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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

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