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I understand that ProVisors® (founded as Professionals Network Group, or PNG) is a community of professionals who serve their clients as trusted advisors and share the highest standards of integrity, performance and accountability. Furthermore, I understand that ProVisors’ mission is to promote and enable collaboration among its members so that they can build relationships, share information and exchange business opportunities for the benefit of one another and their clients.
I recognize that there is both tangible and intangible value to my membership in ProVisors. To optimize the value that I bring to my co-members and derive from my membership, I commit to the following:
- Ethics: I have read the ProVisors Code of Ethics and agree to abide by it.
- Participation: I will get to know each member of my group. I will endeavor to attend at least 75% of my group’s meetings and one new member training event during my first year of membership. I will RSVP on-line in advance of each month’s meeting. I will participate in my assigned troikas.
- Collaboration: I will exchange referrals with and provide introductions to members of my group and throughout the ProVisors community.
- Referrals: I will follow referral etiquette as described in the Member Handbook. I will communicate the outcomes of referrals to the referring parties in a timely manner, regardless of whether business actually transpired. As appropriate, I will publicly acknowledge referrals during group meetings.
- Information Sharing: I will be a resource and proactively share information with my co-members.
- Recruiting: I will foster the continued success of ProVisors by recruiting qualified new members. Prior to inviting a prospective member to attend a ProVisors meeting, I will ask the candidate to contact the ProVisors office to complete the Prospective Member Questionnaire.
- Fees for Service: If I employ the services of a ProVisors co-member, I promptly will pay fees for services rendered.
- Privacy: I will not solicit business from my co-members, sell or rent the ProVisors membership roster or send broadcast emails to members with whom I do not have a business relationship.
I understand that if I breach any of these responsibilities of membership, my membership may be revoked immediately without reimbursement of any dues or fees previously remitted to ProVisors.
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