Latest / Advisory Secrets with Deb Halliday

Understanding the Essence of Trust in Advisory Roles
Episode Summary
In this episode of Advisory Secrets, I explore what it really means to become a trusted advisor.
It's a phrase that gets used a lot in our profession, but becoming a trusted advisor isn't something you can simply decide to be. It's not a title you give yourself, and it certainly doesn't happen because of the letters after your name.
Trust is earned.
It's built through consistent conversations, genuine interest in your clients, and a willingness to help them make better decisions.
Many accountants and bookkeepers believe that authority comes from technical expertise alone…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.