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William Finn

NTRS

Senior Training Business Partner

Read more from William Finn

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Bring Trusted Advisor – Activities

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Hi all,

I'm looking for some suggestions or ideas for activities or exercises around being a 'trusted advisor' in a client/relationship servicing context.

Thank you for your suggestions.

One Response

  1. Hi
    Hi

    Might be obvious, but have you taken a look at the Trusted Advisor Fieldbook? Some nice practical ideas in there.

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William Finn

Senior Training Business Partner

Read more from William Finn
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