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 discuss how to identify the people in your team who have the potential to deliver great advisory. Sometimes it's the person with years of experience who isn't interested. Other times it's the less experienced team member who's curious, eager to learn and ready to grow.
We explore why technical knowledge alone doesn't create a great advisor, and why curiosity, communication and a genuine desire to help clients often matter far more.
We also discuss why advisory shouldn't sit with one person. Building an advisory team creates better outcomes for clients, removes the business owner as the bottleneck, and gives your team a clear pathway for growth.
If you're wondering who in your practice could become an advisor, this episode will help you start looking beyond qualifications and towards potential.
In this episode you'll learn:📘 Learn more about Advisory Teams:
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