Bringing Your Team Into Client Conversations

Advisory Secrets with Deb Halliday · Oct 1, 2026 · 6m · transcript

If you want clients to trust your team, they need the opportunity to see what your team can actually do.

One of the challenges with the traditional advisory model is that the business owner or most senior person tends to lead every important client conversation.

Meanwhile, the team might be doing a huge amount of work behind the scenes — preparing the numbers, understanding what's happening in the business and spotting things worth discussing.

But the client never sees that.

So naturally, who do they think the expert is?

You.

In this episode of Advisory Secrets, I talk about why bringing your…