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 http://provisors.reality2.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

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 The Member Exchange 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.

What to Expect During a Meeting

We’ve shared with you a separate QuickStart Guide to help set you up for success during your first month as a member. As part of that, we recommend you attend both an orientation call with your Member Services Representative and an Accelerator Workshop.

Accelerator Workshops

Accelerator Workshops are regularly scheduled meetings that usually take place around lunchtime and serve as an orientation to ProVisors. Led by Group Leaders or Provisors’ staff, this workshop will review best practices, company policies, and tips to set you up for success. It’s a great opportunity to meet other members and expand your network. Your Group Leader or Member Services Representative will be able to tell you when the next Accelerator Workshop is scheduled.

Here’s a taste of what we cover during these interactive sessions:

Overview of our model: “Know. Like. Trust. Refer.”

ProVisor policies and etiquette

How to:

Maximize your membership

Prepare for, participate in and guest at meetings

Give an effective testimonial

Craft and deliver a memorable introduction

Market/refer your fellow members to your clients, friends and family

Help fellow members and be a valued member of the Group

After you complete your 30 Day Checklist and attend an Accelerator Workshop, we encourage you to move on to the tips below to keep your momentum going.

Tips for Success Beyond Your First 30 Days

While your first 30 days are critical for establishing a strong foundation in ProVisors, maximizing your membership is a marathon, not a sprint! Here are some other ideas for how you can continue to deepen your roots over the course of your membership.

Attend meetings regularly.

Strive to attend ALL your Home Group meetings and events.

Arrive early for pre-meeting networking if it’s offered.

Guesting is one of the best value-adds of membership – challenge
yourself to explore other regional and Affinity groups by guesting at at
least one additional meeting each month. (Note: Affinity Groups are
optional groups you may attend that align to specific
interests/professions. For more information on Affinity Groups, please
visit “All You Need to Know About Affinity Groups” below.)

If you have a testimonial for someone outside your Home Group, attend
that member’s meeting and give it there – not only will that member
appreciate the effort, but it will also strengthen your relationship with
that group’s members.

Prepare for meetings.

Know exactly what you’ll say when called upon. (For more information
on the proper format, see the section on Introductions + Testimonials,
below.)

Keep a running list during the month to remember whom to
acknowledge when it’s time for Testimonials and be both brief and
specific when delivering them.

Be prepared to share and respond to Needs/Deals/Wants for additional
visibility.

Build your network.

Identify your strongest alliances within ProVisors and foster these
relationships diligently.

Get to know the Group Leaders and make sure they understand what
you do – they are often the greatest facilitators of commerce within the
organization.

Be on the lookout for potential new members who can bring additional
resources to ProVisors – they will instantly be a strong ally and resource
for you.

Think about the profile of your best referrers (profession, geography,
etc.) and use The Hub to find those people, see what groups they’re in,
and attend those meetings with a goal of connecting with them in a
troika.

Cultivate a relationship with your Regional Director, they can be one of
your best referral sources.

Connect meaningfully during troikas.

Note: A troika is a meeting of three ProVisors members with the goal of
getting to know each other in a less formal setting. There’s more
information on this in the “Key Aspects of Our Meetings” section below.

Troika content should be 70% business, 30% personal and the time
should be equally shared by attendees. Take time to get to know each
other personally – hometowns, hobbies, families, etc. This is how we
advance the “know + like” part of our motto!

Cultivate Reciprocity in Thoughts & Actions

Listen closely. Look for opportunities to create meaningful
introductions for others. Share experience as a resource.

Become known as a “giver,” and you’ll be surprised by all that comes
back to you!

Maximize Your Investment

Know what your membership activity costs in both time and money –
and create a plan to ensure a strong return on this investment.

Take advantage of all the opportunities to connect beyond your Home
Group. This is a national organization with a strong sense of
community. Members are willing to help each other simply by virtue of
being part of this organization.

Show up when the room opens for your meeting; do not leave until the
meeting is over.

Amplify Your Personal Brand

The greatest successes within ProVisors aren’t based so much on who
you know, but on those who know who you are and your reputation
for helping and connecting others. Make yourself visible by being a
giver and a connector

Join your region’s Provisors LinkedIn group.

LinkedIn expands your networking to a national level. It allows
members to connect with professionals from other regions for
resources and referrals for your clients.

Take advantage of (or post) opportunities on The Member Exchange.

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 Accelerator Workshops.

Checklist

Here’s our best advice on what to do in your first 30 days to set yourself up for success.