A bright light on my bruised ego

Category : Weekly-ish tips December 31, 2018

This post is part of our Weekly Tips series.

I got a pretty big hit to my ego the other day, and I’d rather not tell anyone about it, only I’m doing it anyway. In some ways this missive is all about me, though in other ways it’s really about all of us, and the ways we deal with professional disappointment. This topic matters because I don’t believe we ever achieve our full potential for success until we learn to fail well, and disappointment is failure’s close cousin. I’ve always admired others who speak about their less stellar moments with candor, clarity, and humor.

Kick convention to the curb in 2019

Category : Weekly-ish tips December 24, 2018

I’m taking the week off to enjoy a little year-end down time. I hope you are too.

I’ll be back on January 2nd, refreshed and ready to launch the fifth (!) full year of weekly tips.

In the meantime, you might find inspiration for your 2019 intentions in the Get Real manifesto poster and accompanying eBook. The manifesto captures the unconventional wisdom that my 25+ years in the consulting industry (including 12 years in partnership with Trusted Advisor Associates) have taught me transform client relationships.

A test: What would the trusted advisor say next?

Category : Weekly-ish tips December 17, 2018

This post is part of our Weekly Tips series.

It’s one thing to conceptually grasp the different ways you can offer value to clients, including the ways that a trusted advisor truly stands apart. It’s another thing entirely to embody it such that your in-the-moment reactions are consistent with your intentions. Take this little test to find out how well you generally do.

How clients see your value starts with how *you* see your value

Category : Weekly-ish tips December 10, 2018

This post is part of our Weekly Tips series.

If we had a do-over for The Trusted Advisor Fieldbook, there’d be a whole chapter on how you see your value, and how your own mentality is a key driver of your clients’ proclivity to see you more consistently as a trusted advisor. For now, a weekly tip will have to suffice.

Most services professionals tie their value to their expertise. That makes sense, since most clients pay money for the expertise they need to advance a business issue.

An innovative way to walk in your clients’ shoes

Category : Weekly-ish tips December 3, 2018

This post is part of our Weekly Tips series.

There are stories in The Trusted Advisor Fieldbook that inspire me no matter how many times I read them. One in particular provides a compelling example of a company’s commitment to walking in its clients’ shoes. This week’s tip offers ways you can translate their innovation to your business.

Contact us | Subscribe