"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."
"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."
"The AGC fills my need for intellectually curious peers. Now I have space, time, and a group of professionals to keep me honest and growing. I think AGC is perfect for financial professionals who are open to change, growth, and personal disruption."
~ Melissa J., AGC Member
“The AGC has been a godsend for me as I recently moved to a new firm. The diverse cross-section of AGC members have been an incredible resource and sounding board for growing my business. It truly is about collaborate, not compete."
~ Matt R., AGC Member
“The AGC is compromised of advisors who work with an abundance mentality, rather than a scarcity mindset. It is so empowering to hear like-minded advisors share best practices of what’s working in successful businesses."
~ Craig G., AGC Member
Nina O'Neal, Female Advisor Network
Josh Brown, Ritholtz Wealth
Dani Fava, TD Ameritrade
Focused on personal growth, marketing, content creation, practice management, and more!
A private, online network where you can interact, engage, and collaborate with like-minded advisors.
Videos, tutorials, case studies, and more to help all of us continue to learn and grow together.
Live talks from successful leaders, entreprenuers, and practitioners inside of finance and out.
Get out from behind the computer screen and meet your fellow AGC™ members in person!
Vetted contractors offering their services at negotiated rates to help members take action.
Every quarter, members will vote on a new book to read together and discuss during a live webinar.
Connecting reporters, journalists, and conference hosts with talented advisors.
Can't attend a workshop? Want to revisit a lecture from last month? We have you covered!
© 2020 · The AGC™