Latest / Advisory Secrets with Deb Halliday / Empowering Decision-Making: The Role of Advisors in Business

Transcript

Empowering Decision-Making: The Role of Advisors in Business · Advisory Secrets with Deb Halliday

• 0:00
  Foreign.
• 0:09
  Welcome
• 0:10
  to
• 0:10
  Advisory
• 0:11
  Secrets
• 0:11
  with
• 0:12
  Deb
• 0:12
  Halladay,
• 0:13
  the
• 0:13
  podcast
• 0:13
  for
• 0:14
  accountants
• 0:14
  and
• 0:14
  bookkeepers
• 0:15
  who
• 0:15
  are
• 0:16
  ready
• 0:16
  to
• 0:16
  move
• 0:16
  beyond
• 0:17
  compliance
• 0:17
  work
• 0:18
  and
• 0:18
  step
• 0:19
  confidently
• 0:19
  into
• 0:20
  advisory.
• 0:21
  If
• 0:21
  you
• 0:22
  ever
• 0:22
  felt
• 0:22
  there
• 0:22
  must
• 0:23
  be
• 0:23
  more
• 0:23
  to
• 0:23
  your
• 0:23
  role
• 0:24
  than
• 0:24
  year
• 0:24
  end
• 0:25
  accounts,
• 0:25
  tax
• 0:25
  returns
• 0:26
  and
• 0:26
  deadlines,
• 0:27
  you're
• 0:28
  right.
• 0:28
  In
• 0:29
  this
• 0:29
  podcast,
• 0:30
  I'll
• 0:30
  share
• 0:30
  the
• 0:31
  strategies,
• 0:32
  insights
• 0:33
  and
• 0:33
  real
• 0:33
  world
• 0:34
  lessons
• 0:34
  that
• 0:35
  help
• 0:36
  accounting
• 0:37
  professionals
• 0:38
  transition
• 0:39
  from
• 0:39
  technician
• 0:40
  to
• 0:40
  trusted
• 0:41
  advisor.
• 0:42
  We'll
• 0:42
  explore
• 0:42
  how
• 0:42
  to
• 0:43
  lead
• 0:43
  better
• 0:43
  financial
• 0:44
  conversations
• 0:44
  and
• 0:44
  deliver
• 0:45
  real
• 0:45
  value
• 0:46
  to
• 0:46
  clients.
• 0:46
  I'm
• 0:47
  Deb
• 0:47
  Halliday,
• 0:48
  author
• 0:48
  and
• 0:48
  creator
• 0:49
  of
• 0:49
  training
• 0:49
  programs
• 0:50
  for
• 0:50
  accounting
• 0:51
  professionals
• 0:51
  and
• 0:52
  this
• 0:52
  is
• 0:52
  Advisory
• 0:52
  Secrets.
• 0:53
  Foreign.
• 0:59
  Welcome
• 0:59
  back
• 1:00
  to
• 1:00
  Advisory
• 1:00
  Secrets
• 1:01
  with
• 1:01
  Deb
• 1:01
  Halliday.
• 1:02
  That's
• 1:02
  me.
• 1:03
  At
• 1:03
  the
• 1:03
  heart
• 1:03
  of
• 1:04
  advisory
• 1:04
  is
• 1:05
  one
• 1:05
  simple
• 1:06
  outcome
• 1:07
  Better
• 1:07
  decisions.
• 1:08
  Business
• 1:08
  owners
• 1:08
  make
• 1:09
  decisions
• 1:09
  every
• 1:09
  day
• 1:10
  about
• 1:10
  pricing,
• 1:11
  about
• 1:11
  hiring,
• 1:12
  about
• 1:12
  spending,
• 1:13
  about
• 1:13
  growth.
• 1:13
  And
• 1:14
  often
• 1:14
  they
• 1:14
  are
• 1:15
  making
• 1:15
  these
• 1:15
  decisions
• 1:16
  with
• 1:16
  limited
• 1:16
  clarity.
• 1:17
  They
• 1:17
  are
• 1:18
  working
• 1:18
  with
• 1:18
  incomplete
• 1:19
  information
• 1:20
  or
• 1:20
  reacting
• 1:20
  to
• 1:20
  pressure
• 1:21
  or
• 1:21
  following
• 1:22
  instinct
• 1:22
  without
• 1:23
  structure.
• 1:24
  This
• 1:24
  is
• 1:24
  where
• 1:25
  advisors
• 1:25
  create
• 1:25
  real
• 1:26
  impact,
• 1:28
  not
• 1:28
  by
• 1:28
  telling
• 1:28
  clients
• 1:29
  what
• 1:29
  to
• 1:29
  do,
• 1:29
  but
• 1:30
  by
• 1:30
  helping
• 1:30
  them
