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Jagdish Sheth
With the digitization of information, most expertise is now available online with search engines such as Google. Therefore, experts for hire for certified occupations such as law, medicine, and accounting are likely to be automated and commodified. As a result, one has to transition from an expert for hire to a trusted advisor. This course, taught by Professor Jagdish Sheth, 2020 Padma Bhushan Award winner for Literature and Education, is based on interviews with more than 30 CEOs and chairmans of very large enterprises with the goal of identifying attributes of a trusted advisor. We highlight 7 specific attributes of great advisors including integrity, empathy, selfless independence, and big picture thinking. The best trusted advisors are those who have experienced adversity in their own lives.
Register for this course and see more details by visiting:
OpenCourser.com/course/zmahqt/how
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What's inside
Syllabus
How to Become a Trusted Advisor
This module compares and contrasts experts for hire and trusted advisors. Expertise is becoming automated and there is a growing need for experts for hire to become trusted advisors especially in financial and health services. While expertise is becoming commodified, there is also a shortage of trusted advisors.
Read more
Syllabus
How to Become a Trusted Advisor
This module compares and contrasts experts for hire and trusted advisors. Expertise is becoming automated and there is a growing need for experts for hire to become trusted advisors especially in financial and health services. While expertise is becoming commodified, there is also a shortage of trusted advisors.
Read more
How Companies Gain Competitive Advantage Through Customer Loyalty
The purpose of business is to create and retain customers. While we have significant knowledge about creating first time customers, we are still learning how to retain our existing customers. Companies gain cost, growth, and innovation advantages through customer loyalty. In service industries, customers remain loyal to the first company they use. Only disruptions in company policy, operations or mergers and acquisitions affect customers’ loyalty.
Good to know
Good to know
Know what's good ,
what to watch for , and
possible dealbreakers
Focuses on the transition from expert for hire to trusted advisor, which is highly relevant in today's competitive business landscape, making this course highly practical for those who want to advance their careers
Develops interpersonal and business acumen skills, such as integrity, empathy, and strategic thinking, which are essential for success in various professional settings
Leverages insights from interviews with over 30 CEOs and chairpersons of large enterprises, providing valuable real-world perspectives on the qualities of effective trusted advisors
Provides a comprehensive examination of the characteristics and strategies of trusted advisors, helping learners develop a strong foundation for building and maintaining trusted relationships
Emphasizes the importance of experiencing adversity in developing the resilience and empathy required of trusted advisors, providing a unique perspective on personal growth
Taught by Professor Jagdish Sheth, a renowned academic with expertise in marketing and consumer behavior, lending credibility to the course content
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Activities
Be better prepared
before
your course. Deepen your understanding
during
and
after
it. Supplement your coursework and achieve mastery of the topics covered
in How to Become a Trusted Advisor with Jagdish Sheth with these
activities:
Review Business Concepts and Industry Trends
Show steps
Refresh understanding of core business concepts and industry trends, providing a strong foundation for providing valuable advice as a trusted advisor
Browse courses on
Business Concepts
Show steps
-
Review key business concepts such as strategy, finance, and marketing
-
Research and analyze current industry trends relevant to the course topic
-
Identify emerging best practices and innovations shaping the industry
Review Communication and Presentation Skills
Show steps
Sharpen communication and presentation skills, essential for effectively conveying insights and building rapport as a trusted advisor
Browse courses on
Communication
Show steps
-
Review foundational principles of effective communication
-
Practice active listening and empathy techniques
-
Develop and deliver a persuasive presentation
The Trusted Advisor
Show steps
Gain insights into the characteristics and strategies of trusted advisors, enhancing your ability to build trust and credibility with clients
View
The Trusted Advisor
on Amazon
Show steps
-
Read and summarize key chapters
-
Identify and reflect on personal strengths and weaknesses in relation to trusted advisory principles
-
Develop an action plan to apply the principles in your professional practice
Five other activities
Expand to see all activities and additional details
Show all eight activities
Workshop on Building Trust and Influence
Show steps
Attend a workshop specifically designed to enhance skills in building trust and influence, essential qualities for trusted advisors
Show steps
-
Research and identify relevant workshops
-
Register and attend the workshop
-
Actively participate in discussions and exercises
-
Apply the learnings from the workshop in professional interactions
Infographic on the 7 Attributes of Trusted Advisors
Show steps
Visually represent the key characteristics of trusted advisors, providing a concise and memorable reference for students
Show steps
-
Research and identify the 7 attributes of trusted advisors
