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    The Trusted Advisor Fieldbook: A Comprehensive Toolkit for Leading with Trust

    The Trusted Advisor Fieldbook: A Comprehensive Toolkit for Leading with Trust

    4.5 2

    by Charles H. Green, Andrea P. Howe


    eBook

    $27.95
    $27.95

    Customer Reviews

      ISBN-13: 9781118163641
    • Publisher: Wiley
    • Publication date: 11/22/2011
    • Sold by: Barnes & Noble
    • Format: eBook
    • Pages: 288
    • File size: 5 MB

    Charles H. Green is founder and CEO of Trusted Advisor Associates. The author of Trust-Based Selling and coauthor of The Trusted Advisor, he is a noted speaker on trust in sales, within organizations, and in external business relationships.

    Andrea P. Howe is part of the leadership team of Trusted Advisor Associates. She is also the founder and President of BossaNova Consulting Group. A veteran consultant and seminar leader, Andrea specializes in serving global professional services firms.

    Table of Contents

    Introduction xvi

    Why a Fieldbook xvi

    Who Should Read this Book xvi

    How to Use this Book xvii

    Where to Begin xvii

    Part I A Trust Primer 1

    Chapter 1 Fundamental Truths 3

    Trust Requires Trusting and Being Trusted 3

    Trust Is Personal 3

    Trust Is about Relationships 4

    Trust Is Created in Interactions 4

    There Is No Trust without Risk 4

    Trust Is Paradoxical 5

    Listening Drives Trust and Influence 5

    Trust Does Not Take Time 5

    Trust Is Strong and Durable, Not Fragile 6

    You Get What You Give 7

    Chapter 2 Fundamental Attitudes 9

    Principles over Processes 9

    You Are More Connected than You Think 11

    It’s Not about You 11

    Curiosity Trumps Knowing 11

    Time Works for You 13

    Chapter 3 The Dynamics of Influence 15

    Earning the Right to Be Right: Three Steps 15

    A Five-Point Checklist for Influencing Meetings 18

    Chapter 4 Three Trust Models 22

    The Trust Equation 22

    The Trust Creation Process 25

    The Trust Principles 26

    Chapter 5 Five Trust Skills 33

    Listen 33

    Partner 34

    Improvise 35

    Risk 35

    Know Yourself 36

    Part II Developing Your Trust Skill Set 39

    Chapter Listen 41

    The Listening Differentiator: Empathy 41

    Four Barriers to Paying Attention 42

    Three-Level Listening 43

    Seven Listening Best Practices 47

    Your Everyday Empathy Workout: Low Weights, High Reps 48

    Chapter 7 Partner 51

    Partnering Traits 51

    Ten Common Partnering Barriers 52

    Self-Assessment: Are You Primed for Partnership? 54

    Specific Ways to Build Your Partnering Muscle 55

    Chapter 8 Improvise 61

    The Science behind Moments of Truth 62

    How Moments of Truth Become Moments of Mastery 62

    The Practice of Improvisation 62

    Role-Play Your Way to Mastery 64

    Chapter 9 Risk 68

    The Relationship between Trust and Risk 69

    Six Ways to Practice Risk-Taking 70

    The Three-Question Transparency Test 71

    A Tool for Truth-Telling: Name It and Claim It 72

    The Power of Caveats 74

    Chapter 10 Know Yourself 79

    How Blind Spots Impede Trust-Building 79

    Three Approaches to Expand Your

    Self-Knowledge 80

    How to Use Self-Knowledge to Increase Trust 82

    Part III Developing Business with Trust 85

    Chapter 11 Trust-Based Marketing and Business Development 87

    Focus on Your Customer 87

    Collaborate to Drive New Business 89

    Focus on Relationships, Not Transactions 90

    Be Transparent with Prospects and Clients 91

    Chapter 12 Trust-Based Networking 94

    Ten Best Practices for Trust-Based Networking 95

    Technology and Trust-Based Networking 97

    Chapter 13 Delivering the Pitch 102

    Sometimes the Best Pitch Is No Pitch 102

    Don’t Skip the Prepitch Warm-Up 103

    Make It Interactive 104

    Have a Point of View 105

    Take the Preoccupation Out of Price 105

    With PowerPoint, Less Is More 106

    Stop Selling Your Qualifications 106

    Do Not Denigrate the Competition 107

    Be Willing to Ditch the Pitch 107

    Chapter 14 Handling Objections 110

    The Problem: How You Think about Objections 110

    The Antidote: Change Your Thinking 112

    Three Ways to Improve the Quality of Your Conversations 113

    Chapter 15 Talking Price 117

    The Price Isn’t the Problem 118

    When to Talk Price 119

    How to Address Price Concerns 120

    The Three Primary Drivers of Price Concerns 121

    A Special Case: The Engineer Buyer 123

    Chapter 16 Closing the Deal 125

    Six Reasons Not to Always Be Closing 125

    Five Practices to Stop Closing and Start Helping 127

    Chapter 17 Developing New Business with Existing Clients 130

    First, Deepen the Relationship 130

    Move Upstream 131

    Cross-Sell 132

    Seek Referrals 133

    Chapter 18 Selling to the C-Suite 136

    What Sets the C-Suite Apart 136

    A Different Kind of Preparation 136

    Nine Best Practices for Successful

    C-Suite Meetings 139

    Chapter 19 Reviving Stalled Relationships 143

    How to Reengage 144

    When It’s Time to Walk Away 145

    Part IV Managing Relationships with Trust 149

