• Business & Economics

The Trusted Advisor


Author: David H. Maister,Robert Galford,Charles Green
Publisher: Simon and Schuster
ISBN: 147110964X
Category: Business & Economics
Page: 224
View: 8957
Beside talent and a sterling portfolio, what can world-class consultants like Deloitte & Touche, Societe General and Towers Perrin boast has helped them achieve success in our entrepreneurial economy? They all have the inside track on the indispensable "Trusted Advisor" model for client relationships, created by renowned experts Charles Green and Robert Galford. Now Green and Galford have teamed up with the acclaimed David Maister in order to help their latest high-profile, fast-forward client: you. In this straightforward guide, Maister, Green and Galford show readers that the key to professional success goes well beyond technical mastery or expertise. Today, it's all about the vital ability to earn the client's trust and thereby win the ability to influence them. In these high risk times, trust is more valuable than gold. With this critical, highly detailed and accessible resource, readers will learn the five crucial steps for developing, managing and improving client confidence. For both emerging and established entrepreneurs and consultants, THE TRUSTED ADVISOR is the first truly indispensable business book of the decade.

    • Business & Economics

The Trusted Advisor Fieldbook

A Comprehensive Toolkit for Leading with Trust
Author: Charles H. Green,Andrea P. Howe
Publisher: John Wiley & Sons
ISBN: 1118163648
Category: Business & Economics
Page: 288
View: 4529
A practical guide to being a trusted advisor for leaders in any industry In this hands-on successor to the popular book The Trusted Advisor, you'll find answers to pervasive questions about trust and leadership—such as how to develop business with trust, nurture trust-based relationships, build and run a trustworthy organization, and develop your trust skill set. This pragmatic workbook delivers everyday tools, exercises, resources, and actionable to-do lists for the wide range of situations a trusted advisor inevitably encounters. The authors speak in concrete terms about how to dramatically improve your results in sales, relationship management, and organizational performance. Your success as a leader will always be based on the degree to which you are trusted by your stakeholders. Each chapter offers specific ways to train your thinking and your habits in order to earn the trust that is necessary to be influential, successful, and known as someone who makes a difference. Self-administered worksheets and coaching questions provide immediate insights into your current business challenges Real-life examples demonstrate proven ways to "walk the talk" Action plans bridge the gap between insights and outcomes Put the knowledge and practices in this fieldbook to work, and you'll be someone who earns trust quickly, consistently, and sustainably—in business and in life.

    • Business & Economics

The Death of the Salesman and the Rise of the Trusted Financial Advisor


Author: Andre Roos
Publisher: AuthorHouse
ISBN: 1546288643
Category: Business & Economics
Page: 140
View: 8852
As a salesperson, youve been taught to persuade, pitch products, read and mimic body language, and engage in a long list of other sales tactics to build business. But those tactics no longer workespecially if youre working with intangible offerings like insurance and financial strategies. These old-fashioned sales techniques may temporarily move a client toward making a purchase, but they dont promote long-lasting relationships. To do that, you must become a trusted advisor. Serial entrepreneur Andre Roos provides in-depth details on how to build meaningful, win-win interactions in this salesmanship guide. Learn how to: follow a tested formula for attracting and keeping clients; nurture clients and grow business; and network with other professionals to provide added value. Roos also explains why using a scripted approach can create sales suicideand what you need to do instead, where and when to leave your digital footprints (and when to cover them up or erase them completely), and how to get clients to respect you even when telling them what they dont want to hear. Establish trust, become a valued consultant, and build long-lasting success with the priceless insights in The Death of the Salesman and the Rise of the Trusted Financial Advisor.

