Financial Advisorship: The Key to Restoring Lost Client Confidence

While trust is important to every professional relationship, in the troubled world of financial advice it’s never mattered more. It really doesn’t matter how well a portfolio performs, if your client doubts your sincerity or questions your true intentions the relationship is doomed.

A Leadership Mantra for Modern Times: “I Failed!”

Category : Improvisation, Leading with trust April 22, 2013

This month’s improv tip is written by Shawn Westfall, the Get Real Project’s improv guru.

Somewhere around class three or four of the beginner’s improv class I teach at the DC Improv, I make the entire class stand up, raise their hands, and yell, as loud as they can “I FAILED! I FAILED AT IMPROV! I FAILED AT MAKING CRAP UP! HOORAY!”

Real people real trust: transforming a business from the inside out

Ron Prater has worked in government consulting firms for almost 20 years, including three years with Arthur Andersen LLP. In 2007, he set out with partner Alan Pentz to create a company that would apply real entrepreneurial curiosity to find new ways to solve the U.S. government’s biggest problems. The result is Corner Alliance. Find out how this organization, triggered by a crisis in its formative years, applied the principle of collaboration to devise a new and different kind of corporate culture.

Spring clean your way to being a better leader

Category : Leading with trust April 17, 2012
I don’t pretend to know everything it takes to be a great leader. I do know that I have tremendous respect for business people who are calm, decisive, energized, and really present for the people they interact with. I also know that I’m at my professional best when I exhibit these traits and that the opposite is true: I’m far less effective when I’m frenzied, unfocused, tired, distracted. And I’ve noticed that I often get bogged down by a most curious phenomenon: clutter. Clutter appears in my life in various forms—in my file cabinets, my hall closet, my mind, my heart. The messier things are, the more my leadership suffers.

Three star leadership

Category : Leading with trust November 21, 2011
Charlie Green and I were recently interviewed by Wally Bock of Three Star Leadership Enterprises on the subject of trust and leadership. He wanted to know what bosses in general can take away from our new book, The Trusted Advisor Fieldbook: A Comprehensive Toolkit for Leading with Trust.

Hot off the presses: The Trusted Advisor Fieldbook

Category : Leading with trust, Trusted advisorship November 3, 2011
We are very happy to officially announce the publication of The Trusted Advisor Fieldbook: A Comprehensive Toolkit for Leading with Trust. Published by Wiley Books, it is now being sold at fine bookstores worldwide and online at major booksellers.

Whose shoulders does it stand on? The book’s pedigree begins with the classic The Trusted Advisor, by Charlie with esteemed co-authors David Maister and Rob Galford in 2000. In 2005, Charlie wrote Trust-based Selling, which squared the circle of trust and sales.

Story time: leading with trust in the C-Suite

When it comes to trust-building, stories are a powerful tool for both learning and change. Our new Story Time series brings you real, personal examples from business life that shed light on specific ways to lead with trust. Today’s anecdote zeroes in on being trustworthy in the C-suite.

Continuing the #TrustTip Countdown

Category : Leading with trust August 12, 2011
Many people in this world work for tips alone.  We think it’s about time that the tips start working for people.That’s why we’re giving out a Trust Tip per day, counting down the days until the release of “The Trusted Advisor Fieldbook: A Comprehensive Toolkit for Leading with Trust,” a new book written by the two of us – Charles H. Green and Andrea P. Howe – to be published by Wiley Books on October 31, 2011. They are simple tips that you can use every day to remove the obstacles that slow down the building of trust.

Getting Up Close & Personal with Trust Tips

Category : Leading with trust July 22, 2011

We’re about halfway through our countdown of Trust Tips leading up to the release of  “The Trusted Advisor Fieldbook: A Comprehensive Toolkit for Leading with Trust,” new book written by the two of us—Charles H. Green  and Andrea P. Howe—to be published by Wiley Books, on October 31, 2011.

Zooming In on 9 New Trust Tips

Category : Leading with trust July 8, 2011
We’re lighting up the twittersphere with a series of daily Trust Tips, counting down the work days until our upcoming book, “The Trusted Advisor Fieldbook: A Comprehensive Toolkit for Leading with Trust” is released–October 31, by Wylie Books.

Contact us | Subscribe