LET'S GROW TOGETHER.

The AGC™ is a private, online community for financial advisors dedicated to growing personally and professionally alongside their peers.

Enrollment re-opens Jan 1, 2020. 

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"What They are Saying...

"The ambition is to make it a blend of marketing, branding and practice management resources. But it will also focus on personal development, something that’s important to the next generation of advisors."  

~ WealthManagement.com

"There are two approaches in this profession: Some advisors try to hoard knowledge out of a misguided perception that this increases their competitive advantage. Others, like Justin and Taylor, seek to share knowledge knowing that a rising tide lifts all boats. Bravo, gentlemen!"  

~ Aaron Klein, CEO, Riskalyze 

"Castelli and Schulte hope the club will deliver collaboration and ideas that social media, custodian-organized conferences, webcasts sponsored by asset managers, and other networking forums have failed to, for various reasons."

~ RIAIntel.com

Kristen Schmidt, RIA Oasis

Khe Hy, RadReads

Dani Fava, TD Ameritrade 

Community Benefits. Included in Your AGC™ Membership.

Weekly Webinars & Workshops

Focused on personal growth, marketing, content creation, practice management, and more!

Access to the AGC™ Community  

A private, online network where you can interact, engage, and collaborate with like-minded advisors.

A Growing Library of Resources

Videos, tutorials, case studies, and more to help all of us continue to learn and grow together.

Monthly Guest Speaker + Q&A

Live talks from successful leaders, entreprenuers, and practitioners inside of finance and out.

Annual Member Meet-Up 

Get out from behind the computer screen and meet your fellow AGC™ members in person!

Freelancer Marketplace

Vetted contractors offering their services at negotiated rates to help members take action.

Digital Book Club 

Every quarter, members will vote on a new book to read together and discuss during a live webinar.

Speaking & Media Opportunities

Connecting reporters, journalists, and conference hosts with talented advisors.  

Access to Replays of All Workshops

Can't attend a workshop? Want to revisit a lecture from last month? We have you covered!

Am I Good Fit? Who the AGC™ is For. 

We welcome all designations, fee structures, and career stages. Our members are:

  •  Registered financial advisors (U.S. & International)
  •  Passionate about collabrating with their peers
  •  Dedicated to growing personally AND professionally
  •  Interested in having deep and meaningful conversations
  •  Open to new perspectives from outside our industry
  •  Lifelong learners

About Us. Meet the Team.

Taylor Schulte, CFP®, Co-Founder

Founder of Define Financial, a fee-only RIA headquartered in San Diego, CA. 

Outside of my firm, I host two podcasts, Stay Wealthy and Experiments Advisor Marketing. You can also find me spending way too much time on Twitter.

Fun Facts:

  •  Married with two boys, Sawyer (aka Soy Sauce) and Sutton
  •  Carne asada burritos will be the end of me
  •  Hate flying, love golf
  •  Marketing nerd


Justin Castelli, CFP®, Co-Founder

Founder of RLS Wealth Management, a RIA located in Fishers, Indiana. 

In addition to working with clients, I'm the guy behind All About Your Benjamins and The Entrepreneur’s Blueprint . You can also find more content on my YouTube channel. 

Fun Facts:

  •  Married with 3 boys, Roman, Leo and Silas (RLS)
  •  Lifelong hip-hop fan
  •  Fitness nut
  •  Brand enthusiast  

Karen Jackson, AGC™ Support

Darlene Kite, AGC™ Support 

The AGC™ Ambassadors


Breanna Reish

Ashby Daniels

Dasarte Yarnway

Courtney Ranstrom

Scott Frank

The Beta Group is Now Closed. Enrollment Re-opens Jan 1st, 2020.

  •  Weekly Webinars and Workshops
  •  Collaborate & Engage with Peers
  •  Digital Book Club
  •  Annual Member Meet-Up...and More!  

Get ready for the community to re-open in...

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