11.17.11 Tip of the Week: Custodian or Steward?

As we roll into the holidays and 2012 my wish for all of us is that we perform as our client’s steward, not their custodian.

A steward really acts as an advisor with a fiduciary focus versus a custodian who merely reactively looks after a client.  One works to prevent messes the other is only there to clean them up after they’ve happened.

In 2012, prove to your clients that you’ve earned the right to be their steward. You’ll do that by demonstrating the depth and understanding you have of their business and the forward-field view you present to them showing your preemptive vision. The more the stewardship the stronger the client bond, and the more prosperous their, and your, 2012 will be.