Our trusted adviser programme is a highly targeted programme for senior lawyers and executives, who already excel at many of the core skills required to build effective client relationships but who also want to progress to become “great” at building trusted, long-term relationships and accelerate the contribution they can make to their clients and their own organisations.
The programme, which we typically deliver internationally, has several distinct parts including:
We interview participants’ clients to gather feedback which helps participants set personal development objectives, provides insights regarding potential areas for improvement and affirms existing strengths. These interviews are regarded as a transformational part of the programme by past participants and also directly contribute to the development of client relationships.
Our carefully selected group of senior GC’s, C-suite executives and buyers of professional services provide a realistic, safe and stretching space to rehearse critical conversations and try out different approaches. These client executives provide valuable insights into trusted adviser relationships and boardroom challenges and share personal experiences with advisors, both good and bad.
Sessions focused on select skills are highly valued and can be practiced in the client rehearsal sessions or applied to real client situations immediately. Past session topics have included: walking in the client’s shoes, building and using empathy, developing and projecting confidence, understanding personality types and styles, making an impact and identifying opportunities, handling high stakes conversations, strategic networking and navigating boardrooms.
Participants value a dedicated coach to personalise their development. This confidential space is where participants set personal goals for the programme and review progress. It is where they can plan how to implement what they have learned to their client relationships, develop skills and experiment with new behaviours. Feedback by those on past programmes has highlighted how highly valued this coaching support is.
Participants often start with a certain, transactional mindset, and one of the objectives of this programme is to shift this mindset.
Their starting mindset is often to:
Through the four-part programme we aim to shift mindsets to:
We find partners and senior executives who are selected for this programme add value through:
More broadly the programme has several key benefits, namely to: