ProVisors Member Testimonials

“Tony and ProVisors San Jose' 1 you made my day!

I don't think that I would have been able to survive this tough period as well as I am doing without my ProVisors' family. Keeping in touch with so many smart and caring professionals has helped me in many ways. It is forcing me to wake up early in the morning and get going. It helps me to keep refining my professional skills so I can help my clients even better. It helps me to include in my thinking different point of views. It helps me to feed my natural curiosity for learning. It provides me with the human component that I need badly (after all I am an extrovert, I love people and I am Italian). Finally it helps me to feel useful when I can refer business or simply help one of you with suggestions or introductions. You are giving me the "why". Priceless.”

Grazia BennettSotheby's International Realty / ProVisors San Francisco 5

“I want to tell you how much new business I have been getting because of Zoom. I will probably end up with more business because of the ProVisors Zoom Affinity group meetings than I can handle. I guess that's a good problem to have.

I had an incredible conversation this morning with a ProVisors member Doug Waterman. He and I hit it off very well and expect to refer business back and forth. He's based in Atlanta and I would have never met him otherwise without Zoom. This is just one of several such occurrences that have happened in my business since we've been using Zoom in ProVisors.”

Eric P. Rose, NPDP, MBAPinnacle Product Innovation, Inc. / ProVisors Silicon Beach 2

“When I joined ProVisors 5+ years ago I was expecting to build meaningful professional relationships to support me in my career - what I couldn’t have predicted was that over 40% of my agency’s revenue and 80% of my outbound referrals would be connected to those relationships. ProVisors (and the relationships formed therein) has been the single most impactful force in the evolution of my career.

Since joining ProVisors 5+ years ago I have been able to evolve from just an insurance agent to a well-rounded consultant for my clients - my ProVisors community serves as an invaluable resource for my clients’ non-insurance needs.”

Nathan CraigCulture Insurance Group, President / ProVisors San Diego

“Not only has ProVisors increased my revenue significantly, but it has allowed me access to a wide-ranging and highly experienced set of professionals to further meet my clients' needs. As a small law firm, having such a “deep bench” of qualified professionals is immeasurable. The unexpected bonus of my ProVisors membership are the number of wonderful friends I’ve made since joining.”

Chrissa CordayCorday & Hartney, Attorney / ProVisors San Diego

“Not only has Provisors helped me land some of my biggest clients, Provisors has also led to some of my best trusted advisor relationships, as well as exceptional friendships. The level of the network created by the professionals in Provisors is unparalleled.”

Brooke QuistSeed Intellectual Property Law Group, Attorney / ProVisors Seattle

“5x ROI on my investment in ProVisors in the first two months since joining! All from one new client engagement with several more leads in the pipeline. More importantly, by referring variety of professionals to my existing clients, I am building stronger relationships with them. I am quickly earning a status of a “connector”. It has also been great to be part of the diverse professional advisors’ community. I find the approach of giving testimonial about other professionals to be extremely valuable as it requires me to really understand them and their business.”

Marek OmilianValue Prism Consulting, Managing Director / ProVisors Seattle

“ProVisors has been a successful part of my business development efforts at Farmers & Merchants Bank for several years. I’m pleased to be able to connect my clients with the services offered by other ProVisor members. Over time, I have developed several strong business relationships with key industry leaders in ProVisors, while also continuing to develop ties with other members by regularly attending different home and affinity groups.

The highly successful ProVisor member will professionally and personally communicate a clear message about their client solutions so other ProVisor members can have confidence in their referrals. I look forward to many more years of fruitful exchanges with my fellow ProVisors.”

Peter MeyersFarmers & Merchants Bank / ProVisors Orange County

“At my first ProVisors meeting eight years ago, I found what I had been looking for in a networking group, a group of vetted professionals where the focus is establishing relationships of trust first. The referrals naturally follow and the friendships are priceless.”

Carol GloverChase Law Group, Attorney / ProVisors Los Angeles

“Before ProVisors I was a member of over 10 different groups to grow and support my practice. ProVisors eliminated the need for all of them and has given me a go to place to network and grow with the best and the brightest on every community I work in!”

Sarah ReznickEdward Jones / ProVisors Los Angeles

“I have been a member of Provisors since 2014 and it has turned out, easily, to be one of the best strategic moves of my 35 year career in real estate lending.”

Jim ArgoMortgage Banker Advisor / ProVisors San Francisco

“ProVisors has dramatically increased my network with seasoned professionals - deepening my relationship with clients who view me as a trusted advisor looking after their best interests.”

Pete RavaniCBIZ Retirement Plan Services / ProVisors Silicon Valley

“The wealth of professional resources, relationships, connections and referrals are incomparable and priceless to any other organization I’ve been associated with.”

Jesse LaikinLee & Associates Commercial Real Estate / ProVisors Los Angeles