THE INVESTMENT
Founding Advisor membership
ANNUAL MEMBERSHIP
$5,000
We are not selling leads. We are not promising clients. We help advisors stand out through visibility, recognition, and thought leadership.
Limited to 25 founding advisors across Southwest Florida.
Full-page feature in Influence & Impact Report
Professional video interview
Official Founding Advisor recognition + seal
Advisor directory placement
Four private leadership roundtables
Recognition gala & stage recognition
11 of 25 founding positions reserved
Social media spotlight campaign
Thought leadership article placement
FOUNDING ADVISOR MEMBER VALUE
What you receive, itemized
WHY ADVISORS JOIN
Beyond sponsorships and sponsorship dinners
TRADITIONAL MARKETING
Golf tournaments
Networking dinners
Advertising campaigns
Short-term visibility that fades quickly
ASK YOUR ADVISOR™
Professional recognition
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Thought leadership platform
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Credibility and authority
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Lasting community influence
LIMITED FOUNDING MEMBERSHIP
Only 25 founding members. Not 100. Not unlimited.
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Greater visibility
Per advisor, with a smaller, more selective membership.
Stronger relationships
Meaningful peer connection instead of a crowded directory.
Early significance
Founding members help shape the program and are recognized as the first to join.
SPONSORSHIP OPPORTUNITIES