Monday, December 10, 2018

Key Themes / Trusted Advisor

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Today, in an ever more challenging environment, it is imperative for Private Banking, Financial and Professional Services to initiate major re-assessments of the way they function as organizations and the way they interact with clients and targets. In this process, the role of the Trusted Advisor is becoming increasingly important.

Advisors need to develop new forms of business intimacy to achieve the high-value client relationships which they are striving towards. Indeed they must be both confident in engaging clients and focused in meaningful conversations thus contributing to the creation of long-term value in the client’s life and business and to the bank/client relationship.

BE THE CO-CREATOR OF YOUR CLIENT’S SUCCESS AND FULFILMENT


Moreover, by engaging himself at a deep-structure level, the advisor can work as a coach, helping the client to be aware of the need for change, generating energy for the change, and enabling clients to bring about the changes they want and need.


Synchronicity and its UK Allied Partner Core Context Consulting, propose a wide range of learning interventions to allow your organization to develop this capacity