Customer Service Blog

Becoming a Trusted Advisor – Part 3

Becoming a Trusted Advisor – Part 3

In this THIRD video of this 3 part series, you’ll learn:


  • How to motivate an entire team to start communicating like Trusted Advisors.
  • 5 things people need to know when you’re encouraging them to take their service to the next level. Fyi, you can also use this approach to make anyone more receptive to your ideas. So if you have to give bad news to a customer, this will help. Or if you have a loved-one who’s doing something you’re fed-up with, you can use this same approach.
  • How I work with my clients to kick-start this process.


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Trusted Advisor – Part 3


Missed Part 1 or Part 2?

Click here to view Trusted Advisor Video – Part 1 and Trusted Advisor Video – Part 2

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‘Our results using Jeff’s concepts have been tremendous, with overall sales up over 300% compared to last year’s volumes for the same period. Obviously there are a number of additional factors that we have undertaken that have contributed to that increase, but Jeff’s strategies were certainly a key component.’
Jim Bobst, Operations Manager – Contact Center, CUETS (Credit Union Electronic Services)


Today’s Question:

‘What’s the best advice a parent or boss has ever given, that motivated you?’

6 Comments… Read them below or add one:


Post a comment



Angela Armstrong April 10, 2014 at 3:04 pm
Great video – as financial services providers, dealing with clients at the cost versus value level is a big challenge. This was well presented. Thank you.


Jeff Mowatt April 10, 2014 at 6:04 pm
Glad you enjoyed it Angela. Often we can help customers shift from focusing from cost vs value by simply translating features in to benefits. A 6 word phrase that does that instantly is, ‘What that means to you is’¦’

Jay Burzinski April 11, 2014 at 5:55 pm
My Grandfather told me once that it takes almost the same effort to do a job well as to do a poor job. The difference is made up by how good you feel from doing the job right! Quote ‘ You swing the hammer the same amount of times to drive a nail in crooked as you do to drive a nail in straight’

Jeff Mowatt April 11, 2014 at 9:48 pm
Jay, your Grandfather sounds like someone I would have liked to have known. Thanks for sharing.

brad April 14, 2014 at 3:28 pm
A mentor once told me it’s better to try and fail than to not try at all. It’s what you can learn from that failure that helps you grow.

Jeff Mowatt April 14, 2014 at 9:08 pm
Brad, I believe Shakespeare said something along the same lines (about love). It’s timeless good advice. Thanks!


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