ABOUT OUR

workshops

Transformative Workshops

FOR PROFESSIONAL GROWTH

We provide a thought-provoking and engaging environment for your team to learn and practice the core principles of creating stronger trust-based, professional relationships.

The program’s rich teachings are drawn from 20 years of research and successful client program development by Trusted Advisor Associates.

Participants leave with in-depth knowledge and actionable tools that can immediately be applied across sales, business development, and client relationships, as well as with peers and colleagues.

These sessions mix solid principles with exercises tailored to attendees’ personal business issues and needs.

Charles in a workshop

WORKSHOPS INCLUDE:

  • There are four broad curriculum options:
    1. Workshop 1: Being a Trusted Advisor
    2. Workshop 2: Trust-Based Selling™
    3. Workshop 3: Leading with Trust
    4. Workshop 4: Building Trust in the Age of AI
  • Most programs are a blend of each, suited to your company’s particular situation
  • The sessions are a mix of discussions, video, and small-group exercises
  • A recommended self-assessment tool (the TQ Trust Quotient) is typically included

STRUCTURE:

  • Ideal for groups of 15-40 participants
  • Led by Trusted Advisor’s experienced Delivery Associates
  • One-day and two-day in-person sessions are available at your location
  • Half-day or multi-session workshops available virtually

TYPES OF COMPANIES WE WORK WITH:

 

 

 

 

 

 

We’ve worked with over 100 top organizations in North America, Europe, and Asia, from Fortune 500 companies to emerging industry leaders. See our client list here.

Our programs are best suited to the following industries:

  • Management Consulting
  • Finance & Accounting Services
  • Technology & Engineering Services
  • Other high-price-point, complex products, and services

Our programs are best suited for the following roles:

  • Sales
  • Business Development & Fundraising
  • Account & Client relationships and services
  • Customer Succes

PRICING:

Our professional fees are based on program delivery. For in-person deliveries, these are billed by the day and for virtual deliveries, these are billed by the event. Please contact us for a quote.

Charlie presenting
croud
Noelle presenting the Trust Equation

From Workshop Participants

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It was good to be led by an expert … who is passionate about her subject. This was an excellent course—both the content and the instruction.”

– 2016 Participant

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Noelle was great. She had a mastery of the topics and was rarely stumped during discussions. She was great at keeping the structure of the course and meeting all goals while still facilitating extremely open ended discussions.”

– 2017 Participant

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Cate did a fantastic job … she was energized, extremely knowledgable, and just fun! It’s hard to keep 30 engineers’ attention for two days … she hit the perfect amount of instruction and exercises … plus time in the hot seat testing out the concepts. A+!”

– 2017 Participant

Our signature workshops

In our signature workshop, attendees learn and practice skills to demonstrate trustworthiness, be more influential, and understand the relationship between taking personal risks and building trust.

This program is founded on the Trust Equation (the four components of trustworthiness) and introduces the five-step Trust Creation Process. Clients typically include the TQ Trust Quotient Assessment tool, which gives participants a deeper understanding of their own tendencies when it comes to building trust.

Key Takeaways:

  • Deep understanding of the key components of trustworthiness
  • Practical ways to create trust in a variety of common business situations
  • Application of tools and techniques to real-life situations
  • Greater self-confidence, ease and ability to transform risky situations into trust-creating opportunities

Trust and “sales” are not typically thought of in the same sentence. Many B2B and services professionals are not even comfortable seeing themselves as “salespeople.” This program transforms participants’ views of business development by the rigorous application of trust principles. Participants explore critical differences between “selling” and being trusted business advisors. Participants come to see the basic truth that people are actually more likely to buy from those they trust.

Trust-Based Selling™ is not a sales process; it is process-agnostic. It teaches participants how to create trust through any sales process by rigorous application of the Trust Equation, the Trust Creation Process, and the Four Trust Principles.

We also can address specific challenges like networking, closing, answering the Six Toughest Sales Questions, how to address pricing, cross-selling, delivering pitches, and selling to the C-Suite—all from the perspective of trust covered in our three books on trusted business relationships.

Key Takeaways:

  • Understanding how buyers really buy
  • Tools to focus on real client needs and deeper client relationships, ultimately bringing your sales process to life
  • How to achieve increased win rates, lower price resistance and greater cross-selling effectiveness
  • Greater sense of self-worth and integrity
#3: Leading with Trust

Increased innovation, improved team alignment, heightened collaboration, and more influence—these are only a few of the benefits organizations gain from operating with trust.

Leading with Trust is designed to teach organization leaders, from team managers to executives, to recognize and develop the behaviors that are critical to build trust in teams and organizations.

This one-day workshop is experiential and interactive. Using the Trust Equation as a foundation, we encourage including the TQ Trust Quotient Assessment tool to help participants identify their strengths and opportunities in building personal trustworthiness. Participants explore trust skills critical for building trust in organizations, and the Trust Principles provide a model for both personal behavior and for scaling trust.

Participants gain actionable skills to lead individuals and teams. Practical exercises demonstrate how trust works and deconstruct the elements of trustworthiness with a focus on what’s most critical for leaders. Throughout the workshop, participants apply concepts to a real-life situation they bring to class, assessing their role in the relationship and creating a personal action plan.

Key Takeaways:

  • Ability to define and act upon the difference between trusting and being trustworthy
  • Enhanced teamwork and internal collaboration
  • Creation of a trust-positive environment through role modeling trustworthiness and scaling trust-enhancing behaviors
  • A personal plan for building trust with team members, direct reports and other colleagues
#4: Building Trust in the Age of AI

In this transformative workshop, attendees learn how to leverage AI tools to enhance efficiency and credibility while strengthening the irreplaceable human elements that build lasting trust with clients. Participants discover how to position themselves as trusted advisors in an era where technical expertise is increasingly automated.

This program is founded on the Trust Equation (credibility, reliability, intimacy, and self-orientation) and demonstrates how each component can be amplified—or undermined—by AI. The workshop introduces practical strategies for using AI to handle routine tasks while deepening trust through empathy, judgment, and authentic human connection. Clients typically include the TQ Trust Quotient Assessment tool, which helps participants identify their trust-building strengths and opportunities in the context of an AI-enabled practice.

Key Takeaways:

  • Clear understanding of which trust-building activities AI can enhance vs. those requiring genuine human presence
  • Practical AI prompts and workflows that strengthen credibility and reliability without compromising intimacy
  • Frameworks for maintaining transparency about AI use while demonstrating irreplaceable human judgment
  • Confidence to position yourself at the highest level of client relationships—Trusted Advisor—where AI poses the least competitive threat

Interested in workshops? Let’s talk.

We always begin with an open and honest conversation to see if we can
help. Connect with us today and begin transforming your business.