A weekly recap of the best content published by rockstar AGC members around the world. Quote of the Week "Tax planning with incentive stock options (ISOs) presents a variety of …
What You Get
A private, online network where you can interact, engage, and collaborate with like-minded advisors.
Webinars + Workshops
Focused on personal growth, marketing, content creation, practice management, and more!
We're taking the money event sponsors might have paid us and passing those savings to you instead.
A community-built library of resources (templates, deliverables, checklists, etc.) to help advisors grow.
Virtual Book Club
Every quarter, members vote on a new book to read together and discuss during regular virtual meetings.
Want more visibility? We connect reporters, journalists, and conference hosts with our members.
What people are saying…
Some advisors try to hoard knowledge out of a misguided perception that this increases their competitive advantage. Others, like Justin & Taylor, seek to share knowledge knowing that a rising tide lifts all boats. Bravo, gentlemen! Aaron K, CEO, Riskalyze
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 this community is perfect for financial advisors who are open to change, growth, and personal disruption. Melissa J, Member
The AGC is a community of advisors who work with an abundance mentality, not a scarcity mindset. It's so empowering to hear like-minded advisors share best practices and what’s working in successful businesses. Craig G, Member
About the Founders
In 2019, we set out to create a private community for financial advisors like none other. Our mission is to provide a safe, collaborative space for advisors to learn and grow alongside their peers.
~ Justin Castelli, CFP® & Taylor Schulte, CFP®
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