The AGC?

Some connections change everything. For AGC member, Stephanie McCullough, The AGC? wasn’t just a great place to meet other advisors—it’s where she found the newest advisor on her team. (Looking at you, Janice Guinn, CFP?!) What started as conversations inside the community turned into something bigger, and now they’re building their practice together. Check out their story below ??? This is what makes The AGC? different. It's more than just a support network.. it’s a place to make real connections that lead to real opportunities. If you’re looking for something more than just another group, come see what’s possible in our community of 170+ advisors. Our enrollment is open until April 4th, and after that, doors will close for a while. ??? Join our community here: https://lnkd.in/gUA9msRQ OR message Haley Marx (AGC Community Manager) to chat about the membership.

?? Enrollment for The AGC? is officially OPEN! ?? If you’re a financial advisor looking for a real, genuinely supportive community, this is your sign to check us out. Take it from one of our members, Aravind Sithamparapillai, who joined us for our AGC Event at Futureproof Conference and shared his firsthand experience of just how much this community has your back. ???? This is the kind of place where you can show up with questions and leave with solutions, where connections turn into collaborations, and where you’re surrounded by people who actually want to see you succeed. That kind of support makes all the difference. Spring enrollment is only open until April 4th, so don’t miss your chance to join! ?? JOIN HERE: https://lnkd.in/gUA9msRQ ?? Member interviewed by AGC Chief Evangelist: Diana Cabrices Justin Castelli, RLP?, CFP? Taylor Schulte, CFP? Brian Thorp Haley Marx

Our latest newsletter is out, and it’s packed with career insights from AGC’s women in finance! And here's the best part: their advice isn’t just for women, it’s for everyone looking to grow, lead, and build a thriving career in finance. This Women’s History Month, we're recognizing some of the amazing content, podcasts, and books of The AGC?'s women advisors—be sure to check them out at the end of the newsletter ?? ?? Curious about AGC? Join us for our upcoming Discovery Session to learn more about our community and see if it’s the right fit for you.? ??? RSVP Here: https://lnkd.in/gBAkyeka ?? Written by Haley Marx Panelists featured in this article: ?? Stephanie McCullough ?? Rebecca Conner, CPA/PFS, CFP?, RLP? ?? Cristina M Guglielmetti, CFP? Women in Finance Session moderated by: Diana Cabrices Other AGC Women mentioned: Jane Mepham, CFP? Marguerita (Rita) Cheng, CFP? Nycole Freer, CFP?, BFA? Melissa Joy, CFP? Sarah Boston Shanna Due, CFP?, CCFC, AFC?, ChFC? Cristina Perez, CFP? Karen Koenig Sara Zuckerman, MBA, CFP?, CDFA? Rachel Sloan, CFP?, CRPC? Cathy Curtis, CFP? Jill Isbell, CFP

You’ve probably seen us mention The AGC Discovery Session already, but here’s the thing… if you’re even a little curious about what this community is like, this is THE chance to check it out. No guesswork, no FOMO—just a chance to see for yourself how advisors inside The AGC are growing their practices, learning from top experts, and building real relationships that actually move the needle. Our Chief Evangelist, Diana Cabrices, breaks it all down in this quick video. ???? Doors open March 24th, and we’d love to see you there! ?? Save your spot: https://lnkd.in/gBAkyeka Justin Castelli, RLP?, CFP? Taylor Schulte, CFP? Brian Thorp Diana Cabrices Haley Marx

Sharing Knowledge = Elevating the Entire Industry ?? Throwback to 5 years ago when Justin Castelli, RLP?, CFP? and Taylor Schulte, CFP? sat down with Tyrone Ross Jr. and Jason Wenk to chat about the power of community for The Human Advisor podcast. Fast forward to today, and their vision is thriving in The AGC. A place where advisors openly share, learn from each other, and build stronger businesses together. Because when we collaborate, we don’t just grow individually—we elevate the entire industry. ?? This clip is a great reminder of why we do what we do. And that's just the beginning! As a member of The AGC, you’ll get access to weekly webinars, expert-led workshops, a resource library, networking opportunities, and digital marketing perks through Wealthtender... and so much more. ?? Ready to be part of a community that amplifies your success? Join us for a Discovery Session on March 24th, where you'll learn all about our community of 170+ advisors, our member benefits, and if it's right for you. ??? RSVP here: https://lnkd.in/gBAkyeka And reminder, enrollment opens March 24th and closes on April 4th. Now is a great time to get involved!

Could your best marketing already exist in your clients' own words? For years, advisors watched others leverage powerful testimonials while SEC regulations kept them sidelined. That's all changed. Join Derek Pollard, PhD, Brooke B. Sellas, and special guest Brian Thorp (Founder of Wealthtender) as they unpack the transformative potential of the SEC Marketing Rule – including Texas's recent landmark adoption. You'll discover: - Why testimonials create instant trust with prospects. - Steps to stay compliant while sharing authentic client stories. - Brian's insider perspective on what Texas's decision means for advisors nationwide. Brian's leadership was instrumental in advocating for these changes – and now he's bringing that expertise directly to you. Whether you're a fee-only RIA or state-registered advisor, you'll walk away with actionable strategies to amplify your clients' voices. Join us live Thursday at 1:10pm ET / 10:10am PT!

Most advisors we know are great at helping their clients… but who’s helping YOU? Growing your business, refining your strategy, and keeping up with industry changes can feel like a solo effort.. but it doesn’t have to be. In The AGC?, we’ve built a community of 170+ financial advisors who are sharing knowledge, solving problems together, and creating real connections. ?? If you’ve ever wished you had more collaborative conversations, insightful masterminds, or industry-leading workshops, now’s your chance to see what our community is all about. ?? Join our Discovery Session on March 24th to learn about The AGC? firsthand. We will be opening enrollment for new members on March 24th, and doors will close April 4th. Don't wait to save your seat! ??? RSVP HERE: https://lnkd.in/gBAkyeka

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.?