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BEING   Trusted Advisors
The
Point of View

       TRUSTWORTHY PEOPLE
        AND   ORGANIZATIONS
              CAN BE BUILT




                              2
OUR WORK IS BUILT ON A
Trust Framework
                         › TRUST EQUATION

                         › TRUST PRINCIPLES

                         › TRUST CREATION PROCESS




                                                    3
OUR WORK
Trust Framework is
            › POWERFUL
            › PROVEN
            › INTEGRATED
            › TIME-TESTED




                            4
THE TRUST SUITE PROVIDES
Integrated Tools
                                  TRUST Diagnostics


                           TRUST Learning   Programs




                                                       5
TRUST   Diagnostics

                      6
The Trust Diagnostics™ Tool Kit
MAKING SENSE OF IT ALL




        The Trust Quotient™ (TQ™): How Trustworthy Am I?

        Trust Temperaments™: How Am I Trustworthy?

        TQ 360™: How Trustworthy Do Others Think I Am?




                                               TRUST Diagnostics



                                                                   7
The Trust Diagnostics
KNOW THYSELF




       Four Good Reasons to Assess Personal Trustworthiness

       1   Building trusted advisor relationships builds business

       2   Trustworthiness can be learned, if you know where to start

       3   Team members begin working from a common base

       4   You can create balanced teams




                                                        TRUST Diagnostics



                                                                            8
The Trust Diagnostics
KNOW THYSELF




       And One Good Reason Not To:


       THIS ISN’T A TOOL FOR HIRING AND FIRING




                                     TRUST Diagnostics



                                                         9
The Trust Quotient
KNOW THYSELF




       › An online assessment for each individual

       › 20 questions reveal personal trustworthiness

       › An ACTIONABLE personal report


       BASED ON THE TRUST EQUATION T = (C + R + I)/S




                                                    TRUST Diagnostics



                                                                        1
                                                                        0
The Trust Temperament
DIGGING DEEPER




       An Online Assessment that goes one step further
       than the TQ. HOW ARE YOU TRUSTED ?
       › An Expert?
       › A Catalyst?
       › A Connector?
       › A Professor?
       › A Steward?
        › A Doer?



                                                 TRUST Diagnostics



                                                                     11
The Trust Diagnostics
MAKING TRUST MANAGEABLE




       › Where do we start?

       › How do we know when we get there?

       › How do we measure progress along the way?




                                                TRUST Diagnostics



                                                                    12
TRUST   Learning Programs

                            13
The Trust Learning Programs
BUILDING TEAM TRUST



       Five good reasons to improve your teams’ Trust-
       Building skills with Learning Programs
       1 Building trusted advisor relationships builds business
       2 Trust can only be learned in interactions with others –
          you need live ammo and no safety nets
       3 Your teams need to function better as teams
       4 Your clients are disturbed or confused
       5 And you get both an immediate and long-term ROI


                                                  TRUST Learning   Programs


                                                                              14
The Trust Learning Programs
BUILDING TRUST IN TEAMS




        › We use real problems and realistic situations

        › Shared learning experience radically accelerates
          your team’s ability to apply the trust frameworks
          to business problems.

        › Teams can practice together onsite, or virtually
          through a Onsite Offsites™.

        › Two hours, two days, or two months.


                                             TRUST Learning   Programs


                                                                         15
The Trust Learning Programs
CUSTOMIZED CONTENT




 TRUSTED ADVISOR       TRUST-BASED SELLING




                              TRUST Learning   Programs


                                                          16
Common Origins: The Trust Equation

TRUSTWORTHINESS = (C + R + I ) / S
                                                          T=C+R+I
CREDIBILITY — I believe her based on logic,
credentials, directness and truthfulness                      S
RELIABILITY — I depend on him based on his track
record and my sense of his integrity                      T trustworthiness
                                                          C credibility
INTIMACY — I trust her with information given her
empathy and sensitivity to me                             R reliability
                                                          I   intimacy
SELF-ORIENTATION — I trust him because he seems
to care about me, not just about what I can do for him    S self-orientation




From the Trusted Advisor: Maister, Green, Galford, 2000       TRUST Diagnostics



                                                                                  17
The
Point of View


      TRUSTWORTHY PEOPLE CAN BE BUILT…




                                         18
The
Point of View


      AND SO CAN THEIR ORGANIZATIONS




                                       19
Trip Allen: trip.allen@egyii.com
         +65 91891967
         www.egyii.com
     www.twitter.com/egyii
Egyii is the authorized agent for Trusted Advisor Associates in Singapore and Asia




