Malcolm Thomas
Head of Business Development
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.
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“I’m excited to be part of a team and company that is helping build the next generation of financial advisory firms. By helping today’s advisor realize the value of their business and transition to the next generation, we are able to help create a roadmap for how financial firms are built and advice is delivered to clients”
