Trusted Advisor Board

Where Trusted Advisors Strengthen

Their Impact With CEOs

A confidential peer advisory environment for professionals who serve business owners and
executive leadership teams.

Led by Fenella Kim, MBA, CPP — Chair with Vistage Worldwide and three-time exited CEO

This Board is Designed for Advisors
to WHO Work Closely With Business Owners

This environment is ideal if you regularly support:

Members typically include:

Strategic clarity
Commercial lenders
Wealth advisors
Fractional CFOs
HR strategy consultants
M&A advisors
Management consultants
Insurance risk advisors

Five Diagnostic Tools

Built for Leaders at Your Level.

Each assessment captures your information, connects to CRM, and triggers a
follow-up workflow to help you take action on what you discover.

What Makes This Board Different

Most professional groups focus on:

This board focuses on:

Why Advisors Work With Fenella

Executives choose peer environments based on leadership credibility.

Fenella Kim brings:

Three successful CEO exits
Experience advising founder-led organizations
Deep familiarity with succession environments
Leadership across multiple executive peer advisory boards
Cross-industry executive perspective

What Members Typically Experience

Inside the Trusted Advisor Board environment:

Members often describe the experience as:

The Long-term Value of the Trusted Advisor Board

Most professional groups focus on:

Membership is by Selection Conversation

Peer advisory boards work best when members are aligned in:

This board works especially well for advisors who serve:

Why Advisors Join a

A Powerful Environment for Advisors

WHO Want to Operate at a Higher Strategic Level

Trusted Advisor Board members strengthen their ability to support clients in areas such as:

This insight makes advisors more valuable to the organizations they serve.

Executive decision support

Organizational alignment

Capital strategy awareness

Leadership transitions

Growth planning conversations

WHO This Board is Best Suited for

This environment works best for advisors who:

They often join at a different stage:

Work More Closely With Leaders

Who Shape Organizations

If you serve CEOs and business owners, this board was designed for you.