Advisory Shouldn't Live in One Person's Head

Advisory Secrets with Deb Halliday · Sep 10, 2026 · 5m · transcript

Your next great advisor might already be sitting in your team.

They might not have the title of advisor. They might not be the most senior person in the firm. And they may never have been given the opportunity to have an advisory conversation with a client.

But that doesn't mean the potential isn't there.

In this episode of Advisory Secrets, I look at how to recognise the advisory potential that may already exist within your accounting or bookkeeping team.

Traditionally, we've trained people to complete tasks accurately and efficiently. But advisory requires us to look for something more —…