The AGC™ Podcast

Kyle Van Pelt: The Next Wave of Advice Tech

Are you a growth-minded Financial Advisor? Learn more about joining The AGC™ here: www.advisorgc.com [http://www.advisorgc.com] --- 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 thought I would end up in finance! I started working in professional sports, then into software, then my wife and I started and ran a coffee shop, then back to software and in to finance! I have tried a bunch of different things and built a diverse set of experiences. My unique abilities are: - Connecting the dots between the future of technology and finance. - Building strategic partnerships - Connecting and promoting great people. My personal passions include: – My family! (I've been married for 8 years to my wonderful wife and we have 4 kids). – Golf. I'm a 7 handicap and on a quest to play all of the top 100 golf courses in the USA. – Coffee. I try to find and support a specialty coffee shop in every city I visit and also attempt to brew perfect cups of coffee while at home. – Cooking. I'm currently cooking through every dish in the Southern Gentleman's Cookbook. – Sports. Go Phillies (My dad played for them in the minors), UGA Dawgs, ATL Falcons, ATL UTD. – Inspiring generosity. Fed over 20,000 people for Thanksgiving last year through Hungry 4 a Day! Bonus: I am deeply passionate about using technology to make investing more accessible to everyone, not just the wealthy. The past 10 years have provided the longest bull market ever and many from my generation missed out due to fear from the 2008 crisis. I want to help change that.

Jason Wenk: The Altruist Story

Are you a growth-minded Financial Advisor? Learn more about joining The AGC™ here: www.advisorgc.com [http://www.advisorgc.com] --- 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 Ernst and Young Entrepreneur of Year Recipient (industry disruption category).

Ashby Daniels: The Power of a Niche

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

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

Are you a growth-minded Financial Advisor? Learn more about joining The AGC™ here: www.advisorgc.com [http://www.advisorgc.com] --- 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 seemingly pragmatic questions (should I change jobs, why do I fight with my spouse, have I made enough money) are gateways into our own souls. And what we find there is a bit scary but mostly beautiful." In addition to writing at RR, Khe also hosts education webinars, makes the rounds speaking, and coaches high performing professionals helping them find their ways to creating the life that makes them most happy. Oh, and he's an avid surfer.