A year inside The AGC, counted.
Most communities describe themselves. We’d rather show you the record. Every figure on this page comes from our community platform’s records for the past year.
What’s on the calendar.
Members build the calendar as much as staff do. When a member says “I want the group’s read on this,” we book it.
A member asked the forum whether anyone was doing philanthropic planning. Enough advisors raised a hand that it became a live session.
What runs inside The AGC
- Guest expert sessions on marketing, AI, hiring, planning and the business of advice
- Marketing Office Hours with Taylor Schulte, CFP®
- Hot Seat and AI Lunch & Learn with Justin Castelli, CFP®
- Experts in Residence workshops for compliance, SEO & AEO, and operations
- Member-led sessions, where an advisor who solved something walks the group through it
- Mastermind meetings in small, member-led groups
- Book Club meetings, with a book members vote on
- Tool demos from the vendors members ask about
- Gatherings and challenges, from socials to group challenges
Getting foundMarketing & growth
Josh Brown on building a brand. Thomas Kopelman on growing a firm through social media. Niki Clark on what’s working in advisor marketing. Reporters Diana Britton and Alexandra Zendrian on what the press wants.
Getting time backAI & technology
Drew Parker of Anthropic on how RIAs use Claude. A workflows panel with Mike Shannon, Danny Shannon and Jordan Campbell. Monthly AI Lunch & Learns where members share their screens.
Running the firmPeople & practice
Carolyn Armitage on hiring and keeping the right people. Lindsay Troxell on designing the business you want. Alanah Phillips on leaving a broker-dealer. Members comparing three ways to add tax services.
Deeper planningClient work
A two-part member series on advising real estate investors. Annuities and insurance with Dan McDonald, requested by a member. Client fraud in the age of AI with Robert Siciliano. Market narratives with Ben Hunt of Perscient.
The advisor, not the firmPurpose & mindset
A live Q&A with Carl Richards. Jeremy Walter on “what is enough?” Larry Kesslin on purpose, profit and joy. Brian Ford’s 21-day challenge, done together as a group.
Guest sessions bring in fresh ideas. These recurring ones are where you get to know people.
Nothing is mandatory. A weekly round-up lands in your inbox with the questions that still need an answer. Most members pick two or three things that fit, and that’s enough.
Smaller rooms inside the big one.
Nearly 200 advisors is the right size to find your people. A mastermind is the right size to work on your firm with them.
Masterminds are member-led. Propose one or ask to join one, and the AGC team handles the private space and coordination.
Masterminds this year
Interest groups
124 threads of members vouching for the estate attorneys, CPAs, tax attorneys, TPAs and mortgage brokers they trust, with requests covering nationwide.
100 files from members’ own practices: a compliance calendar, RMD and inherited-IRA guides, an investment policy statement, an intro-call script, a planning fee matrix.
You don’t join an empty room. The community feed includes 3,816 threads going back to 2020, on a private, distraction-free platform built on Circle.
Want the full record?
The free Inside The AGC guide covers all of this in thirteen pages, including the questions members asked each other this year.
