Upcoming Events and Appearances: Trusted Advisor Associates

Join us at one or more upcoming Trusted Advisor Associates events. This Spring, we’ll be hosting and participating in events in Washington, DC; Fargo, ND; Boston, MA; London, England and through globally accessed webinars.

Also, a word about the Trusted Advisor Mastery Program.

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Fri. Apr. 15th Global Charles H. Green

Charles H. Green will be a guest on Office Hours at the Future Selling Institute, with David A. Brock and Anthony Iannarino; today, Friday April 15th, at 11 AM EST. Access is members only; more information about Office Hours is here.

 

Wed. Apr. 20th Washington, DC Andrea P. Howe
Andrea will be speaking at the Washington DC Chapter of the Project Management Institute on “Trust and Influence: What Every Successful Project Manager Needs to Know.” Paolo’s Ristorante, 11898 Market Street, Reston, VA, 11:30am. Open to public: Sign up here. PMIWDC Members $30; Non-Members: $30; lunch will be served. PDUs will be available for Project Management Professionals (PMPs).

 

Wed. Apr. 27th Fargo, ND Sandra Styer

Sandy Styer will be presenting “The Heart of Trust: Keys to Becoming a Trusted Advisor” at the Tristate Trust Conference of the North Dakota Bankers Association on April 27th.

 

Wed. May 18th Boston, MA Stewart Hirsch

Stewart Hirsch will be a guest lecturer at Emerson College, speaking on “Becoming a Trusted Advisor.” The class to which Stewart will be addressing is a part of a professional services marketing course taught by Prof. Silvia Hodges, Ph.D.

 

Tues. & Wed. May 24th-25th London, England Julian Powe & Charles H. Green

In a highly interactive, practical and lively day-and-a-half program, TAA will be offering the opportunity to accelerate your professional growth, identify and strengthen the outstanding practice you already have, and address areas for improvement. This is the first time these two extraordinary presenters have offered this program together! Our early-booking price for the program will be $2200, with discounts available for group participation. For more information or to register contact Julian Powe or Tracey Del Camp, respectively.

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The first tranche of the Trusted Advisor Mastery Program has completed the 19 modules in the program, individual coaching calls and its third group call, and the members have agreed to keep up lively discussions on the online Forum. Here’s what one participant has to say about the program:

“The Trusted Advisor Mastery Program delivered professional and personal results beyond expectations. The first coaching call was worth the whole price of admission.” (Virginia Sambuco, Sr. Director Marketing Services, Enterprise Solutions, Harland Clarke, San Antonio, TX)

To be notified of the next available program, email us at: [email protected].

It’s ‘Real Simple’: Five Ways to Make a Good First Impression

Nestled between the delicious food shots and cool clothes in the April print issue of Real Simple magazine is a gem of an article called “Life Lessons: 5 Ways to Make a Good Impression.” Forget firm handshakes and eye contact, shined shoes and prep for the meeting. Real Simple asked five experts to chime in, and I was struck by the ties to the good old Trust Equation.

Five ways to make a good first impression

Here’s the speed version from Real Simple:

  1. Stop Talking. Listen. From Ann Demarais PhD – executive coach and coauthor of “First Impressions”
  2. Show Your Flaws. Be Vulnerable. From Lucila McElroy, founder of WeAreMomentum.com
  3. Use Names. Repeat. From Dr. Julie Albright, University of Southern California, LA
  4. Just be Humble. Don’t Take all the Credit or Pass off All the Blame. From Ben Dattner, author of “The Blame Game”
  5. Look Interested. Be Interested. From Joe Navarro, former FBI special agent and author of “What Every Body is Saying”

The Two Hardest Things

For most people the two hardest strengths to master from the Trust Equation are increasing Intimacy (empathy, discretion, vulnerability) and lowering Self-orientation (where is the focus, on you or the other person?)

This handy little checklist gives ideas on both.

Stop talking and listen – sounds a lot like Other-orientation, lowering Self-orientation and really focusing on what someone else is saying. Likewise, using and repeating names.

When this “trick” is elevated from trick status to real concern, you have both Intimacy and Other-orientation. And Joe Navarro paraphrases the kids’ adage “act enthusiastic and you’ll feel enthusiastic” for grown-ups. Again, genuine interest.

Tips two and four land squarely in the realm of Intimacy. Julie McElroy describes a meeting with a woman who intimidated her; McElroy let down her guard, let herself be vulnerable, and had an “amazing” conversation because the other woman was able to do the same.

