Posts

Upcoming Events and Appearances: Trusted Advisor Associates

/2 Comments/in /by

Join us at one or more upcoming Trusted Advisor Associates events.  This Fall, we’ll be hosting and participating in events in Baltimore, MD; Minneapolis, MN; and through globally accessed webinars.

Also, a word about the Trusted Advisor Mastery Program.

———————————————————————————————-

Wed. Nov. 2nd          Global            Charles H. Green & Andrea P. Howe

Charlie and Andrea will be interviewed by Jordan Kimmel, host of Trust Across America on VoiceAmerica, at 12:00pm EST. Visit here for information on tuning in, embedding and sharing the program.

Wed. Nov. 9th            Global            Charles H. Green

Charlie will guest-host on the Trust Across America show on VoiceAmerica at 12:00pm EST. Charlie’s guest will be trust expert Robert Porter Lynch and the subject will be trust and neurochemistry, leadership and innovation.

Thurs. Nov. 10th            Global            Stewart Hirsch

“Everything You Wanted to Know About the Trusted Advisor Mastery Program (but were afraid to ask).” When: November 10th, 2011; 2:00-2:45 PM EST.

Register for this FREE webinar and get an inside peek into our signature program, the Trusted Advisor Mastery Program. As our next group is forming in the Fall, this is a great opportunity for you to get to know the program and see if it is a good match for your needs. For more information on the webinar and to register, email Tracey Del Camp at: [email protected].

Wed. Nov. 16th          Baltimore, MD          Charles H. Green

Charlie will be keynoting and doing a book signing of his and Andrea Howe’s The Trusted Advisor Fieldbook, on Day 2 of Entrequest’s 2-day sales seminar, “The eQ Sales Effect.” For more information visit, http://www.entrequest.com/the-eq-sales-effect/.

Fri. Nov. 18th        Minneapolis, MN         Charles H. Green
Charlie will keynote the Twin Cities Compensation Network Annual Luncheon.  He’ll speak on “Becoming a Trusted Business Advisor: the HR Challenges.”  Marriott Minneapolis West in St. Louis Park, MN.  Open to TCCN members and one guest.

———————————————————————————————–

The next Trusted Advisor Mastery Program is forming and registration is $3900/person.  This is the last chance to register for this program at this price before it increases for 2012. Please email Tracey Del Camp of your interest and she’ll be in touch with more specifics.

Here’s what a participant of the current program has to say:

“The Trust Mastery Program is a great mix of online modules, background reading, exercises, group discussion and coaching–all of which reinforce the development of personal trustworthiness. I love the way the program is designed. I have been able to go through the material at my own pace, learn from the experiences of my cohorts on the online forum, assess my behavior and set short term doable goals. ”

—Tina Beranbaum (Principal, Centauric Consulting, La Jolla, CA/Toronto, Canada)

Upcoming Events and Appearances: Trusted Advisor Associates

/0 Comments/in /by

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].

Upcoming Events and Appearances: Trusted Advisor Associates

/0 Comments/in /by

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. 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].

Upcoming Events and Appearances: Trusted Advisor Associates

/0 Comments/in /by

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; Fargo, ND and through globally accessed webinars.

Also, a word about the Trusted Advisor Mastery Program.

————————————————

Tues. Mar. 15th New York, NY Charles H. Green

Charlie will be speaking in New York, March 15th, with Jordan Kimmel at NYU Alumni’s Executive Forum. The subject is “Restoring Trust in Post-Madoff America: What it Means for Advisors, Companies and Investors.” National Arts Club, 15 Gramercy Park South. 5:45 Cocktails, 6:30 Dinner, 7:30 Speakers. $75. RSVP for the event here.

 

Wed. Mar. 16th Global Charles H. Green

Charlie will interview investor relations expert Laura Rittenhouse, on the subject of “How the CEO Candor Crisis is Strangling Our Economic Recovery.” Laura is president of Rittenhouse Rankings, Inc., an investor relations company that advises managements on strengthening corporate candor in order to improve execution and financial valuation. The Rittenhouse Rankings annual survey is the world’s only benchmark to correlate financial performance with CEO Candor. She is the author of Buffett’s Bites and Do Business with People You Can Trust. Log in to listen at www.voiceamerica.com. 12pm EST.


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. 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.

——————————-

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 about the online Forum portion of the program:

The online Forum is a group of professionals from the US and Australia – our Forum goal is to help each other take the next right actions to raise Trust, and Trustworthiness. I applied several participants ideas and they worked out great! The Trusted Advisor Master Program delivered professional and personal results beyond expectations”. (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].

Upcoming Events and Appearances: Trusted Advisor Associates

/0 Comments/in /by

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; Fargo, ND and through globally accessed webinars.

Also, a word about the Trusted Advisor Mastery Program.

————————————————

Tues. Mar. 15th New York, NY Charles H. Green

Charlie will be speaking in New York, March 15th, with Jordan Kimmel at NYU Alumni’s Executive Forum. The subject is “Restoring Trust in Post-Madoff America: What it Means for Advisors, Companies and Investors.” National Arts Club, 15 Gramercy Park South. 5:45 Cocktails, 6:30 Dinner, 7:30 Speakers. $75. RSVP for the event here.

