

How to Become the Trusted Advisor to Consulting Clients with Charles Green: Podcast #196
12 snips Jul 26, 2021
Charles Green, founder of Trusted Advisor Associates, shares his expertise in building trust with clients, having collaborated with giants like Google and Microsoft. He emphasizes that being a trusted advisor is about genuine relationships rather than a self-proclaimed title. Green recounts his transition from a stable corporate career to entrepreneurship, driven by a restlessness that birthed his trusted advisor concept. He discusses innovative marketing approaches and the importance of adaptability in consulting, revealing key strategies for cultivating authentic connections and client satisfaction.
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Earning the Trusted Advisor Title
- Never explicitly call yourself a "trusted advisor".
- Let clients bestow that title upon you organically.
Appropriate Use of "Trusted Advisor"
- Internally, "trusted advisor" can be an aspirational goal.
- Avoid using it in marketing materials or self-promotion.
Four Levels of a Trusted Advisor
- Consultants should master subject matter expertise, problem definition, perspective-giving, and personal connection.
- These four levels contribute to becoming a trusted advisor.