And Ben Dattner says it all with “just be humble.” He cautions against dressing up your strengths to look like weaknesses. “I care too much. I work too hard. (Ugh).”

Just for today

Just for today, I’m going to practice these five little skills. Care to join me?

The April Trust Matters Review

Trust EquationJessie Gruman asks what it means for your doctor to trust you. Seems straightforward, but it isn’t. Do we even know what trust means?

Suzanne Bates discusses how one of her first bosses got the best ideas from his employees. See if you can spot how his technique was trust related and how it can be used in most businesses.

Linda Sieg writes on what amounts to a huge public case study of how a government loses the trust of the public, the Japanese nuclear disaster and how it has been handled.

Mark Joyella on how a rose by any other name doesn’t smell so sweet; the case of Al-Jazeera’s English channel.

Ian Brodie on whether it’s better to be interesting, or to tell the truth. Of course, here we’d always advocate truth, but does being interesting more than truthful have its upsides?

Eric Bloom suggests ways to make employees trustworthy, ways that start with being trustworthy yourself. A concrete list, worth reading.

Joan Ball asks, can you lie and not be a liar? What does it take to not be liar, never ever lying? What about when your spouse asks you the dreaded “do I look fat” question?

Kevin Underhill on the President receiving a transparency award behind closed doors. Say what?

Roland Fryer studies whether teacher incentives improve student learning(pdf). See his answer, and ask yourself, why do we think incentives are needed to make people do their jobs well. Don’t we trust them?


The Trust Matters Review highlights the best articles and posts on trust our research has turned up in the last month.

If you’d like to share a great article about trust, let us know, in the comments here or through the Trust Matters Review submission form.

For more links to outstanding articles on trust, see:

Announcing the Trusted Advisor FieldBook

I am very proud to announce with my co-author Andrea P. Howe the publication this fall of “The Trusted Advisor FieldBook: A Comprehensive Toolkit for Leading with Trust,” in partnership with Wiley Books. Our tentative publication date is October 31, 2011 (no jokes about the date, please).

The Trusted Advisor FieldBook is a practical working companion to “The Trusted Advisor,” by David Maister, Charles Green and Robert Galford. Long on how-tos, tips and sensible advice, the book also addresses issues of social media and virtual relationships that weren’t so prevalent a decade ago.

We are sharing a Daily Trust Tip on Twitter every day to celebrate the publication of The Trusted Advisor FieldBook, starting today, in a count down to the publication date of October 31. Check every morning at 8:30 AM EST for Twitter hastag #TrustTip, or follow @andreaphowe or @charleshgreen.

We’ll share more ideas with you as we get closer to publication, but right now we wanted you to be the first to know. Please help us celebrate our partnership with Wiley, and look forward to getting your copy of “The Trusted Advisor FieldBook” this fall.

Upcoming Events and Appearances: Trusted Advisor Associates

Join us at one or more upcoming Trusted Advisor Associates events. This Spring, we’ll be hosting and participating in events in Washington, DC; Fargo, ND; Boston, MA; London, England and through globally accessed webinars.

Also, a word about the Trusted Advisor Mastery Program.

—————————————-

Wed. Apr. 20th Washington, DC Andrea P. Howe
Andrea will be speaking at the Washington DC Chapter of the Project Management Institute on “Trust and Influence: What Every Successful Project Manager Needs to Know.” Paolo’s Ristorante, 11898 Market Street, Reston, VA, 11:30am. Open to public: Sign up here. PMIWDC Members $30; Non-Members: $30; lunch will be served. PDUs will be available for Project Management Professionals (PMPs).

 

Wed. Apr. 27th Fargo, ND Sandra Styer

Sandy Styer will be presenting “The Heart of Trust: Keys to Becoming a Trusted Advisor” at the Tristate Trust Conference of the North Dakota Bankers Association on April 27th.

 

Wed. May 18th Boston, MA Stewart Hirsch

Stewart Hirsch will be a guest lecturer at Emerson College, speaking on “Becoming a Trusted Advisor.” The class to which Stewart will be addressing is a part of a professional services marketing course taught by Prof. Silvia Hodges, Ph.D.

