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A New Approach ... Become a trusted advisor
Common Sense/ Awareness
Trusted Advisor? lien As a trusted advisor, clients WANT to buy from you !
a new approach ... First step - create rapport Rapport is essential
Creating Rapport ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Thinking Preferences - “how would you like this information presented to you” Personality styles ‘ people do business with people they like’ stage one - recognising self Seeing Hearing Feeling Imagine Focus Look at Point out Notice Show you Illustrate Viewpoint Talk through Tune in Listen to Rings a bell Deaf to Sounds like Tell myself Outspoken Hold on Strikes me In touch with Stick with No stomach for Put a finger on Feel like Grasp
a new approach ... Trustworthy Equation Credibility + Reliability + Intimacy __________________________ Self Orientation = TRUSTWORTHINESS The Trusted Advisor - Charles Green
a new approach ... Credibility Credibility  has to do with the words we speak, our experience, expertise & presentation abilities.  In a sentence we might say, “I can trust what she says about the salary level I need to pay; she’s very credible she knows her stuff.”
Reliability Reliability  has to do with actions.  We might say, “If he says he’ll deliver the CV’s tomorrow, I trust him, because he’s dependable.” “ If he says this candidate has the expertise I need, I will interview him”
a new approach ... Intimacy Intimacy  refers to the safety or security that we feel when entrusting someone with something.  We might say, “I can trust her with that information; she’s never violated my confidentiality before, and she would never embarrass me.”
a new approach ... Intimacy  • Discretion  – the wisdom to know what to do with information another shares with us • Empathy  – the ability to see another person’s point of view from the inside out; to identify with another person’s feelings. Understand their world/challenges • Personal relationship  – find out about them, discuss mutual interests. The more familiar you are to other people the more likely they are to trust you • Risk-taking   – vulnerability. This is about you. eg asking for feedback, revealing something personal, saying the unsaid
a new approach ... Vulnerability Saying or doing something that may feel risky! ,[object Object],[object Object],[object Object]
[object Object],[object Object],[object Object],a new approach ... Self Orientation
a new approach ... How to become Trusted How to become Trusted Credibility + Reliability + Intimacy _________________________ Self Orientation = TRUSTWORTHINESS
Time Trusted Advisor process Connect on an emotional & rational level Trust Add value Job role Recruitment   issues & trends Business Issues Personal Issues Trusted Advisor
Feel relaxed and confident ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Being a trusted advisor is less to do with expertise and more to do with genuine interest and honest values.
What do clients say they want? What do clients say they want? a new approach ...
What clients say ,[object Object],[object Object],[object Object],[object Object]
What clients say ,[object Object],[object Object],[object Object]
What clients say ,[object Object],[object Object],[object Object]
[object Object],[object Object],[object Object],What clients say
[object Object],[object Object],[object Object]
Actions  20% of your clients tend to give you 80% of your business so spend time on the 20%
Actions to take ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Benefits ,[object Object],[object Object],[object Object],[object Object],[object Object]
[object Object],[object Object],[object Object],[object Object]

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Become a trusted advisor ppt

  • 1. A New Approach ... Become a trusted advisor
  • 3. Trusted Advisor? lien As a trusted advisor, clients WANT to buy from you !
  • 4. a new approach ... First step - create rapport Rapport is essential
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  • 6. Thinking Preferences - “how would you like this information presented to you” Personality styles ‘ people do business with people they like’ stage one - recognising self Seeing Hearing Feeling Imagine Focus Look at Point out Notice Show you Illustrate Viewpoint Talk through Tune in Listen to Rings a bell Deaf to Sounds like Tell myself Outspoken Hold on Strikes me In touch with Stick with No stomach for Put a finger on Feel like Grasp
  • 7. a new approach ... Trustworthy Equation Credibility + Reliability + Intimacy __________________________ Self Orientation = TRUSTWORTHINESS The Trusted Advisor - Charles Green
  • 8. a new approach ... Credibility Credibility has to do with the words we speak, our experience, expertise & presentation abilities. In a sentence we might say, “I can trust what she says about the salary level I need to pay; she’s very credible she knows her stuff.”
  • 9. Reliability Reliability has to do with actions. We might say, “If he says he’ll deliver the CV’s tomorrow, I trust him, because he’s dependable.” “ If he says this candidate has the expertise I need, I will interview him”
  • 10. a new approach ... Intimacy Intimacy refers to the safety or security that we feel when entrusting someone with something. We might say, “I can trust her with that information; she’s never violated my confidentiality before, and she would never embarrass me.”
  • 11. a new approach ... Intimacy • Discretion – the wisdom to know what to do with information another shares with us • Empathy – the ability to see another person’s point of view from the inside out; to identify with another person’s feelings. Understand their world/challenges • Personal relationship – find out about them, discuss mutual interests. The more familiar you are to other people the more likely they are to trust you • Risk-taking – vulnerability. This is about you. eg asking for feedback, revealing something personal, saying the unsaid
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  • 14. a new approach ... How to become Trusted How to become Trusted Credibility + Reliability + Intimacy _________________________ Self Orientation = TRUSTWORTHINESS
  • 15. Time Trusted Advisor process Connect on an emotional & rational level Trust Add value Job role Recruitment issues & trends Business Issues Personal Issues Trusted Advisor
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  • 17. What do clients say they want? What do clients say they want? a new approach ...
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  • 23. Actions 20% of your clients tend to give you 80% of your business so spend time on the 20%
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