The AGC?

Looking for an advisor community that just gets it? The AGC? is more than a network - it’s a thriving hub of collaboration, inspiration, and growth. Advisors join because they value connection and it’s impact on their success, and they stay because it truly transforms how they feel, and work, in their practice. Want to learn more? Join us for the AGC Discovery Session on December 9th to discover the benefits for yourself. New member open enrollment will close on January 6th ?? Register for our AGC Discovery Session here ??? https://lnkd.in/g6N6TP8k Thank you to our AGC rockstars for the cameo: Diana Cabrices David Rath, CMT, CFA Jeremy Finger, CFP?, CIMA?, CEPA? Samuel Deane Stephanie McCullough Aravind Sithamparapillai Clint Haynes, CFP?

?? "The good news is... people love their financial advisors." This was part of my response in this Advisorpedia interview with Douglas Heikkinen when asked if advisors remain gun-shy about publishing testimonials. ?? And Doug is absolutely correct. We continue to hear from advisors who are reluctant to ask their clients for testimonials - not primarily due to regulatory concerns, but rather fearful about receiving a less than glowing review. ?? The fact of the matter is, >99% of the thousands of reviews received by advisors on Wealthtender are 5-stars. People love their advisors! ??? Of course, gold stars are great for optics and helping advisors rank higher in search results, but what's most valuable and inspiring is reading about the differences advisors are making in the lives of their clients. ?? It's these reviews written by clients sharing their experiences that help advisors win business over advisors without testimonials. ?? Whether you oversee marketing efforts at a growing wealth management firm or you're an advisor wondering how to compliantly launch a successful testimonial marketing strategy, learn more and book a demo by visiting the page linked below. ↗? https://lnkd.in/gQ3VVfYW #SECMarketingRule #FinancialAdvisorMarketing #Marketing #AdvisorTech

This week, we hosted Brad Wales, founder of Transition to RIA, for a session designed to help our members answer an important question in the industry: Is the RIA model the right move for me? He helped our AGC members explore: 1?? How to determine if this is something to consider. 2?? The different pathways to enter the model and how to choose the right one. 3?? What to look for when selecting solution providers. We’re all about empowering our members to make informed decisions, and this session delivered exactly that. Thank you to Brad Wales for sharing your insight and experience with our community!

AGC Chief Evangelist Diana Cabrices and AGC Member Todd Bryant, CFP? spotted as top rising stars! We are so proud to see you both getting recognized for the incredible work you do - you deserve it. Congratulations ??

For financial advisors, having a trusted network of peers can make all the difference in building a successful practice AND enjoying the process. ?? If you want to be a part of a community designed for connection, collaboration, and growth, then join our AGC Discovery Session on December 9th. ?? You don’t have to build your career in a silo - let’s grow together!

For financial advisors, having a trusted network of peers can make all the difference in building a successful practice AND enjoying the process. ?? If you want to be a part of a community designed for connection, collaboration, and growth, then join our AGC Discovery Session on December 9th. ?? You don’t have to build your career in a silo - let’s grow together!

Financial advisors—if you're ready to step up your LinkedIn game and build a powerful presence in 2025, our latest newsletter is here to help! These tips come from our community members who’ve seen real success with their strategies. We're sharing: ?? Real-world tips on creating content that resonates ?? Building a valuable audience and reaching the right people ?? How to engage on LinkedIn & navigate the LinkedIn algorithm PLUS ?? Next month, we’re hosting an AGC Discovery Session to share more about our community. If you’re looking for support, networking, and insights, this session is a perfect way to see if we’re the right fit for you! ??? Save your spot here: https://lnkd.in/g6N6TP8k Thank you to all AGC contributors! Joe Marshall Todd Bryant, CFP? Diana Cabrices Justin Castelli, CFP?

Imagine having over 160 financial advisors in your corner. A place to get answers to all those complex questions, and then some. A community where you can freely express how you feel, when you feel it, and instantly create meaningful discourse with other financial advisors. Ahhh, wouldn't that be nice? Well, wait. This DOES exist!!! ? Welcome to the tribe (and vibe) you've been waiting for, The AGC?. ?? ?? Here’s the thing: Our community isn't just about the great resources, content, or guest speakers we curate and host for our advisors every week. It’s about the connections and support you’ll receive from advisors who know exactly what you’re going through. Ready to learn more? ?? Join our AGC Discovery Session on December 9th at 10am PT / 1pm ET to get an inside look at how we can help you build stronger connections, level up, and get the support you deserve. Simply click the "attend" button below, and we'll send you a calendar invite. We can't wait to meet you!

It’s been five years since The AGC first came together, and we're so grateful to be surrounded by inspiring and driven members who make it all possible. Advisors often face unique challenges in this industry, and having a supportive network can make all the difference ?? Our founders said it best: "The AGC started with a simple idea: to break down silos and empower advisors to build stronger practices and even stronger support systems with one another. I couldn’t be more proud of what we’ve created together.” - Taylor Schulte, CFP? "When we launched the community, I don’t think either of us knew how?amazing it would grow to be.?The idea to start a community came from our own desire to have a space to collaborate with our peers—we were already doing a lot of this in Zoom with advisors and we thought a community would foster more opportunities to connect and grow.?The community was something we wanted for ourselves and we attracted some of the most amazing people and advisors in the profession." - Justin Castelli, CFP? Together, we’ve built a network that not only fosters professional growth but also creates genuine, supportive relationships.?Thank you to everyone who has been a part of this mission, and here’s to many more years of growing together!

Let’s face it—client onboarding can be something that is frustrating for both advisors and clients. It's a process that can make or break early impressions. That's why we were so happy to have Cameo Roberson, Fractional COO ?? lead an amazing AGC Guest Speaker session all about how to master client onboarding to boost client satisfaction, retention, and engagement ?? There was so much fantastic content, but one key highlight was her reminder that the client/advisor relationship starts long before the discovery call.? How you’re showing up on your website, social media, and through email matters. Every touchpoint sets the tone for trust and confidence, so be mindful that the brand you're putting out there reflects the trust, professionalism, and values you want clients to feel from the very start. Improving your onboarding process can feel overwhelming, but the effort is well worth it when you see the impact it has on your client relationships and growth! A huge thank you to Cameo for taking the time to share her expertise and to everyone who attended.???