The Advisor Commons

A place to sharpen your thinking, challenge your practice, explore what’s next, and build meaningful relationships.

A curated peer community for senior business advisors.

The Commons brings experienced advisors together each month to explore substantive issues affecting their practices, their clients, and the future of advisory work.

It is not a drop-in networking group. It is a community built around contribution, thoughtful conversation, diverse perspectives, and relationships that deepen over time.

What Do I Get From It?

Four reasons advisors participate

  1. Sharpen your thinking
    Hear how experienced advisors approach problems that you may be facing yourself, or that your clients are facing.

  2. Challenge your practice
    Use peers' experience to examine your assumptions, practices, business model, and choices.

  3. Explore what’s next
    Identify emerging opportunities, markets, technologies, and changes that may affect your practice or your clients.

  4. Build relationships that matter
    Get to know other advisors through substantive conversation. Familiarity and trust create the foundation for useful collaboration and referrals.

Every month, a different question

The Commons doesn’t follow a fixed curriculum.

Each month explores a different issue relevant to experienced advisors.

  • 2026 is largely inside-out:
    How do we become better advisors and better businesses?

Topics include clients and relationships, learning, growth, technology, adaptation, value, money, opportunity, systems, and reflection.

  • 2027 moves outside-in:
    What’s changing around us, and what does it mean both for the businesses we advise and for us as advisors?

The year moves through the changing environment, AI and expertise, clients under pressure, business models, disruption, and the future of independent advisory work.

Example Topics

We explore topics to add value to you and your business

  • What assumptions about your market have become less reliable?

  • Where is AI genuinely improving advisory work, and where is it overhyped?

  • What does sustainable advisory economics require beyond growth?

  • What would you stop doing if you had to eliminate 20% of your activity?

  • How do you demonstrate the value of judgment when clients can get an AI-generated analysis in seconds?

  • Which professional-service business models are becoming obsolete, and what replaces them?

Who Belongs

The Commons is for advisors who…

  • Advise CEOs, owners, boards, or executive teams

  • Have substantial experience in their discipline

  • Value contribution over promotion

  • Are willing to share experience and perspective

  • Want relationships based on familiarity and trust, not simply visibility

What Makes the Commons Different?

This isn’t another networking group.

You don’t come to the Commons to collect contacts. You come to know people.

You don’t come to promote your services. You come to contribute what you know.

You don’t come simply to talk. You come to think with other experienced advisors.

And business relationships and referrals emerge from that familiarity and trust.

How It Works

One virtual gathering each month

  • Three small-group conversations

  • A full-group “Overtime” discussion

  • Cameras on and full participation expected

  • No pitching or selling

  • Confidentiality assumed

  • Participation begins with a two-session mutual evaluation

Is the Commons right for you?

Join us for a session and see for yourself.