Elevating Your Advisory Skills: Strategies for Meaningful Conversations

Advisory Secrets with Deb Halliday · Jul 30, 2026 · 9m · transcript

Episode Summary

In this episode of Advisory Secrets, I explore one of the most powerful skills any accountant or bookkeeper can develop when moving into advisory: the ability to ask better questions.

Many professionals believe that becoming a trusted advisor requires more technical knowledge, more qualifications, or more experience. Whilst those things can certainly help, I've found that some of the most valuable advisory conversations begin with a simple question.

The reality is that advisory isn't about having all the answers. It's about helping clients think more clearly about their…