                                                                                     20

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Being Trusted Advisors Programme Egyii

  • 1. BEING Trusted Advisors
  • 2. The Point of View TRUSTWORTHY PEOPLE AND ORGANIZATIONS CAN BE BUILT 2
  • 3. OUR WORK IS BUILT ON A Trust Framework › TRUST EQUATION › TRUST PRINCIPLES › TRUST CREATION PROCESS 3
  • 4. OUR WORK Trust Framework is › POWERFUL › PROVEN › INTEGRATED › TIME-TESTED 4
  • 5. THE TRUST SUITE PROVIDES Integrated Tools TRUST Diagnostics TRUST Learning Programs 5
  • 6. TRUST Diagnostics 6
  • 7. The Trust Diagnostics™ Tool Kit MAKING SENSE OF IT ALL The Trust Quotient™ (TQ™): How Trustworthy Am I? Trust Temperaments™: How Am I Trustworthy? TQ 360™: How Trustworthy Do Others Think I Am? TRUST Diagnostics 7
  • 8. The Trust Diagnostics KNOW THYSELF Four Good Reasons to Assess Personal Trustworthiness 1 Building trusted advisor relationships builds business 2 Trustworthiness can be learned, if you know where to start 3 Team members begin working from a common base 4 You can create balanced teams TRUST Diagnostics 8
  • 9. The Trust Diagnostics KNOW THYSELF And One Good Reason Not To: THIS ISN’T A TOOL FOR HIRING AND FIRING TRUST Diagnostics 9
  • 10. The Trust Quotient KNOW THYSELF › An online assessment for each individual › 20 questions reveal personal trustworthiness › An ACTIONABLE personal report BASED ON THE TRUST EQUATION T = (C + R + I)/S TRUST Diagnostics 1 0
  • 11. The Trust Temperament DIGGING DEEPER An Online Assessment that goes one step further than the TQ. HOW ARE YOU TRUSTED ? › An Expert? › A Catalyst? › A Connector? › A Professor? › A Steward? › A Doer? TRUST Diagnostics 11
  • 12. The Trust Diagnostics MAKING TRUST MANAGEABLE › Where do we start? › How do we know when we get there? › How do we measure progress along the way? TRUST Diagnostics 12
  • 13. TRUST Learning Programs 13
  • 14. The Trust Learning Programs BUILDING TEAM TRUST Five good reasons to improve your teams’ Trust- Building skills with Learning Programs 1 Building trusted advisor relationships builds business 2 Trust can only be learned in interactions with others – you need live ammo and no safety nets 3 Your teams need to function better as teams 4 Your clients are disturbed or confused 5 And you get both an immediate and long-term ROI TRUST Learning Programs 14
  • 15. The Trust Learning Programs BUILDING TRUST IN TEAMS › We use real problems and realistic situations › Shared learning experience radically accelerates your team’s ability to apply the trust frameworks to business problems. › Teams can practice together onsite, or virtually through a Onsite Offsites™. › Two hours, two days, or two months. TRUST Learning Programs 15
  • 16. The Trust Learning Programs CUSTOMIZED CONTENT TRUSTED ADVISOR TRUST-BASED SELLING TRUST Learning Programs 16
  • 17. Common Origins: The Trust Equation TRUSTWORTHINESS = (C + R + I ) / S T=C+R+I CREDIBILITY — I believe her based on logic, credentials, directness and truthfulness S RELIABILITY — I depend on him based on his track record and my sense of his integrity T trustworthiness C credibility INTIMACY — I trust her with information given her empathy and sensitivity to me R reliability I intimacy SELF-ORIENTATION — I trust him because he seems to care about me, not just about what I can do for him S self-orientation From the Trusted Advisor: Maister, Green, Galford, 2000 TRUST Diagnostics 17
  • 18. The Point of View TRUSTWORTHY PEOPLE CAN BE BUILT… 18
  • 19. The Point of View AND SO CAN THEIR ORGANIZATIONS 19
  • 20. Trip Allen: trip.allen@egyii.com +65 91891967 www.egyii.com www.twitter.com/egyii Egyii is the authorized agent for Trusted Advisor Associates in Singapore and Asia 20