BVC23 BV - Becoming a Trusted Advisor

Session Description

It’s the pinnacle of professional services – to become a trusted advisor and to be sought out as a source of valued advice and support. But to become one, you first must demonstrate your deep understanding of your clients’ needs and be able to offer good advice across a broad range of issues and not just in your specialty. This session will cover how to become a trusted advisor and focus on establishing credibility, building relationships, active listening, meeting deliverables, communicating effectively and more.


Jeff Tarbell, ASA, CFA | Director | Houlihan Lokey

Continuing Education

Review of this session recording will award 1 CE hour. 

CPE credit is not awarded for this pre-recorded offering. 


Session Recording
Open to view video.
Open to view video.
Course Certificate
1.00 CE credit  |  Certificate available
1.00 CE credit  |  Certificate available Open certificate for the option to print.