 

Tues. & Wed. May 24th-25th London, England Julian Powe & Charles H. Green

In a highly interactive, practical and lively day-and-a-half program, TAA will be offering the opportunity to accelerate your professional growth, identify and strengthen the outstanding practice you already have, and address areas for improvement. This is the first time these two extraordinary presenters have offered this program together! Our early-booking price for the program will be $2200, with discounts available for group participation. For more information or to register contact Julian Powe or Tracey Del Camp, respectively.

——————————-

The first tranche of the Trusted Advisor Mastery Program has completed the 19 modules in the program, individual coaching calls and its third group call, and the members have agreed to keep up lively discussions on the online Forum. Here’s what one participant has to say about the program:

“This program is extremely valuable. While the concepts seem so basic and simple, they are powerful. The exercises have helped me to practice what I’m learning. The online modules with Charlie Green are engaging, the one-on-one coaching helped me address specific challenges, and the group calls and Forum gave me an opportunity to share ideas and learn from others.” (Mike Leffler, Owner/Financial Advisor, Portfolio Advisors, Inc)

To be notified of the next available program, email us at: [email protected].

Gossip and Rumors in the Workplace: Three Things You Can Do To Stop Them

One of my sons regularly takes our dog to the local dog park. Recently, while breaking up some overly rough play between ours and another dog, my son was bitten and needed medical attention. Word spread quickly about the bite. To ward off rumors and gossip, and because the bite wasn’t the result of a vicious act, my son refused to say which dog bit him.

His strategy didn’t work. Within a day or two, the (inaccurate) rumor was out that he was bitten by a pit bull.

Gossip in the Workplace is Insidious

Let’s move the issue out of the park and into the workplace. Just because something happens or somebody says something, doesn’t mean we should talk about it. In offices, gossip is viewed as annoying and unwelcome behavior based on a survey mentioned in the 2009 article How to Handle Workplace Gossip, yet it still happens. That same article describes what we all know to be true–that careers can be harmed and even killed by gossip.

Gossip Destroys Trust

In the article, Banish Gossip, Build Trust, psychologist Rhoberta Shaler notes, “Trust is destroyed by gossip–and, so are people.” The harm to trust to obvious. Pick any of the four factors of the Trust Equation (Credibility, Reliability, Intimacy and Self-orientation), and imagine a rumor started about someone you know who is currently trustworthy.

What would happen if the rumor said that she missed an important deadline and people talked about it? Would you be concerned about partnering with her on the next project with tight time frames? It’s certainly safer to work with someone else, isn’t it?

It may seem odd, but truth isn’t the issue. What if the rumor is true but the full context was missing. Suppose there were extenuating circumstances, like a death in the family. Trust is the victim, along with your co-worker.

What Can You Do?

Here are three easy rules you can follow:

  1. Don’t encourage gossip and rumors. If someone starts to spread gossip, true or not, don’t waste your valuable time listening. Be honest about it–say something like “this is not something I want to hear or talk about,” or, “let’s not talk this way–it doesn’t help matters.”
  2. Don’t simply believe what you hear. Just because someone said it doesn’t make it so. Work hard not to believe the gossip and rumors that you do hear. If it’s important to your business, you may feel the need to verify, but be careful not to act on rumors.
  3. Don’t spread it further. We each have the opportunity to use discretion. The less we say about others, the better off we are. In fact, refusing to participate in spreading gossip and rumors increases our Intimacy factor in the Trust Equation. Think about it; who would you feel more likely to share personal information with, someone known to gossip or someone known to be discrete?

Meanwhile, Back at the Dog Park

It was easy for my son to put an end to talk of his incident in the dog park. He spoke with those he thought might be sharing the rumor, and told them it wasn’t the pit bull that had bitten him. And, he didn’t tell anyone which dog did bite him. That was between him and the owner of that dog. Following his example of saying little, and by refusing to participate by listening and spreading talk, you may be able to reduce gossip and rumors, even in the workplace.

 

Employee Engagement: The Means, or The End?

Please take two deep breaths to calm yourself and find a place of zen before answering the below question.

All calmed? Good. From that place of inner peace and quiet, ask yourself which of the following two statements you more strongly agree with:

(Answer instantly, don’t over-think):

  1. The purpose of business is to make people happy
  2. The purpose of people is to make business happy

Make a note somewhere of your answer. Now let’s talk about it.

My guess is you chose #1. Maybe not because you totally agree with it, but because #2 seems so absurd. Of course people have purposes beyond being economic cogs; it’s insulting to our humanity to think otherwise. (Anyhow, that’s how I think of it).

