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Jessica Flynn

Member, NextGen Advisory Task Force

Jessica Flynn began her career with roles at both the Financial Planning Association (FPA) and FP Transitions, where she has spent nearly 15 years advancing opportunities for next generation advisors. Additionally, she serves on The American College NextGen in 10 Leadership Advisory Committee and was instrumental in funding and launching numerous industry events, including the FPA Externship. Flynn has also ghost-written numerous thought leadership pieces for some of the most respected names in the wealth industry. Her ability to bolster support behind initiatives that challenge the status quo has made her a trusted advisor to executives at broker dealers, RIAs, and FinTech firms. After driving millions in revenue for the FPA, and revitalizing the FP Transitions’ brand strategy, she’s now teaming up with Intention.ly to strategically launch ideas that move this profession forward.

A frequent speaker, author and podcaster, Jess is an evangelist for future-proofing independent advisory firms with sustainable growth that results in ideal client experiences. Ever the optimist, Jess embraces change and loves a good challenge. She enjoys finding common ground amongst divergent opinions and inspires leaders to think differently. Her expertise on RIA levers for growth across technology, marketing, and succession planning has made Jess a sought-after speaker and consultant in the financial services industry.

She also manages to root for her beloved Iowa Hawkeyes, raise three kids under six, and volunteer in her community.

Strategic Communications 

Client Relationship Management 

Account Management

Jessica Flynn began her career with roles at both the Financial Planning Association (FPA) and FP Transitions, where she has spent nearly 15 years advancing opportunities for next generation advisors. Additionally, she serves on The American College NextGen in 10 Leadership Advisory Committee and was instrumental in funding and launching numerous industry events, including the FPA Externship. Flynn has also ghost-written numerous thought leadership pieces for some of the most respected names in the wealth industry. Her ability to bolster support behind initiatives that challenge the status quo has made her a trusted advisor to executives at broker dealers, RIAs, and FinTech firms. After driving millions in revenue for the FPA, and revitalizing the FP Transitions’ brand strategy, she’s now teaming up with Intention.ly to strategically launch ideas that move this profession forward.

A frequent speaker, author and podcaster, Jess is an evangelist for future-proofing independent advisory firms with sustainable growth that results in ideal client experiences. Ever the optimist, Jess embraces change and loves a good challenge. She enjoys finding common ground amongst divergent opinions and inspires leaders to think differently. Her expertise on RIA levers for growth across technology, marketing, and succession planning has made Jess a sought-after speaker and consultant in the financial services industry.

She also manages to root for her beloved Iowa Hawkeyes, raise three kids under six, and volunteer in her community.

Strategic Communications 

Client Relationship Management 

Account Management