Trusted Advising Skills 2019


Becoming a Trusted Advisor to clients and customers takes effort. Often companies build strong client relationships over time, however, they do not have a structured approach to engaging with clients.

Being intentional about how you plan for, execute, and manage client interactions is essential to success. This 60-minute webinar covers the stages of the Trusted Advisor process, detailing important steps that are needed to engage well with new and existing clients.
The webinar will cover the following:

  •  What does a Trusted Advisor relationship look like 
  •  How does knowing where the client is on the buyer behaviour curve guide your approach 
  •  The important of trust and how to define it 
  •  The 5 key steps of Trusted Advisor client interactions 
  •  An overview of each step; plan, connect, understand, compel and complete 
  •  The importance of having a meeting objective 
  •  Effective communication style considerations 
  •  Meeting guide template 

This webinar is at an introductory level and provides an overview of Trusted Advising. Attendees will review practical steps to an advising process and be introduced to some theory around effective communication. Skills can be applied to professional service firms ranging from small to large.


  •  A practical process to follow for client interactions
  •  An understanding of how planning for interactions can improve business and relationship outcomes
  •  Tips for tailoring your approach to connect best with specific clients
  •  A meeting guide tool that can be used for client interactions


Suited to accountants, lawyers and other professional services firms where preparing for client interactions is important. Suited to all levels of business while targeted at those who have regular client interactions


Leigh Parker, Business Development Consultant, 6 Degrees Executive Development Ltd




1 CPD HOur

  • Feb 26
    Tue, 2:30 PM NZDT - 3:30 PM NZDT Online
    • $170.00 excl. GST

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Our webinars operate on a 'one-connection-one-fee' basis so you can have your whole team participate for one cost effective price and claim CPD points.


All registrants that do not log into the live webinar are automatically sent a recording either later the same day or early the next business day.

If you did log in and wish to view again simply drop us a line at NZ‑ and we’ll be happy to send it to you via email.

Sole practitioners

A discount on webinars is available for sole practitioners. Please contact us at NZ‑ to confirm eligibility.