    • Business & Economics

The Trusted Leader


Author: Robert M. Galford,Anne Seibold Drapeau
Publisher: Simon and Schuster
ISBN: 1439108293
Category: Business & Economics
Page: 288
View: 1826
As today's headlines remind us, trust is the hot-button issue in business today, especially for investors, managers, workers, and consumers. More than ever before, the success of an organization depends on leadership that fosters strong connections across teams and among bosses, colleagues, and subordinates. Companies are in urgent need of trusted leaders, but how can managers meet that need? "Be trustworthy" is the short, logical answer, of course. But being trustworthy and building trust in an organization are not one and the same thing. The former is an inherent part of a person; the latter requires developed talent and considerable skill. Based on highly specific research and experience that covers a wide spectrum of managers and organizations, The Trusted Leader identifies the three critical types of trust that leaders need to master: strategic trust, organizational trust, and personal trust. It introduces a practical and effective formula for building organizational confidence, and provides a unique analysis of the obstacles to trust and the sources of resistance to the building of trust inside organizations. Through a series of interactive exercises, executives will learn how to determine where trust is missing and how it can be supplemented in people, departments, and even whole companies. Perhaps most timely are the book's series of diagnostic tools and skills that help executives rebuild trust that has been broken or betrayed. As business insiders and authors Robert Galford and Anne Seibold Drapeau show, trust inside a company provides focus, fuels passion, fosters innovation, and helps employers to hire and retain the best employees. Trust inside, the authors argue, also builds trust outside by gaining credibility with today's skeptical consumer. Trust is all too frequently overlooked in other leadership books, and is even more important today as companies face uncertain customer demands and the pressures to compete successfully in a whiplash market. Crises, restructurings, mergers, downturns, and executive departures are often trust-destroyers. The Trusted Leader examines those defining moments, and helps leaders turn such situations into trust-building experiences, creating a culture and legacy of trust throughout the organization at large. Rich in true stories, examples, and practical advice, The Trusted Leader guides leaders on how to climb the ladder of trust and how to secure their legacy as trusted leaders. For managers of all levels, The Trusted Leader is the only comprehensive guide for building trust inside an organization -- the key to every company's long-term survival and success.

    • Business & Economics

Why Should the Boss Listen to You?

The Seven Disciplines of the Trusted Strategic Advisor
Author: James E. Lukaszewski
Publisher: John Wiley & Sons
ISBN: 9781118041123
Category: Business & Economics
Page: 240
View: 9203
This is a book about gaining influence and becoming a key trusted advisor. It is for everyone who advises leaders and senior managers (accounting, finance, human resources, IT, law, marketing, public relations, security, and strategic planning) and for outside consultants in these functional staff areas. It’s also for operations people yearning to finally be heard and heeded by their boss.

    • Business & Economics

Clients for Life

How Great Professionals Develop Breakthrough Relationships
Author: Andrew Sobel,Jagdish Sheth
Publisher: Simon and Schuster
ISBN: 0743215095
Category: Business & Economics
Page: 272
View: 3736
Finally, the book that all professionals frustrated with fleeting client loyalty and relentless price pressure have waited for -- the first in-depth, client-tested guide to developing lasting business relationships. What separates extraordinary professionals from ordinary ones? Why are some professionals always drawn into their clients' inner circle of advisers, while others are employed on a one-shot basis and treated like vendors? Based on groundbreaking research, Clients for Life sets forth a comprehensive framework for how professionals in all fields can develop breakthrough relationships with their clients and enjoy enduring client loyalty. Drawing on insights from extensive interviews with both leading CEOs and today's most prominent client advisers, Jagdish Sheth and Andrew Sobel debunk the conventional wisdom about professional success -- "find a specialty, do good work" -- as hopelessly inadequate in a world where clients have unlimited access to information and expertise. The authors replace these tired conventions with an innovative blueprint, supported by over one hundred case studies and examples drawn from consulting, financial services, law, technology, and other fields, for how you can evolve from an expert for hire -- a commodity -- to an extraordinary adviser. Riveting portraits of both exceptional contemporary professionals and legendary advisers such as Aristotle, Thomas More, Niccolò Machiavelli, and J. P. Morgan reveal how great client relationships are achieved in practice. Readers will learn, for example, to develop selfless independence, which tempers complete emotional, intellectual, and financial independence with a powerful commitment to client needs; to become deep generalists and overcome the narrow perspective caused by specialization; to systematically build lifelong trust; and to cultivate the power of synthesis -- big-picture thinking -- that is so highly valued by clients. Acclaimed by leading management thinkers, Clients for Life clearly illustrates the most important attributes and strategies of extraordinary client advisers and shows how you can use them to enrich your own relationships. It provides sophisticated professionals with the tools and insights they need to reap the rewards of lifetime client loyalty.

    • Business & Economics

True Professionalism

The Courage To Care About Your Clients & Career
Author: David H. Maister,Robert Galford,Charles Green
Publisher: Simon and Schuster
ISBN: 1471108511
Category: Business & Economics
Page: 224
View: 1868
Are some technically competent professionals who work hard and long hours 'true professionals' or are they just cruisers? In this deeply illuminating call to arms, David Maister, the world's premier consultant to professional service firms, vigorously challenges individuals to examine closely the meaning of their work and reach beyond their grasp. The pursuit of the highest standards, Maister argues, is the primary road to commercial success. He presents a visionary reconception of professionalism that encompasses a lifelong dedication to self-improvement, a personal commitment to excellence, and a true spirit of service to clients. Looking first at the individual professional, Maister dares those good corporate citizens who 'do their duty' to discover what they truly love to do. Turning to the institution, Maister focuses on what he calls the 'instability' of professional service firms today, and offers advice on how to invest in skill building. David Maister's message is a recipe for success and for professional satisfaction making TRUE PROFESSIONALISM a worthy successor to his previous writings.

