Trusted Advising Skills 2019 - 26 February 2019 (On Demand)


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


26 February 2019


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

  • Elearning
    • $96.30 e-Learning 20% Discount - Apply Promotional Code: OEC20 $77.04incl. GST (7%)
    • PD hours: 1
    Complete online at your own pace (Self-paced)
    • $96.30 e-Learning 20% Discount - Apply Promotional Code: OEC20 $77.04incl. GST (7%)

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Our webinars operate on a 'one-connection-one-fee' basis, so you can have your whole team participate together in a boardroom setting for one cost effective price, using one registered log-in connection. The registered attendee will receive a CPD certificate.


Like the topic but can’t make the time? Register for the Live Session and you’ll receive the Recording regardless! Recordings are provided for webinars with a duration of 3 hours and less.