The Trusted Advisor Program is for professional service providers such as bankers, attorneys, recruiters and accountants. Members gain an instant network with new perspectives on how to grow their practices, meet tough challenges and better serve their clients. Membership includes:
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Monthly half–day, problem-solving meetings with up to 15 leaders from the business services sector, planned and facilitated by Julie |
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Ongoing coaching from Julie on an as–needed basis |
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A vistage.com account with exclusive access to an online best practices library and a global network of more than 16,000 business leaders |
| “The feedback from other business owners of various demographics and disciplines is invaluable in making marketing and staffing decisions. Our group has helped me improve my communication with my business partners and increase my business development efforts while maintaining my work life balance.” |
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—Heather Locus, Principal Balasa Dinverno & Foltz LLC |
| “Having regular access to professionals in such a variety of industries is amazing…every month I learn something new about wealth management, or IT networking, or marketing, or just general good business practices. Plus, it’s really handy to run a tax issue by an accountant or pick a lawyer’s brain about a contract in a peer–to–peer environment.” |
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—Shachar Meron, Principal BatesMeron Sweet Design |