Partnering with clients

Dynamics - between advisor and client. That's the subject this week. That delicate balance of authority and collaboration.

How can we apply our specialist know-how and skills to guide clients ... without taking over the agenda?

The best approach is to follow the client's lead, shaping collaboration around their needs and preferences. For example some of my clients like me to jump in with my insights ... others like to think independently and find their own.

I find the best meetings are a free-wheeling dialogue. I think this works through mutual respect, listening, and focus on the client's goals. No judgement, no power plays.

And we need to build credibility first. That comes down to demonstrating how we work and making clear the value we bring to the table. All in a low key way, without bragging.

That's the theme for this week's mini-mission.

1/ Framing expertise.

Show, don't tell - how can you demonstrate your extensive experience?

2/ Emphasising collaboration.

How do you describe your role (as a guide and expert) in a way that makes it clear you're in partnership?

3/ Highlighting track record.

How do you use success stories to help your client feel safe, knowing you're on their agenda not yours.

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Please let me know how you get on.