Becoming A Trusted Business Advisor Download Ebook PDF Epub Online

Author : William Reeb
Dominic Cingoranelli
Publisher : John Wiley & Sons
Release : 2016-11-07
Page : 400
Category : Architecture
ISBN 13 : 0870519026
Description :


Being your clients’ Most Trusted Business Advisor is not about selling and making pitches. It’s really about showing an interest in your clients, asking the kind of questions that will help you learn what is important to them, and then listening. Based on the AICPA’s successful Trusted Business Advisor Program and intended for CPAs who want to take their consulting practice to the next level, this workbook provides approaches to help you do just that. By the time you finish working through the book’s helpful forms and exercises you will be better able to: have critical conversations with your clients ask the right questions effectively be a better listener easily identify services that will add value to your clients’ organizations avoid administrative pitfalls throughout the process effectively market your services, and profitably grow your practice Find out how to uncover critical client needs in ten minutes or less, how to help your clients prioritize their wish lists, and how to help them quantify the value of addressing each of the issues that keep them awake at night!


Author : David H. Maister
Charles H. Green
Publisher : Simon and Schuster
Release : 2001-10-09
Page : 240
Category : Business & Economics
ISBN 13 : 0743212347
Description :


Publisher Fact Sheet David Maister & two elite consultants deliver a dynamic must-read on how to earn & maintain clients' trust & negotiate successful business relationships in today's economy.


Author : Charles H. Green
Andrea P. Howe
Publisher : John Wiley & Sons
Release : 2011-11-15
Page : 288
Category : Business & Economics
ISBN 13 : 1118085647
Description :


A practical guide to being a trusted advisor for leaders in any industry In this hands-on successor to the popular book The Trusted Advisor, you'll find answers to pervasive questions about trust and leadership—such as how to develop business with trust, nurture trust-based relationships, build and run a trustworthy organization, and develop your trust skill set. This pragmatic workbook delivers everyday tools, exercises, resources, and actionable to-do lists for the wide range of situations a trusted advisor inevitably encounters. The authors speak in concrete terms about how to dramatically improve your results in sales, relationship management, and organizational performance. Your success as a leader will always be based on the degree to which you are trusted by your stakeholders. Each chapter offers specific ways to train your thinking and your habits in order to earn the trust that is necessary to be influential, successful, and known as someone who makes a difference. Self-administered worksheets and coaching questions provide immediate insights into your current business challenges Real-life examples demonstrate proven ways to "walk the talk" Action plans bridge the gap between insights and outcomes Put the knowledge and practices in this fieldbook to work, and you'll be someone who earns trust quickly, consistently, and sustainably—in business and in life.


Author : Alan R. Guibord
Publisher : John Wiley & Sons
Release : 2012-07-16
Page : 256
Category : Business & Economics
ISBN 13 : 111823796X
Description :


Savvy advice for developing the necessary skills to become a vital part of any management team Today's IT leaders are faced with an unprecedented leadership and organizational challenge. The entire landscape has changed over the past few years and it is now time for leaders and organizations to re-invent themselves to meet the new order. IT leaders need to redefine their role into one of being a trusted business advisor. IT Leadership Manual provides you with a set of specific recommendations and suggestions to assist you in your self-evaluations and to develop a personal plan for the future. It helps you build the leader in you, as well as how to become a formidable competitor in your own right. Essential coverage of one of the most demanded IT topics Helps you redefine your role from IT leader into trusted business advisor Discusses leadership style, building out your network, achieving balance, the art of sales, and more Written for IT managers and executives Helps you transform from the backroom support service to a recognized member of the leadership team Gives you the tools to migrate to today's expectations; Innovation, collaboration, influencer, trusted advisor Traditional skills no longer apply. Organizations are now demanding a new set of expectations from IT leaders. IT Leadership Manual reveals how you can adopt new styles to make the transformation from IT manager to top management.


