Where can I listen to this podcast?

This podcast is available on 4 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.

Does this podcast accept guests?

Yes, this podcast regularly features guests.

The AGC™ Podcast

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by Taylor Schulte & Justin Castelli

5.0(4 reviews)

11 episodes

Updated Daily

Accepts GuestsHas SponsorsLocation 🇺🇸

Podcast Overview

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

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Publishing Since

3/23/2020

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Recent Episodes

July 21, 2020

Kyle Van Pelt: The Next Wave of Advice Tech

Are you a growth-minded Financial Advisor? Learn more about joining The AGC™ here: <a href="http://www.advisorgc.com">www.advisorgc.com</a> --- 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.

July 21, 2020

Jason Wenk: The Altruist Story

Are you a growth-minded Financial Advisor? Learn more about joining The AGC™ here: <a href="http://www.advisorgc.com">www.advisorgc.com</a> --- 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).

July 21, 2020

Ashby Daniels: The Power of a Niche

Are you a growth-minded Financial Advisor? Learn more about joining The AGC™ here: <a href="http://www.advisorgc.com">www.advisorgc.com</a> --- 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.

11 total episodes available

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Frequently asked questions

Have a different question and can't find the answer you're looking for? Reach out to our support team by sending us an email and we'll get back to you as soon as we can.

What is The AGC™ Podcast?: 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
How often does this podcast release new episodes?: This podcast updates daily.
Where can I listen to this podcast?: This podcast is available on 4 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
Does this podcast accept guests?: Yes, this podcast regularly features guests.

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