Everyone wants a standing ovation. Try this with your team–it’s a great way to (re)define who you are as we move into the new year.

Name, Logo, Tag Line, Ad Campaign!

Divide the group into subgroups of three to four people each. Task them with creating a branding campaign for the entire group, including name, logo, tag line, and some sort of ad campaign (like a television commercial). Give them a compressed time period (10 – 20 minutes total) to complete the task. In the debriefing, invite the entire group to mix and match ideas until you reach a “best of breed” solution.

The learning: The group that came up with the knock-em-dead tag line may not have been the most successful with the other tasks. This highlights the importance of checking your ego at the door and collaborating across the entire organization to produce the best overall result.

Try it and post your results in a comment below.

Legal + Innovation = Matt Homann” can also be found on the Trust Matters blog.

Charlie Green and I were recently interviewed by Matt Homann of LexThink and the [non]billable hour blog on the subject of trust and the legal profession. Among other things, Matt wanted to know how lawyers can deal with difficult clients (is firing inevitable) and how to embrace non-traditional pricing models.

Rebel with a Cause

Matt joins Mike McLaughlin on the list of people Charlie suggested I follow on Twitter—and I’m once again grateful. Matt is a self-described Legal Thinker, Innovational Keynote Speaker, Creative Facilitator, and Dad. He’s also the founder of LexThink LLC, a legal innovation consultancy (cool phrase!) that delivers conferences, retreats and workshops for lawyers and other professionals who want to get creative about growing their businesses and serving their clients better. In 2009, Matt was named a “Legal Rebel” by the American Bar Association Journal.

Matt’s [non]billable hour blog posts are refreshing, creative, and provocative. I was hooked when I read his blog about using Haiku as a way to quickly develop an elevator speech that responds to the question, “What do you do?”

Other thought-provoking posts include:

Q & A

Matt asked us some challenging questions, including:

  • In this down economy, where clients seem more focused on price, does trust matter more or less than before?
  • How can lawyers leverage trust to embrace more collaborative pricing models, where risks and rewards are shared between client and lawyer?
  • If I’m a lawyer with a difficult client, what should I do? Isn’t it just easier to fire them?
  • When should law firms start teaching Trust?
  • What specific advice do you have for solo and small firm practitioners with a general practice who feels compelled to take nearly every client who walks in the door?
  • What questions were you expecting and haven’t yet been asked about your new book, The Trusted Advisor Fieldbook? How would you answer them? (Charlie answered, “Why don’t people trust lawyers? And is it a bum rap?” I answered, “What one chapter would we advise people to read, if they could only read one chapter of the book?”)

Check out Matt’s blog post today to find out how we answered.

Connect with Matt on LinkedIn and Twitter.

Real People, Real Trust: An Entrepreneur Wins with Partnership” can also be found on the Trust Matters blog.

John Dunn has worn many hats in his 25 years as a professional including consultant, change management expert, bed and breakfast owner, and most recently, screenwriter. Find out how John used the principles of trust-building to create a wildly successful business venture—strategies anyone can use to win business while making a difference for a community.

It Starts with a Mindset

John and I met a few months ago while working for a mutual client. Over lunch one day, I learned about his business ventures including the bed and breakfast he launched and ran from 2001 to 2006. I was immediately struck by his out-of-the-box approaches to developing a successful business—starting with a mindset of collaboration not competition.

“There were five B&Bs in the town we were serving, including mine. I suppose I could have looked at the other four as competition, but I believed there were an abundant number of customers and no way to accommodate all of them 365 days a year without leaving business on the table. I knew that the only thing preventing us from tapping into the full potential of the market was letting the public know about all of us. And I knew the best thing to do would be to have all five inns working together, viewing ourselves as a unit and viewing the hotels in town as our collective competition.

“My life philosophy is there’s plenty of everything—customers, money, everything. You just have to direct it to you.

“I’ve also been in business long enough that I know some people prefer data over a philosophy. So, I researched the number of people who came to our town and determined what we were missing in the market. The numbers showed clearly that if we created a strategic alliance and pooled our resources, we’d then have a competitive advantage over large hotels with big marketing budgets.”

