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    Trusted Advisor Self Assessment PDF

    Uploaded by

    alawawds
    How much of a trusted advisor there is in you

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    Trusted Advisor Self Assessment PDF

    Uploaded by

    alawawds
    581 views2 pages
    How much of a trusted advisor there is in you

    Original Title

    Trusted Advisor Self Assessment.pdf

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    © Attribution Non-Commercial (BY-NC)

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    How much of a trusted advisor there is in you

    Copyright:

    Attribution Non-Commercial (BY-NC)
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    581 views2 pages

    Trusted Advisor Self Assessment PDF

    Uploaded by

    alawawds
    How much of a trusted advisor there is in you

    Copyright:

    Attribution Non-Commercial (BY-NC)
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    You are on page 1of 2

    Are You a Trusted Client Advisor?

    Client Advisor Attribute

    Description

    How Would You Assess Yourself?

    1. Empathy

    I ask thoughtful questions and listen deeply in order to tune into others most important issues and concerns. I demonstrate "Selfless Independence" with my clients, where I balance being dedicated to serving them with complete objectivity and the willingness to say "no" at important moments. I act as a deep generalist by developing knowledge breadth around my core specialty and having the capacity to engage in broad-based business conversations that range above and beyond the project at hand. I bring big-picture thinking to my relationships. I put my services in the clients overall business context, help frame and re-frame the essential issues, and regularly share new ideas, perspectives, and points of view. I build deep professional and personal trust with my clients.

    2. Selfless Independence

    3. Deep Generalist

    4. Big Picture Thinking

    5. Trust

    6. Conviction

    My conviction comes not just from facts and analysis but also from my clearly articulated beliefs and values. My communications resonate with energy and belief.

    2011 by Andrew Sobel

    www.andrewsobel.com

    7. Agenda Setting

    I act as an Agenda Setter with clients by providing thought leadership to help shape, influence, and set their strategic and operational agenda of key priorities and goals. I focus on building long-term relationships, not just winning and executing transactions

    8. Long-Term Orientation

    2011 by Andrew Sobel

    www.andrewsobel.com

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