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Trusted Advisors Council

Deerfield Chapter:
email:
clark@tractionprocess.com
phone: 847-680-6550

 Northbrook Chapter:

email:
lorena@lmbassociates.com
phone: (847) 831-5990 

Oakbrook Chapter:
email:
mike@stewardadvisors.com
phone: 630-537-0108  
Rolling Meadows Chapter:
email:
dkarnatz@portbrown.com
phone: 847-866-6800 

O’Hare Chapter:

email:
Joseph.Gurreri@Insperity.com
phone: 847-233-3702


HomeMeeting Format

Monthly Chapter Meetings & Member TRIADs

 

  • Introductions and announcements.

  • Shout Outs – thank members for their connections to each other, referrals, and help.

  • Testimonials – how a member specifically helped a client, the story.

  • Member Spotlights – members share their who they are, their specific work within the profession, and stories of how they’ve helped their clients.

  • Random assignment of TRIADs for more direct engagement.



KNOW • LIKE • TRUST • REFER


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