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Steps to Trusted Advisor
The value of Trust
@KerryTownsend
Kerry Townsend
Associate Manager, Accenture
Steps to Trusted
Advisor
Kerry Townsend
Solution Architect, Associate Manager - Accenture
@kerrytownsend
a giving up of control, at some level, to
another person. *
Joel C. Peterson,Professor of Management,
Stanford Business School
What is Trust?
Building Trust
Trust noun
1. firm belief in the reliability, truth, or ability of
someone or something.
Types of Trust
Building Trust
In Someone ElseIn Physical Ability In Mechanics
Trust is Important in All Relationships
Building Trust
“I believe that trust is more powerful than power
itself,”
Joel C. Peterson
About trust...
“...it makes life more enjoyable and more
productive. People who live in high-trust
environments thrive.”
Giving Advice based on a deep
understand of the person’s needs
and with the person’s best interest
at heart
Trusted Advisor Role
Admin Consultant Freelancer
n
My Journey
nn
Learnt about Sales Process
Learnt Value of Relationships
Role Expanded
Approached years later
Career Advancement
Valued Advice
Repeat engagements
Lifelong Connections
Recommendations
Unexpected Opportunities
Characteristics & Benefits
More Influential
More Valuable
More Effective
Less Stress
Career Advancement
New Opportunity
Referrals
Forgiveness of Mistakes
Mutually
Beneficial
The Steps
5.Then Advise
4. Understanding
3. Maintain Consistency
2. Build Credibility
1. Confirm Authenticity
What does this mean in practise?
Long Term View
Without Ego
Building Trust
Passion
Curiosity
Enthusiasm
Presence in action
Consistent delivery
Timekeeping
Respect people’s time
Open Q & A
Regular communication
Knowledge Generous
Full Attention
Know you topics
ATTITUDE
IMPLICITEXPLICIT
ACTION
Where to Start
This is a lifelong journey
Audit
Relationships
Make a Plan
Take Action
Ask yourself Questions:
Current high trust relationships?
Current low trust relationships?
Decide:
Where to focus first
What is Success
Appropriate Actions
Make small sustainable
changes
Review
Adjust
Trailhead
Trailhea
d
Trust and Influence
https://trailhead.salesforce.com/module/manage_the_sfdc_way_trust_influence
Thank Y u

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#DF16 Steps to become a Trusted Advisor

  • 1. Steps to Trusted Advisor The value of Trust @KerryTownsend Kerry Townsend Associate Manager, Accenture
  • 2. Steps to Trusted Advisor Kerry Townsend Solution Architect, Associate Manager - Accenture @kerrytownsend
  • 3. a giving up of control, at some level, to another person. * Joel C. Peterson,Professor of Management, Stanford Business School What is Trust? Building Trust Trust noun 1. firm belief in the reliability, truth, or ability of someone or something.
  • 4. Types of Trust Building Trust In Someone ElseIn Physical Ability In Mechanics
  • 5. Trust is Important in All Relationships Building Trust
  • 6. “I believe that trust is more powerful than power itself,” Joel C. Peterson About trust... “...it makes life more enjoyable and more productive. People who live in high-trust environments thrive.”
  • 7. Giving Advice based on a deep understand of the person’s needs and with the person’s best interest at heart Trusted Advisor Role
  • 8. Admin Consultant Freelancer n My Journey nn Learnt about Sales Process Learnt Value of Relationships Role Expanded Approached years later Career Advancement Valued Advice Repeat engagements Lifelong Connections Recommendations Unexpected Opportunities
  • 9. Characteristics & Benefits More Influential More Valuable More Effective Less Stress Career Advancement New Opportunity Referrals Forgiveness of Mistakes Mutually Beneficial
  • 10. The Steps 5.Then Advise 4. Understanding 3. Maintain Consistency 2. Build Credibility 1. Confirm Authenticity
  • 11. What does this mean in practise? Long Term View Without Ego Building Trust Passion Curiosity Enthusiasm Presence in action Consistent delivery Timekeeping Respect people’s time Open Q & A Regular communication Knowledge Generous Full Attention Know you topics ATTITUDE IMPLICITEXPLICIT ACTION
  • 12. Where to Start This is a lifelong journey Audit Relationships Make a Plan Take Action Ask yourself Questions: Current high trust relationships? Current low trust relationships? Decide: Where to focus first What is Success Appropriate Actions Make small sustainable changes Review Adjust