Confidence not ego

Advisory Secrets with Deb Halliday · Jul 16, 2026 · 9m

Confidence Without Ego: The Advisory Mindset Shift

Episode Summary

In this episode of Advisory Secrets, I explore one of the biggest barriers preventing accountants and bookkeepers from stepping confidently into advisory.

Confidence.

Many professionals assume they need another qualification, more experience, or greater expertise before they can truly call themselves an advisor. But in my experience, that's rarely the real issue.

Most accountants already know far more than they give themselves credit for.

The challenge is having the confidence to share their perspective, ask better questions…