What TPN is, who it's for, how it differs from traditional referral groups, and how to get started.
A Trusted Partner Network is a structured referral network for professional advisors who serve business owners. A curated group of 12–16 professionals from complementary disciplines — CPA, attorney, banker, wealth advisor, exit planner, and more — use shared software and a monthly discipline to make high-value introductions for one another. TPN replaces informal, untracked referral habits with a deliberate, accountable system built on three elements: the Connection Matrix, Introductions of Value, and a recurring Trusted Partner Agenda.
BNI counts leads and is built largely for solopreneurs and consumer-service businesses. TPN is built for professional advisors whose clients are business owners and mid-market companies. Instead of counting leads, TPN measures the strength of relationships through a Connection Matrix and emphasizes introduction quality — every introduction transfers trust and context, not just a name. TPN is for professionals who want structured accountability for high-value introductions rather than high-volume lead exchange.
A referral pod or referral group is a small set of professionals who deliberately send each other business. Most run informally — inconsistent attendance, no shared record of who knows whom, and the same few people making most of the introductions. TPN turns that informal pod into a system: a shared contact matrix, relationship ratings, tracked asks and introductions, and a monthly meeting agenda that builds trust on purpose.
TPN is for mid-market professional services advisors whose clients are business owners: CPAs and accounting partners, wealth advisors and financial planners, Certified Exit Planning Advisors (CEPAs), commercial bankers, M&A and business attorneys, business coaches (EOS Implementers, Vistage chairs), and commercial insurance brokers. The primary organizer is usually a senior advisor who already convenes a referral circle informally and wants to give it structure.
No. Exit planning communities (EPI, XPX, CEPA networks) are a natural fit because they already convene multi-discipline teams — but TPN works for any group of advisors who serve the same business-owner clients: accountants, attorneys, bankers, wealth advisors, coaches, and insurance professionals.
No. TPN is not a personal CRM — it is your group's shared introduction discipline. It complements whatever CRM you already use by making the group's collective network visible and turning introductions into a tracked, accountable practice.
The Connection Matrix is a visual grid of group members by shared contacts, where each member rates how well they know every contact (an A, B, or C relationship). At a glance the group can see who knows whom, how well, and where an introduction is possible — turning a fuzzy network into an actionable map.
An Introduction of Value is a deliberate, high-context introduction in which the introducer takes responsibility for quality — matching a specific problem to a specific solution rather than saying "you two should chat." It transfers trust, not just a name, which is what makes introductions actually convert.
A TPN group is typically 12–16 professionals, ideally one per discipline and with no direct competitors, so every member is a complementary referral source rather than a rival.
Yes. TPN offers a free Chrome extension that reads the LinkedIn profile you're viewing and adds that person to your group in one click — name, title, company, and contact info — with no manual typing. It also flags when a profile is already in your network. Install it from the Chrome Web Store.
TPN is free for all groups during the current beta. When beta ends, every group begins with a 90-day free trial — a full quarter to run meeting cycles and see value before any pricing decision. Founding groups also lock in a discount after pricing launches.
You convene a group of complementary advisors you already know and trust — the people you refer to and who refer to you — and invite them into a shared TPN group. The organizer sets the disciplines, invites members, and schedules the first meeting. You can apply for founding access to get started.
Contacts you add are visible only to the members of your specific group — that shared visibility is the intended function of the service. TPN does not sell data or use it for advertising. Full details are in the TPN privacy policy.
TPN is free during beta. Founding groups are forming now.
Apply for Founding Access