Recently, I started thinking about the phrase “trusted advisor,” which is something that we aspire to be at Chi. What exactly is that? How do I fill that role for others, and who are mine? I started a list of the people who serve as my trusted advisors:
- Suzy, the hairdresser who has been cutting my hair for almost 15 years.
- Claudia, the accountant who has been doing our taxes for years.
- Greg, the family lawyer who handles all of our legal affairs.
- Deb and Mark, our financial advisors who help us plan for the future.
- Pam, the realtor we have used for our last two moves.
What do these people have in common? They know me and my family, they bring an expertise to our lives that we don’t have, and they make things easier for us.
Last year, my husband and I decided to sell our condo and move to a larger place. We knew what features we wanted in our new home and the basic area where we wanted to live. As we started to search for properties, we quickly realized that we could use some help not only with finding a new place but with selling our condo. This realization came to us at noon on a Sunday after looking through the real estate section of our local paper. My husband went to his desk and found the business card for the realtor who had handled the purchase of our condo ten years earlier. We were impressed with how Pam handled that earlier sale, so I called the number on her business card and left a message. Within an hour, Pam called back, assured us that she remembered us, asked about our children, and set up a time to meet with us to discuss our needs. That call took place in July and by Thanksgiving we had purchased our new home and had a buyer for the condo. Pam had great advice for us along the way, and she handled all of the real estate details that would have taken us a long time to process.
Pam certainly filled the role of a trusted advisor. She brought her expertise to our situation and helped us accomplish our goals faster and better than we could have by ourselves. As I reflect on my list of advisors, I see they all do just that. I have total confidence that they will do what’s right for me, which is why I go back to them again and again.
Who are your trusted advisors? How would adding advisors to your professional life help you and your organization achieve your goals more quickly?
- Develop customized solutions based on a knowledge of your organization.
- Help achieve financial/organization objectives by using industry knowledge and best practices from around the country to implement change.
- Provide access to a network of industry resources for solutions to complex issues.
Senior Consultant, Operations Management
Chi Solutions, Inc.