Become a Trusted Advisor

Differentiate yourself, become "The One” for your customers and stakeholders

Become a Trusted Advisor

Differentiate yourself, become "The One” for your customers and stakeholders

An online certificate program which leverages evidence based methodologies and the science of how customers decide to trust.

Program Overview

  1. Understanding what it means to be a Trusted Advisor
  2. Identifying What is Important to Clients
  3. Using the Power of Empathy
  4. Listening Proactively
  5. Setting and Managing Expectations
  6. Packaging your Trust Messages
  7. Speaking the Language of Trust
  8. Being Truthful and Candid
  9. Describing the Issue on the Client’s terms
  10. Understanding different Client Types
  11. Adding value and anticipating Client needs
  12. Building a Long Term Trusting Relationship

“The course gave me a competitive advantage - leadership and projects are all about trust.” - PMP. 

“I’m responsible for managing projects and client relationships, this program gave me the tools to succeed with clients and new ways to approach them.” P.Eng

“I’m an accountant, I’ve never been taught how to build client relationships and bring in new business, this course has helped me build client relationships and bring business to the firm!” CA, CPA 

Professional Development Units (PDUs) and Continuing Education Development Credits

This course is eligible for 6 professional development and continuing education credits. There are approximately 3 hours of online video, and approximately 3 hours of individual work. There is an option to have an online chat or a one on one video conference call with Natalie. All course materials are included in the fee.

It is self paced and participants can download the entire course at once.

Becoming a Trusted Advisor Course Overview PDF

Key Takeaways

  • Discover how customers decide to trust
  • Understand the trust levers that motivate customers 
  • Identify ways to create customer value
  • Examine how using the language of trust affects your customers
  • Develop a trusted advisor intuition and mindset that give you the tools and confidence to succeed.

Taught by:
Natalie Doyle Oldfield BA, BPR, MPR
President, Success Through Trust

Price: $379.00

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