Author : Mark Hunter
Matthew Hudson
Publisher : Createspace Independent Publishing Platform
Release : 2016-12-12
Page : 160
Category :
ISBN 13 : 9781541094697
Description :


In this 2nd edition of the book, Matt focuses on the post-digital world driven by technology where power shifts to the buyer. Chances are when you arrive for the sales meeting, the prospect already knows more about you than you do about them. However, with technology comes opportunity. Today's buyer is overwhelmed with data and information and they need help - they need a trusted advisor. Trusted advisors: Get to "yes" faster Keep their products sold Stay embedded during the "budget" cuts Have more referrals Have higher customer satisfaction In this book, you will learn from the years of research, observation and personal experiences of Matthew Hudson and Mark Hunter. They have spent decades immersed in the sales industry and have taught the concepts in this book to companies with amazing results. If you follow the principles outlined here, you will get more than a sale. You also will get trusted advisor status.


Author : Andrew Sobel
Jagdish Sheth
Publisher : Simon and Schuster
Release : 2001-02-21
Page : 272
Category : Business & Economics
ISBN 13 : 0743215095
Description :


Finally, the book that all professionals frustrated with fleeting client loyalty and relentless price pressure have waited for -- the first in-depth, client-tested guide to developing lasting business relationships. What separates extraordinary professionals from ordinary ones? Why are some professionals always drawn into their clients' inner circle of advisers, while others are employed on a one-shot basis and treated like vendors? Based on groundbreaking research, Clients for Life sets forth a comprehensive framework for how professionals in all fields can develop breakthrough relationships with their clients and enjoy enduring client loyalty. Drawing on insights from extensive interviews with both leading CEOs and today's most prominent client advisers, Jagdish Sheth and Andrew Sobel debunk the conventional wisdom about professional success -- "find a specialty, do good work" -- as hopelessly inadequate in a world where clients have unlimited access to information and expertise. The authors replace these tired conventions with an innovative blueprint, supported by over one hundred case studies and examples drawn from consulting, financial services, law, technology, and other fields, for how you can evolve from an expert for hire -- a commodity -- to an extraordinary adviser. Riveting portraits of both exceptional contemporary professionals and legendary advisers such as Aristotle, Thomas More, Niccolò Machiavelli, and J. P. Morgan reveal how great client relationships are achieved in practice. Readers will learn, for example, to develop selfless independence, which tempers complete emotional, intellectual, and financial independence with a powerful commitment to client needs; to become deep generalists and overcome the narrow perspective caused by specialization; to systematically build lifelong trust; and to cultivate the power of synthesis -- big-picture thinking -- that is so highly valued by clients. Acclaimed by leading management thinkers, Clients for Life clearly illustrates the most important attributes and strategies of extraordinary client advisers and shows how you can use them to enrich your own relationships. It provides sophisticated professionals with the tools and insights they need to reap the rewards of lifetime client loyalty.


Author : Mo Bunnell
Publisher : PublicAffairs
Release : 2018-09-11
Page : 304
Category : Business & Economics
ISBN 13 : 1610399595
Description :


Mo Bunnell's comprehensive system will help you win more clients, build stronger relationships, and bring in more business. If you're good at doing something, and you need to connect with paying clients in order to keep doing it, this book is for you. There are more of us out there than you might think--from professionals like lawyers and consultants to big company account managers and freelancers of all stripes. And this book will teach you how to sell yourself without selling your soul. In The Snowball System, Mo Bunnell offers powerful and proven tools for business development. Whether you are gregarious or introverted, whether you are a part of a small startup or a massive multinational, Bunnell's science-based system is effective and efficient, and easily adapted into your day-to-day work. With The Snowball System, you will not only succeed at growing your business, you'll learn to enjoy doing the activities that drive that growth. You'll be happier, and so will your clients.


