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AICPA & CIMA ENGAGE 2021


PST2116 - PST2116. Setting Yourself Up as A Trusted Advisor through Tactical strategies at EVERY level


Jul 29, 2021 9:30am ‐ Jul 29, 2021 10:45am

Description



In this session, Angie discusses the enormous opportunity that professionals have to step into the Most Trusted Advisor role with clients and how this positioning will pay dividends for years to come. Setting yourself up as a Trusted Advisor starts internally with team members, can be expanded into your network and community, and can then be carried over into your relationship with clients. No matter what level of experience team members have, certain actions and behaviors can be learned and strengthened to improve positioning as an advisor. In this session, you will take away ideas for how to immediately improve your credibility, reliability and intimacy scores while focusing on the interest of your team members, COIs and clients.



Learning Objectives: 

1. Discover the differences between a Trusted Advisor and everyone else.

2. Determine where you stand on the Value Ladder with clients.

3. Explore the Trust Equation and how Credibility, Reliability and Intimacy and Self-Interest all play a role.

4. Create a plan to build your brand and reputation as a Trusted Advisor with team members, COIs and clients.

Learning Objectives:
  • Discover the differences between a Trusted Advisor and everyone else.
  • Determine where you stand on the Value Ladder with clients.
  • Explore the Trust Equation and how Credibility, Reliability and Intimacy and Self-Interest all play a role.
  • Create a plan to build your brand and reputation as a Trusted Advisor with team members, COIs and clients.

Speaker(s):

  • Angie Grissom, The Rainmaker Companies, Owner, Chief Relationship Officer
Tags: PST
Category: Concurrent Session Onsite and Online

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