There are a lot of reasons I am extremely proud of what The AGC has become in our first three years. I don’t know if I can narrow it down to just one thing that I am most proud of–there’s a lot to choose from: the upcoming book, More Than Money (pre-order it!!), the Kitces podcast appearances by community members,…
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…
In late October I made a trip to LA to meet up with AGC™ co-founder Taylor Schulte and visit the Altruist HQ in Venice to record an episode of The Human Advisor Podcast. If you’re not familiar with Altruist, it is a Fintech company making waves amongst the Registered Investment Advisory (RIA) space—they are offering a platform for advisors to…
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…