Trusted Advisor Group Benefits
The TAG network allows members to engage with, and support each other. Delivering a eco-system that consists of Members , Partners and Consumers, where everyone contributes, everyone adds value, and everyone benefits.
Members get access to business partners that will help them to streamline and grow their business as well as access to great discounts and events.
Trusted Advisor Proposition Wheel:
Trusted Advisor Proposition Wheel:
Hover over each section to learn more
Trusted Advisor Mission:
To create a new standard of financial advisor
To build a community of like-minded peers
To create an Eco System where everyone contributes
To deliver business growth and results
Trusted Advisor Member Benefits for
Financial Advisory Firms
Part of the New Standard of Advisors in Ireland
- Community of like minded peers
- Set criteria for entry, capped membership
Trusted Advisor Partners
- 50% back in hours
- Panel of leading industry experts
Quarterly Events
- Best in class content
- Current, relative & relevant
- 15 Hours CPD
Online Portal
- Find my Trusted Advisor
- Forum
- Knowledge sharing
- Best Practice
Discounts
- Access to discounts on IT & Software
Presence & Promotion
- Build consumer trust & confidence
- Phased campaigns
Pricing
Silver
€100/Month
Quarterly Events
- Best in class content
Current, relative & relevant, 15 Hours CPD
Online Portal
- Find My Advisor, Members Forum, Knowledge sharing, Best Practice
Discounts
- ClearChoice, Voyant, IT.ie, Financial Express, Flender
Partners
- Access to our panel of partners who
are leaders in their field
Gold
€199/Month
All of Level 1 PLUS
- 50% rebate in hours
- Discount fees for
any additional hours
Partner events:
- Bringing members
and partners together
Platinum
Coming Soon
All of Level 1 & 2 PLUS
- Inclusion in Trusted Advisor
marketing campaign
- Generation of leads
- Branding & marketing support