Catalogue

Description

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.

After completing this course, the learner should be able to:

• Define the meaning of trust in a business environment.
• Describe the mindset required to be a trusted advisor.
• Identify key trusted advisor skills and behaviors.
• Explain strategies to approaching new business development as a trusted advisor.
• Describe how to promote a trusted advisor approach in the workplace.