Becoming a Trusted Business Advisor
Becoming a Trusted Business Advisor

Author: William Reeb

Publisher: John Wiley & Sons

Published: 2016-11-07

Total Pages: 400

ISBN-13: 0870519026

DOWNLOAD EBOOK

Being your clients’ Most Trusted Business Advisor is not about selling and making pitches. It’s really about showing an interest in your clients, asking the kind of questions that will help you learn what is important to them, and then listening. Based on the AICPA’s successful Trusted Business Advisor Program and intended for CPAs who want to take their consulting practice to the next level, this workbook provides approaches to help you do just that. By the time you finish working through the book’s helpful forms and exercises you will be better able to: have critical conversations with your clients ask the right questions effectively be a better listener easily identify services that will add value to your clients’ organizations avoid administrative pitfalls throughout the process effectively market your services, and profitably grow your practice Find out how to uncover critical client needs in ten minutes or less, how to help your clients prioritize their wish lists, and how to help them quantify the value of addressing each of the issues that keep them awake at night!

The Trusted Advisor
The Trusted Advisor

Author: David H. Maister

Publisher: Simon and Schuster

Published: 2012-12-11

Total Pages: 234

ISBN-13: 147110964X

DOWNLOAD EBOOK

Beside talent and a sterling portfolio, what can world-class consultants like Deloitte & Touche, Societe General and Towers Perrin boast has helped them achieve success in our entrepreneurial economy? They all have the inside track on the indispensable "Trusted Advisor" model for client relationships, created by renowned experts Charles Green and Robert Galford. Now Green and Galford have teamed up with the acclaimed David Maister in order to help their latest high-profile, fast-forward client: you. In this straightforward guide, Maister, Green and Galford show readers that the key to professional success goes well beyond technical mastery or expertise. Today, it's all about the vital ability to earn the client's trust and thereby win the ability to influence them. In these high risk times, trust is more valuable than gold. With this critical, highly detailed and accessible resource, readers will learn the five crucial steps for developing, managing and improving client confidence. For both emerging and established entrepreneurs and consultants, THE TRUSTED ADVISOR is the first truly indispensable business book of the decade.

The Modern Trusted Advisor
The Modern Trusted Advisor

Author: Nancy MacKay

Publisher: Business Expert Press

Published: 2021-10-15

Total Pages: 162

ISBN-13: 1637421389

DOWNLOAD EBOOK

The best and the brightest use advisors and experts. In fact, one could say that they are the best and the brightest because they utilized trusted advisors throughout their careers. Whether in business, sports, entertainment, academia, or politics–expert help is a fundamental enabler of success. That means that the demand for expert advice will grow and the competition will increase for such help. This isn’t a matter of “certificates” and “universities,” it’s a matter of specific skill and behavioral sets that create a trusting bond and reliance. Trusted advisors are beyond coaches—they are comprehensive resources and supporters. The Modern Trusted Advisor employs important mastery traits, such as subordinating ego, applying shared experiences, and managing emotional, mental, and intellectual health. We are entering a world of “no normal” today and leaders must inspire others daily. This is the book that prepares you to inspire those leaders.

The Trusted Advisor Fieldbook
The Trusted Advisor Fieldbook

Author: Charles H. Green

Publisher: John Wiley & Sons

Published: 2011-11-15

Total Pages: 295

ISBN-13: 1118085647

DOWNLOAD EBOOK

A practical guide to being a trusted advisor for leaders in any industry In this hands-on successor to the popular book The Trusted Advisor, you'll find answers to pervasive questions about trust and leadership—such as how to develop business with trust, nurture trust-based relationships, build and run a trustworthy organization, and develop your trust skill set. This pragmatic workbook delivers everyday tools, exercises, resources, and actionable to-do lists for the wide range of situations a trusted advisor inevitably encounters. The authors speak in concrete terms about how to dramatically improve your results in sales, relationship management, and organizational performance. Your success as a leader will always be based on the degree to which you are trusted by your stakeholders. Each chapter offers specific ways to train your thinking and your habits in order to earn the trust that is necessary to be influential, successful, and known as someone who makes a difference. Self-administered worksheets and coaching questions provide immediate insights into your current business challenges Real-life examples demonstrate proven ways to "walk the talk" Action plans bridge the gap between insights and outcomes Put the knowledge and practices in this fieldbook to work, and you'll be someone who earns trust quickly, consistently, and sustainably—in business and in life.

Clients for Life
Clients for Life

Author: Andrew Sobel

Publisher: Simon and Schuster

Published: 2001-02-21

Total Pages: 269

ISBN-13: 0743215095

DOWNLOAD EBOOK

Finally, the book that all professionals frustrated with fleeting client loyalty and relentless price pressure have waited for—the first in-depth, guide to developing lasting client relationships. Millions of people in this country earn their livings by serving clients, and their numbers are growing every day. Unfortunately, far too few develop the skills and strategies needed to rise to the top in a world where clients have almost unlimited access to information and expertise. Clients for Life sets forth a comprehensive framework for how professionals in all fields can develop breakthrough relationships with their clients and enjoy enduring client loyalty. Supported by more than 100 case studies and wisdom gleaned from interviews with dozens of leading CEOs and prominent business advisors, Clients for Life identifies what clients really want and lays out the core qualities that distinguish the client advisor—an irreplaceable resource—from the expert for hire, a tradable commodity. Readers will learn, for example, to develop selfless independence, which tempers complete emotional, intellectual, and financial independence with a powerful commitment to client needs; to become deep generalists and overcome the narrow perspective caused by specialization; to systematically build lifelong trust; and to cultivate the power of synthesis—big-picture thinking—that is so highly valued by clients. Portraits of history's most famously successful advisors, including Machiavelli, Sir Thomas More, and J. P. Morgan, underscore these timeless qualities that modern professionals need to develop to excel in today's competitive environment.

