Prospective Members
The KLTR Group builds valuable relationships between executive-level professionals who serve as key and valued advisors to the decision-makers at their clients. Our members have the highest standards of trust, competence, honor, effectiveness and responsiveness. The KLTR Group fosters the environment necessary to generate commerce, build relationships, and engender collaboration among our members for the benefit of their clients and each other.
If you are interested in becoming a member of The KLTR Group, please complete a Prospective Member Questionnaire. The level of detail we require is a necessary first step for a prospective member, to enable us to place you into an appropriate group.
The KLTR Group has a non-solicitation policy. Referrals and commerce come from the relationships you develop. To help foster relationship, The KLTR Group members do not "sell" to each other. Direct soliciting of business and unsolicited distribution of marketing materials to other members is against our philosophy and grounds for revocation of membership.
Prospective members may guest up to three times at KLTR Group meetings over a four month period prior to making a decision to join. Membership in The KLTR Group will be backdated to your first meeting as a guest, even if the attendance is at a group not joined.
When you attend a group meeting and find a group you would like to join, the first step is to tell the Group Leader or a KLTR Group Executive Board member. The Executive Board will make any and all decisions regarding membership.
Annual membership dues are $600. Dues are payable in FULL once you have accepted the Membership Invitation to join.
Membership renewal is at the discretion of the Group Leader and is based on commitment to the responsibilities of membership, which includes 80% attendance at meetings and triads, and proactive collaboration, referrals and information sharing with other members in The KLTR Group.
Valued Resources
An incredible benefit of The KLTR Group is the ability to collaborate with highly-skilled professionals who can help you develop unique and more valuable contributions to your clients.Valued Relationships
Our monthly group meetings (mostly in conference rooms of professional firms, over coffee and a light breakfast) create the perfect atmosphere with your fellow members. Between meetings, you will participate in a "triad", which enables three or four members or guests to get to know each other in more depth over breakfast, lunch or coffee. Members may also be a guest at other KLTR Group meetings up to three times per year per group. Members from many groups may network at KLTR Group organized mixers and social events.Valued Data Base
If you have an opportunity for a fellow member, one seeking a business opportunity and a fellow member might help, you can announce the opportunity through the website. Opportunities are distributed weekly.Valued knowledge
Through presentations and participation at The KLTR Group meetings and “Triads,” as well as less formal interactions, members discover new and emerging facts, issues, concerns and opportunities in other professions and commercial areas.Valued Referrals
Members, who Know, Like and Trust each other, become each other's important resources and Referrals, for the mutual benefit of their clients and themselves.Who is a suitable member?
An executive-level professional who is a valued and influential advisor and regularly introduces clients to other professionals and resources both within and outside of their focus area.Prospective members have the following attributes: Valued Advisor: clients regularly seek him/her out for advice, facilitates introductions to other professionals and resources in multiple areas of expertise.
Referral Source: regularly makes and receives quality referrals and introductions. Professionals with an extensive contact base of colleagues, prospects and clients who want to share and connect others who are similarly situated. This includes newer professionals actively refining their skills at making referrals.
Professional: reflects a high degree of trust, competence, honor, effectiveness and responsiveness. The prospective member also needs to be in good standing, certified and/or licensed in their respective profession.
Presence: positive minded people who bring energy, enthusiasm and a feeling of community as well as add depth and meaning to their group and The KLTR Group.
Markets Served: principally service middle-market companies, established professional service firms and high net worth individuals. Provide services to professionals at the highest level of their firms including owner, CEO, CFO, COO, investor and/or Board of Directors.
Apply for membership if you are a valued advisor or as described above and you want to build relationships to better serve your clients and create commerce for you and other executive level professionals.
We look forward to adding you to the network of executive level professionals of The KLTR Group. If you are interested in becoming a member of The KLTR Group, please complete a Prospective Member Questionnaire.