The story of Harold, a client for life

This post is part of our Monthly-ish Tips series.

 

I’m a big fan of stories as vivid illustrations of trust-building moments, which is why we have so many in The Trusted Advisor Fieldbook. I’m especially inspired by the “extra miles” stories that highlight the extraordinary ways people find to be of service. Like the story about the advertising staffers who spent 14 weeks living the life of diabetic patients before beginning to create an ad campaign for Type 2 diabetes medication. Or the one about the savvy private wealth manager who once offered free investment planning for a client’s 12- and 14-year-old children. This week’s tip features an executive who earned a client for life by running a race.

How a “modern” communication tool can accelerate trust

This post is part of our Monthly-ish Tips series.

 

There’s a “modern” communication tool that’s become really popular in recent years. You’d think I’d be too old to appreciate them (although I learned from Wikipedia that they actually date back to the 80s, so maybe not). Instead, I’m enamored of them. Humor me for a moment while I share the trust-building applications of … GIFs.

7 Risks You Should Take to Build Trust

 

Tuesday, July 23, 2019
@11:00 AM to 11:45 AM EST

Without risk, there is no reward. Trust-building and risk-taking are inextricably intertwined. Being willing to take personal risks is critical to building lasting and loyal relationships.

Join us for a free webinar as we further explore the relationship between trust and risk and share seven best practices to expand your risk-taking aptitude.

Register now

Hosted by Andrea Howe, co-author of The Trusted Advisor Fieldbook, and founder of The Get Real Project