25.6.19
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Michael O’Hehir

This credential certifies the individual as a Trusted Adviser based on the results of the 2024 Client Service Program. The program represents a commitment to:

1. Service excellence

2. Accountability in client relationships

3. Providing an outstanding client experience.

Based on independently verified client feedback, Trusted Advisers deliver consistently high levels of client satisfaction. The Client Service Program is run by Client Culture.

Skills / Knowledge

  • Professionalism
  • Reliability
  • Client service excellence
  • Expertise
  • Client care and empathy
  • Trusted

Issued on

April 5, 2024

Expires on

April 5, 2025

Earning Criteria

Required

experience

To qualify for the Trusted Adviser credential, an individual must:

1. Participate in the Client Service Program’s client feedback process.

2. Achieve a personal Net Promoter Score (NPS) that reflects strong client satisfaction and trust.

3. Demonstrate ongoing dedication to client service excellence, accountability, and superior client experience.