by Andrea Howe | Jul 1, 2019 | Monthly-ish tips
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.
by Andrea Howe | Jun 24, 2019 | Monthly-ish tips
This post is part of our Monthly-ish Tips series.
I’ve written many times about the importance of making communications personal. I often follow my own advice. And sometimes I don’t. Here’s a tale of a failure on my part, including what I did to attempt to rectify things. Perhaps you’ll find it a useful template (the rectifying part, not the failing part).
by Andrea Howe | Jun 17, 2019 | Monthly-ish tips
This post is part of our Monthly-ish Tips series.
I’m on a Southwest flight at the time of this writing, where employees are known for taking creative license with the more mundane aspects of the job, including on-board announcements. The flight attendant who just delivered the usual stuff prior to takeoff did something we should all do.
by Andrea Howe | Jun 10, 2019 | Monthly-ish tips
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.
by Andrea Howe | Jun 9, 2019 | Webinar
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.

Hosted by Andrea Howe, co-author of The Trusted Advisor Fieldbook, and founder of The Get Real Project
by Andrea Howe | Jun 3, 2019 | Monthly-ish tips
This post is part of our Monthly-ish Tips series.
Think about the number of meaningful relationships you’ve had with clients over your career. There are likely hundreds. Now think about how many you’ve reached out to in the last year. Probably considerably fewer, and probably not enough—especially since they’re your best and easiest source of leads if you’re in a services business. Read on for a simple and important way around this relationship problem.
by Andrea Howe | May 28, 2019 | Monthly-ish tips
This post is part of our Monthly-ish Tips series.
Whether you’re selling a product, service, or idea, you’ve likely felt impatient at some point to get somewhere—known in conventional sales training as “closing.” That might be driven by your strong personal desire to problem-solve or be helpful, or it could be fueled by external pressure to generate a result, or both. Whatever the source, its problematic.
by Andrea Howe | May 21, 2019 | Monthly-ish tips
This post is part of our Monthly-ish Tips series.
Every so often my systems and support structures fail me (or more accurately, I fail them) and a tip doesn’t get written for the week. This is one of those times.
by Andrea Howe | May 13, 2019 | Monthly-ish tips
This post is part of our Weekly Tips series.
The phrase Always Be Closing has positive connotations in some circles. It was taught for many years in the well-regarded Xerox sales system as a reminder to constantly explore customer needs. More often than not, though, “closing” draws down on trust—whether you’re selling a product, service, or idea. Here are three reasons not to do it.
by Andrea Howe | May 6, 2019 | Monthly-ish tips
This post is part of our Weekly Tips series.

Last week’s tip about shifting out of “order-taker” role got me thinking about a telling experience I once had with a tech support person. He fell into a classic trap, which I’m now sharing with you because it’s one we’re all vulnerable to.