Give. Get. Grow.

Log in

© 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

TAN Meeting (4th Wednesday) 7:30am MDT

  • 26 May 2021
  • 7:30 AM - 9:00 AM
  • via Zoom



Join us for the TAN meeting via Zoom on Wednesday, May 26, 2021 from 7:30-9:00am MDT. The moderator is TBD and 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 "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.

Our Sponsors

Interested in joining TAN? Click here.

Contact us.

Powered by Wild Apricot Membership Software