TRUSTED ADVISOR NETWORK

Give. Get. Grow.

Log in

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

Upcoming events

    • 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 Keith Padilla. 

    The presentation is on " COVID Impact on Insurance."

    What Happened?

    Has it Recovered or is it a long hauler?

    Presented by Insurance professionals:

    Paul Oostenbrug is an expert on Medicare insurance products. He also helps younger people with marketplace insurance options and also assists them plan for when they need to use of long term care services later in life.

    John Rossetti is an  Employee Benefits Practice Leader with Daniels Insurance Inc. He has over forty years of employee benefits experience with a concentration in the health insurance field. His past experiences include a fifteen-year tenure as the National Accounts Director for Harvard Pilgrim Health Care and Director of Sales for Neighborhood health Plan in Boston (a subsidiary of Harvard Pilgrim Health Care). John also served as the Major Accounts manager for Blue Cross Blue Shield of NM.

    Ed Risley is a Senior Account Executive with Daniels Insurance, Inc. With over 35 years experience, and one of only 3 “Certified Risk Architects” in New Mexico,  Ed is a new breed of insurance agent who is diagnostic, results-oriented, and focused on managing and mitigating risks rather than transaction-based selling.

    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:

    • Using your list from lesson 5 where you classified everyone in your network, identify potential relationships that need to be seeded. 
    • Identify one thing of value you can provide one of these relationship. 
    • 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:

    • Using your list from lesson 5 where you classified everyone in your network, identify potential relationships that need to be seeded. 
    • Identify one thing of value you can provide one of these relationship. 
    • 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)
    • Santa Fe Business Incubator
    • 5
    Register


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

    Join us for the Arizona TAN meeting on Zoom or in person 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. 

    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 "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 - 9:15 AM (MDT)
    • Zoom
    Register

    Join us for the TAN meeting via Zoom on Wednesday, August 25, 2021 from 7:30-9:15am 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:

    • Using your list from lesson 5 where you classified everyone in your network, identify potential relationships that need to be seeded. 
    • Identify one thing of value you can provide one of these relationship. 
    • 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 - 9:15 AM (MDT)
    • REDW in Albuquerque
    • 14
    Register

    This is for IN PERSON registration. Please make time for the TAN Meeting on Wednesday, August 25, 2021 from 7:30-9:15am MDT at REDW in Albuquerque. The Moderator is TBD. The Best Practices 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 "Seeding a Relationship. How to Go from “I Know You” to “I Can Work with You." Before the meeting, give some time to preparing: Using your list from lesson 5 where you classified everyone in your network, identify potential relationships that need to be seeded. Identify one thing of value you can provide one of these relationship. Come prepared to share how a relationship you've seeded has gone deeper and the work it has lead to.

    • 2 Sep 2021
    • 3:30 PM - 4:30 PM (MDT)
    • via Zoom
    Register

    Join us for the TAN Education meeting via Zoom on Thursday, September 2, 2021 from 3:30pm-4:30pm MDT.  The moderator is TBD. 

    Marissa Nordstrom is presenting "What is a career story and why does it matter?" 

    Join us as we explore ways to describe your work in a way that is meaningful to you, colleagues, and clients. Refresh how you frame your career and connect more authentically when you communicate.

    Marissa Nordstrom, MA, is  the founder of the holistic career counseling firm Your Career Concierge and is based in Corrales, NM, on the ancestral homelands of the Tiguex Pueblo people. She uses her background in communications, project management, and entrepreneurship, as well as intuitive abilities, to help you articulate your career vision, own your brand, clarify messaging, and frame a professional life based on your priorities. Marissa is an introvert who has overcome many life challenges and knows what it is like to feel stuck. She works best with people who are seeking to live more authentically, use their life for good, and ready to invest in their own transformation. Her business is centered on the values of social justice, equity, diversity, and inclusion. Learn more at www.yourcareerconcierge.com.

    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! 

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

    Please make time for the TAN Meeting via Zoom on Thursday, September 9, 2021 from 8:00-9:30am MDT.  The Moderator is Kelly Koepke. The Best Practices leader is Keith Padilla.  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.
    • 15 Sep 2021
    • 8:00 AM - 9:30 AM (MDT)
    • via Zoom
    Register

    Join us for the TAN meeting via Zoom on Wednesday, September 15, 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 "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.
    • 16 Sep 2021
    • 7:45 AM - 9:00 AM (UTC-07:00)
    • via Zoom
    Register

    Join us for the Arizona TAN meeting via Zoom on Thursday, September 16, 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 "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.


    • 22 Sep 2021
    • 7:30 AM - 9:15 AM (MDT)
    • Zoom
    Register

    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 (MDT)
    • via Zoom
    Register

    Join us for the TAN Education meeting via Zoom on Thursday, September 2, 2021 from 3:30pm-4:30pm MDT.  The moderator is TBD. 

    The presentation will be from NM Angels.


    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 (MDT)
    • 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 (MDT)
    • 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 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 "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 (MDT)
    • 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 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.

© Copyright 2019 Trusted Advisor Network | All rights reserved.

"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. **

Our Sponsors


Interested in joining TAN? Click here.

Contact us. tanabq01@gmail.com

Powered by Wild Apricot Membership Software