TRUSTED ADVISOR NETWORK

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TAN Meeting (3rd Thursday, AZ) 7:45am MST (Scottsdale)

  • 21 Oct 2021
  • 7:45 AM - 9:00 AM (UTC-07:00)
  • via Zoom

Registration


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.


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