Custom programs
Embedding Trust Into Your Culture
Transform your organization through sustained, high-impact learning
When a one-time workshop isn’t enough—when you need trust to become part of your organization’s DNA—our custom programs deliver lasting cultural change. These high-leverage, high-touch engagements are designed for organizations committed to embedding Trusted Advisor concepts and behaviors where sustained improvement is critical.
Your Journey Begins With Discovery
We collaborate with you through an in-depth discovery phase to understand your core challenges, organizational context, and desired outcomes. Together, we design a program engagement that addresses your specific needs—whether that’s transforming business development effectiveness, deepening client relationships, or building trust-based leadership throughout your organization.
Tailored to Your World
Your custom program can leverage content from all three signature workshops—Being a Trusted Advisor, Trust-Based Selling, and Trust-Based Leadership—plus additional specialized modules. We customize role plays and exercises to mirror your actual business situations, enabling real-time adoption of trust-building behaviors. Programs can be tailored by role (sales, account management, leadership) or industry, ensuring every learning moment resonates with participants’ daily reality.
Multi-Modal Learning That Drives Results
Custom programs blend multiple learning channels over 6 to 18 months to maximize engagement, retention, and measurable impact:
Foundation Workshops
Core content drawn from the Trusted Advisor trilogy shifts mindsets first, then aligns skillsets and best practices accordingly.
Foundation Workshops
Trust Quotient or Trust360 assessments help learners identify their trust-building strengths and opportunities, with group data providing insights into team dynamics.
Foundation Workshops
Select lessons from Trusted Advisor Academy, interspersed between live sessions, deepen understanding and address topics beyond workshop scope.
Foundation Workshops
Job aids, relationship worksheets, and Trust-in-Action Challenges enable participants to apply concepts to real relationships, tracking and reporting their results.
Foundation Workshops
Self-led peer teams meet regularly to share actions and results, provide mutual coaching, and sustain accountability for lasting behavior change.
Foundation Workshops
Ongoing coaching sessions and optional sustainment materials keep learning alive and encourage continuous skill application over time.
Built for Lasting Impact
Unlike standalone workshops, custom programs create momentum that builds over months. Participants don’t just learn trust principles—they practice them, refine them with peer support, and embed them into daily behaviors. The extended timeline allows for genuine skill mastery and cultural transformation, with measurable improvements in client relationships, business development outcomes, and organizational effectiveness.
Ready to design a program that transforms your organization?
Let’s start the conversation.