The Trusted Advisor Program Overview and Launch Plan

In case you missed it recently, we previewed the new Trusted Advisors Program that AMCI is excited to launch in the coming weeks.  We are dedicated to making sure all AMCI members are aware of the program and how this work will help to support the 50% by 2050 campaign we have been working on as an association.  Please take time to review the information provided in this email before the official launch of the program just after the AMCI Annual conference.  We hope the session and information will give you a fresh perspective, useful tools, and confidence in how trusted advisor relationships can help your firm grow.

During the webinar session, Megan and Dan shared how you can leverage this program to:

   • Position your firm with trusted advisors as a solution to associations in transition 
   • Leverage trusted advisors to open new doors
   • Turn relationships into long-term growth opportunities

If you were unable to attend, here is a link to the recording of the session:

 Watch the Webinar

To help you put these strategies into practice, AMCI has developed a set of resources to support your trusted advisor outreach. As we prepare to launch the outreach campaign in late February, we are refining these materials — and your feedback is incredibly valuable.

Explore the Trusted Advisor Toolkit

As you review the website, please take a close look at the Resources to Support Your Clients section. This area includes several externally facing tools designed specifically for trusted advisors. If you have suggestions or see areas that could be strengthened, please send your feedback to Bethany at [email protected].

Visit the Website

If you would like your own Trusted Advisors included in the upcoming outreach campaign, please share their name, company, and email address. You’ll find the list of contacts we currently have on file below. Any additions can be sent to Bethany as well.

Trusted Advisor List

We’ve already seen how powerful this approach can be. Sarah Timm, CEO of Parthenon Management Group and AMCI Board Chair, used these strategies to secure two of her AMC’s largest accounts.

Watch the Video

Whether you’re just getting started or want to expand your opportunities, AMCI’s Trusted Advisor Program offers a proven path to smarter, more sustainable growth.