Explorez tous les épisodes du podcast Business Advisor Podcast

In this episode, we delve into defining your advisor DNA, exploring the three key components that shape your individual identity and professional value: Essence, Education, and Experience. Discover how understanding and leveraging your Uniqueness can transform your advisory practice, attract ideal clients, and find fulfillment in your work.

Key Takeaways:

• Clarity is Key: Understanding your Uniqueness provides clarity in a chaotic world, leading to better decision-making and reduced stress.
• The Power of Self-Reflection: Explore your values, passions, and experiences to uncover your unique strengths and talents.
• Avoid Oversimplification: While clarity is essential, avoid dumbing down complex concepts. Focus on distilling information to its core while maintaining depth and relevance.
• The Power of Self-Reflection: Regularly assess your Uniqueness to ensure it aligns with your evolving goals and experiences.
• Avoid the Jack-of-All-Trades Trap: Focus on your niche and become an expert in your chosen area to stand out in the market.
• The Three E's of Uniqueness: Essence, Education, and Experience combine to create your unique identity and value proposition.
• Leverage Your Uniqueness: Use your unique qualities to attract ideal clients, build strong relationships, and differentiate yourself from competitors.
• Personal Growth: Understanding your Uniqueness can lead to personal fulfillment and a more fulfilling career.

Want more? Join THE FREEDOM TRIBE

Here's all the FREE BONUSES you'll receive when you join our exciting community on Skool; The Freedom Tribe

• Global Community Of Peers: CPAs, accountants, fractional CFOs, bookkeepers and finance professionals from all over the world sharing ideas, best practice and innovations with each other.
• Digital copy of Amanda's NEW BOOK, the Business Advisor Playbook: 300+ pages that will transform your approach and share the strategies you need to create, sell and deliver business advisory services.
• Digital copy of 500:200 Model™ Guide: My tried-and-tested formula for taking home at least 200K with business advisory revenue of 500K.
• 12 Days Of Business Advisory video series: that walks you through creating the perfect advisory offer.
• Hand Picked And Categorised episodes of the Business Advisor Podcast to accelerate your journey from a compliance-led to an advisory-led practice.

PLUS: There are a few other surprise bonuses that can be UNLOCKED once you are inside the community: Get Clients Course and 5 Day LinkedIn Challenge. Super excited to see you there, and looking forward to helping you achieve all that you want in life.

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In this episode, we challenge the conventional perception of procrastination as a negative trait. Discover how strategic procrastination can be a valuable tool for business advisors, providing insights into personal growth, client relationships, and professional development. Learn how to harness the power of procrastination to enhance your advisory practice.

Key Takeaways:

• Procrastination as a Signal: View procrastination as a warning sign indicating areas where you need to focus or seek additional information.
• Understand Your Why: Explore the underlying reasons behind your procrastination to uncover valuable insights about your work habits and goals.
• Embrace Growth: Use procrastination as an opportunity for personal and professional development, recognizing that challenges and discomfort are natural parts of the learning process.
• Set Intentional Goals: Transform procrastination from a passive behavior to a strategic tool by setting specific goals and deadlines.
• Leverage Self-Awareness: Gain insights into your own patterns of procrastination to identify areas for improvement and develop effective strategies.
• Build Stronger Client Relationships: Apply your understanding of procrastination to empathize with clients who may be facing similar challenges.

Want more? Join THE FREEDOM TRIBE

Here's all the FREE BONUSES you'll receive when you join our exciting community on Skool; The Freedom Tribe

• Global Community Of Peers: CPAs, accountants, fractional CFOs, bookkeepers and finance professionals from all over the world sharing ideas, best practice and innovations with each other.
• Digital copy of Amanda's NEW BOOK, the Business Advisor Playbook: 300+ pages that will transform your approach and share the strategies you need to create, sell and deliver business advisory services.
• Digital copy of 500:200 Model™ Guide: My tried-and-tested formula for taking home at least 200K with business advisory revenue of 500K.
• 12 Days Of Business Advisory video series: that walks you through creating the perfect advisory offer.
• Hand Picked And Categorised episodes of the Business Advisor Podcast to accelerate your journey from a compliance-led to an advisory-led practice.

PLUS: There are a few other surprise bonuses that can be UNLOCKED once you are inside the community: Get Clients Course and 5 Day LinkedIn Challenge. Super excited to see you there, and looking forward to helping you achieve all that you want in life.

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Key Takeaways from the Podcast

1. Utilize Meetup.com: It's an excellent resource for finding industry-specific groups or general meetups in your area that align with your business goals, whether it’s expanding your client base or growing your peer network.
2. Host Your Own Meetups: Leverage spaces like co-working locations to host events. These can significantly boost your visibility and reputation in your industry, as I experienced with the Corporate Escape Club in London.
3. The Dinner Club Format: Create an intimate networking setting by forming a dinner club. This setting allows for deeper, more personal connections, making networking less about exchanging business cards and more about solving common business challenges together.
4. Engage in Masterminds: Participate in or start your own mastermind group. The collective power of a focused group can lead to new insights and strategies, benefiting everyone involved.
5. Leverage Online Platforms: Platforms like Facebook and LinkedIn are invaluable for connecting with like-minded professionals. Engage actively in groups, contribute to discussions, and showcase your expertise to expand your network effectively.
6. Volunteer Strategically: Choose volunteer opportunities that align with your professional goals. This can open doors to networking with potential clients and collaborators in your industry.
7. Industry Events: Approach industry events with the goal of making genuine connections rather than just attending. Engage with speakers, participate in discussions, and look for unofficial gatherings that might offer more personalized networking opportunities.
8. Start a Podcast: Use podcasting as a tool to connect with industry leaders and potential clients. It’s a platform that allows you to both provide value and expand your network organically.
9. Never Eat Alone: Utilize meals as networking opportunities. Regularly schedule lunches or coffee meetings with industry peers, potential mentors, or collaborators to discuss opportunities and share insights.
10. Clarify Your Pitch: Clearly articulate what you do and the unique value you provide. This helps in making your networking conversations more impactful and ensures you are remembered for the right reasons.

Want more? Join THE FREEDOM TRIBE

Here's all the FREE BONUSES you'll receive when you join our exciting community on Skool; The Freedom Tribe

• Global Community Of Peers: CPAs, accountants, fractional CFOs, bookkeepers and finance professionals from all over the world sharing ideas, best practice and innovations with each other.
• Digital copy of Amanda's NEW BOOK, the Business Advisor Playbook: 300+ pages that will transform your approach and share the strategies you need to create, sell and deliver business advisory services.
• Digital copy of 500:200 Model™ Guide: My tried-and-tested formula for taking home at least 200K with business advisory revenue of 500K.
• 12 Days Of Business Advisory video series: that walks you through creating the perfect advisory offer.
• Hand Picked And Categorised episodes of the Business Advisor Podcast to accelerate your journey from a compliance-led to an advisory-led practice.

PLUS: There are a few other surprise bonuses that can be UNLOCKED once you are inside the community: Get Clients Course and 5 Day LinkedIn Challenge. Super excited to see you there, and looking forward to helping you achieve all that you want in life.

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Join Amanda C. Watts in today's episode as she explores  the seven essential beliefs that your prospects need to hold true to say 'YES' to working with you. Amanda explores practical strategies to address each belief, from cultivating pain/problem awareness to building unshakeable trust. Whether you're selling high-value advisory services or seeking to enhance your sales skills, aligning your marketing efforts will make your sales process seamless and stress-free.

Key takeaways:

1. Learn the Importance of the Belief Ladder: Understand how addressing seven crucial beliefs can make or break your sales efforts, leading to either successful conversions or missed opportunities.
2. Find Out How to Cultivate Pain Awareness: Recognize that for a sale to occur, prospects must first believe they have a problem that needs solving.
3. Discover Techniques to Overcome Doubt: Utilize stories, case studies, and proofs to demonstrate your capability to solve the prospect's problems better than they could on their own.
4. Know the Role of Cost Perception: Teach prospects that the cost of inaction is much greater than the investment in your solution, framing it in terms of opportunity cost.
5. Uncover Ways to Enhance Desire: Help prospects envision a better future and understand the financial and personal gains of solving their problem with your help.
6. Learn About Assessing Financial Capability and Willingness: Ensure prospects have the resources and willingness to invest, which is crucial for a successful sale.
7. Find Out How Support Influences Decisions: Learn why having the support of a spouse or partner can be critical in the decision-making process and how to include them in discussions.
8. Understand the Need for Trust: Discover how building trust in your expertise, the effectiveness of your methodology, and the prospect’s own capabilities is essential for closing sales.
9. Explore the Power of Strong Marketing: Realize that effective marketing simplifies the sales process by pre-qualifying leads and addressing the seven beliefs before a sales call occurs.
10. Realize the Value of Helping Over Selling: Focus on how providing genuine help and value can lead to more fulfilling and successful sales interactions.

Want more? Join THE FREEDOM TRIBE

Here's all the FREE BONUSES you'll receive when you join our exciting community on Skool; The Freedom Tribe

• Global Community Of Peers: CPAs, accountants, fractional CFOs, bookkeepers and finance professionals from all over the world sharing ideas, best practice and innovations with each other.
• Digital copy of Amanda's NEW BOOK, the Business Advisor Playbook: 300+ pages that will transform your approach and share the strategies you need to create, sell and deliver business advisory services.
• Digital copy of 500:200 Model™ Guide: My tried-and-tested formula for taking home at least 200K with business advisory revenue of 500K.
• 12 Days Of Business Advisory video series: that walks you through creating the perfect advisory offer.
• Hand Picked And Categorised episodes of the Business Advisor Podcast to accelerate your journey from a compliance-led to an advisory-led practice.

PLUS: There are a few other surprise bonuses that can be UNLOCKED once you are inside the community: Get Clients Course and 5 Day LinkedIn Challenge. Super excited to see you there, and looking forward to helping you achieve all that you want in life.

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Embrace the Shift Back to In-Person Networking and Relationship Building.  Find out how Amanda transitioned from valuing digital networking to advocating the profound impact of in-person interactions, especially post-pandemic. Discover why, even in a digital age, face-to-face connections create deeper relationships.

