ASK YOUR ADVISOR™ FOUNDING CIRCLE
Become One of Southwest Florida's Recognized Leaders in Charitable Planning
You already help people make smart financial decisions.
Now, become publicly recognized as a leader in charitable strategy and community impact.
Limited to only 25 Founding Advisors.
We are not selling leads.
We are not promising clients.
We help advisors stand out through visibility, recognition, and thought leadership.
Annual Investment: $5,000
WHAT YOU RECEIVE
1. Full-Page Feature in Influence & Impact Report
You receive:
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Professional profile page
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Your photo
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Your story
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Why charitable planning matters to you
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Contact information
Value: $1,500
2. Professional Video Interview
We will interview you and create a short leadership spotlight video.
We share it through:
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Foundation website
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social media
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community promotion
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advisor directory
Value: $1,000
3. Official Founding Advisor Recognition
You receive:
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"Founding Advisor" designation
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Ask Your Advisor™ seal for website and email signature
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framed recognition certificate
Value: Priceless positioning
4. Advisor Directory Placement
Your profile appears in the Ask Your Advisor™ directory.
Clients and community leaders can see:
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your specialty
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biography
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charitable expertise
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contact information
Value: $750
5. Four PrivateLeadership Roundtables
Quarterly invitation-only meetings.
Topics:
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charitable planning ideas
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nonprofit trends
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leadership discussions
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community conversations
Value: $1,000
6. Recognition Gala
and Stage Recognition
You receive:
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VIP invitation
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public recognition
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photographs
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leadership acknowledgment
Value: $500
7. Social Media Spotlight Campaign
You receive:
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featured posts
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advisor spotlight
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community recognition
Value: $750
8. Thought Leadership Article Placement
Write an article or educational piece.
We'll help publish it through:
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Influence & Impact Report
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Website
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Community channels
Value: $1,000
FOUNDING ADVISOR
MEMBER VALUE
As an Ask Your Advisor™ Founding Advisor Member, participants receive a comprehensive visibility, authority, and recognition package designed to elevate their professional presence and strengthen long-term community influence.
Included Member Benefits
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Professional Profile Feature — $1,500
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Strategic positioning designed to highlight expertise, accomplishments, and philanthropic leadership.
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Featured Video Interview — $1,000
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Professionally produced interview content to increase visibility and strengthen personal branding.
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Directory Placement — $750
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Inclusion within a curated advisor directory designed for exposure and credibility.
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Leadership Roundtables — $1,000
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Invitation to exclusive discussions and networking opportunities with respected community and industry leaders.
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Recognition Event Participation — $500
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Recognition at featured events celebrating leadership and impact.
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Social Media Promotion — $750
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Expanded visibility through strategic digital and social content distribution.
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Thought Leadership Placement — $1,000
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Opportunities to contribute insights and be positioned as a trusted voice in charitable planning and leadership.
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Founding Member Status & Recognition Assets — $1,500
Exclusive founding designation and branded recognition materials highlighting early leadership participation.
Total Package Value:
$8,000+
Founding Member Investment:
$5,000 annually
WHY ADVISORS JOIN
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Sponsorships
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Golf tournaments
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Networking dinners
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Advertising campaigns
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Traditional marketing efforts
While these activities may create short-term visibility, many opportunities fade quickly and deliver limited long-term recognition.
Ask Your Advisor™ was created to build lasting value through:
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Professional Recognition
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Increased Visibility
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Thought Leadership
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Credibility and Authority
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Community Influence
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Meaningful Professional Relationships
The goal is not simply exposure—it is creating a platform that strengthens reputation and positions advisors as leaders within their profession and community.
LIMITED FOUNDING MEMBERSHIP
Only 25 Founding Members
Not 100.
Not unlimited.
Membership is intentionally limited to preserve exclusivity and maximize value for every participant.
Smaller membership creates:
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Greater visibility per advisor
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Stronger peer relationships
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Higher recognition value
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More meaningful engagement opportunities
Early participation carries unique significance because founding members help shape the program while receiving recognition reserved exclusively for those who joined at the beginning.
Become a Founding Advisor
Applications are reviewed individually.
Only 25 positions available.
Become a Founding Advisor. Applications are reviewed individually. Only 25 positions available.
SPONSORSHIP OPPORTUNITIES
Presenting Sponsor
1 Exclusive Opportunity
$15,000
The Presenting Sponsor receives the highest level of visibility and exclusive category positioning as the lead partner supporting the initiative.
Presenting Sponsor benefits include:
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Exclusive title recognition as:
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"Ask Your Advisor™ presented by [Sponsor Name]"
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Premier logo and branding placement across all major program materials and communications
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Priority recognition at events, presentations, publications, and digital platforms
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Featured sponsor profile highlighting organizational mission, leadership, and community commitment
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Executive speaking or welcome opportunities at designated events where appropriate
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Enhanced digital and social media visibility throughout the sponsorship period
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Priority inclusion within reports, publications, and recognition materials
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Direct association with a highly visible initiative centered around leadership, philanthropy, and professional influence
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Exclusive category positioning to maintain sponsor distinction and value
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Recognition as a key partner helping advance meaningful community impact and charitable leadership initiatives
Leadership Sponsors
4 Available
$5,000 each
Total Sponsorship Opportunity: $20,000
Leadership Sponsors receive strategic visibility and recognition as supporters of advisor leadership, philanthropy, and community impact initiatives.
Leadership Sponsor benefits may include:
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Recognition as an official Leadership Sponsor across program materials and communications
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Logo placement on select digital and promotional assets
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Recognition during events and featured activities
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Visibility within sponsor and partner sections on program materials and website placements
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Opportunities for social media recognition and promotional exposure
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Association with a program focused on leadership, charitable impact, and community engagement
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Networking opportunities with advisors, business leaders, philanthropists, and community stakeholders
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Recognition within annual publications and featured reports where applicable
Traditional Sponsorship vs. Ask Your Advisor™
Logo on banner
One dinner
Temporary exposure
Thought leadership platform
Public recognition
Professional spotlight
Leadership positioning
Founding member status
Traditional Sponsorship
No
Yes
Yes
No
Sometimes
Rarely
Limited
No
Ask Your Advisor™
Yes
No
No
Yes
Yes
Yes
Yes
Yes
Become a Founding Advisor. Applications are reviewed individually. Only 25 positions available.