The AGC?

TOMORROW—don't miss this! It's a conversation EVERYONE in the industry needs to hear, not just women! Save your seat at the link in Diana's post below. ??

How can financial advisors build trust and attract more clients online? In an industry where transparency is key, financial advisors need to stand out and connect with clients actively searching for guidance. But with so many options available, how can consumers find the right advisor—and how can advisors enhance their online presence to build credibility? This week on The Customer Wins, Rich Walker talks with Brian Thorp, Founder & CEO of Wealthtender, about how his SEC-compliant online review platform transforms how consumers find and evaluate financial advisors. With over two decades of experience in financial services, Brian is dedicated to reducing money stress for consumers by helping them connect with the right advisor for their needs. ?? Tune in to learn: ?? How Wealthtender attracts consumers seeking tailored financial advice ?? The life events that trigger individuals to seek financial advisors ?? The role of AI in Wealthtender’s content and consumer engagement Brian built Wealthtender to bring more transparency to financial services, similar to how trusted directories help people find doctors or lawyers. By enabling verified client reviews and boosting advisor visibility, Wealthtender helps both consumers and advisors thrive. ?? Learn how transparency and trust can help financial advisors grow. Listen to the full episode here: https://lnkd.in/g8vtDh5n #TheCustomerWins #Podcast #FinancialAdvisors #WealthManagement #Fintech #AI

Quick question: When was the last time you had a conversation that actually changed the way you think about your career? The best insights don’t always come from books, courses, or industry reports—they come from real people who have been where you are and have built something incredible. That’s exactly what our Women in Finance event is about. A chance to hear from women advisors who have grown firms, stepped into leadership, and learned valuable lessons along the way. If you haven’t signed up yet, now’s the time.?

If you’ve ever felt like you could use a crew of 170+ like-minded advisors supporting your growth and success, this is your chance to explore The AGC?: a community that’s all about collaboration, learning, and thriving together. Join us for The AGC? Discovery Session on March 24th to get a behind-the-scenes look at: ?? The key benefits of being part of The AGC? ?? A look inside the AGC? community ?? What’s coming up this year ???A live Q&A where you can ask anything This is the perfect opportunity to see if The AGC? is the right fit for you. Enrollment opens March 24th and closes April 4th—don’t miss out!

How does the AGC give back? Allow our amazing co-founder Justin Castelli Justin Castelli, RLP?, CFP? shed a little light on what we're passionate about: ?? Our "More Than Money" book: We felt it was important that all proceeds from the book are given directly to organizations within financial services that help move the industry forward. ?? The One Step Forward program: Several of our community members mentored students that are looking to enter our profession. The experience was rewarding, beneficial to the future of the industry, and soul-fulfilling...to say the least! Ready to give back in your career as a financial advisor? Join us! The AGC isn't just a community, it's a place where you'll get numerous opportunities to do the important work. To give back, move forward, and rise up, together. #FinancialPlanning #DiversityInFinance #MentorshipMatters #FutureLeaders #Empowerment #GivingBack #OneStepForward #CommunitySupport #Education #InclusiveProfession #FinancialPlanning #DiversityInFinance #MentorshipMatters #FutureLeaders #Empowerment #GivingBack #OneStepForward #CommunitySupport #Education #InclusiveProfession

Announcing my latest series, THE REAL DEAL ON REVIEWS! No more BS. No more myths. And please, no more excuses. ?? I'm here to deliver the straight FACTS on testimonial marketing for advisors. In today's video, I get real on why many advisory firms still aren't taking advantage of online reviews in their marketing. ???It's NOT the SEC. And I think you'll resonate with what it IS if you're one of the advisors/firms who feels like your hands are tied with getting started. ((And sure, some state-registered only advisors can't make moves yet, but that makes up for a small percentage of the industry.)) Need help getting started? Want a copy of our free testimonial marketing playbook? Hit up the team at Wealthtender or just drop a comment below and I'll be sure to reach out. We're here to help you grow! We've rolled out testimonial marketing at both big and small firms. The results speak for themselves! Or shall I say reviews. ??

Financial advisors have more technology at their fingertips than ever before, but knowing which tools actually help can be a challenge. That’s why The AGC? is hosting another live AI Tech Hour for our community members so they can ask questions, get a live demo, and hear directly from the people behind the curtain. We love creating opportunities like this to help our members stay informed, explore what’s out there, and figure out what works best for them.???? A huge thank you to the tools & speakers that are joining us: ?? Shaf Shadaab from Zeplyn ?? Alex Mathé-Cathala from Vega Minds | AI for Advisors ?? Brooke Juniper and Kristina Fox from TIFIN Sage We're looking forward to a great session!

The financial industry is changing, but we still have work to do -- for women advisors and for the women clients that advisors serve. That’s why this conversation matters. ?? Join The AGC? for a Women in Finance webinar with women advisors from our community who have built thriving careers, weathered the tough moments, and thought about what's next. ?? We'll be talking about building and leading as a woman in finance, serving women clients effectively and authentically, navigating career growth and challenges, and more. If you’re an advisor (regardless of gender) this is a topic that's important for everyone. Diana Cabrices will be moderating this session with our awesome panelists: @Stephanie McCullough, Cristina M Guglielmetti, CFP?, and Rebecca Conner, CPA/PFS, CFP?, RLP? ?? ?? (Love to see our members sharing their insights on an important topic like this, you all rock.) This is open to ALL advisors, non-members included, so be sure to save your seat -- we don't often host these open events!

Women in finance are breaking barriers, building businesses, and redefining success. But that journey isn’t always easy. In honor of International Women’s Day and Women’s History Month, we’re bringing together experienced women advisors from?to share what it takes to build a thriving firm, serve women clients effectively, and navigate the moments that test (and strengthen) us. This isn’t just a conversation for women, it’s for ALL advisors. Whether you want to learn from women in the industry, gain new insights, or help drive change in financial services. ?Moderator:?Diana Cabrices ?Panelists: Stephanie McCullough ?Cristina M Guglielmetti, CFP? ?Rebecca Conner, CPA/PFS, CFP?, RLP?

Marketing clarity = business growth. ?? This week we had a fantastic session with Billy Broas on his signature Five Lightbulbs framework, and if you haven’t heard of it yet, it's worth checking out (linked in the comments.) Billy’s approach helps you understand what makes your message truly connect with customers—and it’s all about empathy, clarity, and turning on the right Lightbulbs. We love bringing sessions like this to our members.. no fluff, just actionable strategies that help you level up. Thank you to Billy Broas for sharing your wisdom with The AGC?! If you want in on future sessions like this, stay tuned for when The AGC? opens enrollment in the spring. ?? AGC Team: Taylor Schulte, CFP? Justin Castelli, RLP?, CFP? Brian Thorp Haley Marx