2Bobs—with David C. Baker and Blair Enns

Advising Clients Ethically

Apr 24, 2024
The podcast explores the nuances of ethical consulting and advising, discussing the transition from consultant to advisor role. They emphasize the importance of ethical client advising and highlight seven core principles, including humility, active listening, and empathy.
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ANECDOTE

Early Career Presentation Mishaps

  • David and Blair share early-career stories about presenting solo and flying to the wrong city.
  • These stories illustrate the vulnerability and growth that come from advising in public settings.
ADVICE

Don't Overpromise To Impress

  • Avoid overpromising to win work because it erodes long-term credibility.
  • Let your promises tighten as experience grows until you rarely overpromise after years of practice.
ADVICE

Listen, Then Sort What Matters

  • Listen actively and sort client statements into what matters and what to ignore.
  • Use your judgment to prioritize symptoms so you focus on the root issues, not every complaint.
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