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Trusted Advisors Council

Deerfield Chapter
clark@tractionprocess.com
847-680-6550
Oakbrook Chapter
mike@stewardadvisors.com
630-537-0108 
 Northwest Chapter
dkarnatz@portebrown.com
847-866-6800 

O’Hare Chapter

Joseph.Gurreri@Insperity.com
847-233-3702

 

 Northbrook Chapter

lorena@lmbassociates.com
847-831-5990 

 Fox Valley Chapter

Kenstevens@b2bcfo.com
312-520-2599

 
Downtown Chicago Chapter
bweinthal@taftlaw.com

312-836-4074

 





Feel grateful for who you know.


Mission:


Developing and evolving valuable business relationships built on collaboration.

Objectives:

  1. To develop and foster professional relationships and friendships using a 4 step process:
    1. Know – take the time to get to know each member on a personal level until s/he is comfortable with who you are. Focus on adding value first.

    2. Like – recognize and respect who the member is as a person, enough to like them. The more someone likes you, the more they begin to trust you. Friendliness, relevance, and empathy are important elements.

    3. Trust – believe in the member enough to engage them and know that they will put a referred client’s long-term interests ahead of their own short-term interests.

    4. Refer – provide meaningful resources and a giving mentality to create commerce for each other and our clients.
  2. To share knowledge and network resources with fellow members and our clients.

  3. To serve each other’s clients with great care and skill, always placing the client’s interests ahead of our own.


Member Disciplines:

Member business disciplines include: Accounting. Banking. Consulting. Financial Services. Human Resources. Insurance. Legal. Marketing. Real Estate. All the professional services that today’s mid-size businesses need and value.


Core Beliefs:

  1. We believe networking using collaboration within a community is superior to networking for referrals.

  2. We believe our clients are served better when we collaborate.

  3. Our members’ relationships create value even when there is no monetary reward.

  4. Our members work together to share information and expertise with one another.

  5. Our members build relationships, not just referrals.

  6. We create an environment where our members learn to trust each other.

KNOW • LIKE • TRUST • REFER


© 2017 Trusted Advisors Council, LLC., All rights reserved.