TRUSTED ADVISOR
Vistage for Professional Service Providers
The Vistage Trusted Advisor Program is purpose-built for leaders in professional services such as accounting, law, and public relations who work with CEOs and business owners and want to grow their practice through deeper connections to this network.
Trusted Advisory Members benefit from a referral-focused community, earning dues credits or cash commissions for eligible referral joins and the opportunity to expand their connections with Vistage CEO members. In addition, members sharpen their leadership skills, improve their services, and gain new perspectives through expert-led peer advisory groups.
Built to Fuel Your Next Phase of Growth
| Leadership Challenge | Your Current Reality | With Strategic Peer Support |
|---|---|---|
| Making Critical Decisions | You rely on internal points of view and hope your analysis covers all angles. | You get input from 12-16 CEOs who’ve faced similar decisions and can share what worked in their companies. |
| Avoiding Costly Mistakes | You learn through expensive trial and error, discovering problems after they impact your business. | You learn from peers’ proven approaches and avoid mistakes that others have already made. |
| Strategic Planning | You develop plans through solo analysis, missing insights that come from experience across diverse industries. | You apply collective wisdom from CEOs in a variety of sectors and industries who understand market dynamics you may not see. |
| Leadership Development | You pursue generic coaching programs that may not address the specific challenges of running a $5M+ company. | You receive real-world guidance from fellow CEOs who’ve successfully scaled teams and navigated complex organizational growth. |
| Navigating Economic Uncertainty | You make defensive moves based on limited viewpoints and hope your strategy protects the business. | You access strategies from leaders who’ve successfully guided companies through multiple recessions and market downturns. |
Trusted Advisor Program Overview
12 half-day peer advisory board meetings per year guided by an accomplished business leader and expert CEO coach
Earn dues credits or cash commissions after your qualified referrals join a Vistage CE, SB or KE group
24/7 access to thousands of trusted peers worldwide who face similar challenges, issues and opportunities
The Trusted Advisor Experience
Guided Peer Advisory
- Address your most pressing issues in a confidential setting with 12-18 peers from non-competing companies.
- An accomplished business leader and expert CEO coach leads monthly half-day meetings, keeping every meeting focused, productive and actionable.
- Tackle your biggest challenges and opportunities using a proven, proprietary method called issue processing.
Optional: One-to-One Coaching
- Complement your peer advisory group experience with one-to-one coaching from your Vistage Chair.
- Receive personalized guidance to navigate challenges and maximize opportunities.
Global Network Connections and World-Class Resources
- 24/7 access to a global community of approximately 45,000 business leaders.
- Learn from experts and speakers at regional events and webinars.
- Connect with peers online through networks organized by industry, function, interest and geography.
- Build powerful relationships with your local business community.
- Access proprietary research to grow your practice.
Offset Membership Cost Through Referral Program
- Earn dues credits or cash commissions after your qualified referrals join a Vistage CE, SB or KE group.
- Just two referral joins can offset up to a full year of membership dues.
Terms apply. For more information, email trustedadvisor@vistage.com.
What Members say
I joined thinking it was a good way to build a referral network, and I discovered it’s that and so much more. I don’t know where else you can bring your life and business challenges to a group that knows you and cares about you. It’s been invaluable to me personally and professionally.
BRAD LEGGETT
CEO & Founder
The Leggett Group, Inc.
TA Member since 2004
Being a Vistage member has enabled me to enhance my business, develop a strong network of trusted advisors, and share my talents with others. The return on investment far outweighs the membership fees. In my first year I was able to solve several critical business issues. If you’re looking for a place to learn what you don’t know, grow through shared learning and find a network that truly has every answer you’re looking for, Vistage is it.
Kim Plyler
CEO
Sahl Communications, Inc
Become a Vistage Member
With Vistage you’re joining a powerful community of high-caliber executives who challenge each other, inspire each other and share their perspectives to help each other make better decisions, become better leaders, and achieve better outcomes.
Take your success to a new level. Complete the form below to find out if you qualify.
Frequently asked questions
What is a trusted advisor?
A trusted advisor is a leader in professional services such as accounting, law and public relations who work with CEOs and business owners to provide guidance and expertise.
Why is development important for trusted advisors?
Development is important for trusted advisors to learn how to build consistent pipelines, stand out in a crowded market, scale their practice while managing day-to-day demands, and build strong relationships with CEOs and business owners.
Where can I learn more about the referral program?
To learn more about the referral opportunities for Trusted Advisor Members, please contact trustedadvisor@vistage.com.