2019 Sponsors

Thanks to the following companies for their enthusiasm and support on this project! Interested in joining the chorus? Request sponsor information via the Contact Us form.

LIVE OAK BANK
Patron - Advisor Thought Leader Summit

Live Oak Bank is one of the nation’s top originators of small business loans primarily because their expertise in specific industries enables them to lend to business owners who haven’t had access to capital in the past. Live Oak Bank offers dozens of free educational resources for financial advisors on their website.

A special thank you to EVP Small Business Banking Michael McGinley for financial support to off-set event production costs. We look forward to hearing Mike's QuickTake presentation August 12th on Crafting a Great Value Proposition!

Learn more at: www.LiveOak.bank

DIMENSIONAL FUND ADVISORS
Enthusiast - Advisor Thought Leader Summit

Dimensional’s investment approach is grounded in economic theory and backed by decades of empirical research. Their internal team of researchers works closely with leading financial economists to better understand where returns come from.

A special thank you to the awesome Regional Directors at Dimensional -- especially Aaron Alley, Rubin Miller, Olivian Pitis Michael Preis and Kahne Krause -- for their enthusiasm and support. We look forward to hearing Michael's QuickTake presentation August 12th on the Power of Storytellling!

Learn more at: www.us.dimensional.com

FIRST ASCENT ASSET MANAGEMENT
Lunch Sponsor - Monday, August 12th

There’s a lot to like about an award-winning asset management solution with simple flat-fee pricing. With First Ascent, advisors can offer professional portfolio management services to their clients for less, and clients get to keep more of what they earn as their accounts grow over time.

A special thank you to CEO Scott MacKillop and First Ascent for funding our catered box lunches on our long first day together where we will be working every minute, tapping the wisdom in the room and practicing our on-camera skills. Gotta eat at some point!

Learn more at: www.firstascentam.com

NATIONAL ADVISORS TRUST COMPANY
Dinner Host - Monday, August 12th

National Advisors was founded in 2001 as the nation’s first independently owned national trust company. The concept was simple; allow trusted advisors to cultivate and maintain the crucial client relationships, while providing reliable trust administrative services. In fact, it was a handful of financial planners and fiduciaries themselves who founded the company.

A special thank you to CEO Jim Combs and National Advisors for providing opening up their Kansas City office and catering in Q39 BBQ for our one big group dinner together. The space is beautiful and Q39 is some pretty awesome BBQ!

Learn more at: www.nationaladvisors.com

WEALTHRAMP
Enthusiast - Video Training Station

Wealthramp has developed a fully vetted, independent fiduciary financial advisor network. Evolving from Pam Krueger’s passion for consumer advocacy and years of producing PBS Specials on personal financial matters, the Wealthramp system matches investors with financial advisors who meet specific criteria.

A special thank you to founder Pam Krueger and Wealthramp for providing promotional support as well as the on-air talent for the video training station Monday August 12th at the 2019 Advisor Thought Leader Summit.

Learn more at: www.wealthramp.com

ABACUS PLANNING PARTNERS
Patron - PFP Student Participation

Do you want to work for a progressive financial services company committed to making the world a better place? Check out Abacus Wealth Partners, a fiduciary financial planning firm with that has been honored by B Labs on their “Best for Workers” list for three years in a row.

A special thank you to president J.D. Bruce and Abacus for providing financial support to bring students from K-State's and UVU's personal financial planning undergraduate programs to the 2019 Advisor Thought Leader Summit.

Learn more at www.abacuswealth.com/careers

YOUR NAME HERE
Patron - Advisor Thought Leader Summit

Get your offer in front of more financial advisors. Place a video, animated gif or a static ad in the space above.

Contact us to discuss visibility options here … and at the upcoming summit!

MYRIAD ADVISOR SOLUTIONS
Patron - Advisor Thought Leader Summit

Myriad Advisor Solutions is a business consulting firm and one stop shop for independent financial advisors. But Myriad is more than just a resource. If you are going independent, their project managers consult and "quarterback" the launch process, taking the frustration and doubt out of the decision-making process. If you need ongoing operational and marketing support, they offer that, too.

Learn more at: www.myriadas.com.

SOCIAL-ADVISORS
Patron - Advisor Thought Leader Summit

We help financial advisors grow their target network and increase sales with LinkedIn. More than 50 years combined marketing and business development experience makes the Social Advisors team the resource you are missing to start bringing more sales opportunities directly to your inbox.

Learn more at: www.social-advisors.com

NEXA INSIGHTS
Enthusiast - Advisor Thought Leader Summit

Having a firm grasp on the health of your client relationships increases retention and promotes advocacy. Our service, which hinges on regular surveys of your clients using our proven process and elegant digital interfaces, creates actionable insight.

Learn more at: www.nexainsights.com

ALLIANCE OF COMPREHENSIVE PLANNERS (ACP)
Enthusiast - Advisor Thought Leader Summit

Whether you are building a new practice or transforming an existing one, the ACP System™ enables you to be a more effective comprehensive financial planner and successful business owner. ACP's 175+ members have access to the tools, processes, resources, and support to develop and operate successful Fee-Only financial planning practices within an innovative, collaborative fiduciary community.

Our numbers are growing - learn more at www.acplanners.org

NATIONAL ASSOCIATION OF FINANCIAL PLANNERS (NAPFA)
Enthusiast - Advisor Thought Leader Summit

NAPFA believes those providing financial planning services must be comprehensive in their advice, and display a high level of competence. All NAPFA-Registered Financial Advisors are required to always work in a Fee-Only capacity. Only a NAPFA professional working within strict fiduciary standards can truly make this claim. NAPFA is 3000+ members strong -- and growing -- today.

Find out why at www.napfa.org/membership

RED ZONE MARKETING
Mastermind - Advisor Thought Leader Summit

Ready to grow your financial advisory practice? Sign up for Maribeth Kuzmeski’s weekly “Marketing Audibles” and learn the best-practice marketing ideas for increasing sales.

IMPACT COMMUNICATIONS
Mastermind - Advisor Thought Leader Summit

Want to stand out? Sign up for Marie Swift’s special offer to attend the upcoming Advisor Thought Leader Summit FREE and download her tips sheet “How to be ON When the Camera is On."

YOUR NAME HERE
Enthusiast - Advisor Thought Leader Summit

Get your offer in front of more financial advisors. Place a video, animated gif or a static ad in the space above.

Contact us to discuss visibility options here … and at the upcoming summit!