1. Navigating Post-Covid Networking Challenges: Get clear on the lingering hesitations and the slow, yet steady, return to normalcy in networking spaces. Learn how our host and others are regaining their confidence in attending physical events.
2. Selecting the Right Events: Know how to choose networking events that align with your professional goals and personal comfort. We’ll dive into strategies for ensuring you spend your networking time effectively and enjoyably.
3. Building Real, Authentic Connections: Find out how to network authentically by engaging in settings that foster genuine conversations, rather than forced interactions. Learn tips for creating relationships that are both meaningful and beneficial to your business.
4. Utilizing Technology Wisely: Understand the balance between online and offline networking. While technology helped maintain connections during the pandemic, the crave for in-person interaction is resurging. Learn when and how to blend these approaches for optimal networking success.
5. Hosting Your Own Networking Events: Get clear on the steps to organize and host successful networking events that reflect your personality and meet your business needs. We’ll cover everything from selecting the venue to curating the guest list.
6. Making the Most of Networking Opportunities: Know how to maximize your networking efforts by linking people together, choosing the right events, and even hosting your own gatherings to create valuable connections.
7. The Power of Networking in Business Growth: Understand how effective networking can lead to high-value clients and can significantly impact your professional trajectory and personal growth.

Want more? Join THE FREEDOM TRIBE

Here's all the FREE BONUSES you'll receive when you join our exciting community on Skool; The Freedom Tribe

• Global Community Of Peers: CPAs, accountants, fractional CFOs, bookkeepers and finance professionals from all over the world sharing ideas, best practice and innovations with each other.
• Digital copy of Amanda's NEW BOOK, the Business Advisor Playbook: 300+ pages that will transform your approach and share the strategies you need to create, sell and deliver business advisory services.
• Digital copy of 500:200 Model™ Guide: My tried-and-tested formula for taking home at least 200K with business advisory revenue of 500K.
• 12 Days Of Business Advisory video series: that walks you through creating the perfect advisory offer.
• Hand Picked And Categorised episodes of the Business Advisor Podcast to accelerate your journey from a compliance-led to an advisory-led practice.

PLUS: There are a few other surprise bonuses that can be UNLOCKED once you are inside the community: Get Clients Course and 5 Day LinkedIn Challenge. Super excited to see you there, and looking forward to helping you achieve all that you want in life.

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In this episode we dive deep into tackling the relentless feelings of anxiety and overwhelm that many of us face.  

Amanda C. Watts shares a personal story of hitting rock bottom despite having everything seemingly perfect. Learn the exact steps she took to close open loops and regain control over her life. Tune in to discover how you can eliminate mental clutter, reduce stress, and achieve a state of flow.

Key Takeaways:

1. Understand Open Loops:
   • Know the reason why unresolved tasks and thoughts cause anxiety and overwhelm.
   • Find out how open loops are more than just items on your to-do list—they can be thoughts, ideas, and commitments.
2. Identify Your Open Loops:
   • Learn the exact steps to download every thought and task from your brain onto paper.
   • Recognize the importance of getting everything out of your mind to start managing it effectively.
3. Analyze and Categorize:
   • Get the exact steps to analyze your list of open loops and categorize them into personal, business, and others.
   • Understand how grouping these tasks helps in creating a clear action plan.
4. Schedule to Close the Loops:
   • Discover how scheduling tasks in your diary can close open loops and free up mental space.
   • Find out the reason why putting even small tasks on your calendar can reduce mental load significantly.
5. Take Immediate Action on Quick Tasks:
   • Eliminate small open loops immediately if they take less than 10 minutes.
   • Learn how scheduling blocks of time for quick tasks can streamline your workflow.
6. Create Breathing Space:
   • Understand the importance of scheduling time for yourself to relax and breathe.
   • Get practical tips on how to incorporate these breaks into your daily routine.
7. Practical Examples:
   • Know the exact steps to handle common open loops like making dinner, writing a podcast episode, and scheduling appointments.
   • Learn how to manage larger projects by breaking them down into scheduled tasks.
8. Final Recap and Tips:
   • Recap the strategy to eliminate overwhelm by closing open loops.
   • Discover how this approach can change your life by freeing up mental energy and improving productivity.

Want more? Join THE FREEDOM TRIBE

Here's all the FREE BONUSES you'll receive when you join our exciting community on Skool; The Freedom Tribe

• Global Community Of Peers: CPAs, accountants, fractional CFOs, bookkeepers and finance professionals from all over the world sharing ideas, best practice and innovations with each other.
• Digital copy of Amanda's NEW BOOK, the Business Advisor Playbook: 300+ pages that will transform your approach and share the strategies you need to create, sell and deliver business advisory services.
• Digital copy of 500:200 Model™ Guide: My tried-and-tested formula for taking home at least 200K with business advisory revenue of 500K.
• 12 Days Of Business Advisory video series: that walks you through creating the perfect advisory offer.
• Hand Picked And Categorised episodes of the Business Advisor Podcast to accelerate your journey from a compliance-led to an advisory-led practice.

PLUS: There are a few other surprise bonuses that can be UNLOCKED once you are inside the community: Get Clients Course and 5 Day LinkedIn Challenge. Super excited to see you there, and looking forward to helping you achieve all that you want in life.

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In today's episode Amanda C. Watts explores the four critical stages of building an advisory practice designed to grant you freedom and success. She shares the journey from building to scaling your practice, and why merely loving the idea of a business won't suffice. Join her to discover the pitfalls of scaling prematurely and learn how to craft a business that not only survives, but thrives with loyal clients and rewarding work.

Key Takeaways:

1. Understanding the Four Stages: Learn the essential phases every advisory practice must navigate: Build, Stabilize, Grow, and Scale. Find out how each stage impacts the next and why mastering each one is crucial to your long-term success.
2. The Pitfalls of Premature Scaling: Discover why scaling your business too quickly can lead to breakdowns. Learn how focusing on the right aspects at the right time can save your business from potential pitfalls.
3. Crafting a Freedom Practice: Uncover the secrets to creating a 'Freedom Practice' with only 21 high-value clients, significant advisory revenue, and a small, efficient team. Learn why intentionality in your business choices leads to greater satisfaction and less stress.
4. Avoiding the Monster Business Trap: Hear why a business bloated with low-paying clients and an overworked team leads to stress and limited growth. Learn how to shift your focus from quantity to quality to enhance both your professional and personal life.
5. Intentional Business Design: Get insights on how to intentionally design your business foundation to align with your life goals. Find out how choosing the right clients and services from the start can dramatically alter your trajectory towards success.
6. The Role of Marketing and Branding: Learn why consistent branding and targeted marketing are key during the stabilize and growth stages, and how these efforts can solidify your reputation and attract ideal clients.
7. Strategies for Sustainable Growth: Discover the growth strategies that matter, focusing on positioning, re-investing in your brand, and personal development to enhance your offer and increase your charges without adding stress.
8. Choosing Your Path: Understand the critical decision points that determine whether you build a freedom practice or get stuck managing a monster business. Learn why every step, from foundation to scale, must be taken with a clear, stra

Want more? Join THE FREEDOM TRIBE

Here's all the FREE BONUSES you'll receive when you join our exciting community on Skool; The Freedom Tribe

• Global Community Of Peers: CPAs, accountants, fractional CFOs, bookkeepers and finance professionals from all over the world sharing ideas, best practice and innovations with each other.
• Digital copy of Amanda's NEW BOOK, the Business Advisor Playbook: 300+ pages that will transform your approach and share the strategies you need to create, sell and deliver business advisory services.
• Digital copy of 500:200 Model™ Guide: My tried-and-tested formula for taking home at least 200K with business advisory revenue of 500K.
• 12 Days Of Business Advisory video series: that walks you through creating the perfect advisory offer.
• Hand Picked And Categorised episodes of the Business Advisor Podcast to accelerate your journey from a compliance-led to an advisory-led practice.

PLUS: There are a few other surprise bonuses that can be UNLOCKED once you are inside the community: Get Clients Course and 5 Day LinkedIn Challenge. Super excited to see you there, and looking forward to helping you achieve all that you want in life.

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Learn to identify and overcome low self-confidence. Understand that self-confidence issues are often isolated to specific areas and can be addressed by pinpointing and improving on those weaknesses.

Key Takeaways:

• Get the insider info on transforming personal and professional setbacks into success: Hear how personal challenges and labels can be reframed and overcome to boost confidence and achieve business growth.
• Discover practical strategies to boost your self-confidence: Gain insights into simple exercises to distinguish areas of high and low confidence, helping you to focus on where you need improvement.
• Learn how continuous learning and self-awareness can dramatically improve your self-confidence: Follow the journey through the four stages of competence to understand how mastery and confidence develop over time.
• Get tips on how to effectively learn and teach to boost your confidence: Explore a step-by-step approach that involves learning, applying, and then teaching to solidify knowledge and build confidence.

Want more? Join THE FREEDOM TRIBE

Here's all the FREE BONUSES you'll receive when you join our exciting community on Skool; The Freedom Tribe

• Global Community Of Peers: CPAs, accountants, fractional CFOs, bookkeepers and finance professionals from all over the world sharing ideas, best practice and innovations with each other.
• Digital copy of Amanda's NEW BOOK, the Business Advisor Playbook: 300+ pages that will transform your approach and share the strategies you need to create, sell and deliver business advisory services.
• Digital copy of 500:200 Model™ Guide: My tried-and-tested formula for taking home at least 200K with business advisory revenue of 500K.
• 12 Days Of Business Advisory video series: that walks you through creating the perfect advisory offer.
• Hand Picked And Categorised episodes of the Business Advisor Podcast to accelerate your journey from a compliance-led to an advisory-led practice.

PLUS: There are a few other surprise bonuses that can be UNLOCKED once you are inside the community: Get Clients Course and 5 Day LinkedIn Challenge. Super excited to see you there, and looking forward to helping you achieve all that you want in life.

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Speak to you in the next episode...

Imagine jumping out of bed each morning, excited about the advisory work waiting for you. It’s not just a dream—it can be your reality!  In the latest episode Amanda C. Watts explores how creating a Freedom Practice can significantly enhance your professional life.

She shares practical steps to infuse joy and freedom into your business model.  Don't miss this game-changing discussion!

