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Contextualizing Data: The Key to Effective Financial Advisory
Episode 11 Show Notes
Seeing the Business Behind the Numbers
Summary
In this episode of Advisory Secrets, Deb Halliday explores the shift from analysing numbers to understanding the business behind them.
As accountants and bookkeepers, we are trained to work with data. Reports, figures, and performance metrics. But numbers on their own only tell part of the story.
Deb explains why advisory requires us to look beyond the figures and understand what is driving them. The decisions, challenges, and changes happening within the business.
By asking better questions and developing commercial…
The skinny
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