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DEVELOPING AND EVOLVING VALUABLE BUSINESS RELATIONSHIPS BUILT ON COLLABORATION BETWEEN ITS MEMBERS.OBJECTIVES: A) TO DEVELOP AND FOSTER PROFESSIONAL RELATIONSHIPS AND FRIENDSHIPS USING A 4 STEP PROCESS: 1) KNOW - TAKE THE TIME TO GET TO KNOW EACH MEMBER ON A PERSONAL LEVEL UNTIL S/HE IS COMFORTABLE WITH WHO YOU ARE. FOCUS ON ADDING VALUE FIRST. 2) LIKE - RECOGNIZE AND RESPECT WHO THE MEMBER IS AS A PERSON, ENOUGH TO LIKE THEM. THE MORE SOMEONE LIKES YOU, THE MORE THEY BEGIN TO TRUST YOU. FRIENDLINESS, RELEVANCE, AND EMPATHY ARE IMPORTANT ELEMENTS. 3) TRUST - BELIEVE IN THE MEMBER ENOUGH TO ENGAGE THEM AND KNOW THAT THEY WILL PUT A REFERRED CLIENT'S LONG-TERM INTERESTS AHEAD OF THEIR OWN SHORT-TERM INTERESTS. 4) REFER - PROVIDE MEANINGFUL RESOURCES AND GIVING MENTALITY TO CREATE COMMERCE FOR EACH OTHER AND OUR CLIENTS.B) TO SHARE KNOWLEDGE AND NETWORK RESOURCES WITH FELLOW MEMBERS AND OUR CLIENTS.C) TO SERVE EACH OTHER'S CLIENTS WITH GREAT CARE AND SKILL, ALWAYS PLACING THE CLIENT'S INT
814109813
EIN
Schaumburg, IL 60173 United States
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trustedadvisorscouncil.com
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Description

Trusted Advisors Council

The Trusted Advisors Council is a nonprofit organization focused on relationship-based networking for advisory professionals. It operates as a volunteer association, primarily serving small to mid-size business owners through its members, who apply a consultative approach in their work.

Background

The organization is categorized under community improvement and capacity building, with a focus on promoting business conditions. It does not accept donations as tax-deductible contributions.

Structure

Membership in the Trusted Advisors Council is exclusive and invitation-only, requiring sponsorship from existing members. Prospective members must undergo a vetting process, during which current members assess their suitability based on high-character standards, a servant mentality, and superior connectivity skills.

Financial Overview

As of the latest available financial data, the council operates with modest revenue and assets. In recent years, it has reported annual revenues ranging around $76,900, with expenses generally close to its income. The council maintains minimal liabilities.

Activities and Values

The Trusted Advisors Council emphasizes deep, professional relationships among its members, believing that these connections enhance their ability to serve clients effectively. The organization holds true to core values that prioritize collaboration and mutual support, fostering an environment where members can engage meaningfully and share expertise to benefit their clients and each other.

[1] https://the-trusted-advisors.com [2] https://projects.propublica.org/nonprofits/organizations/814109813 [3] https://trustedadvisorscouncil.com/page-18082 [4] https://www.trustacrossamerica.com/trust-council.shtml [5] https://trustedadvisorcouncil.com

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About the organization

- S41 -

Mission Objectives Member Disciplines Member business disciplines include Accounting. Banking. Consulting. Financial Services.

Promotion of Business (Chambers of Commerce)
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