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The Art of Guiding Discussions: Becoming a Trusted Advisor
Episode 8 Show Notes
Leading Conversations With Clients
Summary
In this episode of Advisory Secrets, Deb Halliday explores the shift from responding to clients to leading conversations.
Many accountants and bookkeepers are used to reacting. Answering questions, solving problems, and responding to immediate needs. But advisory requires a more proactive approach.
Deb explains why leading conversations is a key skill in becoming a trusted advisor. It allows you to guide discussions beyond day-to-day issues and into more meaningful, strategic thinking.
By introducing structure, setting direction…
The skinny
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