Corsum Academy- Course 05 - Becoming a Trusted Advisor

Course 05 - Becoming a Trusted Advisor

Becoming a Trusted Advisor is a basic tenet in a strong client-advisor relationship. This course discusses the essence of trust and what it means to develop trusted relationships. The characteristics of a trusted advisor will be presented and participants will determine the stage of their current client-advisor relationships and how best to proceed to build trust and become a trusted advisor.

Estimated Length: 1 hour(s)

Lessons

Name	View Schedule
1. The Benefits of a Trusted Relationship	-
2. The Evolution of a Trusted Relationship	-
3. Characteristics of a Trusted Advisor	-
4. The Trust Equation	-
5. Developing Trust	-
6. Knowledge Check	-

Name

View Schedule

1. The Benefits of a Trusted Relationship

2. The Evolution of a Trusted Relationship

3. Characteristics of a Trusted Advisor

4. The Trust Equation

5. Developing Trust

6. Knowledge Check

Objectives

Identify characteristics of a trusted advisor
Determine your status toward being a trusted advisor
Develop an action plan for becoming a trusted advisor