The Five Key Habits of a Trusted Advisor

Tuesday, 04 June 2024
12:30 pm – 1:30 pm (UK time)
    • Jeff Heasman

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 By the end of the session, participants will be able to:

➢ 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.

CII Accredited

This demonstrates the quality of an event and that it meets CII member CPD scheme requirements.

1 hour's CPD can be claimed for this event if relevant to your learning and development needs.

It is recommended that you keep any evidence of the CPD activity you have completed and upload copies to the recording tool as the CII may ask to see this if your record is selected for review. Details of the scheme can be viewed online at