Trusted Advisory Team: Official Group Rules & Expectations

1. Referral Commitment

• Members agree to refer to fellow Trusted Advisory Team members first, when appropriate.

• Actively seek opportunities to promote, recommend, or support other members’ businesses.

• Each member is expected to bring quality referrals to the group on a regular basis.

2. Exclusivity

• Only one member per business service category is allowed at a time.

• Members must accurately represent their core services to avoid overlap.

• Category conflicts or questions will be reviewed and resolved by the leadership team.

3. Meeting Attendance

• Members are expected to attend 90% of weekly meetings, with a minimum of one meeting per month.

• Consistent absences without communication may result in review or removal.

• If you’re unable to attend, notify the group lead or send a representative when possible.

4. Professional Conduct

• Members agree to maintain a high level of professionalism.

• Respond to inquiries quickly and respectfully.

• Always act with honesty, integrity, and respect toward fellow members and referrals.

5. Membership Fees

• Membership requires a $40/month or $400/year payment.

• Fees are due on time and go toward group operations, promotions, and events.

• Members more than 30 days late on payment may be suspended or removed.

6. Group Promotion & Marketing

• Group efforts will be made to promote members on Facebook, Instagram, and other platforms.

• Members may be featured in partner spotlights, social campaigns, or community events.

• Participation in social media and group promotions is encouraged.

7. Participation & Community Involvement

• Members are encouraged to take part in:

  • Partner highlights

  • Leadership development topics

  • Guest speaker sessions

  • Service projects and local events (e.g. Tunes @ Tapps)

8. Conflict of Interest & Dispute Resolution

• Be transparent about any potential conflicts of interest.

• Do not solicit clients in ways that compromise another member’s business.

• Disagreements will be reviewed respectfully by the leadership team.

9. Membership Review or Termination

• Membership may be reviewed or revoked for:

  • Repeated absences

  • Failure to provide referrals

  • Non-payment

  • Unprofessional or unethical conduct

10. Acknowledgment

By joining the Trusted Advisory Team, you agree to these rules and expectations. You are committing to:

• Regular attendance

• Active referrals

• Professional conduct

• On-time membership payments

• Supporting the success of the group as a whole