Key Takeaways:

• Learn How to Define What Should Be in Your Advisory Offering: Find out how to craft an advisory service that you're passionate about selling and delivering, enhancing your overall joy and satisfaction.
• Discover the Importance of Clarity in Your Advisory Services: Uncover the steps to gain clarity on what your advisory offering should entail and how it should represent you.
• Find Out Why Traditional Tools Aren't Enough for Advisory Success:Learn why relying solely on traditional tools like financial reports does not suffice in creating a valuable advisory service.
• Understand the True Value of a Freedom Practice: Explore how creating a freedom advisory practice not only boosts your happiness but also your financial gain.
• Realize the Power of Self-Understanding in Business: Get insights into how deep self-knowledge and alignment with your personal 'why' can propel your business to success.
• Uncover How to Transform Professional Challenges into Opportunities: Learn how personal challenges can be a catalyst for redefining your professional path and finding true fulfillment.
• Know the Steps to Identifying What Energizes You Professionally: Discover how to assess your professional activities to focus more on what truly energizes you and less on what drains you.
• Learn How Client Feedback Can Guide Your Business Evolution: Find out how to use client feedback to refine your offerings and align more closely with your professional passions.
• Explore How to Align Your Passions with Market Needs: Understand how to match your personal strengths and passions with the needs of the market to create compelling advisory services.
• Experience the Joy of Discovering Your Professional 'Eureka' Moment: Learn the steps to uncover your unique professional purpose and how it can transform your advisory practice and personal satisfaction.
  
  

Want more? Join THE FREEDOM TRIBE

Here's all the FREE BONUSES you'll receive when you join our exciting community on Skool; The Freedom Tribe

• Global Community Of Peers: CPAs, accountants, fractional CFOs, bookkeepers and finance professionals from all over the world sharing ideas, best practice and innovations with each other.
• Digital copy of Amanda's NEW BOOK, the Business Advisor Playbook: 300+ pages that will transform your approach and share the strategies you need to create, sell and deliver business advisory services.
• Digital copy of 500:200 Model™ Guide: My tried-and-tested formula for taking home at least 200K with business advisory revenue of 500K.
• 12 Days Of Business Advisory video series: that walks you through creating the perfect advisory offer.
• Hand Picked And Categorised episodes of the Business Advisor Podcast to accelerate your journey from a compliance-led to an advisory-led practice.

PLUS: There are a few other surprise bonuses that can be UNLOCKED once you are inside the community: Get Clients Course and 5 Day LinkedIn Challenge. Super excited to see you there, and looking forward to helping you achieve all that you want in life.

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Speak to you in the next episode...

In todays episode Amanda talks about leveraging your unique essence in your advisory practice.  Understanding how integrating your personal values into your offer, your service and every aspect of your firm provides a unique differentiator in the mark. Get insights on how to stand out and attract the clients you love.

Key Takeaways:

• Discover Unspoken Aspects of Advisory Service. Learn about crucial, often overlooked elements essential for launching or enhancing your advisory practice.
• Understand the Importance of Personal Essence. Find out how beyond education and experience, your unique personal essence can significantly influence the success of your advisory offering.
• Identify Distinguishing Factors in Advisory Services. Know why education and experience are common among professionals, and how your personal essence, including values and individual personality, sets you apart.
• Explore Case Studies on Unique Advisory Implementation. Learn from a compelling example of a couple integrating their passion for Doctor Who into their advisory service, showing how personal interests can uniquely enhance business offerings.
• Recognize the Role of Values in Business Success. Discover how deeply held values shape business decisions, client interactions, and overall strategy, playing a critical role in personal fulfillment and business alignment.
• Master Understanding and Aligning Values. Find out why identifying and aligning with personal values is crucial for maintaining integrity and achieving satisfaction in your business practices.
• Leverage Values as a Business Differentiator. Learn how a deep understanding of personal values allows for distinctive business positioning and attracts ideal clients who share similar values.
• Commit to Lifelong Value Alignment. Find out how keeping in touch with evolving values is essential as personal and professional priorities change over time.
• Take Actionable Steps to Identify Personal Values. Be encouraged to engage in a systematic discovery of personal values to ensure business decisions and practices reflect your true self.

Don't forget to message Amanda on LinkedIn for your copy of the 100 Values worksheet so you can go through the exercise described in today's podcast. 

Want more? Join THE FREEDOM TRIBE

Here's all the FREE BONUSES you'll receive when you join our exciting community on Skool; The Freedom Tribe

• Global Community Of Peers: CPAs, accountants, fractional CFOs, bookkeepers and finance professionals from all over the world sharing ideas, best practice and innovations with each other.
• Digital copy of Amanda's NEW BOOK, the Business Advisor Playbook: 300+ pages that will transform your approach and share the strategies you need to create, sell and deliver business advisory services.
• Digital copy of 500:200 Model™ Guide: My tried-and-tested formula for taking home at least 200K with business advisory revenue of 500K.
• 12 Days Of Business Advisory video series: that walks you through creating the perfect advisory offer.
• Hand Picked And Categorised episodes of the Business Advisor Podcast to accelerate your journey from a compliance-led to an advisory-led practice.

PLUS: There are a few other surprise bonuses that can be UNLOCKED once you are inside the community: Get Clients Course and 5 Day LinkedIn Challenge. Super excited to see you there, and looking forward to helping you achieve all that you want in life.

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Are you tired of sending proposals that get ignored? Learn the secrets to effective follow-up after a sales call and sign more high-value clients with less stress.  In this episode Amanda C. Watts' shares her proven strategies to turn dead ends into successful conversions. 

Key Takeaways:

1. Persistence in Follow-Ups: Emphasizes the importance of following up multiple times to close deals, noting that most sales need multiple contacts post-initial meeting to be successful.
2. Dealing with Rejection: Points out that not all rejections are personal. Factors may include changes in a prospect's personal or business circumstances or a sales pitch that didn't fully resonate.
3. The Importance of a Structured Follow-Up Strategy: Discusses how structured follow-ups keep communication open, prevent proposals from being overlooked, and help clarify and tailor offerings.
4. Building Relationships Through Follow-Ups: Highlights how follow-ups aid in building and maintaining client relationships, showing commitment and personalized attention.
5. The Role of Decision-Making Speed in Client Quality: Describes how clients who make quick decisions are often more decisive and successful in implementing strategic changes.
6. Impact of Technological Failures and External Factors on Proposals: Anecdotes illustrate how technology failures can impact communication and the necessity of follow-ups to ensure messages are received.
7. Strategies for Effective Follow-Ups: Provides specific strategies for effective follow-up communications, focusing on fostering trust and demonstrating value.
8. Final Thoughts and Call to Action: Invites listeners to explore potential collaborations, emphasizing personalized advice and client relationships.

Want more? Join THE FREEDOM TRIBE

Here's all the FREE BONUSES you'll receive when you join our exciting community on Skool; The Freedom Tribe

• Global Community Of Peers: CPAs, accountants, fractional CFOs, bookkeepers and finance professionals from all over the world sharing ideas, best practice and innovations with each other.
• Digital copy of Amanda's NEW BOOK, the Business Advisor Playbook: 300+ pages that will transform your approach and share the strategies you need to create, sell and deliver business advisory services.
• Digital copy of 500:200 Model™ Guide: My tried-and-tested formula for taking home at least 200K with business advisory revenue of 500K.
• 12 Days Of Business Advisory video series: that walks you through creating the perfect advisory offer.
• Hand Picked And Categorised episodes of the Business Advisor Podcast to accelerate your journey from a compliance-led to an advisory-led practice.

PLUS: There are a few other surprise bonuses that can be UNLOCKED once you are inside the community: Get Clients Course and 5 Day LinkedIn Challenge. Super excited to see you there, and looking forward to helping you achieve all that you want in life.

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Speak to you in the next episode...

In this enlightening episode, Amanda C Watts delves into the world of introverts, particularly how they thrive as business advisors. She clarifies the true meaning of introversion, emphasizing that it's not about being shy or quiet but about where one draws energy from—introverts recharge in solitude, whereas extroverts gain energy from social interactions.

Key Points Covered:

1. Introvert vs. Extrovert Energy Management: Introverts start the day with limited 'energy coins' and spend them through social interactions, needing solitude to recharge. In contrast, extroverts gain energy from these interactions.
2. Myth of Ambiverts: Amanda challenges the notion of ambiverts, proposing that misunderstandings about introversion and extroversion lead to this concept.
3. Personal Reflection: Amanda shares her personal journey of self-discovery, understanding that her need for solitude and deep thinking was not awkwardness but introversion.
4. Embracing Introversion: The discussion highlights how society is gradually recognizing the strengths of introverts, including their ability to work independently and their thoughtful approach to communication.
5. Introvert Superpowers: Introverts are depicted as excellent listeners, thoughtful speakers, and observant team members who bring depth to their personal and professional relationships.
6. Challenges for Introverts: The 'introvert hangover' is discussed as a real phenomenon where introverts need significant downtime after social activities to avoid burnout.
7. Leveraging Introvert Strengths in Business: Amanda encourages introverts to embrace their natural tendencies toward deep focus and meaningful interactions to excel in advisory roles and leadership.

Amanda's insights aim to empower introverts to recognize their unique qualities as strengths and to use them to build successful, fulfilling careers in business advising and beyond.

Want more? Join THE FREEDOM TRIBE

Here's all the FREE BONUSES you'll receive when you join our exciting community on Skool; The Freedom Tribe

• Global Community Of Peers: CPAs, accountants, fractional CFOs, bookkeepers and finance professionals from all over the world sharing ideas, best practice and innovations with each other.
• Digital copy of Amanda's NEW BOOK, the Business Advisor Playbook: 300+ pages that will transform your approach and share the strategies you need to create, sell and deliver business advisory services.
• Digital copy of 500:200 Model™ Guide: My tried-and-tested formula for taking home at least 200K with business advisory revenue of 500K.
• 12 Days Of Business Advisory video series: that walks you through creating the perfect advisory offer.
• Hand Picked And Categorised episodes of the Business Advisor Podcast to accelerate your journey from a compliance-led to an advisory-led practice.

PLUS: There are a few other surprise bonuses that can be UNLOCKED once you are inside the community: Get Clients Course and 5 Day LinkedIn Challenge. Super excited to see you there, and looking forward to helping you achieve all that you want in life.

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Speak to you in the next episode...

