+ How Do I Know if I’m a Good Fit?
While you must be a licensed financial advisor, we welcome all designations, fee structures, and career stages.
Our typical member is a lifelong learner.
They're lacking a support system or exhausted by the chaos of social media and in search of safe, diverse, and constructive conversations.
Most importantly, they're passionate about collaborating with and learning alongside their peers.
+ What is the Typical Profile of an AGC Member?
Some members have decades of experience. Others are in the early stages of their career.
The community is made up of:
- Advisors at broker/dealers or insurance firms
- Non-owner employee financial advisors
- Owners of Registered Investment Advisory (RIA) firms
- Advisors in the U.S. and overseas (S/O to our Canadian, U.K., and South African members!)
- Multi-billion dollar firms, $0 AUM firms, and everything in between
So what is the common thread between members?
The desire to grow with a community of like-minded peers who:
- Have an abundance mentality
- Are trying to become better people and advisors every single day.
+ How Is This Different From Other Networks and Coaching Programs?
Like our peers, we see other organizations as collaborative partners, not competitors. However, we recognize you don't have the capacity for everything.
To help you find the right home for your needs, here are three things that make The AGC™ just a little different:
1.) The Community is #1. Often times, the "community" gets overshadowed by the content. Not here. Our #1 focus is on maintaining a safe, engaged, and collaborative community.
It's with this strong foundation that we can then learn and grow together, both personally and professionally.
2.) We are NOT a coaching program. There are some exceptional industry coaches, some of which have partnered with The AGC™.
Think of us as your home base. The place you go for honest feedback, accountability, connections, education, and fun. The place you go when you're having a bad day need to lean on your peers. Better yet, the place you go when you have a big win or new project you want to share without judgment.
3.) We welcome all fee structures, career stages, and geographic locations (S/O to our Canadian, U.K., & South African members!). The only requirements are that you are a licensed financial advisor who is respectful, polite, and more interested in giving than taking.
It's also important that your U4 doesn't look like Bernie Madoff's 😲.
+ What is the Refund Policy?
We offer a no questions asked 45-day money-back guarantee. If you're unhappy with your membership for any reason, let us know within the first 45 days of membership and we will refund your entire payment.
+ Do You Offer a Monthly Subscription Option?
We ask financial advisors who join The AGC™ to commit to a 1-year membership in order to truly benefit from all the community has to offer and to ensure sufficient time to cultivate camaraderie among members. The annual membership cost is $1,499*, with payment collected upon completing the membership application form.
* After January 6, 2025, the annual membership cost is $1,697.
Of course, we know The AGC™ may not be a perfect fit for everyone, and that's why we offer a no-questions-asked 45-day money-back guarantee. If you're unhappy with your membership for any reason, let us know within the first 45 days of membership, and we will refund your entire payment.
If you feel you are a good fit to join The AGC™, but extenuating circumstances prevent you from paying your annual membership fee upfront, we encourage you to send an email to haley@advisorgc.com with an explanation that will be reviewed by the AGC leadership team for potential accommodations.
+ I Still Have Questions…Can I Schedule a Call With You?
To help you make an informed decision about joining The AGC™, we recommend reading through our website and, specifically, the Start Here page.
If you have additional questions, please send us a message and we'll be in touch right away, or schedule a call with AGC Community Manager, Haley Marx.
+ What Community Platform Powers The AGC™?
Our private community is powered by Circle, one of the most modern, user-friendly, and multifaceted platforms out there.
Think Facebook meets Twitter meets Slack...but completely private and distraction-free.
+ How Do I Join?
Join The AGC™ in three simple steps:
- Complete our application & submit payment — Click here to get started.
- Be patient—Applications are individually reviewed by our team. You can expect a response within one business day.
- Sign Up—Once approved, you’ll receive an email with everything you need to get started. See you in there!