What if you didn’t have to figure it all out alone?
Nearly 200 advisors who answer each other’s questions, learn from a bench of resident experts, and meet up in person. Many of them have been here for years.
The questions you can’t ask on LinkedIn.
See real questions members asked each other in the forum, names removed, with how many advisors jumped in to answer.
Peers to call on, experts on hand, and a calendar of events that will get you further.
The forum
A private space to ask the question you’d never post in public, and get answers from advisors who’ve been there.
How it works 63sessionsLive sessions
Guest experts, office hours with our co-founders, member-led sessions and tool demos, a little more than one a week.
See the year 7mastermindsSmaller rooms
Member-led masterminds and interest groups, so nearly 200 advisors becomes the handful you work closely with.
Find your people 23chaptersIn person
AGC socials at the big conferences, a women’s network retreat, and local chapters that meet up near you.
Off the screenSpecialists on call, for the questions you don’t have to pay a retainer to ask.
Each resident expert has a space in the community where members post questions all year, plus a live, interactive workshop every quarter built from topics members submit and vote on.
Three experts on a quarterly rotation means a workshop almost every month.
Joining The AGC was easily the best decision I could have made from a business perspective.David Rath · AGC member
I found my business partner through The AGC.
Stephanie McCulloughTaylor 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.Advisors at every stage, building firms that fit their lives.
Some have run practices for decades. Some just left a broker-dealer to start their own firm. Everyone gets the same seat at the table.
Here’s what members are working on
- Launching their own RIA, with a Launch & Grow mastermind for exactly that stage
- Hiring a first admin, a planner or a future partner
- Rethinking pricing, from AUM to flat fees, retainers and subscriptions
- Going deeper on a niche: retirement income, real estate investors, philanthropic planning
- Building a practice around the life they want, which is what the Life-First mastermind is about
Drawn from the masterminds, sessions and forum threads members started this year.
Grab 30 minutes with Haley.
“Bring your questions, your hesitations, and whatever you’re hoping a group like this could help with. If The AGC isn’t the right fit, I’ll tell you that too.”
Haley Marx · Director of Community
$1,697 a year. Less than $5 a day.
One trusted estate attorney in a state where you know no one. One compliance question answered before it became a problem. One template you didn’t build from scratch. Any one of those can cover the year.
- Join any time, then start with a cohort of advisors who joined when you did
- Every live session, workshop and mastermind, plus the full forum archive back to 2020
- A 25% lifetime discount on Wealthtender, if you want it
