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We inspire and engage key decision-makers who serve in critical leadership roles. Our research and training programs are focused on the intersection between leadership, stewardship and governance.

 

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7 Signs of a Trusted Advisor


3ethos founding partner Real Admiral Steve Branham, USCG (retired) published an article for Napa-net.org on seven aspects of a trusted financial advisor.



A trusted advisor can be an invaluable multiplier of your decision making process. A trusted advisor can keep you focused on your sense of purpose and unlock additional potential in you; help you to identify and focus on a vision when you don’t have one, and give you courage to pursue it when you do; simplify a complicated scenario; and make you “walk the line” when you are about to make a bad decision, particularly when your character could be questioned.


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