Joseph Campbell had it right when he said:

“We’re so engaged in doing things to achieve purposes of outer value that we forget that the inner value, the rapture that is associated with being alive, is what it’s all about.”

And yet: that is not how we behave. Let’s pick on the employee engagement movement as one example [1]: over and over in business, we confuse the means with the ends. And it’s not pretty.

Business Treats People Like Means to an End

A typical post asks, “Why is employee engagement important?” and answers the question thus:

Engaged employees learn more, grow faster, and show more initiative than employees who are not. They are committed to finding solutions, solve problems, and improve business processes.

Therefore, employee engagement is strongly linked to business performance!

All that’s missing is the QED: Obviously, the purpose of employee engagement is to improve business performance. A happy employee is a productive employee; we want you happy because we want you making money for us. Left unspoken is, “and if your being unhappy led to greater productivity, we’d go for unhappy in a heartbeat.”

There is an unending corporate appetite for this sort of rationalization. Here’s the abstract of an article from The American Society for Quality:

Abstract: Weak workforce engagement can lead to poor retention, increased absenteeism and lowered productivity.

Or, from Corporate Rewards, answering the question “Why Bother with Engagement?”

90% of the employees at the World’s Most Admired Companies identified their company as very effective or effective at fostering high levels of employee engagement. Reason enough to bother with engagement…

Organisations need to bother because engagement is the holy grail of workplace relations. It is a virtuous circle: engaged employee; better results; deeper engagement.

There are thousands of such examples; enough, you know that’s true.

The behavioral instinct to subordinate people is evident in the very language of HR. People are not called people, they’re called human “resources”. Note that the word “human” is the adjective, modifying the noun “resources.”

The ante got raised about a decade ago when we started talking about Human Capital. The substitution of “capital” for “resources” was part and parcel of a general reduction of all things business to financial terms. Manufacturing, services, geographies, cultures, people—who cares, it can all be reduced to the single fungible terminology of net-present-financial value. It’s all about the money.

It Wasn’t Always This Way

You may think Joseph Campbell, the scholar of myths cited earlier, doesn’t have enough business credentials to be cited here. If so, let’s try Peter Drucker, the quintessential business writer. He famously said:

The purpose of a company is to create a customer…the only profit center is the customer.

Dale Carnegie had much the same idea when he phrased his paradoxical aphorisms about success coming from focus on others.

Our ideas today about the role of people in business are more culturally-driven than we like to think. There is no revealed truth that says for once and for all what the purpose of business is, or must be: it is what we choose to believe that determines what we get out of business.

We have been choosing a politics, culture and way of business life for some time now that subordinates human benefit to the aggrandizement of corporate entities. That belief system has gotten so imbued in our language and behaviors that we notice it about as much as a fish notices the water it swims in.

It’s Time to Re-Think the Ends and Means of Business

While we’re mesmerized by the sloppy but energetic political revolutions in the Middle East, there’s an equally energetic (and yes, often sloppy) revolution in business thinking going on.

Two widely known examples are Michael Porter and Mark Kramer’s Shared Value concept, and Umair Haque’s Capitalist Manifesto. And while I’ve critiqued their sloppiness, there’s no question they’re heading in the right direction, and spreading a lot of heat and light along the way.

There are other revolutionaries out there. Robert Eccles is spearheading an amazing drive to integrate corporate performance reporting. Chris Brogan and HubSpot Marketing are revolutionizing the notion of marketing and strategy to become truly customer-centric—not customer-centric like a vulture, but for the sake of the customer.

Dave Brock talks about sales as being at a new inflection point: this inflection point, unlike the two prior ones, is driven by the customer—not the company.

And speaking of inflection points, the new Dean of the Harvard Business School uses that same term to describe what faces HBS, which implies a radically different set of priorities.

The Point of Being Happy is to Be Happy: Not to Increase ROI

There’s nothing wrong with making money, creating businesses, having fabulously healthy economies. I’m all for it. Capitalism is a great model.

But let’s start getting our means and ends back in a row: when we start justifying happiness in terms of corporate ROI, something has gone horribly wrong.

Happiness and ROI go together. We should resist making one solely the means and the other solely the end, but let’s remember: if and when we’re forced to prioritize, the true end is happiness.

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[1] I’m going to casually equate employee engagement and happiness here, as do many casual authors. EE fans may quibble about that, but the logic of this post applies to each; pick your preferred words.