Author : Nick Kane
Justin Zappulla
Publisher : John Wiley & Sons
Release : 2015-09-28
Page : 224
Category : Business & Economics
ISBN 13 : 1119052580
Description :


Master these top-performing sales skills to dominate the marketplace Critical Selling is a dynamic and powerful guide for transforming your sales approach and outperforming your competition. This book is based on Janek Performance Group's, an award winning sales performance company, most popular sales training program, Critical Selling®. Let authors Justin Zappulla and Nick Kane, Managing Partners at Janek, lead you through their flagship sales training methodology to provide you with the strategies, skills and best practices you need to accelerate the sales process and close more deals. From the initial contact to closing the deal, this book details the winning strategies and skills that have supercharged the sales force of program alumni like OptumHealth, Santander Bank, Daimler Trucks, California Casualty, and many more. Concrete, actionable steps show you how to plan a productive sales call, identify customer needs, differentiate yourself from the competition, and wrap up the sale. You'll also learn proven techniques for building rapport, overcoming objections, dealing with price pressures, and handling the million little things that can derail an otherwise positive sales interaction. Sales are the lifeblood of your company. Are they meeting your expectations? What if you could exceed projected sales figures and blow your competition out of the water? This book provides the research-based framework to ignite your sales team and excite your customer base, for sustainable success in today's market. Let Critical Selling® show you how to: Connect with customers on a deeper level to build trust Present a persuasive and value-based solution tailored to your customer’s needs Handle pricing pressure, doubt, and objections with confidence Utilize proven methodologies that help you close the sale Sales is about so much more than exchanging goods or services for cash. It's about relationships, it's about outperforming the competition, it's about demonstrating real value, and it's about understanding and solving people's problems. Critical Selling shows you how to bring it all together, using proven techniques based on real sales performance research.


Author : Andria L. Corso
Publisher :
Release : 2010-10
Page : 220
Category : Business & Economics
ISBN 13 : 9781934509333
Description :


From Gatekeeper to Trusted Advisor is written for especially for HR professionals by an award winning HR trainer and consultant. In too many companies, Human Resources professionals are ignored by top leadership and prevented from making a full contribution. For HR professionals who want to stop being disregarded, this book provides concrete steps to demonstrate the value of HR expertise and enhance your standing in the corporation. In this book, you will journey inside companies in a variety of industries and learn how HR professionals can stop being perceived as roadblocks or gatekeepers and start becoming appreciated, respected and trusted advisors to top leadership. Using the book's unique Bridge Model, you will learn the behaviors and practices you need to demonstrate your business contribution and become a leader in your corporation. Author Andria L. Corso is an Strategic Human Resources consultant and coach with 16 years of corporate HR experience. The owner of C3-Corso Coaching & Consulting, Andria has worked with a variety of Fortune 100 C-suite leadership teams as well as individual HR professionals who want to gain more respect for their expertise.


Author : Charles H. Green
Publisher : McGraw Hill Professional
Release : 2005-12-08
Page : 288
Category : Business & Economics
ISBN 13 : 0071502165
Description :


Sales based on trust are uniquely powerful. Learn from Charles Green, co-author of the bestseller The Trusted Advisor how to deserve and, therefore, earn a buyer’s trust. Buyers prefer to buy from people they trust. However, salespeople are often mistrusted. Trust-Based Selling shows how trust between buyer and seller is created and explains how both sides benefit from it. Heavy with practical examples and suggestions, the book reveals why trust goes hand-in-hand with profit; how trust differentiates you from other sellers; and how to create trust in negotiations, closings, and when answering the six toughest sales questions. Trust-Based Selling is a must for anyone in sales, is especially invaluable for sellers of complex, intangible services.


Author : Gregg Baron
Gregg Baron CMC
Publisher :
Release : 2016-05-18
Page : 62
Category :
ISBN 13 : 9780692587973
Description :


