It is not enough for a professional to be right: An advisor's job is to be helpful. David

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David H. Maister, in his book "The Trusted Advisor," emphasizes that simply being correct in one's professional capacity is not sufficient. Professionals must also focus on being genuinely helpful to their clients. This approach fosters trust and strengthens the advisor-client relationship.

Being perceived as trustworthy can significantly enhance an advisor’s effectiveness. Clients are more likely to seek guidance and feel comfortable sharing their concerns with someone they believe is not just knowledgeable, but also genuinely interested in supporting their best interests.

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January 28, 2025

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