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

TAN Meeting (3rd Wednesday) 8:00am MDT

  • 19 May 2021
  • 8:00 AM - 9:30 AM
  • via Zoom

Registration is closed

Join us for the TAN meeting via Zoom on Wednesday, May 19, 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 "Making Use of Classifying to Optimize One-on-One Meeting Effectiveness."  Before the meeting, consider the following:

Use the membership group of TAN to classify 1-2 members into the four classifications in the TAN System (Prospect, Referral Resource, Resource for your clients, and Others). What is one question you would ask an individual in each of the four categories in a one-to-one meeting? (four total questions) The “others”, give one example of how you have helped someone in the others category.


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