    • Business & Economics

Becoming a Trusted Business Advisor

How to Add Value, Improve Client Loyalty, and Increase Profits
Author: William Reeb,Dominic Cingoranelli
Publisher: John Wiley & Sons
ISBN: 0870519026
Category: Business & Economics
Page: 400
View: 1897
Being your clients’ Most Trusted Business Advisor is not about selling and making pitches. It’s really about showing an interest in your clients, asking the kind of questions that will help you learn what is important to them, and then listening. Based on the AICPA’s successful Trusted Business Advisor Program and intended for CPAs who want to take their consulting practice to the next level, this workbook provides approaches to help you do just that. By the time you finish working through the book’s helpful forms and exercises you will be better able to: have critical conversations with your clients ask the right questions effectively be a better listener easily identify services that will add value to your clients’ organizations avoid administrative pitfalls throughout the process effectively market your services, and profitably grow your practice Find out how to uncover critical client needs in ten minutes or less, how to help your clients prioritize their wish lists, and how to help them quantify the value of addressing each of the issues that keep them awake at night!

    • Business & Economics

Managing The Professional Service Firm


Author: David H. Maister
Publisher: Simon and Schuster
ISBN: 1471109658
Category: Business & Economics
Page: 368
View: 3642
Professional service firms differ from other business enterprises in two distinct ways: first they provide highly customised services thus cannot apply many of the management principles developed for product-based industries. Second, professional services are highly personalised, involving the skills of individuals. Such firms must therefore compete not only for clients but also for talented professionals. Drawing on more than ten years of research and consulting to these unique and creative companies, David Maister explores issues ranging from marketing and business development to multinational strategies, human resources policies to profit improvement, strategic planning to effective leadership. While these issues can be complex, Maister simplifies them by recognising that 'every professional service firm in the world, regardless of size, specific profession, or country of operation, has the same mission statement: outstanding service to clients, satisfying careers for its people and financial success for its owners.'

    • Business & Economics

Power Questions

Build Relationships, Win New Business, and Influence Others
Author: Andrew Sobel,Jerold Panas
Publisher: John Wiley & Sons
ISBN: 1118119630
Category: Business & Economics
Page: 224
View: 4700
"An arsenal of powerful questions that will transform every conversationSkillfully redefine problems. Make an immediate connection with anyone. Rapidly determine if a client is ready to buy. Access the deepest dreams of others. Power Questions sets out a series of strategic questions that will transform your effectiveness with others. The book showcases thirty-five riveting, real conversations with CEOs, billionaires, clients, colleagues, and friends. Each story illustrates the extraordinary power and impact of a thought-provoking, incisive power question. To help readers navigate a variety of professional challenges, over 200 additional, thought-provoking questions are also summarized at the end of the book. The insights in Power Questions include: Want to refocus a client conversation? Ask, What's the most important thing we should be discussing today? Want to connect deeply? Ask the startlingly simple, What are your dreams? Want to learn how someone became the person they are? Ask, How did you get your start? Want to understand a client's deepest motivations? Ask, Why do you do what you do? Does someone need a push to excel? Ask, Is this the best you can do? When you use power questions, you magnify your professional and personal influence, create intimate connections with others, and drive to the true heart of the issue every time"--Provided by publisher.

    • Business & Economics

Integrative Advisory Services

Expanding Your Accounting Services Beyond the Cloud
Author: Amy Vetter
Publisher: John Wiley & Sons
ISBN: 1119422027
Category: Business & Economics
Page: 192
View: 764
Stop crunching numbers and start truly serving your clients Integrative Advisory Services is the CPA, accounting professional and bookkeeper's guide to the future. As technology paves the way for increased self-reliance and DIY financial services, much of the traditional data entry tasks of accounting professionals and bookkeepers will be reduced. Yet, nothing can replace the human side of the client-advisor experience and the desire to improve your clients' businesses with financial information. Technology will continue marching on, so accounting professionals must adapt to the changing marketplace to thrive in this new paradigm. This book shows you how to provide the kind of value that technology cannot: human connection. Rather than simply reporting data, today's accounting professionals have an opportunity to take a much more active role in their clients' business by analyzing the story behind the numbers, understanding both operations and finance, and guiding the client toward the outcomes they need. Creating an ongoing relationship throughout the year allows you to be proactive rather than reactive, and help your client's business at a holistic level. Your business owner and CEO clients can get the numbers from the computer too—but, they come to you for personalized advice, explanations, and guidance based on their unique situation and financial needs. This book shows you how to take on more of an advisory role and become a critical component of your client's success. Spend less time crunching numbers and more time advising clients Become an integral part of the client's decision-making process Provide real value by clearly communicating financial data analysis Become the strategic partner your client cannot do without Cloud technology, machine learning, and artificial intelligence are not the death knell for financial advisors; in fact, they're the opposite—they do the number crunching for you, leaving you more time to provide the personal guidance that no computer could. As the financial advisory industry evolves, Integrative Advisory Services is your real-world guide to adapting and thriving.

