ProVisors® (founded as Professionals Network Group, Inc. or PNG) is the nation's preeminent professional resource organization. ProVisors' members are senior-level trusted advisors who serve companies ranging from small to the Fortune 500, with an emphasis on the middle market, their owners and other high net worth individuals.
Who does ProVisors consider a trusted advisor?
A trusted advisor is a professional who uniquely occupies a position of trust with clients. They regularly turn to him/her for guidance on business and personal matters, both within and outside of the professional's discipline. Thus, the trusted advisor exercises substantial influence over his/her clients' affairs; enjoys long-term client relationships; and regularly introduces clients to other professionals to help them achieve specific goals.
If you are interested in finding out more about ProVisors, please click here to complete a Prospective Member Questionnaire. The questionnaire will assist us to find the most appropriate group for you to attend as a guest based on your profession/specialty and geographical preferences. The Prospective Member Questionnaire is NOT an application for membership. It is the first step for a prospective member to attend a group meeting to determine if ProVisors would be of value for you and your clients.
Prospective members may guest up to two (2) times at ProVisors group meetings over a two (2) month period prior to making a decision to join.
Annual membership dues are $1,600.
Your membership join date will be the first day of the month that you pay membership dues. If you attend an affinity group meeting, that attendance counts as part of your guesting opportunities.
Dues are payable in FULL when completing the Membership Application to join.
When you attend a group meeting and find a group you would like to join, the first step is to tell the Group Leader or the ProVisors office. The Group Leader and Executive Committee will determine if they wish to extend an application to you. If so, you will be asked to complete a ProVisors Membership Application. If the group decides not to extend an application to you, the ProVisors office will try to find another group for you to attend as a guest. All new members are on probation for the first year. Membership is at the discretion of the Group Leader and is based on commitment to the responsibilities of membership, which include 75% attendance at meetings and troikas, and proactive collaboration, referrals and information sharing with other ProVisors members.
ProVisors has a non-solicitation policy. For more information about this policy, please review Section 18 of the Member Handbook (found on the website under Prospect/Member Information) BEFORE you attend a meeting as a guest. ProVisors members do business with each other's clients. In fact, this is one of the hallmarks of ProVisors - that members do not sell to each other. Direct and/or persistent soliciting of business and unsolicited distribution of marketing materials to other members is not only frowned upon, but may be grounds for expulsion. We are committed to safeguarding open communication and appropriate sharing among members.
ProVisors Membership is a Competitive Advantage
ProVisors members are successful professionals who invite the highest level of scrutiny. Our culture of peer-based accountability ensures that members and their clients can depend on the integrity and competence of professionals who belong to ProVisors.
ProVisors members regularly team together to bring sophisticated solutions to their clients. As ProVisors professionals gain knowledge about each other's specialties, they proactively develop ways to work together to bring higher level results to their clients.
Monthly group meetings (mostly in conference rooms of professional firms, most groups meet over coffee and a light breakfast) make it easy to keep up with 25-40 fellow members. At each meeting members are assigned to a "troika", which enables three or four members or guests to get to know each other in more depth over breakfast, lunch or coffee during the month following the meeting.
Whatever need a member, their colleagues, or clients have, solutions can undoubtedly be found in the “needs, deals, and wants” segment of a ProVisors meeting; by calling always-responsive fellow members; or through ProVisors' website and weekly broadcast emails.
Through presentations and discussions at ProVisors meetings and interacting ProVisors members, members learn what’s new and emerging in other professions, other specialties, other market segments. In these dialogues, the seeds of multi-disciplinary solutions are often sown.
Know Like Trust Refer
As members get to know and trust each other, they become each other's valuable resources and referrals, for the mutual benefit of their clients and themselves.
Members may guest at other ProVisors groups up to three times per year per group. Members from many groups network at ProVisors-organized mixers and social events.
Through “boot camps,” a mentor program, and contact with other members, you sharpen your communication, networking, and marketing skills. As a result, many members have made significant advances in their professions.
ProVisors members have become close friends, far beyond business. Members and their families have pursued mutual interests in the arts, sports, hobbies, travel, philanthropy, and more.
Who is a suitable member?
Trusted Advisor: Uniquely occupies a position of trust with clients. They regularly turn to him/her for guidance on business and personal matters, both within and outside of the professional's discipline. Thus, the trusted advisor exercises substantial influence over his/her client's affairs; enjoys long-term client relationships; and regularly introduces clients to other professionals to help them achieve specific goals.
Referral Maker: Makes and receives quality referrals and introductions on a regular basis. In short, he/she is a rainmaker.
Gateway: Regularly and proactively shares valuable information and resources with others.
Professional: Possesses the integrity, accountability, accessibility, appropriate licenses, technical skills and proven professional ability to deliver exceptional levels of service to the business community.
Connector: Builds consensus, infuses energy and enthusiasm into the group, and connects professionals and resources. Professionals who are at the top of their game, as well as future rainmakers with good deal/client/prospect flow who want to share/connect others.
Enthusiasm: Positive and proactive people who add depth and meaning to their ProVisors group and the broader ProVisors community.
Markets Served: Principally service middle market companies, their owners and other high net worth individuals and connect at the owner or CEO/CFO/COO level.
Consider applying for membership if you are a star in your profession who wants to…
- Increase the value you can offer to your clients
- Build relationships with accountable, talented team players in a wide range of professions whom you can confidently call upon and refer to clients
- Share knowledge, ideas, and experience in an environment of mutual support and friendship
- Earn the trust of professional peers who can give you strong referrals to their clients
- Discover new directions that impact your personal growth and raise the level and profitability of your practice
Discover the power of PNG!
We look forward to having you as part of the ProVisors community. If you are interested in finding out more about ProVisors, please complete a Prospective Member Questionnaire to begin the process.