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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…
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…
Are You the Bottleneck in Your Advisory Practice? You want to grow advisory. You know your clients need more than compliance. But there’s a problem that catches out a lot of accounting and bookkeeping practice owners: All the advisory still depends on you. You’re the person having the conversations…
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…
Ansvarsfraskrivelse: Podkasten og kunstværket, det finnes indlejret på denne siden, er fra Deb Halliday, som tilhører dens eier og ikke er tilknyttet eller godkjent av Listen Notes, Inc.