Are you a growth-minded Financial Advisor? Learn more about joining The AGC™ here: www.advisorgc.com --- About Kyle Van Pelt Kyle Van Pelt is a leader and expert in the FinTech field. He has a unique perspective of what the future holds for fi

Jason Wenk: The Altruist Story

Jul 21st, 2020 16m 9s

Are you a growth-minded Financial Advisor? Learn more about joining The AGC™ here: www.advisorgc.com --- About Jason Wenk Fintech executive, math geek, and investment systems developer. Founder of Altruist, an LA fintech company that's making

Ashby Daniels: The Power of a Niche

Jul 21st, 2020 15m 13s

Are you a growth-minded Financial Advisor? Learn more about joining The AGC™ here: www.advisorgc.com --- Developing a niche for your business can be extremely valuable from both a business and a content strategy. Join fellow AGC™ member, Ashby

Kristen Schmidt: Define How You Want To Be Operating

Jul 21st, 2020 15m 53s

Are you a growth-minded Financial Advisor? Learn more about joining The AGC™ here: www.advisorgc.com --- About Kristen Schmidt As Founder of RIA Oasis, Kristen uncovers the real-time hurdles advisors face when it comes to technology, integrati

Khe Hy: Productivity, Happiness, and Asking The Right Questions

Jul 21st, 2020 17m 13s

Are you a growth-minded Financial Advisor? Learn more about joining The AGC™ here: www.advisorgc.com --- About Khe Hy From Khe's blog, Rad Reads, " I worked on Wall Street for 15 years and seemingly had it all. Income. Status. A nice apartment

AGC Info Webinar 5-29-20

Jun 4th, 2020 46m 51s

This is an audio replay of the info webinar we held on 5-29-20. Check it out to learn more about The AGC™ and determine if it's a good fit for you. We have 30ish membership spots available! Visit this page to join the fun: www.advisorgc.com/enr

Nina O'Neal on Partnering With Another Financial Advisor

Apr 21st, 2020 16m 51s

Are you a growth-minded Financial Advisor? Learn more about joining The AGC™ here: www.advisorgc.com --- About Nina O'Neal Nina O’Neal is a Partner & Investment Advisor with Archer Investment Management and has been through the process of join

Josh "The Reformed Broker" Brown: Leadership Within a Rapidly Growing Firm

Apr 7th, 2020 13m 18s

Are you a growth-minded Financial Advisor? Learn more about joining The AGC™ here: www.advisorgc.com --- About Josh Brown, CEO , Ritholtz Wealth Management Josh Brown has spent his career helping people invest and manage portfolios. His client

Rory Sutherland: Marketing, Branding, and How to "Make Magic" as Financial Advisors

Mar 24th, 2020 10m 19s

Are you a growth-minded Financial Advisor? Learn more about joining The AGC™ here: www.advisorgc.com --- About Rory Sutherland: Rory is the Vice Chairman of Ogilvy, an attractively vague job title that has allowed him to co-found a behaviora

Erica Ballard: How To Optimize Performance By Focusing On Wellness

Mar 23rd, 2020 8m 44s

Are you a growth-minded Financial Advisor? Learn more about joining The AGC™ here: www.advisorgc.com --- About Erica Ballard: I thought I knew what healthy was. I followed the healthy food trends. I picked working out oversleep. And, for God s

David Perell: Personal Brands, Writing, and Taking Action

Mar 23rd, 2020 10m 16s

Are you a growth-minded Financial Advisor? Learn more about joining The AGC™ here: www.advisorgc.com --- David Perell's 10 Second Bio: I lead an online writing course called Write of Passage. I host the North Star Podcast. My weekly newsletter

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