Enhance your role as your clients' Most Trusted Advisor
A Most Trusted Advisor is one who has high credibility, reliability and intimacy* and is genuinely focused on the needs of their client.
The Most Trusted Advisor professional development program is designed to help you develop a cross-disciplinary approach to advising family businesses so as to maximize the effectiveness of your assessment and recommendations, and thus enhance your role as their Most Trusted Advisor.
The objectives of the Role of the Most Trusted Advisor professional development program are to:
- Expand your knowledge of the family business industry.
- Increase your confidence around coaching and guiding your entrepreneurial and family business clients.
- Further develop your skills in all areas of family business consulting.
- Give you an understanding that consulting to family businesses is process consulting not technical consulting. The tactics are needed but the process enables communication.
Changing demographics present you with a great opportunity to position yourself as the Most Trusted Advisor to your family business clients. The latest statistics indicate that over 40% of family business leaders are expected to hand over the reins in the next five years. That amounts to a huge transfer of power and wealth.
- How many of your entrepreneurial and family business clients will be affected?
- How many of your family business clients are adequately prepared to transition to the next generation?
- How many of your entrepreneurial and family business clients will be faced with an involuntary sale?
- Are sound financial strategies in place?
- Do they have obstacles they must first overcome?
- Are you positioned to be the advisor of choice for the successors?
The Role of the Most Trusted Advisor continuing education workshops will help increase your knowledge, raise your confidence, and enhance the skills required to assist entrepreneurs and family businesses in creating choice around their future direction.
Hear from some professional advisors who have already benefited from this continuing education program.
Learn more about the Most Trusted Advisor program.
| *The Trust Equation, David Maister |
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