Trusted Advisor Event Listing

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 including Bethesda, MD; Fargo, ND and through globally accessed webinars.

Also, a word about the Trusted Advisor Mastery Program.


Trusted Advisor Event Listing Tues. Feb. 22nd Bethesda, MD Charles H. Green

Charlie will be the luncheon speaker, hosted by the Bethesda Chevy Chase Rotary; at the Kenwood Country Club, 12:15PM. He will be talking on the subject of “Trust and Influence in Customer Relationships.” There are 10 guest spots available. To get one, contact Michael Zhuang at

Trusted Advisor Event ListingWed. 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.


The first tranche of the Trusted Advisor Mastery Program is entering its final month. Members are taking stock. Last week we heard from an American lawyer operating in Brazil. Here’s what another participant has to say:

“The Trusted Advisor Mastery Program delivered professional and personal results beyond expectations. The first coaching call was worth the whole price of admission.” (Virginia Sambuco, Sr. Director Marketing Services, Enterprise Solutions, Harland Clarke, San Antonio TX)

Stewart Hirsch, head of Trust-based Coaching, will do a live walk-through of the program on February 23rd at 1PM US-EST. If you’d like an invitation please email us at: