Steps to Become a Trusted Advisor by Kerry Townsend

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Steps to Trusted Advisor The value of Trust @KerryTownsend Kerry Townsend Associate Manager, Accenture

Transcript of Steps to Become a Trusted Advisor by Kerry Townsend

Page 1: Steps to Become a Trusted Advisor by Kerry Townsend

Steps to Trusted AdvisorThe value of Trust

@KerryTownsend

Kerry TownsendAssociate Manager, Accenture

Page 2: Steps to Become a Trusted Advisor by Kerry Townsend

Steps to Trusted AdvisorKerry TownsendSolution Architect, Associate Manager - Accenture

@kerrytownsend

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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 noun1. firm belief in the reliability, truth, or ability of

someone or something.

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Types of Trust

Building Trust

In Someone ElseIn Physical Ability In Mechanics

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Trust is Important in All Relationships

Building Trust

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“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.”

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Giving Advice based on a deep understand of the person’s needs and with the person’s best interest at heart

Trusted Advisor Role

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Admin Consultant Freelancer

n

My Journey

nn

Learnt about Sales ProcessLearnt Value of RelationshipsRole ExpandedApproached years later

Career Advancement Valued Advice

Repeat engagements

Lifelong ConnectionsRecommendationsUnexpected Opportunities

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Characteristics & Benefits

For longer text

25%For longer

text

25%

More Influential

More Valuable

More Effective

Less Stress

Career Advancement

New Opportunity

ReferralsForgiveness of

Mistakes

GenuineLong Term

Mutually Beneficial

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The Steps

5.Then Advise

4. Understanding

3. Maintain Consistency

2. Build Credibility

1. Confirm Authenticity

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What does this mean in practise?

Long Term View Without Ego

Building Trust

PassionCuriosityEnthusiasm

Presence in actionConsistent deliveryTimekeepingRespect people’s time

Open Q & ARegular communicationKnowledge Generous Full AttentionKnow you topics

ATTITUDE

IMPLICITEXPLICIT

ACTION

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Where to Start This is a lifelong journey

Audit Relationships

Make a PlanTake Action

Ask yourself Questions:Current high trust relationships?Current low trust relationships?

Decide:

Where to focus firstWhat is SuccessAppropriate Actions

Make small sustainable changes

ReviewAdjust

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Trailhead

Trailhead

Trust and Influence

https://trailhead.salesforce.com/module/manage_the_sfdc_way_trust_influence

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Thank Y u