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WEITERE EPISODEN IN DIESEM PODCAST

In this episode of Advisory Conversations, Tim Seymour and Deb Halliday explore one of the biggest misconceptions in advisory. Management accounts are not advisory. Neither are KPI dashboards, spreadsheets, or beautifully designed reports. Because if a client doesn't understand what they're looking…
Who should become an advisor in your practice? It's a question we hear all the time. Many practice owners assume the most technically capable person will naturally become their best advisor. But that's not always the case. In this episode of Advisory Conversations, Tim Seymour and Deb Halliday disc…
In this episode of Advisory Conversations, Tim Seymour and Deb Halliday tackle one of the biggest frustrations for advisors everywhere. Why do clients agree with the advice, leave the meeting motivated, and then do absolutely nothing? As advisors, it's easy to assume that if a client isn't taking a…
In this episode of Advisory Conversations, Tim Seymour and Deb Halliday discuss one of the biggest barriers preventing advisory firms from growing. The owner becomes the bottleneck. For many accountants, bookkeepers, and financial professionals, the move into advisory starts with good intentions. Y…
Rechtliche Hinweise: Der auf dieser Seite eingebettete Podcast und das Bildmaterial stammen von Deb Halliday, das Eigentum seines Eigentümers ist und nicht mit Listen Notes, Inc. verbunden ist oder von diesen unterstützt wird.