San Antonio Vistage 
Trusted Advisors Groups

Vistage Trusted Advisors Groups provide leaders with the business tools and resources to improve your decisions and grow your company. Each group consists of up to 20 professional service providers (examples below). 

Example Trusted Advisor Firms

  1. PEO executives
  2. Attorneys, HR, lobbyist, general business, litigation, etc.
  3. CFO interim and augmentation services
  4. Business leasing/real estate
  5. Estate/money managers
  6. Private investigators – high level
  7. CPA’s
  8. Bankers
  9. PR – marketing
  10. Sales development – trainers
  11. Staffing
  12. Commercial insurance
  13. Testing (DISC, Culture Index, Predictive Index etc.)
  14. Strategic planning, business consulting
  15. Personal/professional development
  16. Business Publications
  17. Executive recruiters
  18. Business writers
  19. General business planners
  20. Negotiators – mediators

Monthly Group Meeting

We meet as a group once a month to roll up our sleeves & work through our most significant issues and opportunities. 

Benefits

  • Issue processing and problem solving to grow your practice
  • Business development and sales training
  • Group accountability and pipeline management tools
  •  Invitations to Vistage speakers, mixers, events and Vistage Executive Summit
  • Access to be a resource to Vistage San Antonio CEO’s and leaders

Qualifications

  • Well-regarded professional services firm serving San Antonio businesses
  • Trusted Advisor candidates must be nominated/ sponsored by a Vistage member
  • Member must be selling high quality products or services to C-level executives
  • Willing to learn in a group setting and be available to serve the Vistage community
"It's been more than profitable; it's been enjoyable to be in the Vistage Grow Trusted Advisor group, where I can give and receive honest feedback and practical steps to overcome self-imposed limitations in business and life"
Scott McMurrian
President & Founder of Bottom Line Realty Advisors, LLC

Outpace the Competition

In 2020, Vistage CEO members grew their annual revenue on average by 4.6%, while nonmembers with comparable businesses saw revenue decrease by 4.7% according to a study of Dun & Bradstreet data.

Let's Talk

Schedule a 15-minute call to explore the potential of Vistage for you and your business. Following our initial conversation, if we both see value, we can arrange a more in-depth meeting to dive deeper into your business objectives. This will help us mutually decide if moving forward is beneficial at this time.
Jason Straughan headshot outdoor dark backgroud

Become part of a powerful community of high-caliber executives who share their perspectives to help you become a better leader, make better decisions and achieve better results.