How to Become a Trusted Advisor & Not Just a Sales Person

By December 27, 2016 GYB CLE, This Week's Episode
In this episode Marvin Montgomery “The Sales Doctor”, Author, and Motivational Speaker shares how to become a trusted advisor, and not just a salesman. After the tip, we go backstage and learn about, Getting “Marvinized”, Hooking the big fish, The ABC’s of Giving, and more!


Hi my name is Marvin Montgomery better known as the Sales Doctor, and today we’re going to talk about how to become a trusted advisor and not just a sales person.

First and foremost the approach has to be asking questions and listening, if you want to become that trusted advisor. Because when you ask questions and listen there’s something immediate that comes from that. They will come back, they will refer you, but they will also request you.

The second benefit that comes from asking questions and active listening is you show people that you care. We’ve all heard the expression people could care less how much you know, until they know how much you care. So are you showing people how much you care are you actually eliminating assumptions? In other words guessing that you know what they need instead of asking and listening to find out what you need. Active listening is extremely important because that’s the second part of that asking questions and active listening. Because when you actively listen that means you’re not waiting the talk, because when you’re waiting the talk that means you’re using your spare thinking time to drift off, zone out, shut down and you’re not paying attention to what the person is saying.

so there’s some techniques that can be used to actively listen. You can paraphrase back, repeat back what they just said. You can ask questions, that again shows that person you’re interested. You can physically show them you’re paying attention by nodding of the head, leaning forward. If you’re on the telephone you could also do a technique which is called acknowledging or attending to what they’re saying, by just saying something simple as Mhm, I see, continue. Because if you don’t do that they’re going to ask you a question which says “Are you still there?” and maybe you’re not. So are you actively listening or impatiently waiting? Are you actually letting them know that you’re paying attention what they said?

So, to sum it up if you really want to become that trusted adviser and not just a Salesperson, make sure that you’re doing those three things that we just Discussed. Actively listening and asking questions, benefiting from the benefits we talked about, and making sure that you’re actively listening and not just impatiently waiting.

About the Speaker

Marvin Montgomery

Marvin Montgomery For more than 30 years, Marvin Montgomery has earned widespread national recognition and praise for his informative, practical and stimulating programs. Marvin’s captivating presentations have assisted hundreds of organizations to meet or exceed their sales goals using his training programs. Click here to find out more about Marvin

Behind the Scenes: The Intern Production Team

Zak Dunaway
Kaitlin Puffer

Emily Wagner

University of Dayton
Marketing & Communications Student

Zak Dunaway

Northern Kentucky University
Electronic Media Student

Kaitlin Peffer

Miami University of Ohio
Professional & Creative Writing Student

GYB CLE Sponsors


  • I love it. I’ve been officially #Marvinized. Great tips on active listening.

  • Don Shadrake says:

    We can’t count the number of business associates that Marvin has helped evolve here at The Reserves Network – always good to be reminded of what connects us to our team, our clients, and our community.

  • I too have been Marvinized! I would encourage anyone who has not attended his workshop to do so or invite him to your business to enhance your salesforce processes to impact the bottom line. Marvin is an exceptional speaker and trainer.