    Chapter 20 Starting Off Right 151

    Three Ways Kickoffs Go Wrong 151

    Four Key Ingredients for a Successful Kickoff 153

    A Word of Caution 154

    Chapter 21 Accelerating Trust 156

    Three Steps for Creating Trust Quickly 157

    21 Ways to Build Trust … Fast 158

    Chapter 22 Navigating Politics 163

    Seven Best Practices for Dealing with Organizational Politics 164

    The Special Challenges of Client Politics 165

    Chapter 23 Shifting from Tactics to Strategy 169

    The Strategy Blind Spot 169

    Four Key Questions to Shift the Conversation 170

    How to Engage Strategically 173

    Chapter 24 My Client Is a Jerk: Transforming Relationships Gone Bad 176

    What Lies Behind Bad Behavior 176

    From Difficult to Rewarding: Three Steps 177

    Reframing: Five Steps to a Better

    Problem Statement 180

    Chapter 25 Dealing with Untrustworthy People 183

    Blame and an Inability to Confront 183

    Constructive Confrontation 184

    When You Can’t Confront 186

    When to Walk Away 186

    Chapter 26 Trust-Based Negotiations 189

    Where Negotiations Go Wrong 189

    Changing the Game by Working from Trust 191

    Chapter 27 Building Trust at a Distance 195

    The Key to Building Trust at a Distance: Familiarity 196

    The Role of Technology in Communication 198

    Ten Best Practices for Managing Virtual Teams 199

    Part V Building and Running a Trustworthy Organization 201

    Chapter 28 Making the Case for Trust 203

    Economic Benefits of Trust 203

    Social Benefits of Trust 206

    Ethical Benefits of Trust 206

    Chapter 29 Creating a Culture of Trust 209

    Two Keys to Trust Culture Change: Virtues and Values 209

    Implementing Trust Initiatives 211

    Spotlight on Trust Diagnostics 215

    Chapter 30 Trust in Internal Staff Functions 219

    The Top Trust Barriers by Function 220

    Five Trust-Enhancing Opportunities for Internal Staff 220

    Don’t Confuse Your Metrics with Your Mission 222

    Chapter 31 Training for Trustworthiness 225

    The One-Two Punch for Trustworthiness Training 225

    How to Set Off the Aha: A Nine-Point Checklist 227

    Eleven Ways to Make It Stick 228

    Create the Right Learning Environment 229

    List of Lists

    Chapter 1 Fundamental Truths 233

    Chapter 2 Fundamental Attitudes 233

    Chapter 3 The Dynamics of Influence 233

    Chapter 4 Three Trust Models 234

    Chapter 5 Five Trust Skills 235

    Chapter 6 Listen 236

    Chapter 7 Partner 237

    Chapter 8 Improvise 237

    Chapter 9 Risk 238

    Chapter 10 Know Yourself 239

    Chapter 11 Trust-Based Marketing and Business Development 239

    Chapter 13 Delivering the Pitch 241

    Chapter 14 Handling Objections 242

    Chapter 15 Talking Price 243

    Chapter 16 Closing the Deal 244

    Chapter 17 Developing New Business with Existing Clients 244

    Chapter 18 Selling to the C-Suite 245

    Chapter 19 Reviving Stalled Relationships 245

    Chapter 20 Starting Off Right 246

    Chapter 21 Accelerating Trust 246

    Chapter 22 Navigating Politics 247

    Chapter 23: Shifting from Tactics to Strategy 248

    Chapter 24 My Client Is a Jerk: Transforming

    Relationships Gone Bad 249

    Chapter 25 Dealing with Untrustworthy People 249

    Chapter 26 Trust-Based Negotiations 250

    Chapter 27 Building Trust at a Distance 251

    Chapter 28 Making the Case for Trust 252

    Chapter 29 Creating a Culture of Trust 252

    Chapter 30 Trust in Internal Staff Functions 254

    Chapter 31 Training for Trustworthiness 254

    Notes 257

    Selected Bibliography 263

    About the Authors 264

    Index 265

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    A practical guide to being a trusted advisor for leaders in any industry

    In this hands-on successor to the popular book The Trusted Advisor, you'll find answers to pervasive questions about trust and leadership—such as how to develop business with trust, nurture trust-based relationships, build and run a trustworthy organization, and develop your trust skill set. This pragmatic workbook delivers everyday tools, exercises, resources, and actionable to-do lists for the wide range of situations a trusted advisor inevitably encounters. The authors speak in concrete terms about how to dramatically improve your results in sales, relationship management, and organizational performance.

    Your success as a leader will always be based on the degree to which you are trusted by your stakeholders. Each chapter offers specific ways to train your thinking and your habits in order to earn the trust that is necessary to be influential, successful, and known as someone who makes a difference.

    • Self-administered worksheets and coaching questions provide immediate insights into your current business challenges
    • Real-life examples demonstrate proven ways to "walk the talk"
    • Action plans bridge the gap between insights and outcomes

    Put the knowledge and practices in this fieldbook to work, and you'll be someone who earns trust quickly, consistently, and sustainably—in business and in life.

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