Vistage San Antonio Trusted Advisor Group

Group description

The Vistage Trusted Advisor Group provides you with the business tools and resources to improve your decisions and get better results. The group consists of 20 professional service providers (examples below).  Monthly, half-day meetings, facilitated by Tom Cuthbert, Vistage Chair.  The group is full.

Benefits include:

·      Issue processing and problem solving to grow your practice

·      Business development and sales training

·      Group accountability and pipeline management tools

·      Invitations to Vistage speakers, mixers, events and Vistage Executive Summit

·      Access to be a resource to Vistage San Antonio CEO’s and leaders

·      Attend Vistage Ventures Leadership and Sales Training at no charge

·      Become a member of the Vistage Speakers Bureau to reach business owners

Qualifications:

Well-regarded professional services firm serving San Antonio businesses

Trusted Advisor candidates must be nominated/ sponsored by a Vistage member

Member must be selling high quality products or services to C-level executives

Willing to learn in a group setting and be available to serve the Vistage community

Meeting Schedule:

Meetings are the third Thursday afternoon of each month.  Vistage mixers, events and speakers occur throughout the year.

January 19, 2017

February 16, 2017

March 16, 2017

April 13, 2017 (Vistage Executive Summit) - 730 am to 2 pm

May 18, 2017

June 15, 2017

July 20, 2017

August 17, 2017

September 14, 2017

October 19, 2017

November 16, 2017

December 14, 2017


Types of Trusted Advisor Firms:

1)            PEO executives

2)           Attorneys, HR, lobbyist, general business, litigation, etc.

3)           CFO interim and augmentation services

4)           Business leasing/real estate

5)           Estate/money managers

6)           Private investigators – high level

7)           CPA’s

8)           Bankers

9)           PR – marketing

10)                 Sales development – trainers

11)                 Staffing

12)                 Commercial insurance

13)                 Testing (Birkman, DISC, Culture Index, Predictive Index etc.)

14)                 Strategic planning, business consulting

15)                 Personal/professional development

16)                 Business Publications

17)                 Executive recruiters

18)                 Business writers

19)                 General business planners

20)                 Negotiators – mediators

Group space and category availability is limited by the selection team.