Trusted Advisors Explained

Consider hiring our Commercial Advisor Team

The term “trusted advisor” can be used in a variety of contexts, so understanding your specific situation will help me give you the most relevant questions. Are you:

• Looking for a trusted advisor for yourself? (Perhaps a mentor, career coach, therapist, etc.)
• Trying to become a trusted advisor for someone else? (Maybe a client, student, friend, etc.)
• Evaluating someone who claims to be a trusted advisor? (A financial advisor, investment consultant, etc.)

Once I know your specific situation, I can provide you with more targeted and helpful questions. In the meantime, here are some general questions you can ask any potential trusted advisor:

General questions:

• What is your experience and expertise in the area I need help with?
• What is your approach to working with clients/individuals?
• What are your fees or rates?
• What are your communication preferences?
• What are your professional boundaries?

Questions to assess trustworthiness:

• What are your values?
• How do you handle conflicts of interest?
• What is your track record of success?
• Can you provide me with references?
• How do you measure your progress?

Questions to assess fit:

• Do you feel comfortable asking me challenging questions?
• Can you be frank and direct with me?
• Do you understand my unique needs and situation?
• Do I feel listened to and understood when I speak with you?
• Do I trust you to have my best interests at heart?

Remember, building a strong relationship with a trusted advisor takes time and effort. Don’t hesitate to ask questions and get to know the person before you make a decision.