Specialists on call, all year.
Every advisor keeps a short list of questions they’d pay a specialist to answer, and usually never does, because a retainer isn’t worth one question. Inside The AGC, you can just ask.
Ask any time. Then meet them live, every quarter.
Post your question
Each expert has their own space in the community. Members post questions there all year, and the expert answers.
Vote on the agenda
Before each workshop, members submit the topics they most want covered and vote on each other’s.
Show up and work through it
A live, interactive 60-minute workshop built from those votes. Bring your situation into the room.
Compliance, search and operations. The three things nobody puts on a conference agenda.
The questions that sit unanswered for months, or get answered late and at a price. Marketing rule questions, ADV updates, the email you’re not sure you should send.
Being found in search, and by the AI assistants prospects now ask first. What to fix on your site, what to ignore, and what’s changing.
Workflow, process, and the operational drag that slows a growing firm down. The fixes that give you hours back each week.
The other experts in residence are your peers.
Six sessions this year were led by members. No slides from a sponsor and no pitch at the end. An advisor who solved something explains how.
- Advising real estate investors, a two-part series: clients buying a first property, then clients looking to scale.
- From inherited to understood: how two advisors tiered a book they took over. The spreadsheet came with it.
- Adding tax services to your firm: three members compared a sister tax firm, outside CPA partners, and in-house planning.
- Standout or fadeout, a member-led discussion on being memorable in a crowded market.
- What is enough? A roundtable on contentment and lifestyle practices that led to a new mastermind.
