Question 1

1. What is the Trusted Advisor Network?

Accepted Answer

The Trusted Advisor Network is a curated community of elite professionals who serve CEOs and executive teams. It’s designed to foster strategic relationships, warm referrals, and collaborative opportunities among trusted experts.

Question 2

2. Who should join this network?

Accepted Answer

This group is for high-level professionals such as HR consultants, business attorneys, M&A experts, executive coaches, CPAs, financial advisors, and growth strategists who work closely with leadership teams.

Question 3

3. Is this group industry-specific?

Accepted Answer

No. We’re industry-agnostic but role-specific. If you advise C-suite executives or leadership teams, you’re a fit—regardless of your industry.

Question 4

4. What’s the format of the meetings?

Accepted Answer

Each session includes curated networking, featured spotlights, and focused discussion topics that help members exchange insights and referrals in a meaningful way. Each member will get 1-Minute to share the Powerpoint slide and discuss their business and how they support local business owners.

Question 5

5. How often does the group meet?

Accepted Answer

We meet monthly (virtually Via Zoom) to build consistency and deepen professional relationships. The goal is to learn who can be a great business partner virtually and connect offline on your own time.

Question 6

6. How are members selected?

Accepted Answer

This is a by-invitation or referral-based group. Every member is vetted to ensure they bring value, integrity, and expertise to the table. You will be required to do a 30-45 minute interview with Joseph McCormick the Founder prior to joining this elite group of professionals.

Question 7

7. What kind of value should I expect?

Accepted Answer

Expect warm introductions, strategic partnerships, referral opportunities, and next-level insight from professionals who truly understand business leadership

Question 8

8. Can I present or be featured at a meeting?

Accepted Answer

Yes. We offer “spotlight” sessions where members can present thought leadership or showcase how they support executive teams. Spots are limited and scheduled in advance.

Question 9

9. Is this a good place to find new clients?

Accepted Answer

Indirectly, yes. While we’re not a leads group, referrals happen naturally through relationship-building and trust over time.

Question 10

10. How do I get started?

Accepted Answer

Contact Joseph McCormick at 949-445-2344 or by email at Joseph.McCormick @insperitypro.com.

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