The Five Key Habits of a Trusted Advisor

Trust is at the centre of the client/advisor relationship in financial services. But how is trust built and
maintained? What are the different levels of trust? What are the 5 key habits you need to practise
to ensure someone views you as a trusted advisor?

In this session, relying on parts of his doctoral research into the concept of trust in financial services,
Jeff Heasman will explore the building blocks of trust in client/advisor relationships and explore 5 key
areas that is important to focus on in our relationships to ensure that our clients see us not just as any
other advisor but rather as a trusted advisor.

Learning outcomes

identify how trust is formed in professional relationship between client and advisor.
explain the 5 key habits of trusted advisor.
implement a strategy to build and maintain the status of a trusted advisor.