Advisor seats
One firm in each field. A standing seat in the room.
The room in Phoenix where owners, operators, capital, and advisors meet on purpose. Six evenings a year at The Bond, 32nd and Camelback.
An advisor seat is how a firm becomes part of that room. It teaches, it meets people, and it’s named as the club’s firm in its field. One firm per category, by invitation, for a twelve-month term of six Gatherings.
The room
Owners and operators come for the conversations they can’t have at the office: the hire, the loan, the offer, the exit. Those are the calls your firm advises on.
Each evening has one speaker, one subject, and then the room. On September 16 it was Stan Sipes, who helped grow Veyo from $60 million to $200 million in under three years.
Three strangers met at the first Gathering. They’ve been buying companies together ever since. Nobody structured it for them. The room opened a door.
It’s a good night out, too: a drink at the bar, music, couches, and home by nine.
What owners here are facing
Two public numbers from the club’s briefing, Built, Bought or Handed On.
What your firm brings
Spotlights. Planned with the host at the start of the season: fifteen minutes of teaching on something owners here are dealing with now, from the person at your firm who knows it best. Topics and speakers are agreed together, and you can promote your night to your own people and clients, in wording we agree.
Teaching, not advice. Your people spot the issues from the front. The advice comes after, one to one, the way your profession requires.
Your people in the room. Your Relationship Partner at every Gathering, and a specialist when the subject calls for one. Bring clients, too. Any owner can take a seat on Luma, and the evening is on the house.
What your firm gets
Follow-up, like a person. When your people meet someone they hit it off with, they follow up, one to one, from the person that owner met.
Introductions by name. When a member asks for help in your field, the host introduces them to your firm, by name, with the reason. The member is told your firm holds a paid seat.
The seat, by name. Your firm can say it holds the club’s seat in its category.
No seat holds a member or guest list, a logo on screens or tables, or a percentage of anything. And nothing a member says in the room gets used to go after business.
Why it works for your firm
Owners relax when nobody’s pitching them. So they talk about the real call: the hire, the loan, the lease, the exit. Your people hear it first-hand, teach to it, and follow up like people, not a campaign. That’s how a firm becomes the one owners here call first in its field.
Business gets done here. Nobody gets treated like a lead.
The categories
One firm holds each category for the term.
- Legal
- Accounting and tax
- Banking and lending
- Insurance
- M&A advisory
- Wealth
- CRM and online presence
How the money works
Members pay dues. Your firm pays the club for its seat.
Where a firm’s own professional rules allow it, a firm may also pay the club for introducing a customer, and the person is told before that introduction happens.
The club never takes a percentage of anyone’s deal. The terms are set out in the seat agreement.
How it starts
Seats are by invitation. If your firm advises Phoenix owners and belongs in its category, write to Nik Shehaj, President. Tell him the firm, the category, and who would sit in the room for you.