Libsyn Directory

David Perell: Personal Brands, Writing, and Taking Action

Release Date: 03/23/2020

Kyle Van Pelt: The Next Wave of Advice Tech

The AGC™ Podcast

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

Jason Wenk: The Altruist Story

The AGC™ Podcast

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

Ashby Daniels: The Power of a Niche

The AGC™ Podcast

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

Kristen Schmidt: Define How You Want To Be Operating

The AGC™ Podcast

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

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

The AGC™ Podcast

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

AGC Info Webinar 5-29-20

The AGC™ Podcast

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:

Nina O'Neal on Partnering With Another Financial Advisor

The AGC™ Podcast

Are you a growth-minded Financial Advisor? Learn more about joining The AGC™ here: --- 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. She'll share the pros and cons, along with the pitfalls to avoid when considering to bring on or become a partner.

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

The AGC™ Podcast

Are you a growth-minded Financial Advisor? Learn more about joining The AGC™ here: --- 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 plans and charitable foundations. Josh is the author of the book Backstage Wall Street, (McGraw-Hill, 2012). He is on the advisory board of Brightscope, where he hopes to help usher in a new era of transparency for the financial advisory industry. Josh blogs at The Reformed Broker, where he discusses markets,...

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

The AGC™ Podcast

Are you a growth-minded Financial Advisor? Learn more about joining The AGC™ here: --- 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 with a consulting practice of psychology graduates who look for ‘unseen opportunities’ in consumer behavior - these are the often small contextual changes which can have enormous effects on the decisions people make - for instance tripling the sales rate of a call center by adding just a few sentences to...

Erica Ballard: How To Optimize Performance By Focusing On Wellness

The AGC™ Podcast

Are you a growth-minded Financial Advisor? Learn more about joining The AGC™ here: --- 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 a decade. So yea, I thought I knew what “healthy” was. But on my own health journey, I realized I was wrong. I didn’t know what “healthy” was it was, and I definitely didn’t know how it felt. Like you, I was sold the lies that healthy living is about numbers – number of workouts, numbers on...

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

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