Journey to Trusted Advisor
Value generated by this module – participants will:
- Appreciate the stages that relationships go through.
- Understand both the commercial and personal value of trusted relationships.
- Know the elements that both build and dissolve trust.
- Realise that building trusted relationships involves a deeply personal journey, where you need to get your ego in check and be able to give of yourself.
- Assess where they are on the journey to developing the personal capacity for having trusted relationships.
Key Content Covered:
- Building trusted relationships.
- Trust equation.
- Credibility explored.
- Reliability explored.
- Intimacy explored.
- Self-orientation explored.
- Stages in the evolution of a client-adviser relationship.
- Assessing whether your client wants a trusted adviser relationship.
- Commercial value of having trusted client relationships.
- Questionnaire to assess where you are on the journey to becoming a trusted adviser.