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Trusted Advisor Workshop

This 2-day masterclass programme introduces tools and techniques that are thoroughly practised with a dedicated professional coach using real business situations and case studies.  Our masterclass programmes are scalable by groups of 6 to typically 24 and are thus suitable to support larger scale talent development initiatives.


Masterclass: 2 Day Workshop


Trusted Advisor

The Trusted Advisor Workshop introduces characteristics needed to establish trust and impact, along with tools and techniques to develop them in plenary sessions. Participants practice applying the techniques, using a custom case study that reflects key client touch-point interactions, 75% of the workshop focuses on practical skills development.

After completing the workshop participants will:

  • Understand 4 key client relationship roles of “vendor”, “expert”, “trusted advisor” and “trusted partner”
  • Be able to assess their current client relationship role
  • Identify specific characteristics that build and damage trust and commercial impact
  • Explore tools and techniques to have an engaging co-creative dialogue with clients
  • Become aware of personal drivers that affect surface behaviour and how these affect Trust and Impact with clients
  • Apply skills to surface real client concerns and motivations
  • Apply the 5P’s rapid preparation framework for client touch-points
  • Receive specific feedback from a professional coach, on effective skills demonstrated and suggestions on how to develop them further

What does the workshop include?

  • Facilitator presentations around Trusted Advisor key concepts, tools and approaches
  • A balance between group and individual work
  • Significant Skills Practicing
  • Easy to implement techniques and tools from the workshop
  • Discussions of current client relationships
  • Used globally with corporate clients
  • Trusted Advisor cards to take away

How to Book

Please contact us for more information or to obtain a quote for your organisation.

Contact us

How are you viewed in the workplace?

  • Trusted Advisor?
  • Stakeholder's don't know me?
  • I don't know?

Talk to us about our Trusted Advisor Masterclass Workshop.

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