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Trusted Advisors Council


Deerfield Chapter
Oakbrook Chapter  Northwest Chapter

O’Hare Chapter

TACO Chapter

 Northbrook Chapter

  

 Fox Valley Chapter

  

Downtown Chicago Chapter

 


HomeMember Criteria



Selective Membership

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:

  • Accounting
  • Legal
  • Banking and Finance
  • Financial services
  • Insurance
  • Real estate
  • Investment management
  • Human resources
  • Marketing
  • Consulting

Exclusivity


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.

Vetting Process


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. 


Dues

The Group Leaders developed a dues policy to achieve two goals; 1) cover our costs 2) make it simple to implement.  Here is that policy:

  • Dues are assessed for the calendar year, January - December
  • Dues will be established in October for the next calendar year based on a projected annual budget
  • Members will be invoiced November/December and dues must be paid in January
  • New Members who join during the year through August will pay the full annual dues
  • New Members who join in September or October will pay a prorated amount
  • New Members who join in November or December will pay the next year new annual dues and receive a bonus of one or two months.

 

2019 Dues Schedule:

  • Annual Dues - $290
  • September – October Prorated Dues - $100





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