

#8193
Mentioned in 7 episodes
The Trusted Advisor
20th Anniversary Edition
Book • 2000
In today’s fast-paced networked economy, professionals must work harder than ever to maintain and improve their business skills and knowledge.
However, technical mastery alone is not enough.
The key to professional success, argue David H. Maister, Charles H. Green, and Robert M. Galford, is the ability to earn the trust and confidence of clients.
This 20th anniversary edition enriches our understanding of today’s society and illustrates how to be effective communicators in a digital world using the 'trust equation.
' The book details five distinct steps—engage, listen, frame, envision, and commit—to create a trust-based relationship, making it an invaluable roadmap for developing special relationships with clients.
However, technical mastery alone is not enough.
The key to professional success, argue David H. Maister, Charles H. Green, and Robert M. Galford, is the ability to earn the trust and confidence of clients.
This 20th anniversary edition enriches our understanding of today’s society and illustrates how to be effective communicators in a digital world using the 'trust equation.
' The book details five distinct steps—engage, listen, frame, envision, and commit—to create a trust-based relationship, making it an invaluable roadmap for developing special relationships with clients.
Mentioned by


















Mentioned in 7 episodes
Mentioned by Tim Lahey as a book he has read multiple times, emphasizing the importance of listening to clients.

55 snips
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Mentioned by
Ramit Sethi as a book discussing the importance of prioritizing clients' needs, even at potential short-term financial cost.


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Mentioned by
Michael Zipursky and Charles Green as a book on building trust-based relationships with clients in consulting.


12 snips
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Mentioned by Michael Kitces while discussing his approach to financial planning and client communication.

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