What participants will do together
- Identify the 3 C's that define a trusted advisor
- Practice applying each mindset to a realistic client scenario
- Reflect on which of the 3 C's you most naturally use
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All professionals
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Unlimited participants
(Collaborate together, in groups of 2-5)
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Virtual or in-person
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1 hour
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Schedule anytime
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All professionals
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1 hour
.svg)
Schedule anytime
.svg)
Virtual or in-person
.svg){kind=icon}
Unlimited participants
(Collaborate together, in groups of 2-5)
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All professionals
Unlimited participants
(Collaborate together, in groups of 2-5)
Virtual or in-person
1 hour
Schedule anytime
Why this topic matters
It's easy to just do what clients ask. But the best professionals go further: they act as trusted advisors who uncover the real problem and help clients get to better outcomes.
What participants will do together
- Identify the 3 C's that define a trusted advisor
- Practice applying each mindset to a realistic client scenario
- Reflect on which of the 3 C's you most naturally use
