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Trusted Advisor

10 ideas

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  1. Knowing what to do isn't doing it

    People and organisations usually already know what they should do, why, and often how. That knowledge predicts little about whether they will actually act on it. Drive and enthusiasm are what turn knowing into doing.

  2. Advisers climb from expert to confidant

    An adviser's role rises in steps, from expert on a narrow subject toward someone the client brings their wider problems to. Two things move you up together: how close the relationship becomes and how wide a range of the client's issues you deal with. At the top, clients discuss personal worries as well as business ones.

  3. Skill and trust both required

    Professionals tend to fixate on content, data and technical issues, but winning work comes from relationships built on both proficiency and trust. You can get by for a while on one of them, but in the end you need both.

  4. Professional status no longer buys trust

    Clients once assumed almost any professional was sound just because of the title. Now many doubt advisers' motives or their expertise, so trust must be built with each client rather than inherited from the profession.

  5. Trust can be broken into parts

    Trust is not a vague feeling but can be split into separate components, each of which can be worked on and put back together. That turns trust into a practical skill you can practise, down to specific conversations you can have.

  6. Trust earns the right to influence

    Expertise alone does not give an adviser a say in what a client does. Influence is granted only once the client trusts you, and trust has to be earned before advice is heeded.

  7. Think from the client's seat

    Giving more useful advice usually needs no more technical knowledge. It needs you to reason from the client's point of view about what your answer means for them, rather than only from what you know. The work also becomes more interesting, because you are answering questions that matter to someone.

  8. Never overpromise to win work

    Always tell the exact truth about what you can and cannot do, and by when. Saying yes to a job you can only finish with great pain, or not at all, is not worth it. The trust it costs is greater than the work it wins.

  9. Small listening habits destroy trust

    Some common habits signal that you care more about yourself than the client. Topping their story with your own, passing judgement on options while they are still talking, and taking calls during a meeting all undermine trust. They seem obviously wrong, yet happen all the time.

  10. Everything we want comes from others

    Profits, respect, loyal staff, cooperative colleagues and love must all be given to us by another person. Success therefore depends on how much the people around you trust you, not on what you can achieve alone.

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