Serving our community’s TOP TRUSTED ADVISORS

Originally published on September 9, 2019

#1: What the “Trusted Advisor” is missing

Real knowledge is to know the extent of one’s ignorance — Confucius

If you are in a role where clients trust you… I mean really trust you… you have vendors wanting to capitalize on the trust you’ve earned.

Examples of people in high trust roles would be an attorney, a financial planner, a lawyer, a realtor, or a mortgage lender. Clients usually begin a relationship with their Trusted Advisor through a referral, and that Trusted Advisor becomes a major influencer during trying, stressful times. (Divorce, death, or a professional makes a mistake/misses a deadline etc.). In times of high stress, a client is extremely likely to take the recommendation of their Advisor to find the needed professional to close a deal. (Ex. Get a dec. page in place when the client’s auto insurance person says they can’t write cedar shingles… 4 days before closing etc.)

I am a very curious person. I’m often drawn to understand how “the best” go about their business. My goal was to study 50+ trusted advisors and emulate most highly valued services they receive from their vendors. I also wanted to create the services I felt the “experts” overlooked. I personally am the owner of a Community Insurance Service…