ATTEND A MEETING - SO YOU CAN SEE IF THIS IS RIGHT FOR YOU AND YOU ARE RIGHT FOR THE GROUP.
If you join as a member within 30 days of your first meeting, your guest fees will be fully applied to your membership fees.
This group is only for a select group of non-competing professionals who call on High Net Worth Individuals and C-Level Decision Makers at Companies with Revenues of $2 - $25M.
We bring people together to achieve their goals through collaboration because we believe collaboration with the ideal group of people will assure all group members succeed.
Our 5 Guiding Principles:
- Collaborative Culture: Everyone achieves their individual goals through the efforts of the group.
- Accountability: All group members hold each other accountable for taking the action steps necessary to achieve our goals.
- Learning: Each member contributes their own insights and experience to group discussions providing construction suggestions for resolving business challenges.
- Build Meaningful Relationships: This is the direct roadmap to high quality referrals.
- Confidentiality, honesty & trust.
In our facilitated peer advisory / business development groups the primary goal of all participants is the achievement of the individual goals of all members.
- Solve common business problems: perfect your messaging, improve time management,
- Develop your professional strengths through honest feedback and insights from your peers.
- Receive support, be inspired by others.
- Share client referrals, form strategic alliances.
If these are beliefs you share, and if this is the market you focus on, we welcome you to sample this group.
Location: Fortis Lux Financial, 120 White Plains Road, Suite 601, Tarrytown, NY 10591
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