The Scout Program, developed by The AmeriFlex Group, creates complete profiles for hundreds of advisors in need of succession planning support in minutes
LAS VEGAS, Aug. 24, 2026 /PRNewswire/ — The AmeriFlex Group® (or “the firm”), an advisor-owned hybrid RIA recognized for its planning-first approach and succession solutions, today announced it has developed a proprietary AI-enabled program that analyzes hundreds of firms and creates comprehensive profiles of each in the time it once took to review a single practice. The program, called Scout, is currently being tested in five key markets for The AmeriFlex Group® and will be rolled out nationally next year.
“Scout is a gold miner that quickly and efficiently identifies financial advisors who are at or near succession in their practices, allowing our team to focus more on helping them maximize the value of their own life’s work,” said Thomas Goodson, founder and CEO of The AmeriFlex Group®. “By developing this program, we can move more quickly to bring together advisors entering the final stage of their careers with advisors hungry for additional growth, while focusing on the critical cultural aspects of these connections. This program frees us up to build our firm sustainably.”
How Scout Works
Built in part with Anthropic’s Claude AI solution, the team applies this tool to a variety of public and proprietary data sources to develop a profile of firms that may need support with long-term succession planning. Using these profiles, The AmeriFlex Group’s succession specialists can more efficiently initiate conversations and engagement with more practices, while freeing them up to ensure a personalized and smooth transition.
“The scale of the succession crisis required a different approach and a new set of solutions,” said Jesse Kurrasch, Chief Operating Officer of The AmeriFlex Group®. “This tool enables our team to help more advisors, scale our business and ensure we have the time and resources to give these advisors the support they rightfully expect as they consider the final chapter in their working lives.”
By leveraging this program, along with other growth initiatives, The AmeriFlex Group® expects to expand its advisor ranks by 100 advisors in the next 24 months. Earlier this year, the firm announced it welcomed 18 advisors to the platform, representing more than $1.7 billion in total client assets in the first half of 2026. In January, the firm announced it had secured a strategic minority investment from its broker-dealer partner, Cambridge Investment Research.
About The AmeriFlex Group®
The AmeriFlex Group® is recognized as The Home for Hybrids® (www.HomeForHybrids.com) — BD/RIA Transitional Wealth Planners™. The RIA is owned and operated by its advisor members and partners. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, Member FINRA/SIPC. Advisory services offered through The AmeriFlex Group®, a Registered Investment Adviser. Cambridge is a minority owner of The AmeriFlex Group®. Other entities and/or marketing names, products or services referenced here are independent of Cambridge.
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SOURCE The AmeriFlex Group
