Trusted Advisor Group

A curated peer forum for growth-minded professionals

As a professional responsible for building a book of business within your organization, you face a unique kind of pressure. You’re not the owner, but you carry the weight of delivering like one. And while you’re credentialed and capable, success often comes with blind spots, isolation, and diminishing returns on traditional networking.

The Trusted Advisor Group gives you what your day-to-day environment cannot:

  • Unbiased feedback from high-caliber peers

  • A place to question your answers and sharpen your strategy

  • A trusted circle to vet client challenges, growth ideas, and difficult decisions

  • Organic referrals from peers who know, like, and trust you—not from obligation, but from genuine belief in your value

If your current approach isn’t yielding the traction you want, or if you’re staring down market shifts, tech disruption, and client fatigue, TAG isn’t just helpful—it’s essential.

What Happens in a TAG Meeting?

Each session runs 3–4 hours, in person, with up to 10 non-competing professionals.

Meetings follow our proven COPI framework:

  • Transition & Mindset Reset: Leave execution mode. Step into strategy.

  • COPI Ranking: Members surface the most pressing Challenges, Opportunities, Problems, and Ideas.

  • Challenge Processing: Structured peer feedback with a facilitated problem-solving flow.

  • Learning Modules: Targeted content based on the group’s needs and gaps

  • Perspective Reports (rotational): Deep dives into a member’s practice and positioning

  • Commitments: Each member makes a public monthly commitment—and is held accountable

  • Facilitated by Pathfinder Group founder John Foster, MBA, CBEC, each TAG meeting is shaped to meet the real-time needs of the members.

Ready to Think Bigger—Together? Schedule a Call to explore how Peer Advisory Groups can help you grow your business and reclaim your freedom.