 

Wed. Mar. 16th Global Charles H. Green

Charlie will interview investor relations expert Laura Rittenhouse, on the subject of “How the CEO Candor Crisis is Strangling Our Economic Recovery.” Laura is president of Rittenhouse Rankings, Inc., an investor relations company that advises managements on strengthening corporate candor in order to improve execution and financial valuation. The Rittenhouse Rankings annual survey is the world’s only benchmark to correlate financial performance with CEO Candor. She is the author of Buffett’s Bites and Do Business with People You Can Trust. Log in to listen at www.voiceamerica.com. 12pm EST.


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. 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.

——————————-

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)

Stewart Hirsch, head of Trust-based Coaching, will do a live online walk-through of the program on Wednesday, March 9th at 1PM US-EST. If you would like more information or an invitation to the walk-through please email us at: [email protected].

Upcoming Events and Appearances: Trusted Advisor Associates

/4 Comments/in /by

Join us at one or more upcoming Trusted Advisor Associates events. This Spring, we’ll be hosting and participating in events including Bethesda, MD; Fargo, ND and through globally accessed webinars.

Also, a word about the Trusted Advisor Mastery Program.

——————————

Trusted Advisor Event Listing Tues. Feb. 22nd Bethesda, MD Charles H. Green

Charlie will be the luncheon speaker, hosted by the Bethesda Chevy Chase Rotary; at the Kenwood Country Club, 12:15PM. He will be talking on the subject of “Trust and Influence in Customer Relationships.” There are 10 guest spots available. To get one, contact Michael Zhuang at [email protected].

Trusted Advisor Event ListingWed. 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.

——————————-

The first tranche of the Trusted Advisor Mastery Program is entering its final month. Members are taking stock. Last week we heard from an American lawyer operating in Brazil. Here’s what another participant has to say:

“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)

Stewart Hirsch, head of Trust-based Coaching, will do a live walk-through of the program on February 23rd at 1PM US-EST. If you’d like an invitation please email us at: [email protected].

————————————

TrustedAdvisor Associates Workshops & Events, Winter 2010-11

/0 Comments/in /by

Join us at one or more upcoming Trusted Advisor Associates events. In January we’ll be hosting or participating in events in Fairfield, New Jersey; Seattle, Washington; Portland, Oregon and through the globally accessed radio show "Trust Across America." Also, a few words about the new Trusted Advisor Mastery Program, and an offer to vote in this year’s Annual Top Sales Awards. 

——————————

Wed. Jan. 12th        Global/Radio         Charles H. Green

Charles H. Green will be guest-hosting the Trust Across America Radio show, guests to be announced. Noon EST.

Thurs. Jan. 20th          Fairfield, NJ     Charles H. Green  

Charlie presents to Wharton Alumni Club of New Jersey on Trust, Influence and Advising. Club Cucina Calandra, Fairfield NJ, 6PM.  Email us at [email protected] to be notified of signup link when it goes live (within a week).


Wed. Jan. 24th            Seattle, WA       Charles H. Green

University of Washington, evening:  Details/venue to be announced: email us at [email protected] to be notified of details when finalized.


Mon. Jan. 25th            Portland, OR     Charles H. Green

Charlie is luncheon speaker at the CFA Society of Portland luncheon; subject Building and Maintaining Trust with Clients and Prospects. Open to the public.   Click to register here. 

———————————–


The current edition of the Trusted Advisor Mastery Program is entering its third week and hitting its stride. Participants bring their own unique experiences sharply to bear on issues we all address, so we all benefit from the perspective. Some perspectives: 62 Tips for Selling in a Recession.

To get on the notification list for the next Trusted Advisor Mastery Program, write to: [email protected]

————————————

Vote for your favorite Sales Blog at The Annual Top Sales Awards.  And if you’re moved to vote for Trust Matters, well that wouldn’t hurt our feelings one little bit.

TrustedAdvisor Associates Workshops & Events, Fall 2010

/0 Comments/in /by

Join us this Fall at one or more of our 2010 TrustedAdvisor Associates events through globally accessed programs and webinars!  Topics include  "No Trust, No Team: Building Trust in a Virtual Setting," and the new Trusted Advisor Mastery Program!
 
We hope you’ll be able to attend and  look forward to seeing you!

——————————

Mon. Nov. 1st        Global          Charles H. Green & Rick Lepsinger

In conjunction with OnPoint Consulting, Charlie will be hosting a free webinar entitled "No Trust, No Team: Building Trust in a Virtual Setting," with Rick Lepsinger, President of OnPoint Consuting, focusing on virtual team collaboration and effectiveness through trust. 12:00pm EST, 9:00am PST. System requirements: PC based attendees–Windows(r) 7, Vista, XP or 2003 Server. Macintosh(r) based attendees: Mac OS(r) X 10.4.11 (Tiger(r)) or newer. Click here for more information and to register.

Mon. Nov. 15th        Global          Charles H. Green & Stewart Hirsch

We are launching a new program on November 15th! A three-month Trusted Advisor Mastery Program combining e-learning with one-on-one coaching, group learning, and more. Find out more by watching this video: http://bit.ly/a39Q19 and contact Stewart Hirsch, Practice Lead for TAA Coaching at 781.784.5280; [email protected].