In this episode, we challenge the notion of a one-size-fits-all approach to business advisory. Discover how to move beyond generic advice and become a truly valuable partner to your clients. Amanda also shares the 3 Core Pillars that make one an amazing business advisor, and are needed for building a successful advisory practice.

Key Takeaways:

• Focus on Progress: Prioritize helping clients achieve tangible results rather than simply providing theoretical advice.
• Cultivate Curiosity: Embrace a questioning mindset to uncover hidden opportunities and challenges within your clients' businesses.
• Master Emotional Intelligence: Understand and respond to your clients' emotions to build trust and rapport, and navigate difficult conversations effectively.
• Continuous Learning: Commit to ongoing professional development to stay ahead of industry trends and expand your knowledge base.
• Ethical Practice: Uphold the highest ethical standards in your advisory work, prioritizing client interests above all else.
• Build Strong Client Relationships: Develop deep connections with clients through active listening, empathy, and personalized support.

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• Global Community Of Peers: CPAs, accountants, fractional CFOs, bookkeepers and finance professionals from all over the world sharing ideas, best practice and innovations with each other.
• Digital copy of Amanda's NEW BOOK, the Business Advisor Playbook: 300+ pages that will transform your approach and share the strategies you need to create, sell and deliver business advisory services.
• Digital copy of 500:200 Model™ Guide: My tried-and-tested formula for taking home at least 200K with business advisory revenue of 500K.
• 12 Days Of Business Advisory video series: that walks you through creating the perfect advisory offer.
• Hand Picked And Categorised episodes of the Business Advisor Podcast to accelerate your journey from a compliance-led to an advisory-led practice.

PLUS: There are a few other surprise bonuses that can be UNLOCKED once you are inside the community: Get Clients Course and 5 Day LinkedIn Challenge. Super excited to see you there, and looking forward to helping you achieve all that you want in life.

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Today's episode dives deep into the critical topic of pricing strategies in the financial advisory sector, focusing on the transformative impact of appropriate pricing on business success. Amanda C Watts shares insights from personal experiences and common industry challenges that many financial professionals face when it comes to valuing their services. 

Key Takeaways:

• Understanding Pricing Barriers: Many professionals struggle with pricing due to lack of confidence, fear of competition, and limited understanding of the value they provide. This often leads to undervaluation of services.
• Personal Pricing Journey: Amanda shares her own challenges with pricing, including her initial underpricing at £300 per month, which necessitated acquiring a high volume of clients to meet revenue goals, leading to burnout.
• Effective Pricing Strategies: The episode discusses successful pricing models, such as charging £2000 per month, which simplifies client acquisition and facilitates sustainable revenue growth.
• Shifting to Transformational Pricing: Transitioning from low-cost service offerings to transformational pricing, not only enhances client outcomes but also improves business profitability and personal satisfaction.
• Debunking Pricing Myths: Amanda addresses several myths that hold back financial advisors from charging appropriately, including the myths of contentment with current earnings, seasonal slowdowns, industry-standard pricing, and the small business discount dilemma.
• Advice for Financial Advisors: To avoid the pitfalls of underpricing and to build a robust advisory offering, financial professionals are encouraged to focus on the transformation they provide to their clients, rather than conforming to industry norms or undercutting their prices to stay competitive.

This episode empowers financial professionals with the knowledge and confidence to overhaul their pricing strategies, ensuring their pricing reflects the true value of the transformation they offer to their clients.

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Here's all the FREE BONUSES you'll receive when you join our exciting community on Skool; The Freedom Tribe

• Global Community Of Peers: CPAs, accountants, fractional CFOs, bookkeepers and finance professionals from all over the world sharing ideas, best practice and innovations with each other.
• Digital copy of Amanda's NEW BOOK, the Business Advisor Playbook: 300+ pages that will transform your approach and share the strategies you need to create, sell and deliver business advisory services.
• Digital copy of 500:200 Model™ Guide: My tried-and-tested formula for taking home at least 200K with business advisory revenue of 500K.
• 12 Days Of Business Advisory video series: that walks you through creating the perfect advisory offer.
• Hand Picked And Categorised episodes of the Business Advisor Podcast to accelerate your journey from a compliance-led to an advisory-led practice.

PLUS: There are a few other surprise bonuses that can be UNLOCKED once you are inside the community: Get Clients Course and 5 Day LinkedIn Challenge. Super excited to see you there, and looking forward to helping you achieve all that you want in life.

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Speak to you in the next episode...

In today's podcast, we dive deep into the essence of energy management and its pivotal role in achieving freedom within the advisory practice. Inspired by Nike's success story and their ten principles, the discussion transitions into a profound realization that beyond freedom, our business is essentially about managing energy effectively.

• Inspiration from Nike: Reflecting on Nike's success and principles, the conversation opens up about the fundamental essence of business, drawing parallels to the importance of being proactive and embracing change.
• Energy as a Core Theme: Delving into personal anecdotes and discussions, it becomes evident that energy, both giving and draining aspects, is central to business success, particularly for introverts who need to manage their energy meticulously.
• Client Impact on Energy: The discussion highlights how different types of clients, categorized as "radiator" and "vampire" clients, significantly affect energy levels, emphasizing the importance of working with the right clients for energy optimization.
• Daily Tasks and Responsibilities: Examining day-to-day activities and the roles we play within our business, it's discussed how these can either contribute to or deplete our energy, highlighting the need for tasks that align with personal strengths and values.
• Lifestyle Factors: The podcast explores how lifestyle choices, including sleep, nutrition, exercise, and stress management, profoundly impact energy levels and, by extension, business success and personal well-being.
• Practical Tips for Energy Optimization: Offering practical advice, from sleep optimization tools like the Aura ring and Rise app to dietary adjustments and the importance of sleep quality, listeners are provided with actionable steps to enhance their energy management.
• The Ultimate Goal - Freedom through Energy Management: Concluding, Amanda reiterates that true freedom in business comes from effective energy management, urging listeners to reevaluate their energy sources and drains for a thriving advisory practice.

---
Here are links to the products I mentioned in today's episode.

Oura Ring

Rise Sleep App

Drowsy Slee

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Here's all the FREE BONUSES you'll receive when you join our exciting community on Skool; The Freedom Tribe

• Global Community Of Peers: CPAs, accountants, fractional CFOs, bookkeepers and finance professionals from all over the world sharing ideas, best practice and innovations with each other.
• Digital copy of Amanda's NEW BOOK, the Business Advisor Playbook: 300+ pages that will transform your approach and share the strategies you need to create, sell and deliver business advisory services.
• Digital copy of 500:200 Model™ Guide: My tried-and-tested formula for taking home at least 200K with business advisory revenue of 500K.
• 12 Days Of Business Advisory video series: that walks you through creating the perfect advisory offer.
• Hand Picked And Categorised episodes of the Business Advisor Podcast to accelerate your journey from a compliance-led to an advisory-led practice.

PLUS: There are a few other surprise bonuses that can be UNLOCKED once you are inside the community: Get Clients Course and 5 Day LinkedIn Challenge. Super excited to see you there, and looking forward to helping you achieve all that you want in life.

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Today's podcast delves into the significant shift occurring within the accounting profession, highlighting the evolving client expectations and the broader scope of value accountants and bookkeepers can offer. 

Our discussion centers around the fundamental challenges firm owners face in transitioning from a compliance-focused approach to providing impactful advisory services.

• Evolving Expectations: The landscape of accounting is experiencing a pivotal shift towards advisory services, spurred by clients seeking more proactive and insightful partnerships.
• Barriers to Transition: The transition faces challenges, notably in mindset, skill set, and adapting to a client base ready for deeper, value-driven relationships.
• Path to Transformation: Transitioning to advisory services can be approached by altering the business model significantly or by nuanced adjustments in service offerings.
• Strategies for Change: The episode offers strategies for effectively making this transition, highlighting the need to align changes with the firm's unique context and goals.

Join us as we navigate these shifts, aiming to ensure your firm not only remains competitive but also excels in delivering unparalleled value in an ever-evolving market.

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• Global Community Of Peers: CPAs, accountants, fractional CFOs, bookkeepers and finance professionals from all over the world sharing ideas, best practice and innovations with each other.
• Digital copy of Amanda's NEW BOOK, the Business Advisor Playbook: 300+ pages that will transform your approach and share the strategies you need to create, sell and deliver business advisory services.
• Digital copy of 500:200 Model™ Guide: My tried-and-tested formula for taking home at least 200K with business advisory revenue of 500K.
• 12 Days Of Business Advisory video series: that walks you through creating the perfect advisory offer.
• Hand Picked And Categorised episodes of the Business Advisor Podcast to accelerate your journey from a compliance-led to an advisory-led practice.

PLUS: There are a few other surprise bonuses that can be UNLOCKED once you are inside the community: Get Clients Course and 5 Day LinkedIn Challenge. Super excited to see you there, and looking forward to helping you achieve all that you want in life.

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Today's episode dives into a question many of you have been pondering: How do I shift my firm to focus on advisory services?

The journey from a compliance-only firm to offering advisory services can seem daunting, but with the right approach, it's entirely achievable.

Key Takeaways:

• Understand the Challenges: The major hurdles in shifting to an advisory model include mindset, skillset, and client base challenges. Recognizing these early on can help you navigate the transition more effectively.
• Five Practical Strategies:
  • Sell to Current Clients: Your existing client base might already be primed for advisory services. It's about identifying their pain points and offering solutions that go beyond compliance.
  • Increase Compliance Prices: Weeding out low-value clients by raising prices can free up resources and focus for building out advisory services.
  • Sack Non-Ideal Clients: Grading your clients from A to D and letting go of those who don't align with your advisory vision can streamline your transition.
  • Sell Your Client List: If a complete shift is what you're after, selling off parts of your compliance client list can provide the funds and focus needed for advisory services.
  • Hire a Practice Manager: Bringing in a manager to oversee compliance operations can free you up to develop and grow your advisory offerings.
• Start with the Right Mindset: Shifting to advisory requires a proactive approach and moving out of your comfort zone. It’s about becoming a strategic partner to your clients rather than just a service provider.
• Develop Necessary Skills: Advisory services demand analytical skills, strategic thinking, and an in-depth understanding of business operations. Soft skills like empathy and communication are also crucial.
• Evaluate Your Client Base: Transitioning may mean reevaluating your client list and focusing on those who see the value in advisory services. This could involve parting ways with clients accustomed to compliance-only services.

