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How to Build Peer Relationships with Your Clients

To become a client’s trusted advisor, you must be viewed as a peer. This doesn’t mean you must become a literal peer. If you work with a CEO, for example, you will never be their strict peer in an organizational or hierarchical sense. But if you want a seat at the table with them, they need to consider you as a peer in three areas: Professional acumen, behavior, and values. Let’s look at what these are and how you demonstrate them. In this blog I will cover point one, Professional Acumen. 

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Outstanding sales call preparation

How often do you jump into a car or taxi and show up at a prospect’s office ready to ask questions and pitch your solutions—but without really having prepared? Many senior executives I’ve interviewed have told me this happens all the time. And, they usually add, they aren’t impressed with someone who walks in knowing very little about their business and their issues.    

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Questions to ask senior executives

When you meet with a senior executive—someone who is a leader in their organization—you need to think carefully about the questions you ask. Don’t ask boring, general questions like “How’s business?” or “Can you tell me about your strategy?” With top executives in particular you need to add value for time. Prepare carefully so that your questions can be specific, not general. Politely challenge them. Ask questions that will help get at the root causes and help redefine the problem . Get underneath their thinking. What options are they considering? How are they going to make an important, upcoming decision?

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Breakthrough Moments in Relationships

Great advisors often have moments when they forcefully demonstrate qualities such as great conviction, perceptive big picture thinking, and independence—or when they simply act rapidly and decisively on their client’s behalf. These instances illustrate how great advisors distinguish themselves from ordinary ones. Here is one of my favorite “breakthrough moments” of a truly great historical figure—General George Marshall, who became Roosevelt’s most trusted military counsel during World War II:  

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Are you part of your client’s growth or just a cost?

Are you part of your client's growth and profits or are you simply a cost that can be cut anytime?

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Ben Franklin’s Relationship Building Secrets

Have you come to hate the word “networking?” Join the club. 

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Could Your Pricing Be Stronger?

Robust pricing is a key to profitability, yet most professionals spend little time seriously exploring how to price their services effectively.

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Do You Have Contagious Enthusiasm?

Enthusiasm is contagious! Think about the most enjoyable and memorable professors you had in college. More likely than not, they possessed unbridled enthusiasm for their subject. Whether it was Art 101 or Political Science, they drew you in. They captivated your attention and interest.

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