About Us

Welcome to the Preferred Advisors Networking Organization Website

This classification of occupations is important insofar as it reveals two important axioms about how referrals are distributed within a networking group:

1. Referrals tend to be heaviest within a given circle of influence.  Within the professional services circle, for example, lawyers and accountants tend to be strong sources of referrals for each other. Likewise, within the business services group, advertising agencies and printers also tend to be strong sources of referrals.

2. A given circle of influence will tend to have a significant number of referrals with one other circle, or at least one special occupation within another circle.  A good example of this is that mortgage brokers (real estate circle) will often have a large number of referrals with bankers (professional services circle). Similarly, property managers (real estate circle) may often have a large number of referrals with carpet cleaners (special services circle).

Goals of Organization:

  1. Active involvement in referring each other additional prospects for business.
  2. Increasing membership to impact more people in the Portland/Vancouver area.

Policies:

  1. Invites are welcome to two visits without commitment.
  2. No competing professionals will be allowed in the group.
  3. Attendance is critical (Substitutes OK)
  4. New applicants must submit the completed application to an officer of the group before the first Tuesday of the month. Current members will vote on the applicant in an anonymous 2/3rds majority vote at the next mandatory meeting.  No guests (including the applicant) are allowed to attend the mandatory meeting if there is an applicant to be considered that day.
  5. All members must represent their primary ocupation.
  6. $50 membership enrollment fee & $15/month fee apply to all members.  (All funds used toward group)

Procedures:

  1. Meet twice per month, 2nd and 4th Tuesdays @ 11:00 am - 12:00 noon.  Regular attendance highly encouraged.
  2. All meetings are considered essential to continued PANO strength .
  3. Exchange referrals and get to know each other better.
  4. Presentations by different members to explain industry better and how to best refer prospects. Limited to 10-15 minutes.
  5. One-on-One meetings encouraged to expand relationships.
  6. Once per calendar quarter a $30.00 award is given to the individual who referred the most leads.