-
Design and create an infographic that visually illustrates the attributes
-
Share the infographic with peers or industry professionals for feedback
Role-Playing Exercises for Trusted Advisor Scenarios
Show steps
Engage in practical simulations of trusted advisory situations, developing confidence and enhancing communication skills
Show steps
-
Identify common scenarios where trusted advisors are needed
-
Develop role-playing scripts based on these scenarios
-
Practice role-playing with peers or colleagues
-
Reflect on the interactions and identify areas for improvement
Design a Business Strategy for a Consulting Firm
Show steps
Engage in real-world problem-solving by creating a business strategy for a consulting firm, applying the principles of trusted advisory
Browse courses on
Business Strategy
Show steps
-
Research industry trends and market opportunities
-
Identify target clients and develop a value proposition
-
Develop a marketing and sales strategy
-
Create a financial plan and revenue model
-
Define key performance indicators (KPIs) and metrics for success
Trusted Advisor Resource Hub
Show steps
Consolidate valuable resources, tools, and best practices related to trusted advisory, creating a centralized reference point for ongoing learning
Show steps
-
Gather articles, case studies, and videos on trusted advisory
-
Organize and categorize the resources based on specific topics or themes
-
Create a digital or physical hub to store and access the resources
Review Business Concepts and Industry Trends
Show steps
Refresh understanding of core business concepts and industry trends, providing a strong foundation for providing valuable advice as a trusted advisor
Browse courses on
Business Concepts
Show steps
Show steps
Show steps
- Review key business concepts such as strategy, finance, and marketing
- Research and analyze current industry trends relevant to the course topic
- Identify emerging best practices and innovations shaping the industry
Review Communication and Presentation Skills
Show steps
Sharpen communication and presentation skills, essential for effectively conveying insights and building rapport as a trusted advisor
Browse courses on
Communication
Show steps
Show steps
Show steps
- Review foundational principles of effective communication
- Practice active listening and empathy techniques
- Develop and deliver a persuasive presentation
The Trusted Advisor
Show steps
Gain insights into the characteristics and strategies of trusted advisors, enhancing your ability to build trust and credibility with clients
View
The Trusted Advisor
on Amazon
Show steps
Show steps
Show steps
- Read and summarize key chapters
- Identify and reflect on personal strengths and weaknesses in relation to trusted advisory principles
- Develop an action plan to apply the principles in your professional practice
Five other activities
Expand to see all activities and additional details
Show all eight activities
Workshop on Building Trust and Influence
Show steps
Attend a workshop specifically designed to enhance skills in building trust and influence, essential qualities for trusted advisors
Show steps
Show steps
Show steps
- Research and identify relevant workshops
- Register and attend the workshop
- Actively participate in discussions and exercises
- Apply the learnings from the workshop in professional interactions
Infographic on the 7 Attributes of Trusted Advisors
Show steps
Visually represent the key characteristics of trusted advisors, providing a concise and memorable reference for students
Show steps
Show steps
Show steps
- Research and identify the 7 attributes of trusted advisors
- Design and create an infographic that visually illustrates the attributes
- Share the infographic with peers or industry professionals for feedback
Role-Playing Exercises for Trusted Advisor Scenarios
Show steps
Engage in practical simulations of trusted advisory situations, developing confidence and enhancing communication skills
Show steps
Show steps
Show steps
- Identify common scenarios where trusted advisors are needed
- Develop role-playing scripts based on these scenarios
- Practice role-playing with peers or colleagues
- Reflect on the interactions and identify areas for improvement
Design a Business Strategy for a Consulting Firm
Show steps
Engage in real-world problem-solving by creating a business strategy for a consulting firm, applying the principles of trusted advisory
Browse courses on
Business Strategy
Show steps
Show steps
Show steps
- Research industry trends and market opportunities
- Identify target clients and develop a value proposition
- Develop a marketing and sales strategy
- Create a financial plan and revenue model
- Define key performance indicators (KPIs) and metrics for success
Trusted Advisor Resource Hub
Show steps
Consolidate valuable resources, tools, and best practices related to trusted advisory, creating a centralized reference point for ongoing learning
Show steps
Show steps
Show steps
- Gather articles, case studies, and videos on trusted advisory
- Organize and categorize the resources based on specific topics or themes
- Create a digital or physical hub to store and access the resources
Career center
Learners who complete How to Become a Trusted Advisor with Jagdish Sheth will develop knowledge and skills
that may be useful to these careers:
Consultant
Consultant
Consultants provide expert advice to organizations on a variety of topics, including strategy, operations, and marketing. This course can help you develop the skills needed to be a successful consultant, including critical thinking, problem solving, and communication. You will also learn how to build relationships with clients and how to develop and deliver effective presentations.