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• Global Community Of Peers: CPAs, accountants, fractional CFOs, bookkeepers and finance professionals from all over the world sharing ideas, best practice and innovations with each other.
• Digital copy of Amanda's NEW BOOK, the Business Advisor Playbook: 300+ pages that will transform your approach and share the strategies you need to create, sell and deliver business advisory services.
• Digital copy of 500:200 Model™ Guide: My tried-and-tested formula for taking home at least 200K with business advisory revenue of 500K.
• 12 Days Of Business Advisory video series: that walks you through creating the perfect advisory offer.
• Hand Picked And Categorised episodes of the Business Advisor Podcast to accelerate your journey from a compliance-led to an advisory-led practice.

PLUS: There are a few other surprise bonuses that can be UNLOCKED once you are inside the community: Get Clients Course and 5 Day LinkedIn Challenge. Super excited to see you there, and looking forward to helping you achieve all that you want in life.

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In today's episode, Amanda C Watts delves into the nuanced world of Facebook advertising, particularly for those aiming to expand their email list and secure high-value advisory clients. 

Amanda shares insights from her extensive experience since 2015, balancing the highs of lucrative campaigns with the lows of financial losses. Amanda emphasizes that while Facebook advertising has evolved significantly, making it tougher and more expensive to achieve instant results, it's not impossible with the right approach.

Key Takeaways: 

• Facebook advertising can be more high risk when outsourcing: If you proceed to working with an ad agency without establishing foundational elements first, you are mnaking yourself vulnerable to higher costs, longer waits for results, and potentially no gains at all. 
• Amanda outlines five foundational requirements for successful Facebook advertising:
  • Finances: Committing to Facebook advertising demands a robust budget for extensive testing and iteration without expecting immediate returns.
  • Validated Offer: Before venturing into advertising, ensure your advisory service is tried, tested, and truly valuable to your prospects.
  • Price Point: Your services should be priced to not only cover advertising costs but also ensure profitability, ideally selling offers above $3,500.
  • Sales System: A strong sales conversion rate (50% or more) is crucial to capitalize on the leads generated through advertising.
  • Valuable Content: Supporting your advertising efforts with organic, valuable content is vital for building trust and rapport with potential clients.
• Facebook advertising can be a powerful tool for business growth: However it's essential to have the right foundations in place to avoid unnecessary financial strain and maximize your chances of success. 

Before you move forward with any type of paid advertising be sure to assess your firms readiness, and  consider reaching out to the Business Advisor Academy for guidance on creating, selling, and delivering high-value business advisory offerings.

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• Global Community Of Peers: CPAs, accountants, fractional CFOs, bookkeepers and finance professionals from all over the world sharing ideas, best practice and innovations with each other.
• Digital copy of Amanda's NEW BOOK, the Business Advisor Playbook: 300+ pages that will transform your approach and share the strategies you need to create, sell and deliver business advisory services.
• Digital copy of 500:200 Model™ Guide: My tried-and-tested formula for taking home at least 200K with business advisory revenue of 500K.
• 12 Days Of Business Advisory video series: that walks you through creating the perfect advisory offer.
• Hand Picked And Categorised episodes of the Business Advisor Podcast to accelerate your journey from a compliance-led to an advisory-led practice.

PLUS: There are a few other surprise bonuses that can be UNLOCKED once you are inside the community: Get Clients Course and 5 Day LinkedIn Challenge. Super excited to see you there, and looking forward to helping you achieve all that you want in life.

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Speak to you in the next episode...

In today's podcast Amanda emphasizes the strategic importance of an email list  for engaging with your audience and securing the growth of your advisory practice in the long term. ​

Key Takeaways:

• Email Marketing is Alive: Despite common misconceptions, email marketing remains a powerful tool for direct communication with your audience, offering opportunities for engagement, sales, and building valuable relationships.
• Risks of Sole Reliance on Social Media: Relying exclusively on platforms like Facebook and Instagram can be risky due to their third-party nature. Outages and account issues can instantly cut off your access to your audience.
• Importance of an Email Database: Having a robust email database allows for continuous communication with your audience, unaffected by third-party platform issues. It's essential for sustaining and growing your business advisory practice.
• Lead Magnets & Webinars: Two effective tactics for list building include creating valuable lead magnets (like PDF guides) and running webinars. These tools attract subscribers by offering them immediate value in exchange for their email addresses.
• Promotion Strategies: Utilize social media, partnership marketing, and paid advertising to promote your lead magnets and webinars. Each channel offers different benefits, from organic reach to leveraging others' audiences and direct advertising.
• Start Building Your List Today: The importance of building and maintaining an email list cannot be overstated. It's a critical asset for any business advisory practice, providing a direct line to your audience and ensuring the sustainability of your business in a digital age.

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Here's all the FREE BONUSES you'll receive when you join our exciting community on Skool; The Freedom Tribe

• Global Community Of Peers: CPAs, accountants, fractional CFOs, bookkeepers and finance professionals from all over the world sharing ideas, best practice and innovations with each other.
• Digital copy of Amanda's NEW BOOK, the Business Advisor Playbook: 300+ pages that will transform your approach and share the strategies you need to create, sell and deliver business advisory services.
• Digital copy of 500:200 Model™ Guide: My tried-and-tested formula for taking home at least 200K with business advisory revenue of 500K.
• 12 Days Of Business Advisory video series: that walks you through creating the perfect advisory offer.
• Hand Picked And Categorised episodes of the Business Advisor Podcast to accelerate your journey from a compliance-led to an advisory-led practice.

PLUS: There are a few other surprise bonuses that can be UNLOCKED once you are inside the community: Get Clients Course and 5 Day LinkedIn Challenge. Super excited to see you there, and looking forward to helping you achieve all that you want in life.

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Speak to you in the next episode...

In this episode, we delve into the art of delivering business advisory services through six distinct mechanisms, each serving as a unique channel to share your expertise and connect with clients on a deeper level.

Key Takeaways:

• Understanding Purchase Motivations: Unlike compliance services, advisory services are sought after by clients based on desire, not necessity. This fundamental difference plays a critical role in how you position and sell your advisory services.
• The Emotional Guidance Scale: Highlighting the contrast between negative emotions associated with 'needing' compliance services and the positive, forward-looking emotions tied to 'wanting' advisory services, understanding this emotional landscape is key to effective service delivery.
• The Six Delivery Mechanisms Explained:
  • Speaker - Amplify your message to a broader audience, establishing credibility and influence.
  • Author - Cement your authority and expertise by documenting your knowledge, whether through traditional publishing or digital platforms.
  • Advisor - Utilize personal experience to provide insights and guidance, fostering client growth and honing your expertise.
  • Coach - Master the art of questioning to elevate clients' thinking and help them discover their own solutions.
  • Facilitator - Guide group discussions to generate collective solutions, without imposing your own views.
  • Trainer - Educate and empower clients with the skills they need to achieve success, using your signature system to guide them.
• Choosing Your Mechanism: There's no one-size-fits-all approach to delivering advisory services. Your choice should align with your strengths, your clients' needs, and the nature of your advisory offer. Mixing and matching these mechanisms can create a more dynamic and effective advisory practice.
• Building Your Practice: Whether you're just starting out or looking to expand your services, embracing these mechanisms can transform how you deliver value to your clients, helping you build a thriving advisory practice.

Don't forget to message Amanda on LinkedIn or Instagram to grab your copy of the Six Delivery Mechanisms on PDF. 

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• Global Community Of Peers: CPAs, accountants, fractional CFOs, bookkeepers and finance professionals from all over the world sharing ideas, best practice and innovations with each other.
• Digital copy of Amanda's NEW BOOK, the Business Advisor Playbook: 300+ pages that will transform your approach and share the strategies you need to create, sell and deliver business advisory services.
• Digital copy of 500:200 Model™ Guide: My tried-and-tested formula for taking home at least 200K with business advisory revenue of 500K.
• 12 Days Of Business Advisory video series: that walks you through creating the perfect advisory offer.
• Hand Picked And Categorised episodes of the Business Advisor Podcast to accelerate your journey from a compliance-led to an advisory-led practice.

PLUS: There are a few other surprise bonuses that can be UNLOCKED once you are inside the community: Get Clients Course and 5 Day LinkedIn Challenge. Super excited to see you there, and looking forward to helping you achieve all that you want in life.

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Speak to you in the next episode...

Key Takeaways:

In this episode, Amanda outlines the art of crafting compelling case studies that not only showcase your successes, but also draw in high-value clients eager for your expertise. Here's what you'll cover:

• Understanding Case Studies: We start by demystifying what a case study is - it's more than just a success story; it's a deep dive into how and why your service made a significant difference for a client.
• The Ingredients of a Converting Case Study: Learn what separates a dull case study from one that converts readers into clients, emphasizing results and showcasing your unique approach.
• A Nine-Step Formula for Success: We share a detailed, step-by-step guide to creating case studies, from interviewing your client to crafting a benefit-focused headline and effectively narrating the client's journey from challenge to triumph.
• Promoting Your Case Study: Getting your case study in front of people is critical, from social media to local papers, there are many ways to achieve this. 
• The Power of Niching in Case Studies: Niching allows you to tailor your case studies to resonate deeply with your target audience, illustrating your unparalleled understanding of their specific challenges and aspirations.

And don't forget to message Amanda on LinkedIn to grab your copy of the document "60 innovative ways to share your case study and maximize its impact."

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Here's all the FREE BONUSES you'll receive when you join our exciting community on Skool; The Freedom Tribe

• Global Community Of Peers: CPAs, accountants, fractional CFOs, bookkeepers and finance professionals from all over the world sharing ideas, best practice and innovations with each other.
• Digital copy of Amanda's NEW BOOK, the Business Advisor Playbook: 300+ pages that will transform your approach and share the strategies you need to create, sell and deliver business advisory services.
• Digital copy of 500:200 Model™ Guide: My tried-and-tested formula for taking home at least 200K with business advisory revenue of 500K.
• 12 Days Of Business Advisory video series: that walks you through creating the perfect advisory offer.
• Hand Picked And Categorised episodes of the Business Advisor Podcast to accelerate your journey from a compliance-led to an advisory-led practice.

