What is Advisor Nation?
Simply put, Advisor Nation is a community of over 100 practicing independent financial advisors, who network together to create and share valuable business building inspiration and solutions . Advisor Nation has developed a platform designed to facilitate systematic engagement in our network. Consistent peer interaction is delivered via bi-monthly webinars, invitation only industry events, personal consultations and our online resource center. Advisor Nation members remain independent, but no longer have to face the challenges of the financial services industry alone.
Our Platform
Consistent interaction with other advisors is the key to taking your practice to the next level. Each of our members practices have different needs, specializations, goals, and strategies. We offer a comprehensive range of resources to support the individual requirements of your practice.
Connect
Stay consistently engaged with Advisor Nation and your peers through our Bi-Monthly Webinars, created and hosted by practicing advisors.
Have a new idea? Want some advice on a case? Take advantage of on-demand Brainstorming Sessions with one of our Directors.
Network
Meet and connect at our members-only Advisor Nation Lounge at key industry events like Advisor Groups ConnectEd and WMP Symposium.
Gain exclusive access to our annual events. Advisor Nation Academy, a two day summit in sunny Naples, FL. Elite Retreat, a casual escape with a new location each year. Both are designed to bring our members from across the country together to build life-long professional relationships
Member Resources
Our one stop online resource. Advisor Nation members can access our Webinar Recordings, Advisor Directory, Advisor Forum, Events Calendar and more. Anywhere.
How is Advisor Nation Different?
Advisor-Nation is truly a unique business model developed and operated by independent, practicing advisors. To grasp how different Advisor Nation is, it will be helpful to understand what we are not:
Advisor Nation, by virtue of our community, delivers some the elements provided by these other advisor resources. However, our directors and members are all full-time practicing advisors. Advisor Nation promotes an ongoing and dynamic exchange of ideas and concepts that touch every area of an advisors practice.
We are not a professional coaching program
We are not a broker-dealer
We are not an OSJ
We are not an FMO or an IMO
We are not a Marketing Program
A Powerful Partnership
In 2019, Advisor Controls, our sister company was launched. Advisor Controls is a partnership forged between Advisor-Nation CEO, Marc Minor and Impact Technologies, a 30 year old Fin-Tech company. Marc has personally designed, with the help of the development team at Impact Technologies, proprietary technologies designed to address client planning needs. The tools support client solutions and a repeatable process to strengthen client relationships and gather more assets to your practice. The technologies were developed from over two decades of award-winning practice methodologies.
Additionally, Advisor Controls offers proprietary marketing processes and technologies developed by Marc and leading to award-winning production levels. Central to these tools are the "Event Wizard". Imagine accessings hundreds of pre-approved educational and social event content supported by a step-by-step wizard to streamline your event planning and event success.
Advisor-Nation Members enjoy steep discounts and a selection of Advisor Controls Tools
Retirement Plan Simulator
Simplified Data Entry
Simplified Planning Process
Retirement Risk Simulations
Side-by-Side Summary
Engaging Presentations
Easy-to-understand presentations
Print and screen display options
Play-by-play transactions
Engaging for Clients
Planning Resources
Proven planning processes
Training resources
Suggestions from top producers
Video library