Financial Advisor
Financial Advisor
Financial advisors help individuals and businesses manage their finances. This course can help you develop the skills needed to be a successful financial advisor, including financial planning, investment management, and risk management. You will also learn how to build relationships with clients and how to develop and deliver effective financial advice.
Investment Banker
Investment Banker
Investment bankers help companies raise capital and provide financial advice to corporations and governments. This course can help you develop the skills needed to be a successful investment banker, including financial analysis, valuation, and capital markets. You will also learn how to build relationships with clients and how to develop and deliver effective financial advice.
Management Consultant
Management Consultant
Management consultants help organizations improve their performance. This course can help you develop the skills needed to be a successful management consultant, including strategic planning, organizational design, and change management. You will also learn how to build relationships with clients and how to develop and deliver effective consulting advice.
Marketing Manager
Marketing Manager
Marketing managers are responsible for developing and executing marketing campaigns. This course can help you develop the skills needed to be a successful marketing manager, including marketing strategy, market research, and advertising. You will also learn how to build relationships with customers and how to develop and deliver effective marketing campaigns.
Product Manager
Product Manager
Product managers are responsible for developing and launching new products. This course can help you develop the skills needed to be a successful product manager, including product development, market research, and product marketing. You will also learn how to build relationships with customers and how to develop and deliver effective product launches.
Project Manager
Project Manager
Project managers are responsible for planning, executing, and completing projects. This course can help you develop the skills needed to be a successful project manager, including project planning, risk management, and stakeholder management. You will also learn how to build relationships with stakeholders and how to develop and deliver effective project plans.
Sales Manager
Sales Manager
Sales managers are responsible for leading and motivating sales teams. This course can help you develop the skills needed to be a successful sales manager, including sales strategy, sales management, and customer relationship management. You will also learn how to build relationships with customers and how to develop and deliver effective sales strategies.
Strategy Consultant
Strategy Consultant
Strategy consultants help organizations develop and implement strategies. This course can help you develop the skills needed to be a successful strategy consultant, including strategic planning, organizational design, and change management. You will also learn how to build relationships with clients and how to develop and deliver effective consulting advice.
Business Analyst
Business Analyst
Business analysts help organizations improve their performance by identifying and solving business problems. This course can help you develop the skills needed to be a successful business analyst, including problem solving, data analysis, and process improvement. You will also learn how to build relationships with stakeholders and how to develop and deliver effective business analysis reports.
Data Analyst
Data Analyst
Data analysts help organizations make better decisions by analyzing data. This course can help you develop the skills needed to be a successful data analyst, including data analysis, data mining, and data visualization. You will also learn how to build relationships with stakeholders and how to develop and deliver effective data analysis reports.
Market Researcher
Market Researcher
Market researchers help organizations understand their customers and markets. This course can help you develop the skills needed to be a successful market researcher, including market research, survey design, and data analysis. You will also learn how to build relationships with customers and how to develop and deliver effective market research reports.
Operations Manager
Operations Manager
Operations managers are responsible for planning, executing, and controlling the operations of an organization. This course can help you develop the skills needed to be a successful operations manager, including operations planning, supply chain management, and quality control. You will also learn how to build relationships with customers and how to develop and deliver effective operations plans.
Risk Manager
Risk Manager
Risk managers help organizations identify and manage risks. This course can help you develop the skills needed to be a successful risk manager, including risk assessment, risk management, and risk mitigation. You will also learn how to build relationships with stakeholders and how to develop and deliver effective risk management plans.
