Trusted Advisor


A trusted advisor can use their prior experience to help your new leaders understand what to do and what NOT to do.

You’re having a rough week. You are not getting applicants for an important job opening within your organization, your team hit an impasse on a difficult decision and they aren’t getting along, you’re working too many hours and feel inadequate when it comes to being a good parent and/or significant other, your housework is getting behind, and it’s been months since you took any time for yourself. Who are you going to call?

According to a recent LinkedIn Poll, 43% will call a trusted advisor and 43% will reach out to their peer network. Let me ask you this, do you have a trusted advisor or a reliable peer network? Perhaps you do, but what about your newly promoted leaders? How are they doing? To whom are they reaching out? Have you set them up for success when they have a difficult day, week, month, or year? How are you creating resiliency within your leadership team?

A trusted advisor can use their prior experience to help your new leaders understand what to do and what NOT to do. Many times, leaders reach for immediate action. It’s in the fiber of our beings and lets our employees know that we get things done. Sometimes, however, this is not what needs to be done and only prior experience can give us the wherewithal to make this kind of calculated decision.

Additionally, a trusted advisor provides advice, pushes innovation, offers clarity, and presents a variety of perspectives. Notice in the diagram below that the chaos zone looks chaotic because sometimes we are so entrenched in our work that we do not see how the dots connect. Therefore, most leaders stay in their comfort zone. A trusted adviser helps you to connect the dots so that you can transition into the progress zone.

Trusted Advisor

Set your newly promoted leaders up for success with these simple action steps:

  • Hire a trusted advisor to help them through their difficult moments.
  • Provide networking opportunities to expand their newfound peer group.
  • Be there when your leaders need you. Give them grace and understanding as they discover their leadership potential.

The bottom line: Seek out advisors that you trust to help your first-line leaders. If you think I might be a good fit then here are some options:

  1. The Trusted Advisor Program is my most intensive 1-on-1 program. Within 90 days you’ll gain habits that create breakthrough success. You get personalized coaching and support, relentless accountability, and commonsense action steps that get results.
  1. Lead Well: For Newly Promoted Leaders is an 8-week program that will help your newly promoted leaders thrive as they move from peer status to power status. The next program begins at the beginning of February there are only eight spaces available. Click here for more information. Call or email to apply.

Additional Offerings:
Join our central Wisconsin in-person or online Impactful Leadership Lunch. Join like-minded leaders during this monthly mastermind lunch group to improve your business efficiency, boost employee retention, and get you focused on doing what gives you joy.

Looking for a Keynote Speaker at your next event? I use my past experiences and knowledge to show you how to be the best version of yourself, surround yourself with the right people, and build highly productive teams.

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