• 1:30
  think
• 1:31
  more
• 1:31
  clearly.
• 1:31
  Good
• 1:32
  advisory
• 1:32
  is
• 1:32
  not
• 1:32
  about
• 1:33
  instruction,
• 1:34
  it
• 1:34
  is
• 1:35
  about
• 1:35
  guidance.
• 1:36
  It
• 1:36
  is
• 1:36
  about
• 1:37
  exploring
• 1:37
  options,
• 1:38
  highlighting
• 1:39
  risks,
• 1:40
  considering
• 1:40
  consequences
• 1:41
  and
• 1:42
  creating
• 1:42
  space
• 1:43
  for
• 1:43
  better
• 1:43
  judgment.
• 1:45
  Sometimes
• 1:45
  that
• 1:45
  means
• 1:45
  asking
• 1:46
  questions,
• 1:47
  sometimes
• 1:47
  it
• 1:47
  means
• 1:48
  sharing
• 1:48
  observations,
• 1:50
  sometimes
• 1:50
  it
• 1:50
  means
• 1:51
  gently
• 1:51
  challenging
• 1:52
  assumptions.
• 1:52
  But
• 1:53
  always
• 1:54
  it
• 1:54
  is
• 1:54
  about
• 1:54
  supporting
• 1:55
  the
• 1:55
  decision
• 1:55
  making
• 1:56
  process.
• 1:57
  When
• 1:57
  clients
• 1:58
  feel
• 1:58
  more
• 1:58
  confident
• 1:59
  in
• 1:59
  their
• 1:59
  decisions,
• 2:00
  everything
• 2:01
  changes.
• 2:02
  They
• 2:03
  move
• 2:03
  forward
• 2:03
  with
• 2:03
  more
• 2:04
  certainty,
• 2:04
  they
• 2:05
  feel
• 2:05
  less
• 2:05
  reactive
• 2:06
  and
• 2:06
  they
• 2:07
  begin
• 2:07
  to
• 2:07
  take
• 2:07
  control
• 2:07
  of
• 2:08
  their
• 2:08
  business.
• 2:08
  And
• 2:09
  over
• 2:09
  time
• 2:10
  they
• 2:10
  start
• 2:10
  to
• 2:10
  associate
• 2:11
  that
• 2:11
  clarity
• 2:12
  with
• 2:12
  you.
• 2:13
  That
• 2:13
  is
• 2:13
  where
• 2:13
  the
• 2:14
  advisor
• 2:14
  relationship
• 2:15
  deepens
• 2:16
  because
• 2:16
  you
• 2:17
  are
• 2:17
  no
• 2:17
  longer
• 2:17
  just
• 2:17
  part
• 2:18
  of
• 2:18
  the
• 2:18
  process,
• 2:19
  you
• 2:19
  are
• 2:19
  part
• 2:20
  of
• 2:20
  how
• 2:20
  they
• 2:20
  think.
• 2:21
  Next
• 2:21
  time
• 2:22
  I'll
• 2:22
  talk
• 2:22
  about
• 2:22
  building
• 2:22
  trust
• 2:23
  over
• 2:23
  time.
• 2:34
  Thank
• 2:34
  you
• 2:34
  for
• 2:34
  listening
• 2:35
  to
• 2:35
  Advisory
• 2:36
  Secrets
• 2:36
  with
• 2:37
  Deb
• 2:37
  Halladay.
• 2:38
  If
• 2:38
  you
• 2:38
  enjoyed
• 2:38
  this
• 2:38
  episode,
• 2:39
  make
• 2:40
  sure
• 2:40
  you
• 2:40
  follow
• 2:40
  the
• 2:40
  podcast
• 2:41
  so
• 2:41
  you
• 2:42
  don't
• 2:42
  miss
• 2:42
  future
• 2:42
  insights
• 2:44
  on
• 2:44
  building
• 2:44
  your
• 2:45
  advisory
• 2:45
  role.
• 2:46
  For
• 2:46
  more
• 2:46
  resources,
• 2:47
  training
• 2:48
  and
• 2:48
  support
• 2:49
  for
• 2:50
  accounting
• 2:50
  professionals
• 2:51
  stepping
• 2:51
  into
• 2:51
  advisory,
• 2:52
  visit
• 2:53
  debhalladay.co.uk
• 2:57
  or
• 2:57
  theaccountsoffice.co.uk
• 3:01
  until
• 3:02
  next
• 3:02
  time,
• 3:02
  keep
• 3:02
  building
• 3:03
  a
• 3:03
  practice
• 3:03
  that
• 3:03
  creates
• 3:04
  real
• 3:04
  value
• 3:04
  for
• 3:04
  your
• 3:05
  clients
• 3:05
  and
• 3:05
  the
• 3:06
  lifestyle
• 3:06
  you
• 3:06
  want.