Trusted Advisors Redux (Issue 462)
Sunday, March 28th, 2010In which we search for the trail head of the path to becoming clients’ Trusted Advisors.
We recently conducted some research with one of our client’s small business owner customers, owners of companies with sales in the $2 million to $5 million range. We asked them a series of questions about their companies, their banking relationships, and their banks’ desires to position their sales people as “trusted advisors” with them.