 

Upcoming Events and Appearances: Trusted Advisor Associates

Join us at one or more upcoming Trusted Advisor Associates events. This Spring, we’ll be hosting and participating in events in New York, NY; Washington, DC; Fargo, ND; Boston, MA; London, England and through globally accessed webinars.

Also, a word about the Trusted Advisor Mastery Program.

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Mon. Apr. 4th Global Charles H. Green

Charlie will be participating in a three person roundtable discussion through the Focus Roundtable Series. The Moderator is David A. Brock (President and CEO, Partners in EXCELLENCE), the panelists are Charlie Green (CEO, Trusted Advisor Associates) and Dave Stein (CEO and Founder of ES Research Group). They will be talking on the subject of “Professional Selling: Are We At an Inflection Point?” Click here for more information and to listen in on the discussion.

Wed. Apr. 20th Washington, DC Andrea P. Howe
Andrea will be speaking at the Washington DC Chapter of the Project Management Institute on “Trust and Influence: What Every Successful Project Manager Needs to Know.” Paolo’s Ristorante, 11898 Market Street, Reston, VA, 11:30am. Open to public: Sign up here. PMIWDC Members $30; Non-Members: $30; lunch will be served. PDUs will be available for Project Management Professionals (PMPs).

 

Wed. Apr. 27th Fargo, ND Sandra Styer

Sandy Styer will be presenting “The Heart of Trust: Keys to Becoming a Trusted Advisor” at the Tristate Trust Conference of the North Dakota Bankers Association on April 27th.

 

Wed. May 18th Boston, MA Stewart Hirsch

Stewart Hirsch will be a guest lecturer at Emerson College, speaking on “Becoming a Trusted Advisor.” The class to which Stewart will be addressing is a part of a professional services marketing course taught by Prof. Silvia Hodges, Ph.D.

 

Tues. & Wed. May 24th-25th London, England Julian Powe & Charles H. Green

In a highly interactive, practical and lively day-and-a-half program, TAA will be offering the opportunity to accelerate your professional growth, identify and strengthen the outstanding practice you already have, and address areas for improvement. This is the first time these two extraordinary presenters have offered this program together! Our early-booking price for the program will be $2200, with discounts available for group participation. For more information or to register contact Julian Powe or Tracey Del Camp, respectively.

——————————-

The first tranche of the Trusted Advisor Mastery Program has completed the 19th module in the program, individual coaching calls and its third group call, and the members have agreed to keep up lively discussions on the online Forum. Here’s what one participant has to say about the program:

“This course works because it is not based upon the newest fly-by-night pet theory, but upon rock solid principles of human nature and social psychology. The ability to engender trust is the one attribute that separates those who succeed in both business and in life. Take this course and you will be well on your way to success in both realms.” (Nils Victor Montan, Of Counsel Danneman Siemsen Bigler & Ipanema Moreira, Rio de Janeiro, Brazil)

To be notified of the next available program, email us at: [email protected].

The Five Essential Trust Skills: Don’t Leave Home Without Them

A competency model won’t answer the mail when it comes to building trustworthiness—in fact, there’s risk in attempting to reduce trust to a series of behavioral definitions. At the same time, there is value in culling down the essential skills of a Trusted Advisor to a practical number.

I narrow it down to the following five: Listen, Improvise, Risk, Partner, and Know Yourself.

Common Denominators

The five essential skills share important characteristics:

  • They appear elementary—easily dismissed as too basic to merit our attention. (“I’ve been in sales for 20 years; I know how to listen by now!”) They’re deceptive that way.
  • They’re capabilities you can practice, and should practice over and over again. The five essential skills are to a Trusted Advisor what scales are to a maestro.
  • They’re inextricably linked. Improvisation requires risk, partnering requires listening, and all of them require knowing yourself well to be effective.

Essential Skills, Defined

There’s a lot to be said for simplicity, hencefive and only five. (Interestingly, Steve Arneson, formerly head of leadership development at Capital One, AOL, Time Warner Cable, and a division of PepsiCo, agrees in principle; he advocates for eight—not 67—essential competencies for leadership.)

