Signature Programs

Our signature programs help you transform your business performance by taking your client relationship skills to a new level.

These programs are the culmination of more than a decade of work dedicated to exploring what it takes to have extraordinary client relationships.

Thanks to our special partnership with Trusted Advisor Associates, we’ve delivered hundreds of programs to thousands of people in client-facing roles: external consultants, internal consultants, financial advisors, bankers, engineers, scientists, and salespeople. We’ve traveled (and telecommuted) to audiences in various parts of the world, including the U.S. and Canada, Mexico, Brazil, Europe, Russia, and the Asia Pacific region.

Through our programs, you can access our best work.

Being a Trusted Advisor

Trusted advisorship is simple, not easy. Learn how to walk the talk and earn more referrals, respect, and responsibility.

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Trust-Based Selling

The most important variable for sales success is how you think about selling. Change your mindset, change your results—in a big way.

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Trust-Based Consulting

Your biggest differentiator isn’t your experience; it’s your clients’ experience of you. Reap the rewards by giving them what they really want.

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Improv-ing Relationships

Control is an illusion; the best moments in life are usually improvised. The same is true for client relationships. Take your skills to a whole new level.

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How We Deliver

We deliver our programs through a mix of workshops and webinars, diagnostics, self-paced learning, coaching, and keynotes.

Choose one, some, or all—we know from doing this for more than a decade that there’s no one size fits all. We’ll share our point of view about what’s tried and true, and together we’ll create a learning experience that meets your goals.

WORKSHOPS

It’s not easy to step away from the day-to-day demands of client work. And sometimes that’s exactly what’s needed. Delve deeply into the mindsets and skill sets you need to master the soft stuff. READ MORE >

TRUSTED ADVISOR 24×7: THE VIDEO SERIES

Small bites. On demand. Videos with self-study guides and leader guides. Because sometimes you have too few – or too many – people to go the workshop route. READ MORE >

WEBINARS

A web-based approach can be a great way to reach large audiences, when it’s done right. Get people thinking and speaking the same way about about client relationships. READ MORE >

DIAGNOSTICS

We don’t really like the word “diagnostics”—it sounds so clinical. We do like what diagnostics can do for you and your organization. Gain critical insight into your client relationship strengths and liabilities so you know exactly where to focus your efforts. READ MORE >

COACHING AND FOLLOW-UP

How many times have you invested a lot of time and money in workshops only to have the inspiration fade after a few days or weeks? You’re not alone; it’s a pervasive problem. Discover ways to turn insights into on-the-job practices. It’s probably easier (and cheaper) than you think. READ MORE >

KEYNOTES

Sometimes you only have an hour to make a difference for a big group of people. Find out how to inspire audiences of 60, 600, or 6000. READ MORE >

Not sure where to begin? No problem. Get ideas from our clients. Or talk with us more.


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