The Goal: Mastering the Art of Influence to Earn and Retain More Business Doing business in an environment that is increasingly digital and competitive means your approach to selling needs to evolve. You've noticed the way people buy has been evolving for some time. Has your approach to earning and retaining business gotten out in front of the changes in your space? (What would your prospects and customers say?) Do you or your sales team have the specific insights, strategies and practices that get real traction in this environment of information overload? Sales professionals who master the art of influence can truly become trusted advisors who develop ongoing profitable customer relationships that lead directly to more repeat and referral business. Discover the key insights and mindset needed to effectively influence prospects and customers. If you are a sales leader with a team that needs to turn the way you sell into a competitive advantage consider these three steps. These steps map the high level path to becoming competent and ultimately masterful at the art of positively influencing your customers and prospects. Step 1: Dramatically increase your focus and efforts on the value your prospects and customers actually care about. Link your outcomes to their agenda, priorities, expectations, preferences, needs and wants. Design and deliver an experience with you that positively changes the way they feel. Step 2: On every level manage anxiety and confidence (yours and the customers). A critical aspect of managing anxiety is making the complex simple and the difficult easy for them. Step 3: Most importantly make the invisible visible. Facilitating the shift from however they are currently seeing a situation, to a new perspective is where the magic happens. Humans make new choices only when they have a new perspective. If you potentially would like assistance with enhancing your sales team's effectiveness we would like to listen. A no obligation exploration of your situation starts by sending an email to: [email protected] or call 813.989.9900 and we will take it from there.


Author : James E. Lukaszewski
Publisher : John Wiley & Sons
Release : 2010-12-03
Page : 240
Category : Business & Economics
ISBN 13 : 9781118041123
Description :


This is a book about gaining influence and becoming a key trusted advisor. It is for everyone who advises leaders and senior managers (accounting, finance, human resources, IT, law, marketing, public relations, security, and strategic planning) and for outside consultants in these functional staff areas. It’s also for operations people yearning to finally be heard and heeded by their boss.


Author : Stephen Guth
Publisher : Lulu.com
Release : 2007-11-01
Page : 136
Category : Business & Economics
ISBN 13 : 1435703839
Description :


Negotiating the lowest possible price is no longer enough. Internal customers now demand more-they need business advice, guidance, and expertise to manage their sourcing requirements. They need an organization that focuses less on price and more on the value that vendors can provide. The organizational key to unleash the potential of strategic sourcing is the Vendor Management Office or "VMO." It is an over-arching organizational concept of strategically managing procurements and vendors.Resulting from over 10 years of real-life experience implementing VMOs, this book introduces the concept of a VMO and the philosophy that cost is not always a factor. The book is intended to be much more than conceptual. Concrete and practical tools considered necessary to launch a newly formed VMO are explored in detail. Appendices contain materials that can be easily adapted for use by any VMO. If you are interested in implementing a VMO or you are interested in vendor management as a career--this book is for you.


Author : Jeffrey Gitomer
Publisher : Ft Press
Release : 2008
Page : 198
Category : Business & Economics
ISBN 13 : 9780137154104
Description :


Explains how to build successful relationships with others, discussing the definition of trust, the characteristics of trustworthy people, and how to provide business and sales advice that can be trusted.


Author : Patrick Galvin
Publisher :
Release : 2016-03
Page : 104
Category : Customer relations
ISBN 13 : 9780982868089
Description :


Great relationships are the difference between success and failure in business. That's the lesson that Robert Hanson, owner of a struggling insurance agency, is about to learn. By following the advice of two surprising mentors and the natural connectors he meets through them, Robert uncovers powerful relationship-building secrets that have long eluded him-even though they were always in plain sight. As you follow the transformative journey of Robert and his business, you'll discover simple ways to cultivate relationships in the real world and online. Whether you're looking to move ahead in your career or grow a company, this book will galvanize you into action and provide a clear path to success. The new business parable from Patrick Galvin, 'The Connector's Way, ' builds on the relationship-building themes of classics such as 'The Go-Giver' by Bob Burg, 'The Greatest Salesman in the World' by Og Mandino, and 'How to Win Friends and Influence People' by Dale Carnegie.


