Trusted Advisor Four Levels Of Client Relationships..what it tyakes to acheive (in simple terms) a trusted advisor relationship.

1. The Four Levels Client Relationships

2. Four Levels of Client Relationships
Breadth of Business Issues
Trust-Based
Relationship
-Based
Needs-
Based
Service
Offering-
Based
Depth of Personal Relationships

3. Four Levels of Client Relationships
Focus on: Energy Partner Success
spent on: receives: indicators:
Expertise- Answers, Timely, high
Explaining Information
Based expertise quality
Needs- Business Problem- Problems
Solutions
based problem solving resolved
Relation- Repeat
Partner Providing
ship- org’n insights
Ideas business, sole-
sourced
based
Under- Jointly defining
Trust- Partner as Safe haven for
standing the work to be
based a person tough issues
partner done

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