What Is a Top Trusted Advisor?

How do you tell one lawyer from another? Or one accountant from another? How can you trust one wealth manager over any other money manager? Is one insurance professional better than other agents? And is there really a difference between real estate professionals?

You bet there is!

      The difference is not just one thing or another, it’s the sum total of everything about a service professional. Things like training, experience, continued education, success and promotion in the profession, peer reviews, client satisfaction, and professional referrals and recommendations all play a part of a service professional becoming a top trusted advisor.

      At TopTrustedAdvisors.com, we have a multi-tiered process for vetting professional service providers. It begins with vetting through an organization called Echelon Business Development, a leader in networking and business development for attorney, CPAs, business advisors, wealth managers, real estate and marketing professionals. Individuals vetted by Echelon must meet strict qualifications. This includes:

  • Minimum 7 years in the profession*
  • Limited to only certain professions dealing with trusted advisor capacity such as legal, financial, or high level/C-suite business advising
  • Appropriate/approved schooling and training
  • All applicable and necessary licenses or certifications
  • Personal recommendation into the organization
  • Approval of the 5-person membership committee
  • Personal approval of a group moderator
  • Required annual renewal with peer approval
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In addition, TopTrustedAdvisors.com monitors professional activity, on-going and continuing education, client satisfaction, and peer endorsement.

So if you are looking for a true top trusted advisor, you have come to the place at TopTrustedAdivsors.com.

 

*TopTrustedAdvisors.com does include a listing of small group professional service advisors who are rising starts in their fields. These professional meet all of the professional requirements listed above, with the exception they may not have yet completed 7 years in the profession. Instead, these professionals are identified as “partner-track” advisors, and are vetted for showing excellence in professionalism, quality of work, and customer satisfaction. These are identified on this website as being “Echelon 2” members.