An Offer to Help

John took a systematic approach to convincing each B&B to adopt his mindset and approach—first, he built trust individually, then he approached the group as a collective.

“Of the other four B&Bs, two were already established and the other two were in the process of opening. I took time to introduce myself to all the other owners and talked to each of them about what I believed was unique about my inn. I shared information readily and freely. Then I offered my help with anything they needed. For example, I had relationships with the city that could help the new businesses figure out how to comply with city codes. Once all the B&Bs were open and running, I went back and proposed my idea of working together to be stronger in the marketplace.”

Team Agreements

I asked John if he got push-back. “There was some resistance at first, and we had to have the conversation about how we could really collaborate rather than compete. One critical success factor was agreeing to be transparent. When we were upfront with each other we found we were able to make it work. We also decided we all had to be in full agreement to do something, and that we were all responsible for ideas on how to execute. For example, we decided that everyone would decorate for the holidays. Then someone came up with the idea of having a local florist put a uniquely decorated tree in every inn. One tree was raffled off and the others were available for sale. A lot of people benefited from the creative ideas that came out of our partnership—not just us.”

Systems Thinking

John says another key was in thinking of all the B&Bs as a whole.

“I’m a big believer in win/win. Sure, I would’ve loved it if my B&B filled first. But my over-riding belief was if we had 35 rooms and 50 people looking for rooms, even if mine were the last ones filled they’d still be filled.

“I kept reminding myself that the way you get more done is through leverage. For example, we could leverage money by collectively pooling our marketing budgets. So when the Chamber of Commerce held an event and wanted tables for all the inns, we had a joint table marketing all of us. That meant we could take turns at the event so we could all be at our inns keeping our customers happy. We instantly had 12 to 16 staff members to do marketing instead of two or three.”

Putting the Customer First—For Real

John and the other B&B owners consistently put customer needs ahead of any one B&Bs’ needs.

“We agreed that the primary way to differentiate from the bigger hotels in town was through our personal connections with customers and through exceptional customer service. So if a customer called my B&B and I didn’t have what they needed, I’d put him on hold and call each B&B until I found what he was looking for. Others did the same. We all viewed the entire inventory as our own, we knew it well, and we were committed to doing whatever it took to help our customers out.”

John’s mindset of “customer” extended to the community as well.

“I knew another way we could all differentiate was by promoting our historical buildings. So twice a year, in the spring and near the December holidays, we rented a trolley and opened up all the B&Bs to the public so they could take historical tours. I established a relationship with the historical neighborhood association for a nearby neighborhood so that our tours were timed to align with theirs, giving people more opportunities to see historical properties. And I partnered with the local historical museum by including admission into the museum as part of the tour ticket. All the pieces worked together and everyone gained something.”

“Real World” Application

The results John got speak for themselves: a 25% increase in occupancy rate over a year (which is a big number in the hotel business) and double the number of advertising impressions without any additional investment.

I asked John if he thought his approaches could create a similar return in the corporate world. His answer was a resounding, “Yes.”

“When you think about it, what we did was actually quite simple: we looked at ourselves as a unique product and created strategic partnerships that would create leverage so we could all grow and be better. Companies have been doing this for years. Take ERP implementations. I worked for a global consulting firm that had the capacity to build their own product, but instead joined forces with SAP. That partnership created a much more compelling value proposition for the customer. The key is to maximize opportunity with as few resources as possible.”

John emphasizes that the strategy isn’t viable without the mindset that goes along with it.

“I do a lot of consulting with nonprofits and the hardest thing to get through their heads is the notion of leveraging their values and products with others’ values and products. They have trouble with it because their organizations are built on a mentality of scarcity—they’re always fighting for budget, asking for money, and have a perception there’s never enough. So they naturally think, ‘I can’t partner with another because they might steal my donor list.’

“If nonprofits believed there was an abundance of money out there for everyone, then every single one of them would be successful. It really comes down to mindset, mental models and belief systems. That’s what I spend time on when I’m consulting with them.”

