Peer Roundtables for Trusted Advisors
Overview
The Trusted Advisors Roundtable is designed for senior professionals who want a trusted, confidential space to process issues and make better decisions.
Each group brings together senior-level advisors who meet monthly to work through real issues, guided by structured conversation and grounded in lived experience.
While this is not a referral group, trusted relationships in this setting tend to create natural opportunities over time.
Who It’s For
Trusted Advisors Roundtables are a fit for leaders who:
- Work closely with C-level leaders and want to be more effective in their role
- Want different perspectives without agendas or selling
- Are open to learning from peers who have similar responsibilities
- Value building relationships with other trusted advisors
The Format
Monthly half-day meetings
12–14 non-competing members
Professionally facilitated
Strict confidentiality
What Gets Discussed
Common issues include:
Navigating complex client relationships
Knowing how to listen more effectively
Managing boundaries, expectations, and trust
Improving effectiveness and impact with clients
How to grow the practice through messaging and outreach
What Makes This Group Valuable
Experienced Advisors
Peer input from seasoned advisors
Practical Insight
Conversations grounded in real-world experience
Thoughtful Exchange
A space to reflect, challenge assumptions, and grow
Trusted Relationships
Strong relationships that develop naturally over time
As someone who has been part of many roundtables throughout my career, EAC stands apart. The conversations are thoughtful, candid, and grounded in real experience. The trust among members creates an environment where relationships naturally grow into meaningful collaboration.
Jason Pappas | Antson Advisors
Next Step
If you advise C-level leaders and want to be more effective in that role, let’s start with a conversation.