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Trusted Advisor Training Program

Become an Integral Part of Your Customer’s Business with Trusted Advisor Training

A trusted advisor is a sales professional that buyers seek out for counsel.

Trusted advisors are more than a vendor — they play an active role in the buying process, shaping opportunities rather than simply reacting to buyer demands.

Trusted Advisor Training Program

Richardson’s Trusted Advisor Training Program teaches a five-part Framework to develop a preferred provider position with key accounts.

Participants learn to think in-depth about the behaviors of a trusted advisor, self-assess where they are in the Customer Relationship Pyramid, and analyze best practices.

They learn how to engage customers in higher-level dialogues about their current and long-term objectives.  They build skills that empower them to strategically develop recommendations, position value, and demonstrate insight and technical substance.

Participants practice these strategies in highly customized scenarios and develop a tailored action plan for building priority relationships.

Trusted Advisor Training Program Learning Objectives

The trusted advisor training program builds skills to help your sales team better execute the following behaviors:

  • Use a common language, Framework, and process for building trusted relationships, ensuring you are “invited to the table” as a valued sounding board
  • Executing deeper, more strategic customer dialogues to uncover needs
  • More persuasively and proactively position yourself and your team as a continuous source of ideas
  • Use a Relationship Planning tool and methodology for proactive, daily action planning that more effectively leverages time and team resources

Trusted Advisor Training Program Business Benefits

After completing the trusted advisor training program your sales team will be better equipped to drive results for your business because of their improved ability to:

  • Bolster customer loyalty and retention
  • Shorten sales cycles and competitive threats
  • Decrease fee pressure and increase margins and profitability
  • Gain higher, wider access to more effectively cross-sell and expand relationships

Program Delivery

Trusted Advisor training is available as a one-day instructor-led training program, it is also available via synchronous virtual delivery.

Want More Info?

Complete the form and a team member will be in touch within 24 hours. If you need immediate assistance call us at 800-526-1650.