Trusted Advisor Program — San Antonio
A peer advisory group for the professionals whose clients are CEOs — and who want more of them, better ones, and stronger relationships with all of them.
Who It’s For
One seat per professional category. Yours may be open.
Your clients are CEOs and business owners. You provide counsel they cannot get anywhere else. This group gives you a room to do the same for yourself — a confidential monthly forum with San Antonio’s best professional service providers, direct access to the Vistage CEO community, and one referral partner per professional category who will not compete with you. The network is the product. The peer conversation is how you sharpen the work.
- Professional service provider whose primary clients are CEOs, business owners, or C-suite executives
- Operating in accounting, law, banking, PR, HR, technology, marketing, or as a fractional CFO, CMO, or COO
- Recognized as an expert in your field with an established client base
- Looking to grow your practice, generate better referrals, and build standing inside the CEO community
- Willing to contribute value to peers – not only receive it
- One member per professional category – your category may already be filled
- Based in San Antonio or the surrounding metro area
The Program
What membership looks like.
A focused monthly meeting facilitated by Jason, built around the specific challenges of advising at the executive level in San Antonio.
One professional per category. No competitive conflicts. Every person in the room is a potential referral partner and a genuine peer.
Direct exposure to Jason’s CEO groups, Vistage regional events, and 45,000 business leaders worldwide. The access compounds over time.
Topics We Tackle
What gets discussed in this room.
Growing Your Practice
How San Antonio’s best advisors are landing larger, better clients without chasing them.
Expert Positioning
Building a reputation that causes CEOs to seek you out rather than the other way around.
The Referral Network
Generating consistent, high-quality referrals from the relationships you are already in.
Advising at the Top
The difference between a trusted advisor and a vendor — and how to ensure you are always the former.
Running Your Practice
Pricing, capacity, operations, and the business decisions behind the business you run.
Complex Client Situations
When your client is in crisis, making a significant mistake, or asking something hard of you.
“Jason is the executive coach you want in your corner—direct, insightful, relentlessly focused on results, and, most importantly, a genuinely good human. He pushes just enough to challenge your thinking and keep you moving forward. Honestly, if I have to review my goals one more time, I might run screaming from the room—but I can’t argue with the results. His approach works. If you need someone who cuts through the noise, keeps you accountable, and actually helps you get things done, Jason is your guy.”
FAQ
Questions we hear most.
Is this the same as the CEO peer group?
How does access to the Vistage CEO community work in practice?
What professional categories are typically represented?
What does membership cost?
Limited Availability
Your category may still be open.
The Trusted Advisor Program has one seat per professional category. Categories fill and stay filled. A 30-minute call is the fastest way to find out whether your category is available and whether you qualify.
Discovery Call
Find out if your seat is available.
30 minutes. Direct conversation. If a seat is open in your category, you will know by the end of the call.
No pitch. No obligation. 30 minutes.