For Advisors

February 18, 2015 provides you with an efficient way to serve your existing clients as well as unprecedented exposure to new clients through trusted referral. Each approved advisor is teamed up with five additional non competing advisors, such that each board contains the following skill sets:

  • Sales and Marketing
  • Finance
  • HR
  • Operations/IT
  • Legal
  • Strategy/Planning

Each advisory board is assigned to a group of SME members. Members include the clients of each advisor on the board as well as additional members sourced through marketing by Each member of the board contributes a couple of hours each month, providing simple answers to questions from their assigned businesses free of charge. Advisors are permitted to up-sell and cross-sell to customers of other advisors within their board.

Apply Now

Refer an Advisor/SME

Earn a free question each month that you refer a new advisor or SME.

Questions?:  Call 647-966-9870 or email


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