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A Preview of The Trusted Advisor with Robert Galford

The Trusted Advisor

A summary of things you should know about The Trusted Advisor according to Robert Galford:


In this episode Robert Galford takes a deep dive into his book, The Trusted Advisor, where he, David Maister, and Charles Green give you the ultimate tool for all consultants, negotiators, and advisors.

In their book, Galford and team share a practical, five crucial steps you need for developing, managing and improving client confidence. The goal of the book is to teach you the fundamentals of professional service management and customer relations helping you become one of the most trusted advisors in business while improving your ability to influence clients.

This book is perfect for entrepreneurs seeking business partnerships or professionals in the consulting field who are both hoping to improve their interpersonal communication and negotiation skills.

The Book’s Unique Quality (3:03)

When we started to look at this topic there were a lot of books out there on pure selling but we wanted to take it to a different higher level. We explain the key things that will make you a more trusted advisor to clients and customers.

The Best Way To Engage (4:08)

There are a couple of key concepts in the book and you can dive in where needed.

The Reader’s Takeaway (9:41)

It would certainly be naming it and claiming it and there are three factors there. One is acknowledging the difficulty of raising the issue. The second is to expect some responsibility for raising it and sometimes you even have to apologize. The differentiator of trust is how to get people to tell the truth even when the topics are not easy.

A Deep Dive Into The Book (4:28)

The fundamental element of the book is to be able to jump in and ask people where they in the four elements of trust, credibility, reliability, intimacy or reduced by the other persons perception of yourself interest. From there we introduce the five skills that we identified as the people who are real trust builders. They have an ability to engage people, to listen to people and what they say, they have an ability to frame issues in a meaningful way, and help people envision what might be, and lastly they have the ability to get people to actually do what they know they should be doing.

We then introduce the key tools that great trust builders have. They are things like making sure that you have a level of a connection with someone. And we talk about the contact contract and keeping to a schedule. The most important tool that I would point to is where relationships and trust is built and we refer to that as naming it and claiming it. And that’s how to address particularly difficult or uncomfortable situations that might arise or have arisen.

Notable Quotes From The Book

“There are no win, lose relationships or lose, win relationships. There are only either win win relationships or lose lose relationships. If you can’t establish that mutually acceptable relationship you got to move on” – Robert Galford

The Credibility/Inspiration Of The Author (0:58)

I am one of the co-authors of The Trusted Advisor along with The Trusted Leader and Your Leadership Legacy. I spend my time writing, teaching, consulting, and advising on topics of trust and trust related elements for people who are running businesses at senior levels.

Our inspiration was very much the fact that we saw a lot of people who were very good at what they did in their jobs, companies, and professions. But we wanted to know what differentiated the ones who were truly successful. What made the difference for someone who was not just a lawyer but a great lawyer? We found that it wasn’t about their competence in their task or their role; it was about their ability to build trust with their clients and their customers.

Other Books Recommended By The Author (12:08)

The Origins of Virtue by Matt Ridley

More Information About This Book and The Author

Buy The Trusted Advisor by David Maister, Charles Green, and Robert Galford on Amazon

Visit CenterForLeading.com to learn more about Robert and his books

Follow Robert Galford on Twitter

More Information About This Episode

Download the full transcript here (coming soon)

Listen on iTunes, Stitcher , and SoundCloud

Related books:

Advisor Selling by Mark Hunter

Conquering The Seven Summits of Sales by Sue Ershler

Pitching and Closing by Alex Taub

Relevant advice and tips:

How to Become an Effective Communicator in the Business World

7 Reasons Why Your Sales Skills Suck

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What do you think about Robert Galford’s book, The Trusted Advisor? Share your review in the comments below:

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Wade is a 4-time serial entrepreneur and is the Founder/Host of The Entrepreneurs Library. With a long time passion for reading books, Wade created an online resource and podcast for entrepreneurs who love to read personal and business development books. His long-term goal in life is to start an entrepreneurial home schooling program for children of business-minded families.