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

TAN Meeting (2nd Thursday) 8:00am MDT

  • 9 Sep 2021
  • 8:00 AM - 9:30 AM
  • via Zoom

Registration is closed

Please make time for the TAN Meeting via Zoom on Thursday, September 9, 2021 from 8:00-9:30am MDT.  The Moderator is TBD. 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.

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