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Latest / Advisory Secrets with Deb Halliday

From Advisor to Advisory Leader

There comes a point when being a really good advisor isn't enough.

If you want to build advisory capability across your firm, your role has to start changing too.

You need to move from being the advisor to becoming an advisory leader.

And that's a very different role.

In this episode of Advisory Secrets, I talk about what happens when we stop measuring our success by how many clients personally depend on us and start measuring it by the capability we're developing in the people around us.

Because there's a strange thing that can happen when you're good at advisory.

Clients trust you.

They…

The skinny

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