Online Community

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

Webinars + Workshops

Guest speakers and member-led events focused on personal growth, marketing, practice management, wellness, and more!

Monthly Member Match

Expand your professional network, gain referral partners, learn from peers and build lasting friendships.

Resource Library

A community-built library of advisor resources (templates, deliverables, checklists, etc.) to increase efficiency and grow.

SEO-Optimized Profile on Wealthtender

Get discovered by prospective clients on the #1 find-an-advisor website visited by more than 500,000 consumers each year.

Media Opportunities

Gain hundreds of opportunities each year to get quoted in the media. Build backlinks to your website to strengthen SEO.

Virtual Book Club

Every quarter, participating members vote on a new book to read together and discuss during regular virtual meetings.

In-Person Meetups

Join members at popular industry conferences for AGC-hosted events and attend local AGC-sponsored social gatherings.

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.

Taylor is a wealth of knowledge and his monthly office hours have been instrumental in learning how to effectively market my firm. Having access to his brain and the ability to learn alongside others is worth the price of membership alone! Brett K.

I really love watching all of the other members help each other. When someone throws out a question or has a problem, so many other members are willing to jump in. Jessica D.

There's always something new to do. I think if you don't belong to a community that's sharing ideas, you could easily go stale. AGC keeps me motivated to keep building. Cathy C.

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®

Meet the AGC Leadership team