Latest / Advisory Secrets with Deb Halliday
The Real Opportunity in Advisory: Team-Based Success
Episode Summary
In this episode of Advisory Secrets, Deb Halliday explores one of the biggest challenges facing accounting firms that successfully move into advisory services.
For many firms, the transition from compliance to advisory feels like the answer. Client relationships improve, conversations become more meaningful, and the work feels more rewarding. But often, a new problem quickly emerges.
Everything still depends on one person.
The founder becomes the advisor. Every important client conversation, strategic decision, and advisory meeting sits in their diary. What started as a move…
The skinny
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