Welcome to ProVisors

We’re excited to welcome you to our community of Trusted Advisors. Through your membership in ProVisors, you’ll have the opportunity to leverage our proven system to receive business referrals, have access to an amazing network of trusted advisors to help you serve your current clients, build your personal and firm brand and make lifelong friendships with like-minded professionals.

You’ve made a great investment in yourself and your business by joining ProVisors. We want you to maximize your membership and realize a great return on that investment. With that in mind, it’s important to focus on your first 30 days, and recognize that you’ll get out of this experience what you put into it.

3 Tips to Kickstart Your Membership 

1. Read this document! The full Member Handbook and Code of Conduct (found at https://www.provisors.com/resources) will answer all your questions, but this QuickStart Guide is intended to give you enough of the key details so you can put your membership to work immediately!
2. Login to The Hub: https://hub.provisors.com
   Complete your Member Profile – see below for more details on how to approach this.
3. Schedule your New Member Welcome call with a Member Service Representative if you haven’t already – the office  line is 818-382-6496.

What You Need to Know to Get Started

Home Group
Your Home Group is the heart of your ProVisors experience. These monthly meetings are where you will form your core relationships and live our motto of “Know. Trust. Like. Refer.” To maximize your membership and accelerate results, target 100% attendance for the year at your Home Group meetings. To get started, RSVP for your first meeting on The Hub!

What to Expect During a Meeting
While each meeting might flow a bit differently, there are a few key elements you can expect in every meeting:

• Informal networking: Arrive (or login) early to meet people before the meeting begins.
• Introductions: Be prepared to share a 45 second professional introduction consisting of:
  • Your name
  • Your organization
  • The primary problem you solve for clients
  • A memorable, 1-2 sentence value proposition that includes who your ideal client is
• Testimonials: Considered the currency of ProVisors, Testimonials follow a specific framework to recognize referrals. When offering a Testimonial in a meeting, you stand up and express your appreciation by giving a short promotion for the person who referred you, thereby elevating their brand as well as your own. The Testimonial should be genuine, heartfelt, and more about the other person than yourself.
• Needs/Deals/Wants: If time permits, Members will be allowed to briefly share any help they’re seeking on a personal or professional basis (eg. hiring a key role, teaming opportunities, etc.). Note: business-related requests can also be shared electronically through ProVisors Business Opportunities on The Hub.
• Troika Assignments: At the end of each meeting, you will be matched with two other Members to establish a time to meet-up for a Troika. A Troika is an informal, non-hosted meeting of three people (usually over a coffee, activity or virtually) scheduled during the month following the meeting, designed to foster the “Know. Like. Trust.” motto.

Other Ways to Maximize Your Membership
Be sure to read the Member Handbook for more information on other ways to maximize your membership, such as through Guesting, Affinity Groups, and New Member Orientations.