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Trusted Advisors Council

Deerfield Chapter
clark@tractionprocess.com
847-680-6550
Oakbrook Chapter
mike@stewardadvisors.com
630-537-0108 
Rolling Meadows Chapter
dkarnatz@portbrown.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

 


HomeMeeting Format

Monthly Chapter Meetings & Member TRIADs

 

  • Introductions and announcements.

  • Shout Outs – thank members for their connections to each other, referrals, and help.

  • Testimonials – how a member specifically helped a client, the story.

  • Member Spotlights – members share their who they are, their specific work within the profession, and stories of how they’ve helped their clients.

  • Random assignment of TRIADs for more direct engagement.



KNOW • LIKE • TRUST • REFER


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