Advisor Natio

n Academy

September 22nd - 24th 2021

 

About Advisor Nation

Advisor Nation is a community of over 130 practicing independent financial advisors, who network together to create and share valuable business building ideas and solutions. Advisor Nation has developed a platform designed to facilitate systematic engagement in our network of advisors. 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.


Pricing

Title Sponsorship | $6,500

  • Two 25 minute speaking slots Sept 23rd

  • Personal introduction by Advisor Nation CEO Marc Minor

  • Sponsor product placement and strategy demo hosted by Marc Minor

  • Full access to all conference events

  • Booth space

  • Prominent sponsor branding on event page and group communications

  • 2 twenty minute presentations on group webinars


About the academy

Advisor Nation Academy is our memberships annual private conference, developed and led by independent practicing advisors. We take two days a year to come together from across the country to enjoy engaging speakers, share ideas and work face to face with some of the top advisors in the country.

Sponsor Presentations

We hand pick our sponsors each year to ensure we are presenting the best the industry has to offer to our members. We ask sponsors to deliver a great sales, marketing or event idea - instead of just the usual product presentation. Our President & CEO Marc Minor hosts a segment during the conference to detail each of our sponsors offerings. We believe this approach keeps our members engaged, and is a powerful endorsement for our sponsors.


 

Sponsor ACCOMMODATIONS

Title Sponsors have a suite reserved for their staff and guests. Please contact our event staff for booking information at the Naples Bay Resort. If desired there are additional hotel options in the area which can be found below.

 
 

Conference Location

Advisor Nation Academy will take place at the Naples Bay Resort:

Naples Bay Resort

1500 5th Ave South

Naples, FL 34102

(239) 530-1199


COVID - 19

We are closely monitoring the Corona Virus situation throughout the months leading up to the Advisor Nation Academy. We will conduct this conference in accordance with local regulations and guidance from medical experts.

Travel

The nearest major airport to Naples Bay Resort is the Southwest Florida International Airport in Fort Meyers Florida. The resort is a 35 min drive away, advisors generally will rent a car or take an Uber from the airport.

If you have an questions about travel to and from the resort, reach out to the concierge at Naples Bay Resort at (866) 605-1199


Conference Postponement and Cancelation Policy

If for any reason we are not able to host this event during the scheduled time period (Sept 22nd - 23rd) we will reschedule the event to the next available date. In the unlikely scenario that we must completely cancel this event, sponsors will be refunded the amount contributed (less any CC processing fees, if applicable.)

 
 

Conference Schedule

 

Wednesday | Sept 22nd

Resort Check-In

4pm

Cocktail Hour at The Pointe

5:30pm - 7:30pm

Dine Around

7:30pm - 9pm

*Dine around sign up to be distributed

Presidents Suite Open House

9pm - 11pm


Thursday | Sept 23rd

Breakfast

7:30am - 8:15am

1500 South | Resort Restaurant

Advisor Nation Leadership Opening Remarks

8:20am - 8:40am

Sales Idea (Presented by Allianz)

8:45am - 9:05am

Live! Members Only Roundtable

9:10am - 9:50am

Sales Idea (Presenter to be Announced)

9:55am - 10:15am

Break

10:15am - 10:30am

RPS Power Session

10:35am - 11:15am

Sales Idea (Presented by Midland)

11:25am - 11:45am

Lunch

11:50am - 12:10pm

Practice Spotlight

12:15pm - 12:45pm

Sales Idea (Presenter to be Announced)

12:50pm - 1:10pm

Sales Idea (Presented by Allianz)

1:15pm - 1:35pm

Sales Idea (Presenter to be Announced)

1:40pm - 2pm

Cocktail Break

2pm - 2:20pm

Presidents Panel

2:25pm - 2:55pm

Sales Idea (Presented by First Trust)

3:00pm - 3:20pm

Sales Idea (Presenter to be Announced)

3:25pm - 3:45pm

Closing Remarks

3:50pm - 4pm

Member Dinner

5:30pm - 8:30pm

1500 South | Resort Restaurant

Presidents Suite Open House

9pm - 11pm

Friday | Sept 24th

Booze and CE Cruise #1

9am - 11am

*Meeting spot to be announced

Booze and CE Cruise #2

11:30am - 1:30pm

Resort Check Out

12pm

*More details to be announced - will provide late checkout or bag storage for members joining us for our morning cruises. 

Naples Florida

Questions?

Contact our event staff:

Nick Bednarz

Invoicing, Billing, Sponsor Presentation Questions

nick@advisor-nation.com

(214) 762-6738

Kaitlyn Minor

Resort, Accommodation, Sponsor Booth and Schedule Questions

kaitlynminor@legacyinvestmentsonline.com

(309) 699-8888