advisors together are

Stronger.

Access the Largest Private Membership of Elite Fiduciaries in the Country

 
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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

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

 
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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 

 
 
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Retirement Plan Simulator

  • Simplified Data Entry

  • Simplified Planning Process

  • Retirement Risk Simulations

  • Side-by-Side Summary

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Engaging Presentations

  • Easy-to-understand presentations

  • Print and screen display options

  • Play-by-play transactions

  • Engaging for Clients

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Planning Resources

  • Proven planning processes

  • Training resources

  • Suggestions from top producers

  • Video library

Let’s Get Started

We would love to hear from you! Reach out today to schedule a webinar with one of our directors.