The Trusted Advisor Paradox

As an adviser, your clients’ trust is the foundation of your business. While your technical guidance and tactical execution are fundamentals of your practice, enduring client trust is built through your ability to connect deeply with those you advise. In doing so, you increase your value to them by supporting them in opening to new perspectives, identifying the possibility present in a bigger vision, and helping them to define their goals and align their resources to support those goals. It is through this client connection that your role transforms from the commoditized “technical resource” to the highly valued “trusted adviser.”

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When She Has the Money: Challenging Ancient Conventions and Supporting the New Normal

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Laying the Foundation: Five Steps to Supporting the Growth of Your Clients’ Health Capital*