Dream Big, Win Big

There’s a unifying theme in all John’s endeavors: how to manifest the impossible with the possible. He’s jazzed about his new career as a screenwriter?three of his scripts have been optioned by known producers. John says, “Making movies is a way to interact with bigger and bigger audiences and change lives on a much grander scale.”

Here’s to big dreams with big results.

Connect with John on LinkedIn .

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The Real People, Real Trust series offers an insider view into the challenges, successes, and make-it-or-break-it moments of people from all corners of the world who are leading with trust. Check out our prior posts: read about:

Chip Grizzard: A CEO You Should Know;

Ralph Catillo: How One Account Executive Stands Apart;

Anna Dutton: A Fresh Perspective on Sales Operations;

Heber Sambucetti: A Learning Consultant’s Approach to Leadership;

and Janet Andrews: What Trust-based Strategy Consulting Looks, Feels, and Sounds Like.

Meet Anthony Iannarino: Pragmatic, Insightful, Focused. (He also loves our book.)” can also be found on the Trust Matters blog.

Anthony Iannarino, creator of The Sales Blog, recently reviewed our new book, The Trusted Advisor Fieldbook: A Comprehensive Toolkit for Leading with Trust. Anthony is a thoughtful subject matter expert on what he calls “the new art of sales and sales management.” We’re pleased to introduce Anthony to you, if you haven’t met him already.

Adventures in Selling

Once again proving that my resistance to Twitter is often misguided, Charlie and Anthony first “met” in the Twittersphere, and when I joined the party Charlie suggested I follow Anthony. It’s not the first time Charlie gave me good advice.

Anthony’s blog posts are pragmatic, insightful, and focused. He writes daily on adventures in sales and selling, sales management, the sales process, and what it takes to succeed. But what really resonates for me about Anthony’s posts is the drum he beats about the underlying belief system that leads to success in sales. Some of my favorites include:

When Anthony’s not blogging, he’s juggling myriad roles: President and Chief Sales officer for SOLUTIONS Staffing, a best-in-class regional staffing service based in Columbus, Ohio; Managing Director of B2B Sales Coach & Consultancy, a boutique sales coaching and consulting company where he works to help salespeople and sales organizations improve and reach their full potential; and father of a thirteen-year-old boy and twin eleven-year-old girls. He has plenty to keep him occupied and we appreciate the time he took to read our book.

His review of the book, by the way, is Classic Anthony: pointed and thorough. Read it for yourself and find out what chapters he recommends zeroing in on. And don’t forget to turn to page 205 when you get your copy to read Anthony’s story about when to walk away.

Follow Anthony on Twitter, connect to him on LinkedIn, or friend him on Facebook.

Story Time: Risky Business” can also be found on the Trust Matters blog.

Our Story Time series brings you real, personal examples from business life that shed light on specific ways to lead with trust. Our last story told of the upside of being willing to walk away. Principle pays off in today’s story.

A New Anthology

When it comes to trust-building, stories are a powerful tool for both learning and change. Our new book, The Trusted Advisor Fieldbook: A Comprehensive Toolkit for Leading with Trust (Wiley, October 2011), contains a multitude of stories. Told by and about people we know, these stories illustrate the fundamental attitudes, truths, and principles of trustworthiness.

Today’s story is excerpted from our chapter on risk-taking. It vividly demonstrates the potential upside of sticking to your guns.

From the Front Lines: Telling a Difficult Truth

Lynn P., a career systems consultant serving largely government clients in the United States, tells a story about taking a risk under pressure.

“Eleven years into my career, I took over a major project. A key phase, testing, was way behind schedule, and the Testing Readiness Review was only two weeks away. Passing the review was a very big deal: it meant completing a milestone and getting a payment for my company.

“I was due to present to all the clients and the senior managers of my own company. It was intimidating—and I was intimidated.

“I was under significant pressure to keep the program moving by passing the review. I also knew that we were not ready to pass.

“Knowing it could cost me my job, I went line by line through our assessment, citing the facts as I saw them. I said we did not pass the review and that we would need to delay to correct the critical items.

“There was complete silence in the room.

