The AGC?

A huge shoutout to the amazing financial advisors who become part of our community this summer! We're so grateful to have such intelligent, driven, and passionate advisors on board. We can’t wait to see the contributions they make, not only within the community but in the financial industry as a whole. Please join us in welcoming: ?? Paul Roldan, CFP? ?? Tim Dyer ?? Phillip P. Putney, CPA, PFS, MST ?? Dan Bennett, CFP?? ?? Chris Caruso ?? Nisiar Smith

?? Here's what’s going on, coming up, and of interest to advisors in the Wealthtender Community. #financialadvisors #wealthtech #advisortech #digitalmarketing

Connecting with your fellow advisors can be your greatest asset to not just survive in your practice, but to truly THRIVE in your practice. The AGC? is an AWESOME way to have that strong support system of advisors where you can share experiences, seek advice, tackle challenges together, and collaborate on projects. Plus, it's a great way to make new friends along the way! AND we have weekly workshops and webinars, along with other great member perks that make being part of this community even more rewarding. ?? If you’re curious about what this looks like, come join me at our Open House and we can give you a look into what the community is all about. You can register at the link below: https://lnkd.in/expXUShC Justin Castelli, CFP? Taylor Schulte, CFP? Brian Thorp Diana Cabrices

Financial advisors NEED community. Some may find they get sufficient support within their firm, but many need to branch out and connect with their peers outside of their inner circle. This is why The AGC? exists. I invite you to join us for our next open house on Monday, September 30th at 10 am PT / 12 pm ET. ???Save your spot here and learn why over 160 financial advisors call the AGC their home base: https://lnkd.in/gYdQ4Qc7 ?So what differentiates us from other communities? We focus on GROWTH. We're marketing and community-first, meaning you learn the tips and strategies to grow your business so you can thrive as an advisor and human being. From monthly marketing office hours with Taylor Schulte, CFP? to quality, hand-crafted guest speaker sessions sharing tactics, our members receive constant support to help them reach and exceed their business goals. (not to mention...our co-founders are pretty amazing: Taylor Schulte, CFP? Justin Castelli, CFP? ??) Join us Monday and come learn what we're all about. We'll see you there! ?? Haley Marx Brian Thorp

In our September newsletter, we’re sharing how our community is leveraging some of the top AI solutions to streamline client meetings, optimize prospecting, and personalize client engagement. ??? Plus, we’re hosting an Open House and Q&A on September 30th, where you can learn more about The AGC? and why so many advisors choose and love this community ??? Register for our Open House here: https://lnkd.in/gKXiKEk6 AI Tools Mentioned: Jump - Advisor AI, WealthFeed, VRGL, OpusClip, Typefully, Fathom - AI Meeting Assistant, Investipal, ForwardLane Inc.

Congratulations to Wealthtender for being named a ThinkAdvisor Luminary Finalist in the Excellence in Marketing/PR category! ?? Our recognition in this Digital Marketing Firm Award exemplifies our commitment to empowering financial advisors with the tools and resources they need to thrive in today's digital-first world. This includes: ?? Compliant Testimonial Marketing ?? SEO & Lead Generation ?? Media Opportunities ?? Social Media Content, And more! Thank you to ThinkAdvisor for this incredible honor, and a special shoutout to our amazing team and clients who help us redefine what's possible in financial advisor marketing. Congrats to the other finalists within our category, our friends Snappy Kraken and Lyceus Group. ?? Here's to continuing our mission of helping financial advisors get found faster and build credibility online!

Managing and growing your practice without the support you truly need can make the industry feel lonely, but it doesn’t have to be that way. There’s a space for advisors who are committed to growth, learning, and supporting each other along the journey - welcome to The AGC. We’re hosting an Open House and Q&A where you can: ?? Get a glimpse of our collaborative, growth-driven community ?? Learn how members are leveraging resources ? Ask your questions in a live Q&A If you’ve ever felt like you could use a network of advisors committed to lifting each other up, this is the perfect opportunity. Join us on September 30th, 12:00PM ET. This could be the game-changer you’ve been looking for!

?? It was great seeing everyone at the Wealthtender & Friends happy hour last night. Thanks for joining us, and I hope to see many of you again next month at XYPN LIVE in Minneapolis and Nitrogen Fearless in Nashville! ?? ?? Special thanks to Brooke Tarver, Max behind the bar, and all of the wonderful staff @ The Waterfront Beach Resort, a Hilton Hotel, for taking such great care of us yesterday & during The AGC? member meetup on Saturday. ??????

What an incredible time we had at our AGC Social and what a great intro to the Futureproof Conference week! ?? A huge thank you to all the AGC members who joined us—it was such a pleasure to see everyone come together in-person to connect and enjoy each other's company. And a special shoutout to our amazing sponsors: Wealthbox, Altruist, Trust & Will, and Holistiplan! ?? Your support meant so much and we’re grateful for all you did to make this event a success. Cheers to the start of Futureproof and more fun moments like these with our members ?? Haley Marx Diana Cabrices Justin Castelli, CFP? Taylor Schulte, CFP? Brian Thorp Jy Corbett Jomin Bishop Sean Janas, CFP? Brian Lee Torie H.

? Do you ever struggle to keep your audience engaged from the start? ?? How does it feel when your message doesn’t quite land, even though you know it’s valuable? ?? What if you could hook your listeners instantly and hold their attention all the way through? We just hosted an amazing session with Deirdre Van Nest, a top-rated international keynote speaker,?who shared her?insights on how to captivate your audience's attention right away - whether that be in a presentation, webinar, client meeting, social post, or blog. Her advice on avoiding 'snooze fest' intros and crafting engaging, emotionally resonant content has already shifted the way many of us think about communication. We love these sessions that we put on with industry experts like Deirdre Van Nest as it helps allow our members to elevate their communication skills and thrive in their roles as advisors. ?? Thank you for joining us, Deirdre!