The AGC™

The AGC™ Turns 1

In November 2016, I wrote a post after attending the inaugural EBI conference in NYC about my bullishness on the future of my profession. Four years later my bullishness is at an all-time high; I’ve spent the last year surrounded with over 120 of the most amazing financial advisors in The AGC™ and I can assure you the firms and…

Continue Reading

The AGC™

New York Times: Networking + Community

This morning I came across an article in the New York Times that I thought would be a good read for my friend Nina O’Neal; the article covered a women’s’ group trip and the networking, self-care, and safe space that was provided to the women. If you did not know, Nina is the founder of the Female Advisor Network and…

Continue Reading