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