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What We Are

What We Are

What We Are

 

Trusted Advisors Sarasota (TAS) is an exclusive invite-only referral group. Members of the group focus on best practices, systems and processes, and introductions to like-minded individuals that we can bring value to. We meet once a month at member’s offices to brainstorm on how to grow each other's businesses. We have a specialist in each industry that we think will make the biggest impact in our clients lives. Our future vision is to get more involved in the community and to pick a philanthropy that we can give back to.

Brain Trust

What We Are

What We Are


 “Moral malpractice” occurs when professionals offer advice outside of their area of expertise. With that in mind we have chosen to surround ourselves with experts in their fields that we can trust and refer to clients. 

Competence

What We Are

Competence

 

We believe there are two aspects of competence, both of which are equally important.


  • Possess expert knowledge in a particular field maintained through a commitment to continuing education.
  • Awareness of the limitations of expertise and the willingness to disclose these limitations and to seek additional help when it is needed.

Our Partners

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About Us

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How This Happened

The first Trusted Advisors was created in Tampa, originally formed because they enjoyed each others company and wanted to hang out more. They were all hungry to grow their businesses and realized they could create a group that made prospecting easier while holding each other accountable to a higher standard. We have duplicated this approach in Sarasota, creating a group that makes prospecting easier, lower tension, and enhances the client/customer experience through access to a group of trusted pros.

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Sharing Best Practices

Most successful business owners will tell you they could not have accomplished their goals without help. Our core principles are that we help each other in not only finding new customers but also continue our  learning to create a stronger practices. We believe in getting better day by day and surrounding ourselves with the best of the best.  

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Prospecting

 Ultimately the goal is to build each others businesses through organic prospecting among the members. We are all meeting with professionals on a daily basis and we believe in building a core group of individuals that we trust and who are experts in their fields.  

Founding members

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Your Name

Your Name

Your Name

Contact info


Biography

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Your Name

Your Name

Your Name

 Contact info


Biography

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Your Name

Your Name

Your Name

 Contact info


Biography

Contact Us

Interested in being a part of the group?

Trusted Advisors Sarasota

1343 Main Street, Sarasota, Florida 34236, United States

1343 Main St, Sarasota, FL 34236

941-549-8449

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