Sustainability Manager
Sustainability Manager
Sustainability managers help organizations improve their environmental and social performance. This course can help you develop the skills needed to be a successful sustainability manager, including sustainability reporting, environmental management, and social responsibility. You will also learn how to build relationships with stakeholders and how to develop and deliver effective sustainability plans.
For more career information including salaries, visit:
OpenCourser.com/course/zmahqt/how
Reading list
We've selected 16 books
that we think will supplement your
learning. Use these to
develop background knowledge, enrich your coursework, and gain a
deeper understanding of the topics covered in
How to Become a Trusted Advisor with Jagdish Sheth.
Save
Classic in the field of trusted advising and provides a comprehensive overview of the key attributes and skills required to be a trusted advisor. It would be a valuable resource for students in this course.
Save
Focuses on the importance of trust in business and how it can lead to increased speed and efficiency. It provides practical advice on how to build trust and create a culture of trust.
Is an exploration of the psychological dynamics of trust and betrayal in the workplace. It researches the causes and consequences of betrayal and provides advice for rebuilding trust.
Save
Provides a step-by-step guide to becoming a trusted advisor. It would be a useful resource for students who want to develop the skills and knowledge needed to be a trusted advisor.
Save
Is an exploration of the cultures of successful organizations. It argues that trust key ingredient in creating a high-performing culture.
Provides practical advice for giving and receiving feedback in a way that builds trust and strengthens relationships. It highlights the importance of being honest and direct while also being respectful and caring.
Provides a theoretical framework for understanding the role of trust in client relationships. It would be a valuable resource for students who want to gain a deeper understanding of the psychology of trust.
Save
Provides insights into the science of habit formation. It suggests that habits can be used to build trust and create a culture of trust.
Save
Argues that great leaders inspire others to action by starting with why they do what they do. It suggests that trust is built on a shared sense of purpose.
Save
Provides insights into the science of motivation. It discusses the importance of autonomy, mastery, and purpose in building trust and creating a culture of trust.
Provides insights into the challenges of innovation in established organizations. It suggests that trust is essential for creating a culture of innovation.
Save
Provides practical advice on how to build trust in personal and professional relationships. It would be a useful resource for students who want to develop their interpersonal skills.
Save
Provides a framework for developing good strategy. It suggests that trust is essential for implementing and executing strategy effectively.
Provides a framework for building successful startups. It suggests that trust is essential for creating a culture of innovation and learning.
Provides insights into the challenges of building and running a successful technology company. It suggests that trust is essential for creating a high-performing team.
Provides a comprehensive overview of the key attributes and skills required to be a trusted advisor. It would be a valuable resource for students in this course.
For more information about how these books relate to this course, visit:
OpenCourser.com/course/zmahqt/how
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Level
Introductory
Via
Coursera
Institution
University System of Georgia
Instructor
Jagdish Sheth
Language
English
Transcript
tiếng Việt
This course belongs to a
collection
called
Customer Centricity with Professor Jagdish Sheth. It's comprised of four courses:
- Customer Centricity as Competitive Advantage - Jagdish Sheth
- Managing Customer Expectations with Jagdish Sheth
- Strategies for Planned Social Change with Jagdish Sheth
- How to Become a Trusted Advisor with Jagdish Sheth (viewing)
Good to know
Focuses on the transition from expert for hire to trusted advisor, which is highly relevant in today's competitive business landscape, making this course highly practical for those who want to advance their careers
Develops interpersonal and business acumen skills, such as integrity, empathy, and strategic thinking, which are essential for success in various professional settings
Leverages insights from interviews with over 30 CEOs and chairpersons of large enterprises, providing valuable real-world perspectives on the qualities of effective trusted advisors
Provides a comprehensive examination of the characteristics and strategies of trusted advisors, helping learners develop a strong foundation for building and maintaining trusted relationships
Emphasizes the importance of experiencing adversity in developing the resilience and empathy required of trusted advisors, providing a unique perspective on personal growth
Taught by Professor Jagdish Sheth, a renowned academic with expertise in marketing and consumer behavior, lending credibility to the course content
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