This document discusses shifting from being perceived as a compliance expert to being seen as a trusted advisor. It notes that being a trusted advisor requires higher levels of systems and people thinking compared to technical competence alone. It presents a trust model where trust is built on credibility, reliability, intimacy, and understanding another's motives. The document advocates engaging, listening, framing issues, envisioning solutions, and committing to actions to develop trust over five stages from a business contact to a strategic partner and collaborator. It emphasizes developing curiosity alongside intelligence to build understanding and relationships.
2. Are your team perceived as a
Trusted Advisor ?
Capable
but Poorly
Aligned
Compliance
Function
Trusted
Advisor
Engaged but
No Strategic
TechnicalCapacity
Relationship Capacity
D. Goleman, Emotional Intelligence: Why It Can Matter More Than IQ (Bantam Books, 1995)
 Requires higher levels
of ‘Systems and
People’ thinking
 EQ is 2x as important
as technical
competence*
3. Trust Model
Where:
T = Trustworthiness
C = WORDs ( I can trust what he/she says about…)
R = ACTIONS ( I trust him/her to..)
I = EMOTIONs ( I feel comfortable discussing …)
S = MOTIVES ( I trust he/she cares about…)
Trust (T)= (Credibility(C ) + Reliability ( R) + Intimacy(I))
Self-orientation (S)
Engage Listen Frame Envision Commit
5 stages of trust development
4. Shift that we want to create…
Business Contact
(Case assigned &
Escalation)
Content Expert
( NPIs/NSI/SMEs)
Trusted
Advisor
Strategic
discussion
Partner
Collaborative
Innovation
Depth of Relationship
Breadthofbusinesstopics