Author : Andrew Sobel
Jerold Panas
Publisher : John Wiley & Sons
Release : 2012-02-07
Page : 224
Category : Business & Economics
ISBN 13 : 1118119630
Description :


An arsenal of powerful questions that will transform every conversation Skillfully redefine problems. Make an immediate connection with anyone. Rapidly determine if a client is ready to buy. Access the deepest dreams of others. Power Questions sets out a series of strategic questions that will help you win new business and dramatically deepen your professional and personal relationships. The book showcases thirty-five riveting, real conversations with CEOs, billionaires, clients, colleagues, and friends. Each story illustrates the extraordinary power and impact of a thought-provoking, incisive power question. To help readers navigate a variety of professional challenges, over 200 additional, thought-provoking questions are also summarized at the end of the book. In Power Questions you’ll discover: The question that stopped an angry executive in his tracks The sales question CEOs expect you to ask versus the questions they want you to ask The question that will radically refocus any meeting The penetrating question that can transform a friend or colleague’s life A simple question that helped restore a marriage When you use power questions, you magnify your professional and personal influence, create intimate connections with others, and drive to the true heart of the issue every time.


Author : Kim Miller
Publisher : McGraw Hill Professional
Release : 2015-06-19
Page : 320
Category : Business & Economics
ISBN 13 : 0071847812
Description :


Become a master consultant using the training program created and used by Oracle The Oracle Consulting Way provides the essential tools and people skills a consultant must have to build trusted client relationships that lead to long-term business. The book defines what a consultant is and explains how to communicate the correct expectations early and often. Readers learn how to handle difficult clients, navigate challenging office politics, leadership techniques, leverage pseudo authority, and manage their own career path.


Author : William Reeb
Dominic Cingoranelli
Publisher : John Wiley & Sons
Release : 2016-11-21
Page : 256
Category : Business & Economics
ISBN 13 : 194023560X
Description :


Is your firm poised for long-term success and viability? Do you even know what that looks like for your firm? The reality is that most CPA firms have their work cut out for them if they want exiting partners to retire comfortably and future leaders to flourish. In the new edition of this popular book, Reeb and Cingoranelli impart the same no-nonsense advice on succession planning and management that they share with their clients, providing you with the benefits of their years of experience, research, and methodologies. Once your firm’s leadership is on board with the fundamental concepts, Volume 2 provides your implementation team with the tools and resources they need to make it a reality. This workbook includes the tools, tactics, and strategies you need to draft a customized plan and see it through. Each chapter includes expert-developed exercises, forms, and checklists tailored to each phase of the planning process. Also available as a PDF Toolkit to simplify your planning!


Author : Phil Bush and Brett Boston
Publisher : Lulu Press, Inc
Release : 2014-12-30
Page :
Category : Business & Economics
ISBN 13 : 1312794631
Description :


Our goal in this book is to dramatically lift your sales game. Two reliable studies (Harvard and Gallup), found that 4% of the sales people in the U.S. sell 94% of the goods and services. Other, less dire studies indicate that 15% of all sales people are doing 70% of the selling. Either way you look at it, most sales people are not as good as you are. And there is one major reason.... Lack of planning! This book tells you how and what to plan. It provides key points on upping your game with tips to extend your longevity as a sales pro. Most sales people fail to understand that selling is a long-term investment in understanding your customers’ needs and investing time in building strong customer relationships. You have to demonstrate that your customers are buying more than your product; they are buying your expertise and commitment to help them solve problems. Read on to learn how to become a trusted business advisor to your clients through some basic sales planning strategies.


Author : John Warrillow
Publisher : Penguin
Release : 2011-04-28
Page : 176
Category : Business & Economics
ISBN 13 : 1101514116
Description :


According to John Warrillow, the number one mistake entrepreneurs make is to build a business that relies too heavily on them. Thus, when the time comes to sell, buyers aren't confident that the company-even if it's profitable-can stand on its own. To illustrate this, Warrillow introduces us to a fictional small business owner named Alex who is struggling to sell his advertising agency. Alex turns to Ted, an entrepreneur and old family friend, who encourages Alex to pursue three criteria to make his business sellable: * Teachable: focus on products and services that you can teach employees to deliver. * Valuable: avoid price wars by specialising in doing one thing better than anyone else. * Repeatable: generate recurring revenue by engineering products that customers have to repurchase often.