TRUSTED ADVISOR NETWORK

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** Guests, please contact a TAN member to register for the meeting(s) you wish to attend. **

Upcoming events

    • 23 Jun 2021
    • 7:30 AM - 9:00 AM (MDT)
    • via Zoom
    Register

    Join us for the TAN meeting via Zoom on Wednesday, June 23, 2021 from 7:30-9:00am MDT. The moderator is Peter Mantos and the Best Practice leader is Janice Honeycutt. Guests, please contact a member for registration.


    Zoom meeting information will be sent to all registrants a day or two prior to the meeting via email blast. Members, if you are inviting a guest, please forward that info to your guest when you receive it. Thanks!


    The best practice will be "Building Trust, Where Collaboration Begins ."  Before the meeting, give some time to the linked assignment:


    https://docs.google.com/document/d/1gaiYMgAfIyL9DP6LxfkqA6g5wcSEpxYcw7PxylsLL0U/edit?usp=sharing


    • 8 Jul 2021
    • 8:00 AM - 9:30 AM (MDT)
    • via Zoom
    Register

    Please make time for the TAN Meeting via Zoom on Thursday, July 8, 2021 from 8:00-9:30am MDT.  The Moderator is Kelly Koepke. The Best Practices leader is TBD.  Guests please contact a member for registration. 


    Zoom meeting information will be sent to all registrants a day or two prior to the meeting via email blast. Members, if you are inviting a guest, please forward that info to your guest when you receive it. Thanks! 


    The best practice will be "Following Up, The Basic Tool for Building Trust and Collaboration."  


    Before the meeting, give some time to the linked assignment:


    Think of an example of a professional relationship that has paid off for you because you both extended trust. Think of an example of when you were not sure you could trust someone and how you navigated that.  When was your trust was broken and what did you learn?

    • 15 Jul 2021
    • 7:45 AM - 9:00 AM (UTC-07:00)
    • via Zoom
    Register

    Join us for the Arizona TAN meeting via Zoom on Thursday, July 15, 2021 from 7:45-9:00am MST.   The moderator is TBD. The best practice leader is TBD. Guests please contact a member for registration. 


    Zoom meeting information will be sent to all registrants a day or two prior to the meeting via email blast. Members, if you are inviting a guest, please forward that info to your guest when you receive it. Thanks! 

    The best practice will be "Following Up, The Basic Tool for Building Trust and Collaboration."  

    Before the meeting, give some time to the linked assignment:

    Think of an example of a professional relationship that has paid off for you because you both extended trust. Think of an example of when you were not sure you could trust someone and how you navigated that.  When was your trust was broken and what did you learn?


    • 21 Jul 2021
    • 8:00 AM - 9:30 AM (MDT)
    • via Zoom
    Register

    Join us for the TAN meeting via Zoom on Wednesday, July 21, 2021 from 8:00-9:30am MDT.  The moderator is Jeff Gruber. The Best Practice leader is TBD. Guests please contact a member for registration. 

    Zoom meeting information will be sent to all registrants a day or two prior to the meeting via email blast. Members, if you are inviting a guest, please forward that info to your guest when you receive it. Thanks! 

    The best practice will be "Following Up, The Basic Tool for Building Trust and Collaboration."  

    Before the meeting, give some time to the linked assignment:

    Think of an example of a professional relationship that has paid off for you because you both extended trust. Think of an example of when you were not sure you could trust someone and how you navigated that.  When was your trust was broken and what did you learn?


    • 28 Jul 2021
    • 7:30 AM - 9:00 AM (MDT)
    • Zoom
    Register

    Join us for the TAN meeting via Zoom on Wednesday, July 28, 2021 from 7:30-9:00am MDT.  The moderator is Janice Honeycutt. The Best Practice leader is Peter Mantos. Guests please contact a member for registration. 

    Zoom meeting information will be sent to all registrants a day or two prior to the meeting via email blast. Members, if you are inviting a guest, please forward that info to your guest when you receive it. Thanks! 

    The best practice will be "Following Up, The Basic Tool for Building Trust and Collaboration."  

    Before the meeting, give some time to the linked assignment:

    Think of an example of a professional relationship that has paid off for you because you both extended trust. Think of an example of when you were not sure you could trust someone and how you navigated that.  When was your trust was broken and what did you learn?


