Upcoming Events and Appearances: Trusted Advisor Associates

Join us at one or more upcoming Trusted Advisor Associates events. This Spring, we’ll be hosting and participating in events in New York, NY; Fargo, ND and through globally accessed webinars.

Also, a word about the Trusted Advisor Mastery Program.

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Tues. Mar. 15th New York, NY Charles H. Green

Charlie will be speaking in New York, March 15th, with Jordan Kimmel at NYU Alumni’s Executive Forum. The subject is “Restoring Trust in Post-Madoff America: What it Means for Advisors, Companies and Investors.” National Arts Club, 15 Gramercy Park South. 5:45 Cocktails, 6:30 Dinner, 7:30 Speakers. $75. RSVP for the event here.

 

Wed. Mar. 16th Global Charles H. Green

Charlie will interview investor relations expert Laura Rittenhouse, on the subject of “How the CEO Candor Crisis is Strangling Our Economic Recovery.” Laura is president of Rittenhouse Rankings, Inc., an investor relations company that advises managements on strengthening corporate candor in order to improve execution and financial valuation. The Rittenhouse Rankings annual survey is the world’s only benchmark to correlate financial performance with CEO Candor. She is the author of Buffett’s Bites and Do Business with People You Can Trust. Log in to listen at www.voiceamerica.com. 12pm EST.

Mon. Mar. 28th New York, NY Sandra Styer

Sandy Styer will be speaking on “Building Your Trusted Advisor Skills” at the Masa Israel Journey on Monday, March 28th in New York City.

 

Wed. Apr. 27th Fargo, ND Sandra Styer

Sandy Styer will be presenting “The Heart of Trust: Keys to Becoming a Trusted Advisor” at the Tristate Trust Conference of the North Dakota Bankers Association on April 27th.

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The first tranche of the Trusted Advisor Mastery Program is completing its final month. Members are taking stock. Here’s what one participant has to say:

“This program is extremely valuable. While the concepts seem so basic and simple, they are powerful. The exercises have helped me to practice what I’m learning. The online modules with Charlie Green are engaging, the one-on-one coaching helped me address specific challenges, and the group calls and Forum gave me an opportunity to share ideas and learn from others.” (Mike Leffler, Owner/Financial Advisor, Portfolio Advisors, Inc)

Stewart Hirsch, head of Trust-based Coaching, will do a live online walk-through of the program on Wednesday, March 9th at 1PM US-EST. If you would like more information or an invitation to the walk-through please email us at: [email protected].