“My top executive asked, ‘Are you sure?’

“I said yes.

“After the meeting, both my client and my senior managers approached me informally to commend me for ‘sticking to my guns’ and recommending what I believed to be right.

“Apparently, I had created trust—a lot of it. Over the next 18 months, I was given roles of increasing responsibility, and was eventually promoted to program manager.

“I now believe it was this event that drove the client to increase my role. The experience gave me greater confidence in my own judgment and skills. And finally, it was this program’s success that ultimately propelled my career to the next level.”

The willingness to take a risk by being principled can pay off hugely—as long as you’re doing it for the principles, not the payoff.

—As told to Charles H. Green

When have you stuck to your guns? What payoff did you get?

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“Consult This” Consults Us” can also be found on the Trust Matters blog.

Charlie Green and I recently recorded a podcast interview with Mike McLaughlin on the subject of trust and professional services. We covered a lot of ground in 16 minutes, including the one piece of advice we’d each give consultants about building trust with clients.

Consult This

Mike is an accomplished thought leader in the world of professional services. A former partner with Deloitte Consulting, he’s the author of two books (Winning the Professional Services Sale and Guerrilla Marketing for Consultants, in collaboration with Jay Conrad Levinson), the founder of MindShare Consulting LLC, and the publisher of Management Consulting News, a monthly newsletter that delivers practical ideas to thousands of professionals around the world. He also writes another monthly newsletter, The Guerrilla Consultant, which extends the concepts and strategies in his first book.

Mike regularly taps into experts on a variety of relevant topics, and posts his own insightful content on his blog, Consult This. Some examples include:

  • Let Them Take Credit. How, by giving up the credit, you actually earn credit (and more business).
  • What’s in a Name? How the job titles we use on business cards, email signature lines, and web sites convey a world of meaning to others, some of which isn’t helpful.
  • When it All Hits the Fan. Why we should consider ourselves lucky when a client calls us on the carpet for a customer service failure.

We were honored to be among the likes of Peter Block and Peter Bregman, whom Mike has interviewed in the past, among others.

Q & A

Mike asked us some interesting questions. He wanted to know:

  • Do buyers trust professional service providers more, less, or about the same as they did when The Trusted Advisor was published?
  • If you’re meeting a client for the first time, what are the best steps to take to begin to build trust?
  • On the flip side of the coin, what common behaviors do you see that detract from building trust?
  • What do you say to the pushy sales manager who wants you to “accelerate” the sale before trust is established?
  • If you’ve lost trust with a client, what can you do to regain it?
  • If you could give a consultant just one piece of advice about building trust with clients, what would it be? (Charlie and I had different answers for this one.)

Check out his blog post to find out how we answered.

Connect with Mike on LinkedIn and Twitter.

Three Star Leadership” can also be found on the Trust Matters Blog.

Charlie Green and I were recently interviewed by Wally Bock of Three Star Leadership Enterprises on the subject of trust and leadership. He wanted to know what bosses in general can take away from our new book, The Trusted Advisor Fieldbook: A Comprehensive Toolkit for Leading with Trust.

From the Front Lines

Wally and I met via Twitter—he was a distinctive and caring voice in the crowd when I first joined the fray. Wally is a coach, consultant, and popular speaker to audiences in North America and elsewhere. He focuses on front-line leadership, and brings to his work all that he indelibly learned as a Sergeant in the United States Marine Corps—first and foremost that a leader’s job has two parts: accomplish the mission and care for your people.

Wally’s latest book, Ruthless Focus, features companies that have been successful for years by training their sights on a single, simple, core strategy. Wally also created the Working Supervisor’s Support Kit, among other resources. He’s committed to providing day-to-day practical advice on how to be a great boss.