    • Business & Economics

Getting Naked

A Business Fable About Shedding The Three Fears That Sabotage Client Loyalty
Author: Patrick Lencioni
Publisher: John Wiley & Sons
ISBN: 0787976393
Category: Business & Economics
Page: 220
View: 7889
A New York Times bestselling author, consultant and business writer illustrates the principles of inspiring client loyalty, explains the theory of vulnerability and provides concrete steps for making it work in any organization.

    • Business & Economics

All For One

10 Strategies for Building Trusted Client Partnerships
Author: Andrew Sobel
Publisher: John Wiley & Sons
ISBN: 0470380284
Category: Business & Economics
Page: 320
View: 9017
Corporate clients are demanding more value from their external advisors, and consolidating their business around a smaller number of firms. These trends are forcing a variety of service providers—from consulting firms to large banks—to confront a series of difficult challenges: How do we create an ‘all-for-one, one-for-all’ culture in which the whole is greater than the sum-of-the-parts and we succeed in leveraging our global network to deliver value to clients?" How do we mobilize the right people, resources, and ideas—across a multitude of organizational and geographic boundaries—into each and every client relationship?" How do we evolve from a trusted advisor to a trusted partner and build multi-year, institutional relationships? All for One answers these questions with an innovative and comprehensive model for developing enduring, institutional client relationships—what Andrew Sobel refers to as Level 6 Trusted Client Partnerships. It offers readers ten specific strategies that are thoroughly supported by case studies, best practices from leading firms, and implementation tools. The individual professional is principally responsible for five of these strategies, while the firm—the institution—must support and drive the other five. When you successfully execute against all ten of these building blocks, you develop long-term, professional-client partnerships that provide great value to the client and high levels of personal satisfaction and profitability for the service provider.

    • Business & Economics

Practice What You Preach

What Managers Must Do To Create A High-achievement Culture
Author: David H. Maister
Publisher: Simon and Schuster
ISBN: 1471105687
Category: Business & Economics
Page: 224
View: 8477
In today's highly competitive realm of professional service firms, the quest for individual stardom is at an all-time high. The temptation to rack up the most billable hours and out-perform one's fellow advisers is often irresistible. But it is also shortsighted and terribly counterproductive, according to world-renowned authority and acclaimed author David Maister. In this groundbreaking book, Maister issues a much-needed wake-up call to today's professional service firms. Arguing that a far greater contribution to a firm's success can come from those who find fulfilment in seeing other's succeed rather than those who assume the role of "most valuable player". The author outlines and discusses in detail the nine key "people" issues upon which successfully managed and profitable organisations rely. Supporting his findings with a range of compelling data, Maister demonstrates how and why firms that emphasise the highest standards of employee professionalism are invariably more financially successful than those that don't.

Emotional Intelligence At Work


Author: Hendrie Weisinger
Publisher: John Wiley & Sons
ISBN: 9788126507917
Category:
Page: 246
View: 4771
Experts now acknowledge that emotional intelligence (EI) is perhaps the most crucial determinant of success in the workplace. And unlike IQ or other traditional measures of intelligence, EI can be developed and dramatically increased. This unprecedented book demonstrates how to master the core competencies of EI, abilities that include self-motivation, high self-awareness, mood management, and emotional mentoring. In addition, it includes scores of real-world examples and dozens of practical exercises that accelerate the process, along with step-by-step approaches to mastering a variety of EI techniques.· Increasing Your Emotional Intelligence· Developing High Self-Awareness· Managing Your Emotions· Motivating Yourself· Using Your Emotional Intelligence in your Relations with Others· Developing Effective Communication Skills· Developing Interpersonal Expertise· Helping Others Help Themselves

