Howdy! 👋

It was great spending time at Future Proof this month with so many advisors I’ve enjoyed getting to know through Wealthtender, The AGC™ , plus our friends in the industry. If you haven’t attended a Future Proof event yet, consider checking out their 2025 schedule. See you in Miami in March ?

In the meantime, we’re back on the road in October.

Here’s what’s coming up in the next few weeks. I hope to see you online or in person soon!

1️⃣ AGC Open House Q&A (MONDAY 9/30)

2️⃣ October Meet-Ups: Minneapolis & Nashville

3️⃣ Refer & Earn

1️⃣ AGC Open House Q&A (Monday 9/30)

As an advisor, do you sometimes feel like you’re alone on an island? 🏝️

The AGC (Advisors Growing as a Community ) was created to give financial advisors a supportive, growth-focused community to connect, collaborate, and find real answers to the challenges they’re facing.

We’re hosting an AGC Open House + Q&A session on Monday, September 30th, at 12 PM ET. This is a chance for you to hear directly from the community founders, Taylor Schulte and Justin Castelli, learn more about the benefits of being part of the community, and ask any questions you might have.

➡️ Register for the Monday AGC Open House

2️⃣ October Meet-Ups: Minneapolis & Nashville

Are you attending XYPN LIVE in Minneapolis or the Nitrogen conference in Nashville next month?

Let’s catch up! Reply to this email, comment on this post, or send me a quick email (brian@wealthtender.com) to let me know you’ll be there. I’ll make sure you’re on the invite list for casual meet-ups we’re going to host. 🥂

3️⃣ Refer & Earn

I’m grateful to so many of you who continue to encourage advisors in your network to join Wealthtender. Thank you!

Today, it’s easier than ever for you to refer advisors interested in signing up. And we love showing our gratitude by sending you a $50 Amazon Gift Card when advisors you refer join Wealthtender.

When you’re signed into your Wealthtender account, simply visit this page and pop in an advisor’s name and email address. Simple as that!

That’s it for today!

Thanks again for choosing Wealthtender as your digital marketing partner. 😊

If I can be of service to you, please reply or schedule time for us to jump on a Zoom call .

- Brian Thorp (brian@wealthtender.com ), Wealthtender Founder & CEO

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