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.
Why We Exist: We believe that we are consummate trusted advisors who serve our clients better when we develop deep relationships with like-minded senior-level professionals.
Who We Are: A volunteer, non-profit association of advisory professionals who are committed to relationship-based networking
How We Behave – We hold true to certain core values:
Prospective TAC Members Must:
For the final checkbox above, current TAC members should be prepared to attest that they would immediately put prospective members in front of clients if services were needed. Current members should also be persuaded that they want prospective members in TAC to enable other TAC members to get to know them better (and because the prospective members are engaging and interesting individuals with superior connective skill