Becoming a Trusted Advisor – Level Up Leadership 2025

Build your brand as your clients' trusted advisor - where you are a hero who rises to difficult conversations, unexpected challenges, and ethical dilemmas.

In this unit, we cover:

• Personal branding

  • Brand Strategy

  • Personal Branding – Dorie Clark’s Model

• The Trusted Advisor Model

  • Credibility

  • Reliability

  • Intimacy

  • Self-orientation

• Code of Ethics

  • APES 110 Fundamental Principles

  • Threats to Fundamental Principles

  • Applying the Code in practice

• Having constructive conversations

  • Build referral relationships strategically

  • Fee conversations

  • Expanding Services with Existing Clients

• Adapting for change and growth

  • Top tips to adapt your firm for growth

  • Build a Flexible, Scalable Team

  • Shift from Compliance to Advisory

  • Segmenting clients

• Checklists

Date recorded: 8 August 2025