PLUS: There are a few other surprise bonuses that can be UNLOCKED once you are inside the community: Get Clients Course and 5 Day LinkedIn Challenge. Super excited to see you there, and looking forward to helping you achieve all that you want in life.

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Speak to you in the next episode...

Key Takeaways:

• Transformational Decision: Explore the vital role of niching in transforming financial professionals' businesses.
• The Importance of Niching: Unveil how niching serves as a mindset pivot and drastically impacts success.
• Success Stories: Real-world examples underscore the transformative power of niching.
• Overcoming Fear: Tackling the common fears around niching and the journey towards embracing it.
• A Client's Triumph: An inspiring tale of a client who prospered by niching in the hospitality industry, even through COVID.
• The Necessity of Niching: Discussion on niching's undeniable importance for growth and success.
• Why Niching Works: Niching highlights your expertise, streamlines marketing, and boosts efficiency.
• Selecting Your Niche: Practical strategies to find a niche that aligns with your business goals.
• Types of Niching: Understanding horizontal, vertical, and micro niching and their impacts on your business.
• How to Choose Your Niche: Simple yet effective tips to choose a niche that makes your marketing easier and more focused.
• Client Grading for Niching: A strategy to evaluate your current clients to identify a profitable niche.
• Conclusion: Discover the transformative power of niching in your practice and  the importance of strategic niching in achieving financial and operational excellence.

Don't forget to reach out to Amanda on LinkedIn to receive your FREE COPY of her Niche Narrowing™ Worksheet. Try it today!

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• Global Community Of Peers: CPAs, accountants, fractional CFOs, bookkeepers and finance professionals from all over the world sharing ideas, best practice and innovations with each other.
• Digital copy of Amanda's NEW BOOK, the Business Advisor Playbook: 300+ pages that will transform your approach and share the strategies you need to create, sell and deliver business advisory services.
• Digital copy of 500:200 Model™ Guide: My tried-and-tested formula for taking home at least 200K with business advisory revenue of 500K.
• 12 Days Of Business Advisory video series: that walks you through creating the perfect advisory offer.
• Hand Picked And Categorised episodes of the Business Advisor Podcast to accelerate your journey from a compliance-led to an advisory-led practice.

PLUS: There are a few other surprise bonuses that can be UNLOCKED once you are inside the community: Get Clients Course and 5 Day LinkedIn Challenge. Super excited to see you there, and looking forward to helping you achieve all that you want in life.

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Speak to you in the next episode...

In this essential episode for accountants and bookkeepers, we dive into the real struggles professionals face when attempting to harness the power of social media to attract high-value clients. Despite the enthusiasm, many find themselves caught in a disheartening cycle, posting content that fails to engage potential clients, leading to the premature conclusion that social media marketing just doesn't work for them.

Key Takeaways:

• Identifying Common Pitfalls: The episode highlights common mistakes, such as lacking a clear social media strategy, failing to stand out among competitors, and the frustrating absence of client calls resulting from social media efforts.
• Secret to Social Media Success: Unveiling a pivotal secret, it's revealed that simply posting content is not enough to attract client inquiries. A shift in strategy is necessary to leverage social media effectively.
• Marketing Fundamentals: A breakdown of the three critical components of marketing: strategy, tactics, and tools, and how understanding the difference can make marketing efforts more fruitful.
• Practical Steps for Results: Listeners are guided through actionable steps to transform their social media presence. These include building a targeted audience, showcasing authority through content, and actively engaging with potential clients through 'love bombing' and initiating conversations.
• Real-world Success Stories: Testimonials from accountants who have successfully implemented these tactics underscore the potential of strategic social media marketing to secure advisory work and generate sales calls.
• The Importance of Persistence and Strategy: Emphasizing daily action and discipline over fleeting motivation, the episode encourages accountants to consistently apply the outlined tactics for tangible results.

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Here's all the FREE BONUSES you'll receive when you join our exciting community on Skool; The Freedom Tribe

• Global Community Of Peers: CPAs, accountants, fractional CFOs, bookkeepers and finance professionals from all over the world sharing ideas, best practice and innovations with each other.
• Digital copy of Amanda's NEW BOOK, the Business Advisor Playbook: 300+ pages that will transform your approach and share the strategies you need to create, sell and deliver business advisory services.
• Digital copy of 500:200 Model™ Guide: My tried-and-tested formula for taking home at least 200K with business advisory revenue of 500K.
• 12 Days Of Business Advisory video series: that walks you through creating the perfect advisory offer.
• Hand Picked And Categorised episodes of the Business Advisor Podcast to accelerate your journey from a compliance-led to an advisory-led practice.

PLUS: There are a few other surprise bonuses that can be UNLOCKED once you are inside the community: Get Clients Course and 5 Day LinkedIn Challenge. Super excited to see you there, and looking forward to helping you achieve all that you want in life.

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Speak to you in the next episode...

In this episode, we explore the definition and role of effective 'pitching' in shaping your business advisory career. Discover how your self-presentation can significantly impact the opportunities that come your way. Learn how to craft a compelling pitch that aligns with your goals and avoid the pitfalls of misalignment.

Key Takeaways:

• Your Pitch Defines Your Opportunities: The way you present yourself influences the clients and projects you attract.
• The Power of Consistent Messaging: Building a strong reputation requires a consistent and clear pitch across all platforms.
• The Ripple Effect: Your pitch can create a snowball effect, leading to referrals, speaking engagements, and new business opportunities.
• Avoid the Accountant Trap: Positioning yourself solely as an accountant can limit your growth and earning potential.
• Focus on Value: Highlight the unique value you bring to clients through your advisory services rather than focusing solely on technical skills.
• Strategic Positioning: Utilize descriptive titles and case studies to showcase your expertise and attract ideal clients.
• Online Presence Matters: Ensure your website, social media, and other online platforms align with your desired professional image.
• Continuous Refinement: Regularly evaluate and adjust your pitch to reflect your evolving business and goals.

Want more? Join THE FREEDOM TRIBE

Here's all the FREE BONUSES you'll receive when you join our exciting community on Skool; The Freedom Tribe

• Global Community Of Peers: CPAs, accountants, fractional CFOs, bookkeepers and finance professionals from all over the world sharing ideas, best practice and innovations with each other.
• Digital copy of Amanda's NEW BOOK, the Business Advisor Playbook: 300+ pages that will transform your approach and share the strategies you need to create, sell and deliver business advisory services.
• Digital copy of 500:200 Model™ Guide: My tried-and-tested formula for taking home at least 200K with business advisory revenue of 500K.
• 12 Days Of Business Advisory video series: that walks you through creating the perfect advisory offer.
• Hand Picked And Categorised episodes of the Business Advisor Podcast to accelerate your journey from a compliance-led to an advisory-led practice.

PLUS: There are a few other surprise bonuses that can be UNLOCKED once you are inside the community: Get Clients Course and 5 Day LinkedIn Challenge. Super excited to see you there, and looking forward to helping you achieve all that you want in life.

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Speak to you in the next episode...

This episode provides invaluable insights into the power of mindset in personal and professional growth, particularly for those in the entrepreneurial journey, offering practical advice for becoming more visionary and less victimized by circumstances.

Key Takeaways:

• Mastering Your Mindset: Discover how to overcome doubts and fears to achieve your dreams, focusing on the power of mindset in growing your practice and attracting high-value clients.
• Thriving as an Introvert: Insights into succeeding in marketing and business growth despite introversion, highlighting personal stories and strategies for those who prefer solitude.
• Overcoming Negative Feedback: Learn from experiences of dealing with negativity and the importance of managing your mind for success, including cutting ties with negative influences.
• Victim vs. Visionary Mindset: Understand the characteristics of these mindsets and practical steps to shift from feeling like a victim to embracing a visionary approach for achieving success.
• Daily Actions for a Positive Mindset: Tips on fostering a positive environment, reducing exposure to negativity, and specific daily actions to level up your mindset, inspired by successful entrepreneurs.
• The Power of Belief: Emphasized by Walter D. Wintle's poem, the episode concludes with the message that belief in oneself is the foundation of achieving any goal and the importance of maintaining a positive mindset

Want more? Join THE FREEDOM TRIBE

Here's all the FREE BONUSES you'll receive when you join our exciting community on Skool; The Freedom Tribe

• Global Community Of Peers: CPAs, accountants, fractional CFOs, bookkeepers and finance professionals from all over the world sharing ideas, best practice and innovations with each other.
• Digital copy of Amanda's NEW BOOK, the Business Advisor Playbook: 300+ pages that will transform your approach and share the strategies you need to create, sell and deliver business advisory services.
• Digital copy of 500:200 Model™ Guide: My tried-and-tested formula for taking home at least 200K with business advisory revenue of 500K.
• 12 Days Of Business Advisory video series: that walks you through creating the perfect advisory offer.
• Hand Picked And Categorised episodes of the Business Advisor Podcast to accelerate your journey from a compliance-led to an advisory-led practice.

PLUS: There are a few other surprise bonuses that can be UNLOCKED once you are inside the community: Get Clients Course and 5 Day LinkedIn Challenge. Super excited to see you there, and looking forward to helping you achieve all that you want in life.

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Speak to you in the next episode...

Empowering Advisory Sessions: Beyond Giving Advice

Key Takeaways:

• Redefining the Advisor Role: Contrary to common belief, the role of a business advisor extends beyond merely giving advice. Effective advising involves listening, understanding fears, and building confidence in clients.
• Tackling Fear and Lack of Confidence: Many potential advisors are held back by various fears, including doubts about their knowledge or experience. Overcoming these fears is crucial to stepping into an advisory role.
• The Power of Listening: The episode highlights that true advising is less about providing solutions and more about being a sounding board for clients. Listening intently and asking the right questions can be more valuable than offering unsolicited advice.
• GROW Coaching Model: Introduces the GROW (Goal, Reality, Options, Will/Way forward) model as a comprehensive framework for conducting advisory sessions. This model facilitates a structured approach to helping clients explore their situations and identify actionable steps towards achieving their goals.
• Engaging with the Client's Reality: A significant part of the advisory process involves delving into the client's current situation, challenges, and feelings. Understanding the reality from the client's perspective is crucial for meaningful advisory.
• Exploring Options and Committing to Actions: Advisors should guide clients through brainstorming potential paths and then help them commit to specific, achievable actions. This approach ensures that advisory sessions lead to tangible progress.
• Beyond the Advisory Session: Emphasizes the importance of accountability and follow-up in ensuring that clients act on their commitments. The episode suggests starting sessions by reviewing actions from previous meetings to foster a culture of accountability.
• Applying the GROW Model Broadly: The episode encourages using the GROW model not just in professional advisory contexts but also in personal situations. This flexibility underscores the model's adaptability and effectiveness in various scenarios.
• Final Thoughts: Advising is about empowering clients to find their solutions and paths to success. By fostering an environment of listening, questioning, and exploring, advisors can significantly impact their clients' personal and professional lives.

