Journey to Trusted Advisor

Value generated by this module – participants will:


  1. Appreciate the stages that relationships go through.
  2. Understand both the commercial and personal value of trusted relationships.
  3. Know the elements that both build and dissolve trust.
  4. 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.
  5. 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.

Purchase Here


Full Module – £1,000
In Person Delivery – £800
Virtual Delivery – £800

Your purchase contains a series of fully editable documents that will enable you to run a high quality 2.5 hour face to face or virtual workshop and includes:

  • Comprehensive speaker notes
  • Slides
  • Handouts (tools)
  • Pre-work activities

We even include participant joining instructions to make your life easier!

Journey to Trusted Advisor – Tools


Watch the video to discover what you get for your money.

Tools Included:


  1. Assessing where you are on the journey to trusted adviser.
  2. The trust equation explained in depth.
Buy Just This Module’s Tools – £20.00
Buy ALL the Tools