11 episodi

Are you a growth-minded Financial Advisor?  Learn more about joining The AGC™ here: www.advisorgc.com

The AGC™ is a private, online community for financial advisors dedicated to growing personally AND professionally with their peers.

Every week, we have one of the top thought leaders from around the world join our members for a virtual conversation.

This podcast is a highlight from those conversations. Tune in for a sneak peek into the community and the unique conversations we are having.

If you're a financial advisor who wants to learn more about The AGC™, visit our website: www.advisorg.com

The AGC™ Podcast Taylor Schulte & Justin Castelli

    • Imprenditorialità

Are you a growth-minded Financial Advisor?  Learn more about joining The AGC™ here: www.advisorgc.com

The AGC™ is a private, online community for financial advisors dedicated to growing personally AND professionally with their peers.

Every week, we have one of the top thought leaders from around the world join our members for a virtual conversation.

This podcast is a highlight from those conversations. Tune in for a sneak peek into the community and the unique conversations we are having.

If you're a financial advisor who wants to learn more about The AGC™, visit our website: www.advisorg.com

    Kyle Van Pelt: The Next Wave of Advice Tech

    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
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    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 excited for, willing to incorporate in our practices and be aware of in the coming years.
    Here's a little more about Kyle:
    Currently hanging out at SS&C Advent focusing on shaping the Black Diamond Wealth Platform for large financial services firms.

    My journey here has been unconventional - I never thought I would end up in finance! I started working in professional sports, then into software, then my wife and I started and ran a coffee shop, then back to software and in to finance! I have tried a bunch of different things and built a diverse set of experiences.

    My unique abilities are:

    - Connecting the dots between the future of technology and finance.

    - Building strategic partnerships

    - Connecting and promoting great people.

    My personal passions include:
    – My family! (I've been married for 8 years to my wonderful wife and we have 4 kids).
    – Golf. I'm a 7 handicap and on a quest to play all of the top 100 golf courses in the USA.
    – Coffee. I try to find and support a specialty coffee shop in every city I visit and also attempt to brew perfect cups of coffee while at home.
    – Cooking. I'm currently cooking through every dish in the Southern Gentleman's Cookbook.
    – Sports. Go Phillies (My dad played for them in the minors), UGA Dawgs, ATL Falcons, ATL UTD.
    – Inspiring generosity. Fed over 20,000 people for Thanksgiving last year through Hungry 4 a Day!

    Bonus: I am deeply passionate about using technology to make investing more accessible to everyone, not just the wealthy. The past 10 years have provided the longest bull market ever and many from my generation missed out due to fear from the 2008 crisis. I want to help change that.

    • 16 min
    Jason Wenk: The Altruist Story

    Jason Wenk: The Altruist Story

    Are you a growth-minded Financial Advisor?  Learn more about joining The AGC™ here: www.advisorgc.com
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    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 make more while paying less. Our platform is the only solution for modern financial advisors who put their clients first.

    Founder of FormulaFolios, the 10th fastest growing private company in the US in 2017 per Inc. Magazine. GRBJ Financial Services Newsmaker of the Year award recipient for 2016 and 2017. 2018 Ernst and Young Entrepreneur of Year Recipient (industry disruption category). 

    • 16 min
    Ashby Daniels: The Power of a Niche

    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 retirees to grow his business and Retirement Field Guide brand.

    • 15 min
    Kristen Schmidt: Define How You Want To Be Operating

    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
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    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 & Speaker, Kristen works directly with advisors and planners to assess, research, & implement technology platforms. Her passion is uncovering business solutions by marrying tech with best-practice initiatives.

    • 15 min
    Khe Hy: Productivity, Happiness, and Asking The Right Questions

    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 afraid I’d spend the rest of my life going through the motions."
    Khe left Wall Street to follow his passions, which led to the creation of Rad Reads, which he describes as, "This blog is an examination into my own life; what is my relationship to money, status, work, and time? It turns out that seemingly pragmatic questions (should I change jobs, why do I fight with my spouse, have I made enough money) are gateways into our own souls. And what we find there is a bit scary but mostly beautiful."
    In addition to writing at RR, Khe also hosts education webinars, makes the rounds speaking, and coaches high performing professionals helping them find their ways to creating the life that makes them most happy. Oh, and he's an avid surfer.

    • 17 min
    AGC Info Webinar 5-29-20

    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

    • 46 min

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