IT Leadership Manual
IT Leadership Manual

Author: Alan R. Guibord

Publisher: John Wiley & Sons

Published: 2012-07-16

Total Pages: 260

ISBN-13: 111823796X

DOWNLOAD EBOOK

Savvy advice for developing the necessary skills to become a vital part of any management team Today's IT leaders are faced with an unprecedented leadership and organizational challenge. The entire landscape has changed over the past few years and it is now time for leaders and organizations to re-invent themselves to meet the new order. IT leaders need to redefine their role into one of being a trusted business advisor. IT Leadership Manual provides you with a set of specific recommendations and suggestions to assist you in your self-evaluations and to develop a personal plan for the future. It helps you build the leader in you, as well as how to become a formidable competitor in your own right. Essential coverage of one of the most demanded IT topics Helps you redefine your role from IT leader into trusted business advisor Discusses leadership style, building out your network, achieving balance, the art of sales, and more Written for IT managers and executives Helps you transform from the backroom support service to a recognized member of the leadership team Gives you the tools to migrate to today's expectations; Innovation, collaboration, influencer, trusted advisor Traditional skills no longer apply. Organizations are now demanding a new set of expectations from IT leaders. IT Leadership Manual reveals how you can adopt new styles to make the transformation from IT manager to top management.

Jeffrey Gitomer's Little Teal Book of Trust
Jeffrey Gitomer's Little Teal Book of Trust

Author: Jeffrey Gitomer

Publisher: Financial Times/Prentice Hall

Published: 2008

Total Pages: 0

ISBN-13: 9780137154104

DOWNLOAD EBOOK

This guide details how to gain and keep trust in sales, business, and life. Gitomer, an executive salesman, author, and seminar speaker, discusses definitions and elements of trust; the characteristics of trustworthy people; how to trust; how to gain trust in business and sales situations; and losing trust and its ramifications. He also explains how to become a trusted advisor.

Trust-Based Selling (PB)
Trust-Based Selling (PB)

Author: Charles H. Green

Publisher: McGraw Hill Professional

Published: 2005-12-08

Total Pages: 287

ISBN-13: 0071502165

DOWNLOAD EBOOK

Sales based on trust are uniquely powerful. Learn from Charles Green, co-author of the bestseller The Trusted Advisor how to deserve and, therefore, earn a buyer’s trust. Buyers prefer to buy from people they trust. However, salespeople are often mistrusted. Trust-Based Selling shows how trust between buyer and seller is created and explains how both sides benefit from it. Heavy with practical examples and suggestions, the book reveals why trust goes hand-in-hand with profit; how trust differentiates you from other sellers; and how to create trust in negotiations, closings, and when answering the six toughest sales questions. Trust-Based Selling is a must for anyone in sales, is especially invaluable for sellers of complex, intangible services.

The Trusted Advisor Sales Engineer
The Trusted Advisor Sales Engineer

Author: John Care

Publisher:

Published: 2020-06-14

Total Pages: 182

ISBN-13: 9781099750397

DOWNLOAD EBOOK

Sales and Sales Engineering leaders across the world have used the Trusted Advisor label hundreds of times over the past twenty years. Yet it really doesn't mean that much without a lot of explanation. You may be thinking about some of these questions right now. Becoming a Trusted Advisor is not as simple as it sounds, which is why so many organizations either never try, or make a half-hearted effort. Trusted Advisor - two words, five syllables and fifteen letters hide a massive complexity. For the first time ever, there is now a book specifically designed to start the individual Sales Engineer on the journey to becoming a Trusted Advisor. Section One covers how to define and actually measure trust with your clients. Section Two looks at the practical aspects involved in building trust through Discovery, Presentations, Demos and all the other standard activities of an SE. Section Three examine how to get started and put it all into practice - both for individuals and for SE teams. This is not one of those tiny 40 page eBooks. It's over 150 pages of thoughts, ideas, best practices and real life examples based on dozens of clients and thousands of students who have already taken the workshop.** Note the 2020 Paperback version is a reformatted version of the original eBook with a only few minor edits and updates. **

Advisor Selling
Advisor Selling

Author: Mark Hunter

Publisher: Createspace Independent Publishing Platform

Published: 2016-12-12

Total Pages: 160

ISBN-13: 9781541094697

DOWNLOAD EBOOK

In this 2nd edition of the book, Matt focuses on the post-digital world driven by technology where power shifts to the buyer. Chances are when you arrive for the sales meeting, the prospect already knows more about you than you do about them. However, with technology comes opportunity. Today's buyer is overwhelmed with data and information and they need help - they need a trusted advisor. Trusted advisors: Get to "yes" faster Keep their products sold Stay embedded during the "budget" cuts Have more referrals Have higher customer satisfaction In this book, you will learn from the years of research, observation and personal experiences of Matthew Hudson and Mark Hunter. They have spent decades immersed in the sales industry and have taught the concepts in this book to companies with amazing results. If you follow the principles outlined here, you will get more than a sale. You also will get trusted advisor status.