Expert Resource Team

Maria Forbes was brainstorming with a client in 1997, about the potential for expanding his firm’s client relationships. Realizing the myriad of challenges that clients will face over time, they contemplated a broad and evolving cross-section of professional input to address clients existing conditions, potential circumstances and unique transitions that will ultimately impact their organizational well-being. It was apparent that although traditional referral relationships had been in practice for many years, there were few lucky professional connections that worked for both parties.


Traditional referral relationships often kept the idea of collaboration lingering and expectations were rarely met. Maria and her client determined that trusted professional affiliations were the right approach, and would create a new model, replacing referrals with a shared vision for serving the broad needs of clients.  Client cases requiring the services of the expert resource team would be addressed by appropriate independent providers as a coordinated team effort. They called this collaboration an Expert Resource Team or ERT.


The new approach changed the way independent providers collaborated. The ERT viewed client solutions as integrated solutions that kept the core services intact as client needs evolved.


Over time and based on the long standing success of the original ERT network, Maria has arranged additional trusted Expert Resource Teams, ERT, for associates who want to better serve the growing demand for client relationships that consider multiple client needs into an independent and cohesive solutions mix. Since 2005, the Expert Resource Team concept has helped our clients to create a close network of providers that share a vision for serving clients. Together we offer our clients an expert team approach to achieve their organizational growth.