Business Development
THE FIVE KEY HABITS OF A TRUSTED ADVISOR
ABOUT THE SESSION
Trust is at the centre of the client/advisor relationship in financial services. But how is trust built and maintained? What are the different levels of trust? What are the 5 key habits you need to practise to ensure someone views you as a trusted advisor?
In this session, relying on parts of his doctoral research into the concept of trust in financial services, Jeff Heasman will explore the building blocks of trust in client/advisor relationships and explore 5 key areas that is important to focus on in our relationships to ensure that our clients see us not just as any other advisor but rather as a trusted advisor.
LEARNING OUTCOMES
By the end of the session, participants will be able to:
Identify how trust is formed in professional relationship between client and advisor.
Explain the 5 key habits of trusted advisor.
Implement a strategy to build and maintain the status of a trusted advisor.
Session Length: 1 hour