Trusted Advisor Services
The Trusted Advisor Workshop and Relate AI
The Trusted Advisor Workshop
Trust is the most powerful driver of effective client relationships and performance. When clients trust us, collaboration improves, opportunities grow, and outcomes are stronger.
Our workshop is built around the Trusted Advisor Equation, which identifies four key components of trustworthiness: Credibility, Reliability, Intimacy, and Self-Orientation.
Participants learn and practice the skills needed to demonstrate trustworthiness, increase influence, and understand the link between taking personal risks and building trust.
We also introduce the Trust Quotient Score, a practical tool for assessing and improving trust in every interaction. The workshop blends solid theory with hands-on exercises tailored to real-world business challenges, ensuring relevance and immediate impact.
Participants leave with in-depth knowledge and actionable tools they can apply across sales, business development, client relationships, and internal collaboration.
AGL x Relate: AI Coaching
AGL and Relate have partnered to deliver AI-enhanced coaching and measurement tools that accelerate how people build trusted advisor relationships, with clients, colleagues, and stakeholders.
This is delivered through Relate’s innovative, regularly updated Sandi+ AI-supported platform, which tracks, coaches, and measures over 50 benchmarked traits that underpin trust in communication. Combined with in-person coaching from AGL, this programme blends cutting-edge technology with human insight.
At the heart of this work is the Trust Equation*.
Participants receive real-time feedback and tailored coaching suggestions based on their actual meeting transcripts, helping them immediately apply what they learn. The programme introduces the Relate Trust Index, a practical tool for assessing and improving trust in every interaction.
This approach combines proven theory with actionable tools, enabling your teams to land ideas, make sales, and collaborate more effectively and enjoyably. It’s designed to transform how people communicate, strengthening relationships and driving performance across your business.
*(Maister, Green, Galford, 2000, The Trusted Advisor)
