Using Real Client Situations to Develop Your Team

Advisory Secrets with Deb Halliday · Oct 29, 2026 · 7m · transcript

You can teach someone the theory of advisory.

You can give them frameworks, questions, processes and training.

But at some point, they have to experience it for themselves.

Because real client conversations don't always follow the plan.

Clients say things you weren't expecting.

They change their minds.

They don't always tell you the whole story straight away.

Sometimes they become emotional. Sometimes the numbers tell you one thing and the client tells you something completely different.

And that's where real advisory skills start to develop.

In this episode of Advisory Secrets, I talk about…