Learn to Build Strategic Networks

LEARN

to build strategic networks

Connect with Meaningful Business Relationships

CONNECT

with meaningful relationships

Grow Your Value to Clients, Prospects, and Network

GROW

your value to clients and prospects

Where We Are

Trusted Advisor Network (TAN) currently operates six meetings in three cities. New meeting locations may soon be coming to a metro area near you.  Contact us if you are interested in sponsoring a new chapter in a city not currently listed or click the tabs above to learn about local meetings.

Albuquerque

Connect with a Member to Receive a Meeting Invitation

If you don’t know a TAN member who can invite you to a meeting, please complete the form and we will attempt to match you with a host.

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Albuquerque, NM

Local Leaders

Shauna Rampley is a long-time business consultant who is known for helping businesses attain peak performance from their most valued assets - people. She is a TAN meeting moderator and monthly lesson presenter as well as a valued advisor to the TAN founders. LinkedIn

Terri Jenkins is CEO of W3PR, a nationally known internet marketing agency. She is a TAN meeting moderator and monthly lesson presenter. LinkedIn

Jacqueline Gould is a process development expert who has chaired the TAN social committee for three years. By incorporating networking with philanthropy as well great dining, Jacqueline and the committee have added greatly to the TAN experience. LinkedIn

hosted by:     ny-life-logo

Phoenix

Connect with a Member to Receive a Meeting Invitation

If you don’t know a TAN member who can invite you to a meeting, please complete the form and we will attempt to match you with a host.

All fields are required

...

Phoenix, AZ

Local Leaders

Mark Johnson is a partner in B2B CFO who helped found the Phoenix monthly meeting. He is also a meeting moderator and presenter of monthly lessons. LinkedIn

Charles Loew is President & Founder of MASET, LLC, a business process consultancy. He is a meeting moderator and presenter of monthly lessons. LinkedIn

Phyllis Rector is a moderator and lesson presenter.  She provides working capital solutions for growing businesses by purchasing B2B accounts receivable, including progress billings.  LinkedIn

Pam McConLogue is the Arizona social chair.  She is Vice President of Sales for Bibby Financial Systems.  LinkedIn

multiple locations hosted by:  400w-arzona-bank-and-trust

Santa Fe

Connect with a Member to Receive a Meeting Invitation

If you don’t know a TAN member who can invite you to a meeting, please complete the form and we will attempt to match you with a host.

All fields are required

...

Santa Fe, NM

Local Leaders

Peter Murphy is a financial advisor in Santa Fe, NM who is also a retired U.S. Navy Captain. He helped found the Santa Fe monthly meeting and is the leader of that geographic area. He moderates monthly meetings and presents monthly lessons at meetings in every TAN city. He is also valued advisor to the TAN founders. LinkedIn

Ellen Marshall is a financial advisor in Santa Fe and a designated TAN meeting moderator and monthly lesson presenter. LinkedIn

Kelly Koepke is a professional copy writer who specializes in helping small businesses produce effective communications for marketing and business efficiency. She is a TAN meeting moderator and monthly lesson presenter. LinkedIn

hosted by: santa-fe-business-incubator-sm

Continuous Learning

TAN members get results through continuous learning and practical application of proven networking strategies and techniques.

  • Interactive lessons and open discussions
  • Workshops and online resources
  • Special interest groups
  • Coaching and mentoring

Personal Relationships

Trust begins when high-level advisors know one another on a deeper level. TAN facilitates productive personal relationships through:

  • Open networking
  • Social events
  • Methods and strategies
  • Structured connecting

Professional Reciprocation

"Give-to-get" is not a faddish concept to TAN members – giving is a mindset that builds trust and reciprocation.

  • Members give highly qualified referrals
  • Members counsel and advise one another
  • Testimonials recognize members’ assistance
  • Collaborations expand opportunities

Practice Development

TAN is a community of professional advisors who are dedicated to building their practices by becoming better networkers through:

  • Engaging and productive meetings
  • Education and training
  • Practical application and assistance
  • A credible association of trusted advisors

An Inclusive Community

TAN members possess and share diverse expertise and countless connections that enrich the entire, multi-state network.

  • Non-exclusivity generates more opportunities
  • Members can refer trusted resources to clients
  • Multi-state business connections
  • Shared values, methods and goals

Take The TAN Test Drive

The best way to see if TAN will work for you is to attend regular monthly meetings.

  1. Request an invite
  2. Attend up to 3 meetings
  3. Meet with a TAN leader
  4. Apply online (after 2 meetings)

Online Application

Member Requirements

TAN is a network of professionals who consult directly to business owners and corporate-level executives.

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