Being a Trusted Advisor


This course will be an overview of:

  • Elements of building trust with clients, prospects, and internal stakeholders'
  • The values and beliefs of a trusted advisor
  • Critical required skills including listening, partnering, flexibility, and emotional intelligence
  • The trusted advisor approach to developing new business including networking, prospect pursuit, and proposals
  • Building a trusted advisor culture and approach in your department, whether client-facing or internal service focused