The AGC - The #1 Online Community for Financial Advisors
The AGC™ is a safe, online community for financial advisors dedicated to growing personally AND pr
Co-founded by Dasarte Yarnway and Emlen Miles-Mattingly, the illuminated a path to help underrepresented financial advisors start, scale, and sustain their practices.
Today, its members join AGC to gain additional tools and resources to grow personally and professionally alongside a community of like-minded peers with an abundance mindset ⚡️
Read the full press release at the 🔗 in bio!
So exciting to see our amazing members making up 11% of this list! 🔥
Register for our free, live Q&A with Taylor Schulte & Justin Castelli, to learn more about how The AGC is helping advisors grow personally and professionally 🔥
💻 Get a live tour of the Community
📈 Learn about the benefits
❓ Ask your questions
👉🔗 REGISTRATION LINK IN BIO
Excited to be hosting Tim Maurer this month for our Featured Guest Speaker series!
⚡️GIVEAWAY⚡️
Enter for a chance to win a copy of More Than Money, as we celebrate tomorrow’s official release of the book ♥️
HOW TO ENTER:
1) Tag 3 friends in this post
2) Share this post to your story and tag is so we can see it!
3) Comment “Done” on this post
Winner to be announced at 3 PM ET tomorrow, March 21, 2023.
(US residents only. Giveaway is in no way endorsed or sponsored by Instagram)
Such a great conversation with from today! Fascinating hearing Samantha’s marketing predictions for the next 18 months 🔥🔥🔥
Ayy, that’s our motto!
👏
Robyn Crane joined us for a conversation with our women's group today and it was 🔥
🏆 I’d like to take a moment to introduce our Top Contributor Award for April!
Drumroll please! 🥁🥁🥁
Congratulations to Jordan Benold! Jordan started the most conversations in the community in June, was the most active Contributor, and most appreciated!
Thanks so much for being such a valued member of our community and helping to make The AGC our favorite place on the internet!
Next week we’re talking with Andrew Miller, Partner + Wealth Manager at Creative Planning about something on everyone’s mind.. Protecting Bond Portfolios from Inflation.
For access to exclusive events like this - click the link in bio.
Huge congrats to our 15 members on the 100 Top Financial Advisors of 2022 🔥
👉See the whole list at the link in our bio
Honestly, the testimonials write themselves 🔥
🏆 I’d like to take a moment to introduce our Top Contributor Award for April!
Drumroll please! 🥁🥁🥁
Congratulations to Rob Bruner! Rob started the most conversations in the community in April, was the most active Contributor, and most appreciated!
Thanks so much for being such a valued member of our community and helping to make The AGC our favorite place on the internet!
Are you a Woman with questions about joining The AGC?
Join our amazing members, Cathy Curtis, Stephanie McCullough, and Cristina Guglielimetti, to learn more about how The AGC community is helping women financial advisors grow personally and professionally.
👉 Click the link in our bio to register
🗞️ Did you know we publish a weekly recap of the best content published by our rockstar AGC Members from around the world?
It’s called Community Reads and you can find it at the link in our bio 🔗
If you’re ready to connect with and support your peers, get answers to questions from other successful, growth-minded advisors, and to learn from experts inside (and outside!) our industry - then this Q&A is for you.
Join our Co-Founders, + and:
🎟️ Ask all of your membership questions
💰 Learn more about the benefits
🤝Take a live tour of the community
P.S. These open houses only come 4 times/year, so register while you can!
🔗 In Bio
Have you entered our giveaway yet? You can't find this book anywhere else - what are you waiting for?!
Enter by tomorrow (2/18 @ 12 PM ET) for your chance to win 1 of 5 copies of Volume One by Behavior Gap
👉 Enter here https://bit.ly/3JEHZBH
BIG NEWS! 🎉
Because The AGC™ leads with an abundance mentality, we like to give more than we take.
And we’re in quite the giving mood right now. 😌
Have you heard of Volume One by Carl Richards (Behavior Gap)?
