"There is no greater source of distrust than advisors who appear to be more interested in themselves than in trying to be of service to the client.  We must work hard to show that our self-orientation is under control.” David Maister, ‘The Trusted Advisor’

This program has been created for financial service and legal advisors whose professional success is highly dependent on their ability to establish long term trust-based relationship.

The two day program explores the dynamics involved in creating trust. It develops critical competencies such as the ability of engage at a deep and structured level, to create business intimacy from the first meeting and to become the client’s coach, in to create shifts in they think and feel.

This enables the advisor co-create the future, working with the client to design the personalized products, services and activities that solve current issues successfully and ensures they flourish.

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