Wally blogs thoughtfully and regularly on the subject of leadership at all levels in his Three Star Leadership blog. His aim: to give you insight, information, and pointers to resources to do a better job and live a better life. Example blog posts include:

Q & A

Wally asked us provocative and wide-ranging questions. He wanted to know:

  • How is The Trusted Advisor Fieldbook different from the original The Trusted Advisor?
  • What, exactly, makes this a “fieldbook”?
  • What can a boss take away from here, regardless of the level where they find themselves on the org chart?
  • In addition to the things any boss will get, is there something for each of the following:
    • A first line boss such as a police sergeant, call center boss, utility company crew chief or sales manager?
    • A middle manager, probably with a technical specialty such as accounting, marketing, or logistics?
    • A general manager in any size organization?
    • What is the single most important take-away from the Fieldbook?

Check out Wally’s blog post to find out how we answered.

Connect with Wally on LinkedIn and Twitter.

This month’s improv tip is from Barry Edwards, BossaNova’s Improv Contributor and Consultant:

BarryOne of the main tenants of performing improv comedy is listening. What? LISTENING! If you’re not listening to your improv partner, the scene will most likely go downhill and the audience will know. The same thing happens at work. If you’re not listening to your manager or client, the conversation will most likely go downhill and they will know.

Did you know there are two types of listening? What? LISTENING! Level one and level two listening*. Think about the times someone in the office is talking to you and you’re thinking about what to say next. Or were thinking about where to go for lunch. Or relating the topic to yourself. You were probably in level one listening*. You’re hearing the person but not truly reacting to what they are saying. This is probably most of the conversations you have.

Level two listening* is when you’re focusing 100% on the speaker. Think about the times when you want the speaker to know they’re being listened to. When your manager is giving you important information. Or when a client is telling you what they need. Try the following: react to what the speaker says, be curious by asking questions, engage non-verbally by nodding, and repeat/paraphrase the thought or idea. This may result in more productive conversations.

Have you been listening? What? LISTENING!

*Source: Co-Active Coaching: Changing Business, Transforming Lives

How to Create a Culture of Trust” can also be found on the Trust Matters blog and is co-authored by Charles H. Green of Trusted Advisor Associates.

We’re pleased to announce the release of our latest eBook: How to Create a Culture of Trust.

It’s the sixth in the new Trusted Advisor Fieldbook series by Charles H. Green and Andrea P. Howe.

Each eBook provides a snapshot of content from The Trusted Advisor Fieldbook, which is jam-packed with practical, hands-on strategies to dramatically improve your results in sales, relationship management, and organizational performance.

How to Create a Culture of Trust reveals:

  • Two key levers: virtues and values
  • The difference that leading from principles makes
  • The biggest trust-destroyer in an organization

P.S. Did you miss out on Volumes 1 through 5 of The Fieldbook eBook series? Get them while they’re still available:

  1. 15 Ways to Build Trust…Fast!
  2. How to Sell to the C-Suite
  3. Six Risks You Should Take to Build Trust
  4. How YOU Can Raise Trust in Your Organization
  5. The Dos and Don’ts of Trust-Based Networking

Take a look and let us know what you think.

Hot off the Presses: The Trusted Advisor Fieldbook” can also be found on the Trust Matters blog and is co-authored by Charles H. Green of Trusted Advisor Associates.

We are very happy to officially announce the publication of The Trusted Advisor Fieldbook: A Comprehensive Toolkit for Leading with Trust. Published by Wiley Books, it is now being sold at fine bookstores worldwide and online at major booksellers.

Whose shoulders does it stand on? The book’s pedigree begins with the classic The Trusted Advisor, by Charlie with esteemed co-authors David Maister and Rob Galford in 2000. In 2005, Charlie wrote Trust-based Selling, which squared the circle of trust and sales.

What’s up with the leadership emphasis? Since 2000, the world has gotten flat, connected and linked—trust drives success. The relevance of trust to leadership has increased 470% (our subjective estimate). We connect the dots.

What’s new? Material on creating a trust-based culture; networking; risk-taking; selling to the C-suite; rapid trust creation; leadership. And more.

Why a “fieldbook”? It’s practical, tactical. Loaded with how-to’s. Deals with the nitty-gritty of situations from business development to dealing with untrustworthy partners. It has so many lists it has a list of lists.

Who likes it? Tom Peters, David Maister, Chris Brogan, Neil Rackham, Jim Quigley, and more…

Find Out More

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