Building Advisory Relationships

The past 20 years have brought a change in role and expectations for communication professionals, shifting from tradespeople who practice a craft for the business to advisors who provide counsel to the business. This seminar covers the nature of the advisor relationship, and offers practical counsel on how to establish advisory relationships of trust, partnership, and influence with senior clients.

In the Building Advisory Relationships Seminar, Alan Nelson, managing partner and co-head of CRA’s Strategic Communication Practice, will lead a developmental discussion across six areas:

  • What It Means to Be an “Advisor”: Expectations and Boundaries
  • What it Means to Be Interpersonally Strategic
  • Forging Executive Relationships
  • Giving Advice for Effect
  • Cultivating an Executive Style
  • Cultivating Professional Expertise

CRA Partners and Managing Directors with a minimum of 10 years advisory experience in Fortune 50 organizations lead each Seminar, and Seminars will typically include a variety of other CRA staff and clients who lend texture to the discussion. The agenda spans one and one-half days, with the content intentionally limited to six discussions – the goal is to engage a smaller number of more meaningful issues with depth. While individual Seminars can vary, a typical agenda is:

Thursday, May 16

  • 9:00 a.m. – 4:00 p.m. | Content sessions with catered lunch
  • 4:00 p.m. – 7:00 p.m. | Break
  • 7:00 p.m. | Group dinner

Friday, May 17

  • 9:00 a.m. – 12:00 p.m. | Content
  • 12:00 p.m. | Lunch-to-go and departures

For additional information or to enroll in the Building Advisory Relationships seminar, please contact Hannah Cassidy at 610-644-5597 or