Optimized Business Networking - Only for those who call on: High Net Worth Individuals and $2 - $25M Companies / 2nd Mon. / Tarrytown, NY(Group: W-M2)

Attend your first meeting for free - so you can see if this is right for you and you are right for the group.


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


click "Book" button for future dates also

Next Date:

Starts On:
October 14, 2019
8:30 AM
Ends On:
October 14, 2019
10:00 AM
First Meeting - Guest