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.
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