From Trusted Advisor to Advisory Bottleneck

Advisory Secrets with Deb Halliday · Sep 3, 2026 · 4m · transcript

This episode looks at one of the biggest challenges with the traditional advisory model: what happens when all of the advisory knowledge, client relationships and decision-making sit with one person?

Very often, the business owner or senior advisor becomes the person every client wants to speak to and every team member turns to for answers. It can feel like a sign that advisory is working — until that person becomes the bottleneck.

In this episode, I talk about why I believe we need to build advisory capability across the team, rather than simply creating one brilliant advisor.

I share some…