The AGC™ Podcast

Episodes

1. 11

   Kyle Van Pelt: The Next Wave of Advice Tech

   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 financial advisors and will be sharing what we should be...

   Jul 21, 2020

   16m
2. 10

   Jason Wenk: The Altruist Story

   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 investing fair for everyone, allowing real people to...

   Jul 21, 2020

   16m
3. 9

   Ashby Daniels: The Power of a Niche

   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 Daniels, as he shares how he's leveraged a niche of...

   Jul 21, 2020

   15m
4. 8

   Kristen Schmidt: Define How You Want To Be Operating

   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, integrations & workflow building. As a Technology Strategist &...

   Jul 21, 2020

   15m
5. 7

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

   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. But deep inside, I felt comfortably numb and was...

   Jul 21, 2020

   17m
6. 6

   AGC Info Webinar 5-29-20

   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/enroll

   Jun 4, 2020

   46m
7. 5

   Nina O'Neal on Partnering With Another Financial Advisor

   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 joining a new firm and partnering to spur future growth....

   Apr 21, 2020

   16m
8. 4

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

   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 clients range from individuals to corporations, retirement...

   Apr 7, 2020

   13m
9. 3

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

   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 behavioral science practice within the agency. Sutherland works...

   Mar 24, 2020

   10m
10. 2

    Erica Ballard: How To Optimize Performance By Focusing On Wellness

    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 sakes, I worked in the health care industry for nearly…

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    Mar 23, 2020

    8m
11. 1

    David Perell: Personal Brands, Writing, and Taking Action

    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 is called "Monday Musings." Subscribe here. My most...

    Mar 23, 2020

    10m