Membership in Trusted Advisers Council is limited to Senior level professionals and their executive staff who apply a consultative approach and serve small to mid-size business owners.
Members are highly respected professionals who demonstrate high-character in their everyday lives and how they serve their clients. Each person carries a humble servant mentality and like-mindedness giving mentality with fellow members.
Professions include the following categories:
- Banking and Finance
- Financial services
- Real estate
- Investment management
- Human resources
Each professional discipline within a local group is exclusive to protect each member and to avoid duplication and confusion of where to refer member opportunities. Consequently, a member is only allowed to represent one seat discipline within a professional matrix category.
Member prospects are . . . Introduced to a Chapter by an existing member in good standing . . . attends two meetings interacting with Members . . . and, attends two TRIADs with a Group Leader and fellow-Member present at each Triad. Among the considerations for Membership are the right personality and mentality. Character counts. In addition, Members possess significant networks to share.
Decision to approve a new member is made between the Chapter Leader and at least two Members. The Chapter Leader has final say on all new members.