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Here's all the FREE BONUSES you'll receive when you join our exciting community on Skool; The Freedom Tribe

• Global Community Of Peers: CPAs, accountants, fractional CFOs, bookkeepers and finance professionals from all over the world sharing ideas, best practice and innovations with each other.
• Digital copy of Amanda's NEW BOOK, the Business Advisor Playbook: 300+ pages that will transform your approach and share the strategies you need to create, sell and deliver business advisory services.
• Digital copy of 500:200 Model™ Guide: My tried-and-tested formula for taking home at least 200K with business advisory revenue of 500K.
• 12 Days Of Business Advisory video series: that walks you through creating the perfect advisory offer.
• Hand Picked And Categorised episodes of the Business Advisor Podcast to accelerate your journey from a compliance-led to an advisory-led practice.

PLUS: There are a few other surprise bonuses that can be UNLOCKED once you are inside the community: Get Clients Course and 5 Day LinkedIn Challenge. Super excited to see you there, and looking forward to helping you achieve all that you want in life.

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This episode is a call to action for accountants to embrace a larger vision, to see beyond the numbers, and to commit to making a difference in the world, one client at a time.

• Ongoing Journey: This podcast is not a series with an end, but an ongoing journey dedicated to sharing insights, stories, and strategies for accountants and financial professionals.
• A Week of Inspiration: Highlights from speaking engagements and impactful conversations with industry leaders. A reminder of the powerful vision driving change in the accounting profession.
• Alarming Trends: Discusses startling statistics about accountants quitting the profession and the looming retirement wave, underscoring the urgent need for change and innovation in how accounting firms operate and attract talent.
• Vision for Change: Emphasizes the critical role of accountants in preventing small business failures and the broader societal implications. Challenges accountants to think bigger, aiming to significantly reduce small business failure rates and its cascading effects on society.
• Building Your Vision: Offers actionable advice on creating a compelling vision for your business and personal life. It encourages accountants to dream big, set intimidating but achievable goals, and work towards making a meaningful impact on lives and businesses.
• From Numbers to Legacy: Shares a personal journey of shifting focus from chasing a million lives legacy through numbers to making a deeper, more meaningful impact one accountant at a time.
• The Starfish Story: A powerful fable reminding us that making a difference to even one person counts. It's about the ripple effect of helping one accountant, who in turn can help numerous businesses and families.
• Creating Your Vision Board: A personal story highlighting the transformative power of vision boards in realizing dreams and aspirations, encouraging listeners to visualize and manifest their own visions.
• Three Keys to Success: Outlines the essentials for realizing your vision: clarity on what you want (your vision), belief in yourself and your vision's feasibility, and daily alignment with your goals to turn your vision into reality.

Want more? Join THE FREEDOM TRIBE

Here's all the FREE BONUSES you'll receive when you join our exciting community on Skool; The Freedom Tribe

• Global Community Of Peers: CPAs, accountants, fractional CFOs, bookkeepers and finance professionals from all over the world sharing ideas, best practice and innovations with each other.
• Digital copy of Amanda's NEW BOOK, the Business Advisor Playbook: 300+ pages that will transform your approach and share the strategies you need to create, sell and deliver business advisory services.
• Digital copy of 500:200 Model™ Guide: My tried-and-tested formula for taking home at least 200K with business advisory revenue of 500K.
• 12 Days Of Business Advisory video series: that walks you through creating the perfect advisory offer.
• Hand Picked And Categorised episodes of the Business Advisor Podcast to accelerate your journey from a compliance-led to an advisory-led practice.

PLUS: There are a few other surprise bonuses that can be UNLOCKED once you are inside the community: Get Clients Course and 5 Day LinkedIn Challenge. Super excited to see you there, and looking forward to helping you achieve all that you want in life.

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Speak to you in the next episode...

Key Takeaways:

Importance of Community: Creating a community around your advisory practice is essential for fostering customer loyalty, enabling free marketing through word-of-mouth, and ensuring long-term sustainability and growth of your firm.

Analogies for Understanding: Comparing your advisory brand to a party helps illustrate the value of transforming guests (clients) into friends (loyal customers) who eagerly return and bring others with them.

Feedback and Engagement: A community allows for direct feedback from clients, helping you stay aligned with their needs and preferences, thus enhancing your service offerings.

Variety of Community Forms: Communities can be built in various formats, including offline in-person groups, online platforms like Facebook groups, LinkedIn, Instagram, and dedicated podcast listener bases.

Commitment and Leadership: Successfully managing a community requires commitment and strong leadership to maintain engagement and keep the community thriving.

Vision and Mission Clarity: Having a clear vision and mission for your community is vital to attract members who share in your goals and contribute to the community's growth.

Platform Choices: While Facebook groups are common, other platforms like skool.com, Discord, and Mighty Networks offer alternative environments for building and managing communities.

Addressing Fears: It's natural to have fears when starting a community, but with the right strategy and mindset, these challenges can be overcome to build a valuable and self-sustaining community.

--
Set Up Your Skool Group

If you would like to use Skool in your practice click below to use our referral link and get started today...

SET UP YOUR SKOOL COMMUNITY

The setup is simple and self-explanatory and you can get a course or training uploaded within a matter of minutes (provided you have the content) however if you have any questions about the software or how to approach the setup pop over to the community and ask the team.

We have researched, tried, and tested many platforms, and in our opinion, Skool far outweighs anything else that's out there for simplicity, efficiency, reliability, and user experience for community hosts/you and clients/your community. 

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Here's all the FREE BONUSES you'll receive when you join our exciting community on Skool; The Freedom Tribe

• Global Community Of Peers: CPAs, accountants, fractional CFOs, bookkeepers and finance professionals from all over the world sharing ideas, best practice and innovations with each other.
• Digital copy of Amanda's NEW BOOK, the Business Advisor Playbook: 300+ pages that will transform your approach and share the strategies you need to create, sell and deliver business advisory services.
• Digital copy of 500:200 Model™ Guide: My tried-and-tested formula for taking home at least 200K with business advisory revenue of 500K.
• 12 Days Of Business Advisory video series: that walks you through creating the perfect advisory offer.
• Hand Picked And Categorised episodes of the Business Advisor Podcast to accelerate your journey from a compliance-led to an advisory-led practice.

PLUS: There are a few other surprise bonuses that can be UNLOCKED once you are inside the community: Get Clients Course and 5 Day LinkedIn Challenge. Super excited to see you there, and looking forward to helping you achieve all that you want in life.

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This episode is packed with insights for accountants looking to elevate their practice by transitioning to advisory services, emphasizing the importance of how they present and market themselves to potential clients.

Key Takeaways:

Transitioning to Advisory Services: Transitioning from compliance work to advisory or CFO services is crucial for accountants seeking to enhance their practice and attract ideal clients.

Understanding Client Needs: Most potential clients may not understand what a business advisor or fractional CFO is, making it essential to articulate your services in a way that resonates with them.

Marketing and Positioning: It's crucial to market yourself in a way that is relevant and resonates with your target audience, avoiding terms like "accountant" or "advisor" that may not fully capture the value you offer.

Alternative Titles: Consider using titles like "Business Growth Strategist," "Financial Navigator," or "Profitability Coach" to more accurately describe the outcomes and value you deliver to clients.

Importance of Relevancy: Being relevant involves deeply understanding your ideal client's challenges and aspirations and communicating in terms that reflect the solutions they seek.

Storytelling and Analogies: Utilize stories and analogies to make your role and value proposition relatable and understandable to business owners.

Challenging Preconceptions: Avoid leading with the title of "accountant" or "advisor" to circumvent preconceived notions and attract clients seeking transformative outcomes.

Want more? Join THE FREEDOM TRIBE

Here's all the FREE BONUSES you'll receive when you join our exciting community on Skool; The Freedom Tribe

• Global Community Of Peers: CPAs, accountants, fractional CFOs, bookkeepers and finance professionals from all over the world sharing ideas, best practice and innovations with each other.
• Digital copy of Amanda's NEW BOOK, the Business Advisor Playbook: 300+ pages that will transform your approach and share the strategies you need to create, sell and deliver business advisory services.
• Digital copy of 500:200 Model™ Guide: My tried-and-tested formula for taking home at least 200K with business advisory revenue of 500K.
• 12 Days Of Business Advisory video series: that walks you through creating the perfect advisory offer.
• Hand Picked And Categorised episodes of the Business Advisor Podcast to accelerate your journey from a compliance-led to an advisory-led practice.

PLUS: There are a few other surprise bonuses that can be UNLOCKED once you are inside the community: Get Clients Course and 5 Day LinkedIn Challenge. Super excited to see you there, and looking forward to helping you achieve all that you want in life.

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Speak to you in the next episode...

In this episode of the Business Advisor Podcast Amanda shares what separates the top 1% of accounting, CPA and bookkeeping professionals from the other 99%. 

And no, it isn’t a discussion on morning routines, or goal setting, or ice baths or mantras. It is a roadmap for accountants and advisors aspiring to elevate their practice and achieve significant success by adopting the mindset and practices of the top 1% in the industry.

