Page 70 - Part B

Information, Advice or Guidance

Section 2: The purpose and process of an advice interview

This section will explore the following:

• The relationship between the client and the advisor

• The role of the advisor in an advice interview

• Stages of an advice interview

• Client confidentiality and when it may be broken.

The relationship between the client and the advisor

The client/advisor relationship is one of the most important skills to get right. Without
a strong relationship with your clients, you are unlikely to enable them to be honest
and explain their issues truthfully. However, a client/advisor relationship that is too
familiar is likely to be damaging, and may mean you give biased or skewed advice.

A client/advisor relationship can be made stronger and deeper by:

• Communication that is regular, effective, and blame free

• Having an awareness of the goals of the relationship

• An assurance that both parties want a sucessful relationship

• Having no reluctance to the truth, even when nobody wants to say or hear it

• The expectation that the other person is working to the best of their ability

• Honesty.

Source: https://pwjohnson.com/the-client-advisor-relationship

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