY Planning Network, Malcolm was part of the leadership team at Signator Investors, the independent broker-dealer affiliated with John Hancock, that built Signator into one of the largest nationwide broker-dealers, through recruiting and acquisitions, before selling to Advisor Group in 2018.Malcolm currently lives in Bozeman, Montana with his fiancé Stacey and golden retriever Ryder. They love the outdoors and spend every possible moment outside hiking, fly fishing, and skiing.

Malcolm Thomas's Current Company Details
Innovative Financial Group, LLC

Innovative Financial Group, Llc

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Head Of Business Development at GenXFinancial and SellMyFinancialPractice
Nashville, Tennessee, United States
Website:
askifg.com
Employees:
41
Malcolm Thomas Work Experience Details
  • Innovative Financial Group, Llc
    Innovative Financial Group, Llc
    Nashville, Tennessee, United States
  • Genxfinancial
    Head Of Business Development
    Genxfinancial Sep 2020 - Present
    Nashville, Tennessee, Us
    GenXFinancial is the parent company for Innovative Financial Group (www.askifg.com), MyRemoteFA (www.myremotefa.com), and SellMyFinancialPractice (www.sellmyfinancialpractice.com). Each business is focused on helping support the independent financial advisor deliver fiduciary planning and advice to clients. Through these businesses GenXFinancial is helping create the roadmap for how financial firms are built and advice is delivered to clients.Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.
  • Xy Planning Network
    Director Of Advisor Success
    Xy Planning Network Sep 2018 - Sep 2020
    Bozeman, Mt, Us
    The XY Planning Network is the leading turnkey financial planning platform for fee-only financial advisors who want to serve their Gen X and Gen Y peers, providing comprehensive financial planning services for a monthly subscription fee and without product sales or asset minimums. The Network offers a virtual community for new and established financial advisors who want to serve a younger clientele, and provides its members compliance support services, marketing support, business tools and templates, and a wide range of technology solutions.
  • Signator Investors Inc., Powered By John Hancock Financial Network
    Director Of Business Development And Recruiting
    Signator Investors Inc., Powered By John Hancock Financial Network Mar 2013 - Aug 2018
    Boston, Ma, Us
    Signator Investors, Inc., powered by John Hancock Financial Network, was an independent broker-dealer and Registered Investment Adviser based in Boston, Mass., that supported a national network of independent firms with more than 2200 advisors and representatives across the U.S.Signator was sold to Advisor Group and merged into Royal Alliance Associates, Inc. in 2018.
  • Signator Investors Inc., Powered By John Hancock Financial Network
    Business Platform Consultant
    Signator Investors Inc., Powered By John Hancock Financial Network Feb 2011 - Mar 2013
    Boston, Ma, Us
    Provide training and practice management support to Financial Firms and Advisors, with a focus on integrating technology into their business practices.
  • John Hancock Life Insurance Company (U.S.A.)
    Regional Supervision Consultant
    John Hancock Life Insurance Company (U.S.A.) Jun 2007 - Feb 2011
    Boston, Ma, Us
    As a Supervision Consultant Malcolm worked with Regional OSJs to ensure Compliance and Supervision with regulatory requirements.
  • Massmutual Financial Group- The Washington Group
    Agency Supervisory Officer
    Massmutual Financial Group- The Washington Group Jun 2003 - Jun 2007

Malcolm Thomas Skills

Finra Development Investors Business Development Registered Investment Advisor Recruiting

Malcolm Thomas Education Details

  • Gettysburg College
    Gettysburg College
    Management
  • North Yarmouth Academy
    North Yarmouth Academy

Frequently Asked Questions about Malcolm Thomas

What company does Malcolm Thomas work for?

Malcolm Thomas works for Innovative Financial Group, Llc

What is Malcolm Thomas's role at the current company?

Malcolm Thomas's current role is Head Of Business Development at GenXFinancial and SellMyFinancialPractice.

What is Malcolm Thomas's email address?

Malcolm Thomas's email address is ma****@****ock.com

What is Malcolm Thomas's direct phone number?

Malcolm Thomas's direct phone number is (800) 824*****

What schools did Malcolm Thomas attend?

Malcolm Thomas attended Gettysburg College, North Yarmouth Academy.

What skills is Malcolm Thomas known for?

Malcolm Thomas has skills like Finra, Development, Investors, Business Development, Registered Investment Advisor, Recruiting.

Who are Malcolm Thomas's colleagues?

Malcolm Thomas's colleagues are John Hancock, Shannon St John, Anderson Kristen, David Cobb, Boone E. Lancaster, Cfp®, Blake Dorsett, Greg Pappas.

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