John Furey Principal and Founder, Advisor Growth Strategies, LLC

John Furey is the founder and the principal of Advisor Growth Strategies, LLC (AGS), a leading consulting firm serving the wealth management industry.  AGS provides customized practice management solutions for independent advisory firms seeking to aggressively grow their business and for financial advisors in transition.  AGS works with some of largest independent practices nationally and sophisticated breakaway advisory teams.

Prior to founding AGS, Mr. Furey was the Director of strategic business development for Schwab Advisor Services™, where he was responsible for recruiting new breakaway advisors and for the development of Schwab’s related sales and market capabilities. Mr. Furey is a recognized industry expert and a noted speaker at financial industry conference and events. He is the author of numerous research reports, white papers and articles and has been quoted in such publications as Barron’s, Investment News, Investment Advisor, Registered Representative and RIABiz. Mr. Furey earned a bachelor’s degree in accounting and economics from the State University of New York and a master of business administration degree from Arizona State University. He also holds FINRA Series 7, 24 and 65 licenses.