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

    • 22 Sep 2021
    • 7:30 AM - 9:15 AM
    • Zoom
    Registration is closed

    Join us for the TAN meeting via Zoom on Wednesday, September 22, 2021 from 7:30-9:15am MDT.  The moderator is Janice Honeycutt Hering. The Best Practice leader is Diana Atha. 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 "Testing, Finding Out if You and Another Can Really Work Together."

    Before the meeting, give some time to preparing:

    1. List the top three TAN members that you would like to test with a client.
    2. Considering the services that those three members provide, are there clients you serve who have a need for them?
    3. Of those clients, with which do you have very close relationship that you can trust to do a TEST?
    4. What prevents you from trying it?
    5. Can you address those and do a TEST?
    6. If yes, try it! Risk is low as all involved know that it is a limited, specific TEST
    7. If not, schedule at date to ask yourself the same question again. Put it in your calendar.
    • 7 Oct 2021
    • 11:30 AM - 12:30 PM
    • via Zoom
    Register

    Join us for the TAN Education meeting via Zoom on Thursday, October 7, 2021 from 11:30am-12:30pm MDT.  The moderator is Kelly Koepke. 

    The presentation will be from NM Angels on "Angel Investing in New Mexico: What is it and how it can help advance the New Mexico business eco-system for better community."

    In this interactive session, we will learn more about the New Mexico Angels (a 20 year old organization), trends in investing in New Mexico, and how to leverage capital for New Mexico start-ups and high growth companies. Share your case studies and bring your questions.

    Panel participants are:

    Dorian Rader, Managing Partner, NMA Ventures, a venture capital fund founded in 2018 companies by three experienced angel investors who have dedicated their lives and careers to furthering economic development in New Mexico. NMA Ventures serves early-stage New Mexico technology.

    Drew Tulchin, President, NM Angels. Active with New Mexico start-ups, Drew was Meow Wolf’s first CFO. He has contributed to 100+ business plans and dozens of start-ups, generating over $300 million in investment and 1,000s of jobs.

    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! 

    • 14 Oct 2021
    • 8:00 AM - 9:30 AM
    • via Zoom
    Register

    Please make time for the TAN Meeting via Zoom on Thursday, October 14, 2021 from 8:00-9:30am MDT.  The Moderator is TBD. 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 "Referring and Connecting, What We All Want and What We Need To Be Giving."


    Before the meeting, give some time to preparing:

    1 - From your existing clients and other valued relationships create a list of three or four specific referrals of connections that you would like to make in the next 30 days and plan to share them with the group.

    2. Make a list of good connections you can provide when meeting someone for the first time or in a 1x1 meeting (examples are network groups, industry groups and organizations, ,etc)

    3. Consider whether you do most of your referrals in person, over the phone or by email? Prepare to briefly describe your referral process to the group.

    • 20 Oct 2021
    • 8:00 AM - 9:30 AM
    • via Zoom
    Register

    Join us for the TAN meeting via Zoom on Wednesday, October 20, 2021 from 8:00-9:30am MDT.  The moderator is Jeff Gruber. The Best Practice leader is Kelly Stanhope. 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 "Referring and Connecting, What We All Want and What We Need To Be Giving."

    Before the meeting, give some time to preparing:

    1 - From your existing clients and other valued relationships create a list of three or four specific referrals of connections that you would like to make in the next 30 days and plan to share them with the group.

    2. Make a list of good connections you can provide when meeting someone for the first time or in a 1x1 meeting (examples are network groups, industry groups and organizations, ,etc)

    3. Consider whether you do most of your referrals in person, over the phone or by email? Prepare to briefly describe your referral process to the group.
    • 21 Oct 2021
    • 7:45 AM - 9:00 AM (UTC-07:00)
    • via Zoom
    Register

    Join us for the Arizona TAN meeting via Zoom on Thursday, October 21, 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. 

    In person attendance is optional now and we will be at Bank 34 in Scottsdale but also providing a Zoom link for this meeting as well as our September Scottsdale location meeting.  Please let the moderator know if you are planning to attend in person so we can have snacks provided.


    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 "Referring and Connecting, What We All Want and What We Need To Be Giving."

    Before the meeting, give some time to preparing:

    1 - From your existing clients and other valued relationships create a list of three or four specific referrals of connections that you would like to make in the next 30 days and plan to share them with the group.

    2. Make a list of good connections you can provide when meeting someone for the first time or in a 1x1 meeting (examples are network groups, industry groups and organizations, ,etc)

    3. Consider whether you do most of your referrals in person, over the phone or by email? Prepare to briefly describe your referral process to the group.


    • 27 Oct 2021
    • 7:30 AM - 9:15 AM
    • Zoom
    Register

    Join us for the TAN meeting via Zoom on Wednesday, October 27, 2021 from 7:30-9:15am MDT.  The moderator is TBD. The Best Practice leader is Janice Honeycutt Hering. 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 "Referring and Connecting, What We All Want and What We Need To Be Giving."

    Before the meeting, give some time to preparing:

    1 - From your existing clients and other valued relationships create a list of three or four specific referrals of connections that you would like to make in the next 30 days and plan to share them with the group.

    2. Make a list of good connections you can provide when meeting someone for the first time or in a 1x1 meeting (examples are network groups, industry groups and organizations, ,etc)

    3. Consider whether you do most of your referrals in person, over the phone or by email? Prepare to briefly describe your referral process to the group.

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"Trusted Advisor Network" is a 501(c)3 non-profit organization.  P.O. Box xxx, xxxxxxx, NM xxxxx

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

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