Here are the five essential skills of a Trusted Advisor:

Listen. Every day, garden-variety listening—which is what most leadership development, consulting skills, and sales training programs teach—is listening with a purpose, and usually that purpose is self-oriented: to sell, to convince, to get smarter, to buy time. By contrast, the kind of listening that engenders trust—deep trust—is not purpose-driven listening to identify needs or to mine for data you may extract to justify the pitch/sell/recommendation/opinion you have to deliver. It is, instead, empathetic listening where the focus is actually on the act of listening itself.

Improvise. The business world is rife with the unexpected including tricky client situations and other uncomfortable and awkward moments that occur at the worst possible time. Let’s call these Moments of Truth. And in these moments, the skill of improvising—inventing, composing, or performing with little or no preparation—is precisely what you need. Improvisation is relevant to any would-be Trusted Advisor because Moments of Truth are inevitable and how you handle them says a lot about who you are.

Risk. There is no trust without risk. Certainly no deep trust. Yet most of us worry about doing something that feels risky—like speaking a hard truth or sharing something personal—because we don’t think we have enough trust in the relationship for that risk to be tolerated. The irony is it’s the very act of taking those risks that creates trust.

Partner. Look up “partner” in the dictionary and you’ll see “either of two persons dancing together” in the definition. The dancing metaphor is perfect for Trusted Advisor relationships. It conjures up images of give and take, synchronization, graceful movement, and being in tune and in step with one another.

Know Yourself. Introspection is the hallmark of a Trusted Advisor. Introspection doesn’t imply narcissism or self-obsession. In fact, the more self-aware you are, the lower your self-orientation tends to be. To “know yourself” is to have a full and complete inventory of your weaknesses, triggers, and hot buttons, as well as your strengths, interests, and sources of passion and purpose. Knowing yourself is about achieving a level of self-awareness that is required for good self-management—a leadership competency rightly elevated in status in the last decade thanks to Daniel Goleman, and re-emphasized in a recent study by Green Peak Partners and Cornell University.

That’s my take. What’s yours?

Upcoming Events and Appearances: Trusted Advisor Associates

Join us at one or more upcoming Trusted Advisor Associates events. This Spring, we’ll be hosting and participating in events in New York, NY; Washington, DC; Fargo, ND; Boston, MA; London, England and through globally accessed webinars.

Also, a word about the Trusted Advisor Mastery Program.

—————————————-

Mon. Mar. 28th New York, NY Sandra Styer

Sandy Styer will be speaking on “Building Your Trusted Advisor Skills” at the Masa Israel Journey on Monday, March 28th in New York City.

 

Wed. April 20th Washington, DC Andrea P. Howe
Andrea will be speaking at the Washington DC Chapter of the Project Management Institute on “Trust and Influence: What Every Successful Project Manager Needs to Know.” Paolo’s Ristorante, 11898 Market Street, Reston, VA, 11:30am. Open to public: Sign up here. PMIWDC Members $30; Non-Members: $30; lunch will be served. PDUs will be available for Project Management Professionals (PMPs).

 

Wed. Apr. 27th Fargo, ND Sandra Styer

Sandy Styer will be presenting “The Heart of Trust: Keys to Becoming a Trusted Advisor” at the Tristate Trust Conference of the North Dakota Bankers Association on April 27th.

 

Wed. May 18th Boston, MA Stewart Hirsch

Stewart Hirsch will be a guest lecturer at Emerson College, speaking on “Becoming a Trusted Advisor.” The class to which Stewart will be addressing is a part of a professional services marketing course taught by Prof. Silvia Hodges, Ph.D.

 

Tues. & Wed. May 24th-25th London, England Julian Powe and Charles H. Green

In a highly interactive, practical and lively day-and-a-half program, TAA will be offering the opportunity to accelerate your professional growth, identify and strengthen the outstanding practice you already have, and address areas for improvement. This is the first time these two extraordinary presenters have offered this program together! Our early-booking price for the program will be $2200, with discounts available for group participation. For more information or to register contact Julian Powe or Tracey Del Camp, respectively.

——————————-

The first tranche of the Trusted Advisor Mastery Program is completing its final month. Members are taking stock. Here’s what one participant has to say:

“This program is extremely valuable. While the concepts seem so basic and simple, they are powerful. The exercises have helped me to practice what I’m learning. The online modules with Charlie Green are engaging, the one-on-one coaching helped me address specific challenges, and the group calls and Forum gave me an opportunity to share ideas and learn from others.” (Mike Leffler, Owner/Financial Advisor, Portfolio Advisors, Inc)

To be notified of the next available program, email us at: [email protected].