ProVisors is the largest professional networking organization exclusively for Trusted Advisors with regional chapters across the country. We've helped over 8,000+ members in legal, accounting, banking and other spaces win countless referrals for 30+ years. Our proven relationship building system is based on the foundation of Know, Like, Trust, Refer by which members quickly establish powerful relationships that generate referrals, meet other high level advisors to help them better serve client needs, and establish meaningful relationships with like minded professionals. 

Professional Networking

ProVisors

ProVisors' headquarters in Los Angeles, CA, United States

Matt Toledo

Tuyen Sullivan

Karin Painter

Lisa L. Meredith

Paige Murphy

Steve Fretzin

Kristy Llamas

The Group Leaders and Affinity Group Coordinators at ProVisors are responsible for overseeing regional chapters and specialized affinity groups, facilitating networking events, and fostering collaboration among members. They help cultivate strong relationships among Trusted Advisors by guiding discussions, organizing activities, and promoting referral opportunities within their respective groups. Their role is essential in maintaining the vibrant community and ensuring that members effectively leverage their professional connections to enhance client services and achieve mutual growth.

Group Leaders and Affinity Group Coordinators

The Nonprofit Engagement Team at ProVisors is dedicated to fostering connections between members and nonprofit organizations, enhancing collaboration and referral opportunities within the nonprofit sector. By leveraging their extensive networks and expertise, team members work to promote best practices, support nonprofit initiatives, and create valuable partnerships that align with the mission of ProVisors to build trust and enhance service to clients across various industries.

Nonprofit Engagement Team

The Leadership Team at ProVisors is responsible for guiding the strategic vision and operational direction of the organization. This includes fostering member engagement, enhancing marketing initiatives and events, expanding membership growth, and nurturing high-level relationships among Trusted Advisors to drive referrals and connection opportunities within the professional network. Together, they ensure the continued success and relevance of ProVisors in the evolving networking landscape.

Leadership Team

The Sales and Account Management team at ProVisors is responsible for driving membership growth and fostering strong relationships with existing members. They work collaboratively to understand member needs, facilitate connections, and ensure member satisfaction, ultimately enhancing the referral opportunities and value provided by the organization. The team also strategizes on regional outreach initiatives to attract new Trusted Advisors and promote engagement within local chapters.

Sales and Account Management

The Event Management Team at ProVisors is responsible for organizing and executing a variety of networking events, workshops, and conferences that facilitate relationship-building among members. They coordinate logistics, manage vendor relationships, and create engaging experiences that align with the company's mission to foster connections among Trusted Advisors, ultimately helping members to expand their networks and referrals.

ProVisors

Org chart

Teams

Group Leaders and Affinity Group Coordinators

Nonprofit Engagement Team

Leadership Team

Sales and Account Management

Event Management Team

Offices

ProVisors

Org chart

Teams

Group Leaders and Affinity Group Coordinators

Nonprofit Engagement Team

Leadership Team

Sales and Account Management

Event Management Team

Offices

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