WELCOME

TO BEING A TRUSTED ADVISOR

 
 

Kalvinder Dhillon

Global Partner

Deloitte LLP

Anna-Viktoria Warren

UK Head of Resourcing

Santander.

 
Goal is
to be right
Provides answers
Solves problems
In Charge
In Control
Deals with logic
Decides
 

Always remember to keep it simple. Ask yourself some key things. 

  1. What are we really aiming for here?  What’s the goal?

  2. What will it look like when we get there?

  3. How will we know when we get there?

 
 

NOW ITS OVER TO YOU

Identify your least advisory and most transactional relationships and speak to your manager about how you are going to become their most trusted advisor.

 

Rosaleen would really love to hear your success stories about becoming a trusted advisor.

Please fill in this form and share with us.

We would also love to hear your feedback so we can improve what we have built. 

Please take a few moments to fill in our short survey.

Click here to go to the survey