Becoming a Trusted Advisor workshop

Time Involved

Half-day session, either in-person or via remote 

Content

Review of online survey & group discussion of key findings

Conflict Resolution techniques

Collaborate Problem Solving as a tool 

Direct Communciations - delivering bad news

Delivering bad news to external stakeholders - the C.A.P.

Increasnng your Trust Quotient 

Simulation and role-playing scenarios

Desired Outcomes & Learnings

Understanding of value added client engagement post the Pitch; steps required to maintain the momentum; definition of being a Trusted Advisor; examples of how to achieve this status

Pre-work

20 minute on-line survey to assess skills, challenges and recognized areas for improvement

Number of Participants

Between 6 and 12 participants, to allow for break-out discussions and role playing

Ideal for whom

1.Professional Services providers who pitch for new business, Private Equity fund team pitching for new Investment Funds