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Advisors Growing as a Community

The AGC is a community of financial advisors who come together to grow professionally and personally

Community
Grow my wealth
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Our community is a safe, collaborative space for financial advisors who are looking for more in their financial advisory practice... they’re looking for real connection, meaningful conversations, and a place to grow personally and professionally.

Members gain access to a robust event calendar with weekly workshops and webinars (including industry experts!), Wealthtender digital marketing tools and media opportunities, networking opportunities, a community-build resource library, in-person events and social hours, projects, mastermind groups, vendor discounts, and more. We offer opportunities to collaborate, learn from each other, and build relationships that actually last.

At the end of the day, this is a community built on trust, curiosity, generosity, and a shared belief that we’re better together.

Outcomes

  • Workshops, Webinars, Guest Speakers
  • Community-Build Resource Library
  • Wealthtender Digital Marketing Tools
  • Media Opportunities
  • Group, Mastermind, and 1:1 Networking
  • Vendor Discounts
  • In-Person Meetups and Social Hours
  • Supportive Network of Peers

What's included?

  • Workshops, Webinars, Guest Speakers

    Our workshops and webinars cover a spectrum of topics like personal growth, marketing, wellness, content creation, practice management, and more.

  • Community-Build Resource Library

    Access a wealth of knowledge in our community-built resource library. Find templates, deliverables, checklists, and more, contributed by members to support your professional growth.

  • Wealthtender Digital Marketing Tools

    Members access Wealthtender digital marketing tools to grow their business like: SEO-Optimized Profile on the #1 Find-an-Advisor Site, 150+ articles for their website library, guest post & syndication opportunities, etc.

  • Media Opportunities

    We connect you with reporters, journalists, and conference hosts so you can elevate your personal brand, share your expertise, and amplify your practice's visibility.

  • Group, Mastermind, and 1:1 Networking

    Members join our crew to collaborate, seek advice, and build lasting relationships with fellow advisors through various networking opportunities.

  • Vendor Discounts

    Enjoy exclusive vendor discounts so you can save on essential services and resources, ensuring you get the most out of your membership.

  • In-Person Meetups and Social Hours

    We bring our advisors together multiple times a year, where we build bonds, learn together, have a ton of fun, and prioritize self-care.

Who is this for?

  • Financial Advisors
  • Financial Planners
  • Finance Professionals

About the creator

Haley Marx picture

Haley Marx

Community Manager - Expert in Marketing and Brand Management

Hey, I’m Haley! I’m a community manager with a deep passion for bringing people together, creating meaningful connections, and cultivating spaces where individuals are supported, seen, and inspired to grow. I originally come from the marketing worl...

Advisors Growing as a Community | Circle Discover