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

Advisor Benefits

Trusted Advisor Mission:

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To create a new standard of financial advisor

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To build a community of like-minded peers

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To create an Eco System where everyone contributes

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To deliver business growth and results

Trusted Advisor Group Ecosystem:

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

TAG-Silver-Membership

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

TAG-Silver-Membership

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

TAG-Platinum-Membership

Platinum

Coming Soon

All of Level 1 & 2 PLUS
  • Inclusion in Trusted Advisor
    marketing campaign
  • Generation of leads
  • Branding & marketing support