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

The beta group is now closed. Enrollment re-opens Jan 1, 2020. 


"What They are Saying...

"The ambition is to make it a blend of marketing, branding and practice management resources. But it will also focus on personal development, something that’s important to the next generation of advisors."  

~ WealthManagement.com

"There are two approaches in this profession: Some advisors try to hoard knowledge out of a misguided perception that this increases their competitive advantage. Others, like Justin and Taylor, seek to share knowledge knowing that a rising tide lifts all boats. Bravo, gentlemen!"  

~ Aaron Klein, CEO, Riskalyze 

"Castelli and Schulte hope the club will deliver collaboration and ideas that social media, custodian-organized conferences, webcasts sponsored by asset managers, and other networking forums have failed to, for various reasons."

~ RIAIntel.com

Why? What? Who? Watch now. 

Introducing Our First Guest Speaker. Live Private Session with Rory Sutherland!

“Alchemy, as Rory Sutherland’s title promised, turns words into gold. Veins of wisdom emerge regularly and brilliantly from these pages. Don’t miss this book.” 

~ Robert Cialdini, author of the million-copy bestseller Influence

Community Benefits. Included in Your AGC™ Membership.

Weekly Webinars & Workshops

Focused on personal growth, marketing, content creation, practice management, and more!

Access to the AGC™ Community  

A private, online network where you can interact, engage, and collaborate with like-minded advisors.

A Growing Library of Resources

Videos, tutorials, case studies, and more to help all of us continue to learn and grow together.

Monthly Guest Speaker + Q&A

Live talks from successful leaders, entreprenuers, and practitioners inside of finance and out.

Annual Member Meet-Up 

Get out from behind the computer screen and meet your fellow AGC™ members in person!

Freelancer Marketplace

Vetted contractors offering their services at negotiated rates to help members take action.

Digital Book Club 

Every quarter, members will vote on a new book to read together and discuss during a live webinar.

Speaking & Media Opportunities

Connecting reporters, journalists, and conference hosts with talented advisors.  

Access to Replays of All Workshops

Can't attend a workshop? Want to revisit a lecture from last month? We have you covered!

Am I Good Fit? Who the AGC™ is For. 

We welcome all designations, fee structures, and career stages. Our members are:

  •  Registered financial advisors (U.S. & International)
  •  Passionate about collabrating with their peers
  •  Dedicated to growing personally AND professionally
  •  Interested in having deep and meaningful conversations
  •  Open to new perspectives from outside our industry
  •  Lifelong learners

About Us. Meet the Team.

Taylor Schulte, CFP®, Co-Founder

Founder of Define Financial, a fee-only RIA headquartered in San Diego, CA. 

Outside of my firm, I host two podcasts, Stay Wealthy and Experiments Advisor Marketing. You can also find me spending way too much time on Twitter.

Fun Facts:

  •  Married with two boys, Sawyer (aka Soy Sauce) and Sutton
  •  Carne asada burritos will be the end of me
  •  Hate flying, love golf
  •  Marketing nerd

Justin Castelli, CFP®, Co-Founder

Founder of RLS Wealth Management, a RIA located in Fishers, Indiana. 

In addition to working with clients, I'm the guy behind All About Your Benjamins and The Entrepreneur’s Blueprint . You can also find more content on my YouTube channel. 

Fun Facts:

  •  Married with 3 boys, Roman, Leo and Silas (RLS)
  •  Lifelong hip-hop fan
  •  Fitness nut
  •  Brand enthusiast  

Karen Jackson, AGC™ Support

Darlene Kite, AGC™ Support 

The AGC™ Ambassadors

Breanna Reish

Ashby Daniels

Dasarte Yarnway

Courtney Ranstrom

Scott Frank

The Beta Group is Now Closed. Enrollment Re-opens Jan 1st, 2020.

  •  Weekly Webinars and Workshops
  •  Collaborate & Engage with Peers
  •  Digital Book Club
  •  Annual Member Meet-Up...and More!  

Get ready for the community to re-open in...