A beautiful, 8x8" matte finish, perfect-for-a-coffee table book. This beautiful book displays 52 of Carl’s best sketches + a corresponding essay.
There were an extremely limited number of copies available...and they are all SOLD OUT.
👉 But we have a secret stash and we’re giving them away!
Enter for a chance to win one of five copies below! After you enter, you’ll be able to earn bonus entries to increase your chances to win! 🚀🎉
The AGC™ Giveaway | Carl Richards: Volume One The AGC™ Giveaway | Carl Richards: Volume One by The AGC. Hosted by KingSumo Giveaways
Our Community asked for education on InsureTech for advisors - so next week, we’re talking to Diana Angelini, head of Ladder for Advisors at !
An advisor herself, Diana started her career in Private Banking, and loved prospecting for new clients and technology. To further better the industry, she went on to work for Putnam and BlackRock, supporting advisors in their endeavors with technology and investment solutions.
Since joining Ladder, she has been passionate about delivering an incredible technology experience to help advisors help their clients to get covered for term life insurance, solving the $50 Million coverage gap in the US today.
Learn how to join us at the link in bio 🔗
Tomorrow we’re talking with Katherine Kauffelt, Business Advisor at - a concierge financial platform designed for the self-employed. 🔥
Excited to kick off another book club this week with The Bullet Journal Method by ! Big shout out to our fearless leader Rachel for the killer book choice!
Ever wonder what kinds of things we’ve got going on in The AGC™? Here’s a look at what we’re up to this week! 🔥
Yes.. this is just one week! 😎
Another exclusive AGC™ Member Benefit for 2022 🔥
Members can join each month to recap the latest Experiments in Advisor Marketing podcast topic, ask questions, and chat about what's working and what's not.
👉 Click the link in our bio to learn more about joining the #1 Online Community for Financial Advisors
Will 2022 be YOUR Year?
👉 Click the link in our bio to RSVP
Facts 💯
Questions about membership? Register for our Open House Q&A TOMORROW at 12 ET!
🔗 www.AGCopenhouse.com
Register for our free, live Q&A with Taylor Schulte & Justin Castelli, to learn more about how The AGC is helping advisors grow personally and professionally 🔥
💻 Get a live tour of the Community
📈 Learn about the benefits
❓ Ask your questions
👉 REGISTER AT WWW.AGCOPENHOUSE.COM
Had an awesome AGC Meetup in Austin, TX after FinCon with some of these stellar members!
Click here to claim your Sponsored Listing.
Videos (show all)
Category
Contact the business
Website
Address
12526 High Bluff Drive STE 238
San Diego, CA
92130
13776 Paseo Cevera
San Diego, 92129
I help my clients make smart decisions about their finances.
1624 Santa Clara Drive, Suite 160
San Diego, 95661
At Lilani Wealth Management, we empower busy professionals to strategically accumulate, manage, and sustain wealth. Our clients value holistic financial planning and enjoy a collab...
12340 El Camino Real Suite 300
San Diego, 92130
As a retirement plan specialist, Mr. Pierik also helps clients design, implement and manage top-notc
350 10th Avenue, Suite 1000
San Diego, 92101
I help professionals, military, and small businesses pursue financial independence and build wealth
4747 Morena Boulevard STE
San Diego, 92117
Pursuing inspired outcomes by providing the advice necessary to make meaningful life decisions
1049 El Monte Avenue, Ste C #797
San Diego, 94040
ReadyAcc is a full-service accounting company that concentrates specifically on customer needs. We o
San Diego
Delivering Retirement Planning Solutions to Help You Optimize Your Income and Tax Savings.
1455 Frazee Road
San Diego, 92108
Estate & Financial Planning for Retirees Medi-Cal Planning You don't HAVE to "Spend-down"
3017 Douglas Boulevard STE 100
San Diego, 95661
Proudly serving the greater Sacramento area with Faith-Centric Advisory Services.