Become the Trusted Advisor Your Clients are Looking For

As an agency, we depend on our clients for steady and fruitful work. However, Mark Sochan reports in The Art of Strategic Partnering that 60%-65% of strategic partnerships fail. Common reasons for failure include unrealistic expectations, inability to agree on objectives, and lack of trust.

From family and friends to business partnerships, the foundation of any long-lasting relationship is trust. And that’s where being a trusted advisor helps. Coined by firm management expert David H. Maister in his book The Trusted Advisor, a trusted advisor is a strategic partner that clients view as an asset to reach their goals. 

Becoming a trusted advisor isn’t about being the smartest person in the room; instead, it’s about demonstrating understanding, empathy, and making sure the client feels heard. At Brainrider, we use this philosophy to gain our clients’ trust in order to build enduring partnerships.

Becoming a trusted advisor isn’t about being the smartest person in the room; instead, it’s about demonstrating understanding, empathy, and making sure the client feels heard.

Benefits of being a trusted advisor 

According to the BPI Network, 45% of executives believe that the biggest challenge when it comes to strategic partnerships is keeping them active and mutually rewarding. Not only does this help strategic partners develop stronger ties and rewarding relationships with their clients, but they become trusted advisors who clients first turn to when sharing concerns, goals, and new ideas. 

Being a trusted advisor comes with multiple benefits, including:

  • Strengthening business collaboration
  • Building deeper client relationships
  • Increasing rate of customer retention 
  • Providing more complete solutions
  • Accelerating business development
  • Creating more value for everyone
  • Allowing for continuous feedback

How to become a strategic partner

While becoming a trusted advisor won’t happen overnight, you can take steps today to start building your practice. It should consist of four components: communication, preparation, knowledge, and knowing how to disagree. Let’s take a deep dive into all four.

1. Communication 

There are no relationships without communication; still clients often feel unheard. Show clients you understand by listening, empathizing, and responding. You can do this by:

    • Asking open questions: Skip the small talk and get actionable information from client conversations by asking, “How’s the business?” “What’s a concern you have?” and “How can I help you?”
    • Reiterating what they said: To ensure you’re on the same page as your client, get clarification by asking, “What I think I heard is…,” “What it sounds like is…,” and “I want to confirm I’m understanding you correctly, you said…?”
    • Empathize with clients’ needs and pains: Let clients know you’re on their side by repeating back their concerns and sharing how you can help.
    • Using three-second pauses: Slowing down the conversation gives your client room to speak everything that’s on their mind.
    • Send a summary email: After any client interaction, send an email recapping the discussion, key decisions, and next steps. 

2. Preparation 

In order to bring your best self to every client interaction you need to be prepared physically and mentally. You can do this by:

    • Tidying up your space: In an era of video calls and screen sharing, having an orderly background and desktop is essential. 
    • Making zen time: Set aside a few minutes before meetings to calm yourself and prepare a conversation strategy. 
    • Running through a conversation checklist: Understand what’s on the agenda, who is in the meeting, what are their priorities, what are the opportunities and challenges, and what are your insights and recommendations.
    • Processing interactions: Give yourself a few minutes after every meeting to process what was said and next steps. 

3. Knowledge

To build richer client connections, you need to be knowledgeable. This goes beyond your experience and expertise, encapsulating your understanding of your clients team and industry. You can do this by:

    • Possessing client knowledge: What do you know about your client? Who is their ideal customer, and what are their goals?
    • Possessing assignment knowledge: Identify a project’s objectives and key deliverables, and make sure you have access to style and brand guidelines. 
    • Sharing your expertise: This is the value you add through your expertise, insights, and recommendations
    • Being curious: Stay interested in your clients’ business, industry, and social style.

4. Handling disagreements 

On the road to becoming a trusted advisor, you likely didn’t expect that learning how to disagree with your clients is another part of the process. Knowing the appropriate time to respectfully disagree and present your rationale is another great way to build trust and deepen your partnership. 

As creative problem solvers, agencies can see challenges clients may not be aware of. Clients depend on their strategic partners to inform them when they’re going off course or when a more informed decision can be made. 

When disagreeing with clients, it’s key to remain calm, composed, and respectful. Be sure to use empathy every step of the way. You can do this by presenting the issue naturally and without assigning blame. Rather than saying, “You’re making a bad decision,” you can say, “That isn’t the best decision that can be made.”

Furthermore, you’ll want to use “soft” over “hard” language. For example, instead of saying, “What are your problems?” say, “What is most in need of improvement?” Another helpful tactic is to go through all of the clients’ available options. Make sure they feel included in the discussion and decision making by asking, “Can you think of any other options that we should consider?”

At the end of the conversation, thank your clients for allowing you two to have an open and honest discussion. These client interactions can be difficult conversations to have, but they are also one of the greatest opportunities to deepen trust. 

Featured Quiz

How’s your creative capacibility?

Your in-house creative team and external vendors take on the marketing execution work that comes your way. But how well do your team’s capacity and capabilities meet the needs of your company? Take this short quiz to find out how you rate when it comes to your ‘Capacibility’ — in other words, how much work can your team take on and do they have the necessary skills to do it all?