    • 5 Aug 2021
    • 11:30 AM - 12:30 PM (MDT)
    • via Zoom
    Register

    Join us for the TAN Education meeting via Zoom on Thursday, August 5, 2021 from 11:30am-12:30pm MDT.  The moderator is TBD. 

    The presentation is on "Insurance Protection: It is not just a policy."


     The panel of presenters are:

    • Paul Oostenburg, Insurance Advisor
    • Ed Risley, Daniel’s Insurance

    Zoom meeting information will be sent to all registrants a day or two prior to the meeting via email blast. Members, if you are inviting a guest, please forward that info to your guest when you receive it. Thanks! 

    • 12 Aug 2021
    • 8:00 AM - 9:30 AM (MDT)
    • via Zoom
    Register

    Please make time for the TAN Meeting via Zoom on Thursday, August 12, 2021 from 8:00-9:30am MDT.  The Moderator is Kelly Stanhope. The Best Practices leader is Peter Mantos.  Guests please contact a member for registration. 


    Zoom meeting information will be sent to all registrants a day or two prior to the meeting via email blast. Members, if you are inviting a guest, please forward that info to your guest when you receive it. Thanks! 


    The best practice will be "Seeding a Relationship. How to Go from “I Know You” to “I Can Work with You."  


    Before the meeting, give some time to preparing:


    • 1. Using your list from lesson 5 where you classified everyone in your network, identify potential relationships that need to be seeded. 
    • 2. Identify one thing of value you can provide one of these relationship. 
    • 3. Come prepared to share how a relationship you've seeded has gone deeper and the work it has lead to.
    • 18 Aug 2021
    • 8:00 AM - 9:30 AM (MDT)
    • via Zoom
    Register

    Join us for the TAN meeting via Zoom on Wednesday, July 21, 2021 from 8:00-9:30am MDT.  The moderator is Kelly Koepke. The Best Practice leader is Jeff Gruber. Guests please contact a member for registration. 

    Zoom meeting information will be sent to all registrants a day or two prior to the meeting via email blast. Members, if you are inviting a guest, please forward that info to your guest when you receive it. Thanks! 

    The best practice will be "Seeding a Relationship. How to Go from “I Know You” to “I Can Work with You."  

    Before the meeting, give some time to preparing:

    • 1. Using your list from lesson 5 where you classified everyone in your network, identify potential relationships that need to be seeded. 
    • 2. Identify one thing of value you can provide one of these relationship. 
    • 3. Come prepared to share how a relationship you've seeded has gone deeper and the work it has lead to.


    • 19 Aug 2021
    • 7:45 AM - 9:00 AM (UTC-07:00)
    • via Zoom
    Register

    Join us for the Arizona TAN meeting via Zoom on Thursday, August 19, 2021 from 7:45-9:00am MST. (8:45am in New Mexico)  The moderator is TBD. The best practice leader is TBD. Guests please contact a member for registration. 


    Zoom meeting information will be sent to all registrants a day or two prior to the meeting via email blast. Members, if you are inviting a guest, please forward that info to your guest when you receive it. Thanks! 

    The best practice will be "Seeding a Relationship. How to Go from “I Know You” to “I Can Work with You."  

    Before the meeting, give some time to preparing:

    • 1. Using your list from lesson 5 where you classified everyone in your network, identify potential relationships that need to be seeded. 
    • 2. Identify one thing of value you can provide one of these relationship. 
    • 3. Come prepared to share how a relationship you've seeded has gone deeper and the work it has lead to.


    • 25 Aug 2021
    • 7:30 AM - 9:00 AM (MDT)
    • Zoom
    Register

    Join us for the TAN meeting via Zoom on Wednesday, August 25, 2021 from 7:30-9:00am MDT.  The moderator is TBD. The Best Practice leader is Janice Honeycutt. Guests please contact a member for registration. 

    Zoom meeting information will be sent to all registrants a day or two prior to the meeting via email blast. Members, if you are inviting a guest, please forward that info to your guest when you receive it. Thanks! 

    The best practice will be "Seeding a Relationship. How to Go from “I Know You” to “I Can Work with You."  

    Before the meeting, give some time to preparing:

    • 1. Using your list from lesson 5 where you classified everyone in your network, identify potential relationships that need to be seeded. 
    • 2. Identify one thing of value you can provide one of these relationship. 
    • 3. Come prepared to share how a relationship you've seeded has gone deeper and the work it has lead to.


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** Guests, please contact a TAN member to register for the meeting(s) you wish to attend. **

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