“Trust is the foundation of society. Where there is no truth, there can be no trust, and where there is no trust, there can be no society. Where there is society, there is trust, and where there is trust, there is something upon which it is supported.”

Frederick Douglas,
Our Composite Nationality (1869)

Optimal Trust

What is the program’s background?

Optimal Trust is based on programs originally developed in conjunction with major institutions from the healthcare and financial industries. Initially, we worked with national medical centers developing marketing and patient acquisition programs. We then developed original programs for one of America's leading Wall Street firms, helping management confront the loss of the public’s trust in the financial sector. Subsequently, we worked with The Center of Ethics at St. Thomas University exploring the relationships between ethics and trust.

Mission Statement

To create self-financing, educational programs based on universal principles about Trust and Ethics that have pragmatic and impactful applications in the academic and non-academic world.

Core Value:
Implementing ethical strategies that support positive relationships within and between communities.
Addressing the loss of trust within all levels of society – government, institutional, and personal – through ethical standards and practices.

The Vision:
Exploring and developing innovative ways to articulate and implement ethical standards and practices in profit, non-profit, and governmental organizations.

 Sample Benefits to Organizations

Benefits for Profit Organizations:

  • Increased revenue
  • Customer relationships
  • Operational efficiencies
  • Shareholder value
  • Improved Public Relations profile
  • Improved internal management/employee/staff relations
  • Reduced liabilities and compliance issues

 Additional benefits for Non-profits Organizations:

  • Fund-raising
  • Social Impact
  • Client relations
  • Mission Fulfillment
  • Training and Management of Personnel

 For Government Agencies:

Competitive and Unique Advantages

There are several competitive advantages:

Positive modeling

  • Most ethics and compliance training programs are based on what not to do. Optimal Trust programs focus on positive models – e.g. building trust. While the program will include compliance (negative information) as required by law, the positive modeling will be used to develop the overall success of an organization.

Universal Principles that lead to customization

  • The Optimal Trust programs are based on universal principles. The concepts will be converted to lessons that are:
    • Easy to understand and learned
    • Use multimedia when necessary – multiple learning styles
    • Easy to implement and actionable strategies that impact organizations and the community.
    • Applicable to multiple business and non-profit sectors.

Tying results to organizational metrics

  • To create models and programs that impact business metrics for the better.


The program content is created as templates (universals) that are customized to address individual business sectors. As mentioned above, we are in discussion with multiple business sectors, including healthcare, finance, non-profits, et al. These constructive discussions will help us customize the programs.fo specific industries. For example, talks with a major association in financial services will allow us to customize the programs for insurance agencies.

Delivery of Programming

We will modify how our materials to be delivered in a manner that is in keeping with how training is delivered currently to a specific industry or even client.

The basic program materials can be quickly reformatted for the different scenarios.

Business and Organizational Management Tools

The Optimal Trust programs are based on the premise that business and organizational management centered on ethical principles is eminently pragmatic. By linking levels of Optimal Trust to selective metrics, the impact of ethical organizational management can be measured and managed. The goal would be to provide tools that would make ethical practices and the trust it sustains the foundation of any organizations success.

Software Applications

At the center of the Optimal Trust program lies the Optimal Trust Grid. The Grid is a matrix that is used to survey levels of trust between stakeholders in an organization. It allows for the quantification of what is usually thought of as qualitative attributes (e.g. trust, faith, belief, etc.). This approach will allow us to develop software applications that would simplify the management of Ethical Trust programs within an organization.  Software applications will provide additional revenue generating opportunities.

Optimal Trust will offer programs and curriculum that offers actionable strategies that can be implemented and applied to for-profit businesses, non-profit organizations, and government agencies. Revenue streams, include:

  • In person training
  • Live Webinar training
  • Online training programs – per user fees / subscription models
  • Live conferences
  • Software fees – one time purchases / subscription models
  • Academic courses – traditional curriculum models


Initially, we will ask potential clients to tell us the typical pricing for the training programs that they now use. This open and transparent discussion will give us intelligent opening price points for our training programs in each industry.


Testimonials (feedback) from prior participants in The Power of Trust programs:

  • “I found this session to be very instructive. Without trust we would not be managing our client relationships, they would be choosing a different practitioner.”
  • “Assuming 5 is the highest score, I would rate it at the top. If we do not have the trust of our client, we are out of business. This is investment management and relationship 101.”
  • “Another great class – this is really the CORE of what we do. I found this information to be very useful and plan to incorporate a lot of the conversations into my daily conversations with clients.”
  • “EXACTLY this – is what I used 2x yesterday when I met with referrals – back to back – we set aside the INVESTMENTS and focused on the TRUST – getting to know one another…"
  • “While talking with existing clients and prospects, I usually have a written agenda of things to do...one copy for the client/prospect and one for me. Mine will have a special note at the top with the word “Trust” on it so that I can remember to empathize.”
  • “Presentation on Trust being the key issue to successful relationship building brings a different perspective that neatly ties up the difference between effective and ineffective practitioners and presenters.”
  • “I really liked the Power of Trust Grid- there is a lot you can do with it… and believe I can mentally tick off the grid topics in conversation ;-) “
  • “Loved- loved- loved it! I’ll give it a 5 and can’t wait for tomorrow’s class!”
  • “Most valuable today was the encouragement to ask good questions that show genuine interest, yet allow you to know more about the client, better to build their trust. Plus, it allows you to steer the conversation the direction you might want to go.”
  • “I thought it was helpful to have a discussion on what trust is and how to quantify it. That helped me to begin to think outside the box in how to gain the trusts of my clients. Very thought provoking.”
  • “Most valuable is that we can place this essential topic into a constructive reference table and begin to address it with prospects and clients.”
  • “Addressing trust issues based on client experiences… are as important to an advisor’s practice as showing up ready to go to work every day!”
  • “I’ve been blessed to be on your short list of training groupies - for which I am eternally grateful, but that being said - I see a lot of concepts presented. This presentation on Trust being the key issue to successful relationship building, brings a different perspective that neatly ties up the difference between effective and ineffective practitioners and presenters.
  • “This was SUPER… I hope that you renew the opportunity to bring this presentation to others! I’d give it a 5 with a bullet. “ 

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