Greater Boston Trusted Adviser Program Raise the Bar for Your Success.
What is a Trusted Advisor? A "trusted advisor" is a highly experienced business professional, often from fields like accounting, law, or PR, and fractional professional service providers. Fractional executives provide specialized expertise and leadership on a part-time or project basis, allowing companies to access high-level strategic guidance without full-time commitment or cost. This model is particularly beneficial for small and medium-sized enterprises (SMEs), and companies in transition or facing specific challenges who provide expert advice and guidance to CEOs and other key executives, acting as a confidential sounding board to help them make better decisions and grow their businesses.
The most common examples of fractional executives are:
1. Fractional Chief Financial Officer (CFO)
2. Fractional Chief Marketing Officer (CMO)
3. Fractional Chief Executive Officer (CEO)
4. Fractional Chief Operating Officer (COO)
5. Fractional Chief Technology Officer (CTO)
6. Fractional Chief Information Officer (CIO)
7. Fractional Chief Sales Officer (CSO) or VP of Sales
Vistage Trusted Advisors represent a dynamic network of high-caliber professionals who are dedicated to driving professional growth through collaborative peer coaching. These experienced service providers come together to challenge one another, share critical insights, and create a confidential sounding board for solving complex business challenges. By leveraging their diverse expertise across small and medium-sized enterprises, these advisors help CEOs and key executives make better decisions, access specialized leadership guidance, and accelerate business growth—all without the commitment of full-time executive hires. Their collaborative approach ensures members can expand their professional networks, uncover innovative solutions, and continuously elevate their strategic capabilities in an ever-evolving business landscape.
Are you READY for your next level of success?
The Vistage Trusted Advisor Program is only for professional service providers who want to grow, collaborate, and learn from others from a wide range of industries.
Get help with your biggest problems from people who have faced and overcome similar obstacles.
This trusted network will give you the tools, resources, and strategies you need to get better results. It will also give you the confidence you need to help your clients more and build a reputation that will enhance your business growth.
The ideal members for our Trusted Advisor Program are people who:
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Maintain a positive reputation by providing outstanding service, exceptional professionalism, and consistently exceeding expectations
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Include CEOs as major clients; they are eager and able to make introductions to other members
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Have a track record of personal improvement and best practices; are recognized as an industry leader
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Accept a commitment to the group, which includes active participation and regular attendance at monthly meetings
Guiding Principles
Adherence to our group’s guiding principles is critical to our success. When all members are working together to achieve a common objective, we actively encourage one another, keep laser-focused on what matters most, and are committed to learning and advancing together.
Trusted Advisor Member Benefits
Confidential peer advisory group
- Establish professional and personal relationships with complimentary, noncompeting service providers
- Maximize existing business potential and gain exposure to new business opportunities
- Gain new perspectives by discussing challenges and opportunities with peers, providing a clearer vision for the path forward
- Award winning, certified executive coach facilitates every meeting
- Half-day meetings held every month
Unparalleled community connections
- 24/7 access to a global community of 45,000+ members across 35+ countries
- Join online and in-person networks organized by industry, function, or geography
- Provide subject-matter expertise to CEOs, business owners, and key executives
- Pose tactical questions and get reliable answers from the community
Unlimited opportunities to gain and share expertise
- Exchange insights with thought leaders at events
- Explore speaking opportunities
- Access proprietary research to grow your practice
- Activate new ideas for personal development
Optional: Private executive coaching
- Complement your peer advisory group with one-to-one coaching from an award-winning, certified executive coach
- Get personalized guidance to navigate challenges and opportunities
Trusted Advisor Program Overview
| Peer Group Size | 8-20 members |
|---|---|
| Meeting Frequency | Monthly half-day meetings |
| Meeting Location(s) | All members are on a rotating hosting schedule |
| Online Community | 45,000+ members in over 35 countries |
| Research & Insights Center | Actionable, data driven insights & expert perspectives |
| Monthly Dues | Only $475* (CEO membership referral provides 6-months dues credit) |
| Enrollment Fee | $350* (one time) |
| Attendance Expectations | At least 80% |
| Duration | Ongoing, evergreen program |
| Cancelation Policy | 90-day |
*Pricing subject to change without notice.
Common Objections and Responses
Vistage Peer Advisory Groups provide a unique and confidential environment for Trusted Advisors to tackle their most pressing challenges alongside a diverse group of peers. Many leaders hesitate to join due to common objections such as time constraints, perceived costs, or skepticism about the value of outside advice.
Vistage is designed specifically to address these concerns. Our members find that dedicating just one afternoon a month to meeting in-person with fellow executives saves them time with smart decision-making; it also leads to significant growth and improved outcomes for their businesses.
With access to unbiased feedback and fresh perspectives, members often discover innovative solutions that they might not have considered alone. The commitment to confidentiality ensures a safe space for candid discussions, allowing leaders to share their challenges without fear of judgment.
Objection: I don’t have time.
Response: That’s why Vistage is perfect, it helps you save time by making better decisions, faster.
Objection: I’m not sure it’s worth it for me.
Response: Members often realize their greatest breakthroughs when they least expect it.
Objection: It’s too much of a commitment.
Response: Just one afternoon a month, the impact lasts much longer—most members stay for years.
Objection: I can get advice from my network.
Response: Vistage offers diverse, unbiased advice from peers who truly understand the Trusted Advisor role.
Objection: It’s too expensive.
Response: Think of it as an investment—members see significant ROI through growth and better decisions.
Objection: I already have a business coach.
Response: Vistage adds peer input, offering multiple perspectives beyond what one coach provides.
Objection: I don’t need outside advice.
Response: Even the best Trusted Advisors benefit from fresh perspectives and solutions they haven't considered.
Objection: I’ve tried groups like this before.
Response: Vistage is different, it’s action-oriented, with high-level peers who hold each other accountable.
Objection: I can’t step away from my business.
Response: Vistage gives you tools to work ON your business, not just IN your business.
Objection: I’m doing fine without it.
Response: Imagine how much more you could accomplish with the right advisory group behind you.
Objection: I don’t like group settings.
Response: Vistage groups are small, confidential, and laser-focused on real business issues.
Objection: I already know my next steps.
Response: Vistage helps you refine and fast-track those steps with proven insights.
Objection: My industry is unique.
Response: The diversity in the group gives you fresh perspectives you won’t get in your industry.
Objection: I don’t want to share my business problems.
Response: Vistage groups are 100% confidential, creating a safe space for candid discussions.
Objection: I’m already successful.
Response: That’s great—Vistage is designed to help successful leaders reach even greater heights.
Are you ready to unlock your potential for greater success?
Join our strong network of high-caliber leaders who challenge and encourage one another while also sharing their insights to collaborate which allows for better decisions and better outcomes.
Click here to schedule an introductory call to learn more.