The Trusted Advisor Today – Why It Matters and How to Get There

While some business owners may see their banker as a trusted advisor, Barlow Research’s data shows that bankers are often not part of the conversation at key junctures for their clients. The evolution of being a trusted advisor today requires examination to determine what it takes and how bankers can become a center of influence for their business customers. Optimally, bankers must strive to demonstrate their valuable insights in order to increase client retention and satisfaction.

We dive into the topic of trusted advisors and our panel shares unique perspectives on the following:

  • Key aspects of what it takes to be considered a trusted advisor.
  • How does technology play a role for today’s trusted advisor?
  • What does the future look like and how to prepare?

This discussion is designed for anyone involved in lending, small business banking, relationship management, branch management, sales and sales management, marketing, market research or line of business strategy.

This Web conference is complimentary to everyone.