Glenn Flego has spent his career helping financial institutions anticipate change and build innovative capabilities that have shaped how financial advisors serve clients. His work has spanned some of the industry’s most influential firms. He joined the original team that developed Charles Schwab’s RIA custodial platform, now Schwab Institutional, helped establish Fidelity’s RIA brokerage and custody offering, and helped relaunch Raymond James’ RIA business. Most recently, he led more than 200 offices for Ameriprise Financial. Today, he advises financial institutions and fintech companies on growth strategy, advisor platforms, and emerging technologies.
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Glenn Flego, New IQExit Independent Board Member and Former Schwab, Fidelity and Ameriprise Executive
“Glenn’s experience aligns remarkably well with what we’re building at IQExit,” said Tully Ryan, CEO and co-founder of IQExit. “IQExit gives trusted advisors earlier visibility into owner-declared exit intent, enabling them to engage business owners before critical transition decisions are made.
Throughout his career, Glenn has helped financial institutions bring innovative capabilities to market and improve how advisors serve clients. His decision to join our Board validates our vision for Exit Readiness Intelligence™ and will help guide IQExit through our next stage of growth.”
Flego said he was drawn to IQExit’s leadership, vision and focus on solving a longstanding industry challenge.
“Wealth management today is about understanding clients’ goals and helping them achieve successful outcomes,” Flego said. “For many business owners, the company they’ve spent decades building represents their largest asset. Yet the majority of those businesses never experience a successful transition or sale. They simply close.
After spending decades in wealth management, I was genuinely surprised when I first read McKinsey’s recent research on business-owner succession. It reinforced something many advisors instinctively know: these conversations often begin too late.
If financial professionals have the right intelligence, they can identify opportunities earlier and bring better insights into the process. They can assemble the right team of advisors and help clients prepare long before a transition becomes urgent.
Ultimately, IQExit gives advisors something they rarely have enough of: time. By identifying opportunities earlier, advisors have more time to help business owners prepare for one of the most significant financial and personal events of their lives. That leads to better outcomes for business owners, their families, and the legacy they’ve spent a lifetime building.”
About IQExit
IQExit is a data intelligence company. Our Exit Readiness Intelligence™ platform captures owner-declared exit intent before anybody else sees it. Introduced exclusively through trusted advisors, including bankers, wealth managers, CPAs and attorneys, IQExit serves as the intelligence layer upstream of the transaction process, enabling advisors to engage business owners earlier and better prepare them for successful transitions.
Learn more at www.IQExit.com
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