    • Business & Economics

The Trusted Executive

Nine Leadership Habits that Inspire Results, Relationships and Reputation
Author: John Blakey
Publisher: Kogan Page Publishers
ISBN: 0749474238
Category: Business & Economics
Page: 240
View: 3542
The Trusted Executive helps leaders create a strategy for building trust in a globalized, technology-enabled, diverse and increasingly sceptical world. Through innovative coaching exercises, self-assessment exercises, inspirational interviews with international CEOs and underpinned by rigorous academic research, The Trusted Executive gives leaders the tools to build trust through three key pillars: ability, integrity and benevolence. Underpinning these pillars lie nine habits of trustworthiness; habits that will enable executives to deliver outstanding results, inspiring relationships and a positive contribution to society. With tools for measuring and developing leadership trust and focused strategies for handling trust violations, The Trusted Executive takes account of the ever-changing, increasingly diverse and multi-generational work environment. An essential tool for leaders who want to create a positive long-term legacy.

    • Business & Economics

Mastering Technical Sales: The Sales Engineer’s Handbook, Third Edition


Author: John Care,Aron Bohlig
Publisher: Artech House
ISBN: 1608077446
Category: Business & Economics
Page: 406
View: 1676
Every high-tech sales team today has technical pros on board to “explain how things work,” and this success-tested training resource is written just for them. This newly revised and expanded third edition of an Artech House bestseller offers invaluable insights and tips for every stage of the selling process. This third edition features a wealth of new material, including new chapters on business-driven discovery, white boarding, trusted advisors, and calculating ROI. This invaluable book equips new sales engineers with powerful sales and presentation techniques that capitalize on their technical background—all spelled out step-by-step by a pair of technical sales experts with decades of eye-popping, industry-giant success under their belt.

    • Business & Economics

Your Leadership Legacy

Why Looking Toward the Future Will Make You a Better Leader Today
Author: Robert M. Galford,Regina Fazio Maruca
Publisher: Harvard Business Review Press
ISBN: 1633690245
Category: Business & Economics
Page: 208
View: 6712
You should worry about your legacy later in your career, at the edge of retirement—right? Not according to Robert Galford and Regina Maruca. In Your Leadership Legacy, these authors argue that thinking about your legacy now makes you a better leader today. Based on stories of top leaders who have shaped successful careers, the book explores the art of "legacy thinking," helping you to formulate a legacy that will exert a positive effect on your work immediately. The authors provide a disciplined approach to framing your legacy, as well as shaping it over time. They start with the idea that your legacy is defined by how others approach work and life as a result of having worked with you. They then demonstrate how to assess your current impact on those around you, strengthen that impact, and pass along the best of yourself in the process. While many leaders "find themselves" and hone their work accordingly only after a major life crisis, Your Leadership Legacy enables all leaders to craft their work and build their legacy unburdened by such crises, and to experience personal satisfaction and achievement throughout their working lives.

    • Business & Economics

Smarter Selling

How to grow sales by building trusted relationships
Author: David Lambert,Keith Dugdale
Publisher: Pearson UK
ISBN: 027375050X
Category: Business & Economics
Page: 272
View: 1647
This book shows readers the smarter way to sell -by building trusted consultative relationships with their customers. Whatever you are selling, this book will help you do it better, and feel better about doing it. By switching your focus from the hard sell to building more trust and adding more value, you will end up not just with more satisfied customers, but with more sales as well.

    • Business & Economics

From Gatekeeper to Trusted Advisor

Success Strategies for Today's HR Professional
Author: Andria L. Corso
Publisher: N.A
ISBN: 9781934509333
Category: Business & Economics
Page: 220
View: 5991
From Gatekeeper to Trusted Advisor is written for especially for HR professionals by an award winning HR trainer and consultant. In too many companies, Human Resources professionals are ignored by top leadership and prevented from making a full contribution. For HR professionals who want to stop being disregarded, this book provides concrete steps to demonstrate the value of HR expertise and enhance your standing in the corporation. In this book, you will journey inside companies in a variety of industries and learn how HR professionals can stop being perceived as roadblocks or gatekeepers and start becoming appreciated, respected and trusted advisors to top leadership. Using the book's unique Bridge Model, you will learn the behaviors and practices you need to demonstrate your business contribution and become a leader in your corporation. Author Andria L. Corso is an Strategic Human Resources consultant and coach with 16 years of corporate HR experience. The owner of C3-Corso Coaching & Consulting, Andria has worked with a variety of Fortune 100 C-suite leadership teams as well as individual HR professionals who want to gain more respect for their expertise.