Key Takeaways: 

• Embrace Differentiation: Stand out by offering unique advisory services that distinguish you from the mass market. Differentiate through service, offer, messaging, and culture to attract the best clients.
• Challenge the Norm: Success lies in doing what others won't. Challenge established methods and be prepared to innovate and tailor your approach based on your unique strengths and market needs.
• Focus on the 1% Mindset: The top 1% of advisors achieve unparalleled success not necessarily because they know more, but because of their mindset and actions. They take risks, embrace failure as a lesson, and consistently seek ways to improve and differentiate their offerings.
• Data-Driven Decisions: Guide your business decisions with data. Track everything from marketing efforts to sales conversions to understand what works, what doesn't, and where to improve. This approach is essential for refining your strategy and ensuring your advisory services meet market demands.
• Persistence Pays Off: Building a top-tier advisory practice requires patience, persistence, and the willingness to fail and learn. Emulate the resilience of successful figures who embraced failure on their path to success.
• Seek Qualified Feedback: Only seek validation or feedback from mentors or peers who have achieved what you aspire to. Avoid taking advice from those not qualified to give it, as it could derail your innovative ideas.
• Iterative Learning and Improvement: The journey to becoming a top 1% advisor involves continuous learning, adapting, and refining your offerings based on feedback and performance data.

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Here's all the FREE BONUSES you'll receive when you join our exciting community on Skool; The Freedom Tribe

• Global Community Of Peers: CPAs, accountants, fractional CFOs, bookkeepers and finance professionals from all over the world sharing ideas, best practice and innovations with each other.
• Digital copy of Amanda's NEW BOOK, the Business Advisor Playbook: 300+ pages that will transform your approach and share the strategies you need to create, sell and deliver business advisory services.
• Digital copy of 500:200 Model™ Guide: My tried-and-tested formula for taking home at least 200K with business advisory revenue of 500K.
• 12 Days Of Business Advisory video series: that walks you through creating the perfect advisory offer.
• Hand Picked And Categorised episodes of the Business Advisor Podcast to accelerate your journey from a compliance-led to an advisory-led practice.

PLUS: There are a few other surprise bonuses that can be UNLOCKED once you are inside the community: Get Clients Course and 5 Day LinkedIn Challenge. Super excited to see you there, and looking forward to helping you achieve all that you want in life.

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Speak to you in the next episode...

In business mistakes are inevitable.  And to have a successful business they are absolutely necessary.

But how do you overcome hurdles and pick yourself back up when you get knocked down? 

Or when you lose 1 million pounds...

Key Takeaways:

Identify Internal Blocks: Recognize that personal doubt and lack of belief can significantly hinder business growth.

Cultivate Belief and Faith: Develop a strong belief in your services and the market's need for them to overcome doubt.

Understand Your Audience: Deeply research and listen to your audience to ensure your offer meets their real needs.

Lean on Success Stories: Use both personal successes and industry examples to bolster your confidence in your offerings.

Clarify Your Value Proposition: Ensure your services stand out by focusing on what makes them unique and valuable.

Adopt a Growth Mindset: View challenges as opportunities for learning and growth.

Build a Support Network: Surround yourself with mentors and peers who encourage your growth.

Implement Feedback Loops: Regularly seek and apply feedback to refine your approach and offerings.

Embrace Mindfulness and Positive Thinking: Use visualization and positive affirmations to maintain focus and reduce anxiety.

Set Realistic Goals: Aim for achievable targets to build momentum and confidence.

Stay Patient and Persistent: Understand that success takes time and consistent effort.

Want more? Join THE FREEDOM TRIBE

Here's all the FREE BONUSES you'll receive when you join our exciting community on Skool; The Freedom Tribe

• Global Community Of Peers: CPAs, accountants, fractional CFOs, bookkeepers and finance professionals from all over the world sharing ideas, best practice and innovations with each other.
• Digital copy of Amanda's NEW BOOK, the Business Advisor Playbook: 300+ pages that will transform your approach and share the strategies you need to create, sell and deliver business advisory services.
• Digital copy of 500:200 Model™ Guide: My tried-and-tested formula for taking home at least 200K with business advisory revenue of 500K.
• 12 Days Of Business Advisory video series: that walks you through creating the perfect advisory offer.
• Hand Picked And Categorised episodes of the Business Advisor Podcast to accelerate your journey from a compliance-led to an advisory-led practice.

PLUS: There are a few other surprise bonuses that can be UNLOCKED once you are inside the community: Get Clients Course and 5 Day LinkedIn Challenge. Super excited to see you there, and looking forward to helping you achieve all that you want in life.

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Speak to you in the next episode...

Listen to this episode to learn how to shift your practice from compliance to advisory services effectively, leveraging the understanding of why clients buy to attract better clients and provide more value. Whether you're just starting in advisory services or looking to refine your approach, this episode offers valuable insights into positioning your services to meet your clients' deepest needs.

Key Takeaways:

• Understanding Client Motivations: Recognise the significant difference between selling compliance services and advisory services to attract higher-value clients.
• Reasons Clients Buy: Learn the critical motivations behind why clients purchase services, including alleviating pain, seeking emotional uplift, saving time or money, making money, and guarding against loss.
• Transforming Your Practice: Embrace the shift from compliance-only services to advisory services to enhance client relationships and the value you provide.
• Marketing Your Advisory Services: Discover effective strategies to communicate the value of your advisory services, aligning with the key reasons clients are motivated to buy.
• Navigating Professional Challenges: Hear insights into the pitfalls of compliance-only services and how transitioning to advisory can prevent professional burnout and dissatisfaction.
• Leveraging Personal Experience: Benefit from personal anecdotes illustrating the journey from a compliance-focused practice to a thriving advisory service offering.

Want more? Join THE FREEDOM TRIBE

Here's all the FREE BONUSES you'll receive when you join our exciting community on Skool; The Freedom Tribe

• Global Community Of Peers: CPAs, accountants, fractional CFOs, bookkeepers and finance professionals from all over the world sharing ideas, best practice and innovations with each other.
• Digital copy of Amanda's NEW BOOK, the Business Advisor Playbook: 300+ pages that will transform your approach and share the strategies you need to create, sell and deliver business advisory services.
• Digital copy of 500:200 Model™ Guide: My tried-and-tested formula for taking home at least 200K with business advisory revenue of 500K.
• 12 Days Of Business Advisory video series: that walks you through creating the perfect advisory offer.
• Hand Picked And Categorised episodes of the Business Advisor Podcast to accelerate your journey from a compliance-led to an advisory-led practice.

PLUS: There are a few other surprise bonuses that can be UNLOCKED once you are inside the community: Get Clients Course and 5 Day LinkedIn Challenge. Super excited to see you there, and looking forward to helping you achieve all that you want in life.

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Speak to you in the next episode...

As my business grew and evolved, so to did the way that I managed my time, and the way that I worked.  Join me as I share the strategies and structures that have worked from me through the 4 stages of business growth.

Key Takeaways:

• Discover strategies for effective time management that aligns with your business goals and personal life.
• Learn how to balance work and life responsibilities, especially when caring for family and friends.
• Gain insights into structuring your day, week, and month to enhance productivity and achieve a balance between personal and professional life.
• Explore the stages of business growth from startup to scale-up, and how time management strategies evolve through each phase.
• Understand the importance of marketing, sales, and client days in growing your practice.
• Learn about the concept of time mapping and how it can help you identify areas to cut, delegate, or systematize.
• Tips on creating focus days to concentrate on specific aspects of your business for greater efficiency.
• The significance of taking breaks and scheduling creative time for strategic planning and rejuvenation.

Want more? Join THE FREEDOM TRIBE

Here's all the FREE BONUSES you'll receive when you join our exciting community on Skool; The Freedom Tribe

• Global Community Of Peers: CPAs, accountants, fractional CFOs, bookkeepers and finance professionals from all over the world sharing ideas, best practice and innovations with each other.
• Digital copy of Amanda's NEW BOOK, the Business Advisor Playbook: 300+ pages that will transform your approach and share the strategies you need to create, sell and deliver business advisory services.
• Digital copy of 500:200 Model™ Guide: My tried-and-tested formula for taking home at least 200K with business advisory revenue of 500K.
• 12 Days Of Business Advisory video series: that walks you through creating the perfect advisory offer.
• Hand Picked And Categorised episodes of the Business Advisor Podcast to accelerate your journey from a compliance-led to an advisory-led practice.

PLUS: There are a few other surprise bonuses that can be UNLOCKED once you are inside the community: Get Clients Course and 5 Day LinkedIn Challenge. Super excited to see you there, and looking forward to helping you achieve all that you want in life.

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Speak to you in the next episode...

In episode 11 Amanda explores the transformative power of partnerships in accelerating business growth, expanding reach, and establishing credibility in your chosen market.

Key Takeaways

• Leveraging Partnerships: Utilize strategic alliances and joint ventures to quickly gain trust and credibility among your target audience.
• Capitalizing on Established Trust: Align with non-competitive businesses to leverage their credibility and audience for mutual benefit.
• Beyond Algorithms and Paid Ads: Partnerships allow you to bypass the unpredictability of social media algorithms and the cost of paid advertising.
• The Power of Endorsements: Being recommended or endorsed by a trusted partner can significantly boost your credibility and visibility.
• Diverse Partnership Types: Explore various partnership forms, from referral partners and affiliate programs to joint ventures, to find the best fit for your business goals.
• Real-Life Success Stories: Examples demonstrate the transformative impact strategic partnerships can have on reaching and engaging your ideal clients.

Joint Venture Reach Out Message Examples: 

#1  - Approach for friends

Hey [First name],

Hope you’re well, it's been a while. 

I would love to catch up with you to hear the latest, and see if there’s any way we can help each other out. Would you be up for that?

Amanda 

#2 Approach for strangers

Hey [First name], 

You and I haven’t met yet — but we both work with accountants, and are non-competitive. 

I’ve heard good things about you. I’d love to catch up and see if there’s any way we can help each other out? 

It’d be great to get to know you, and see how I can help.

Amanda 

#3 The invitation

Hey [First name], 

Thanks for connecting. Can’t wait to get to know you better, and see if we can help each other out. 

The easiest way to arrange a time is to click this link, and find a time that suits you. 

If you can’t find one that works, just reply with 3 times that suit you better, and I'll see what I can do. 

Amanda 

P.S. Looking forward to it!

---

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Here's all the FREE BONUSES you'll receive when you join our exciting community on Skool; The Freedom Tribe

• Global Community Of Peers: CPAs, accountants, fractional CFOs, bookkeepers and finance professionals from all over the world sharing ideas, best practice and innovations with each other.
• Digital copy of Amanda's NEW BOOK, the Business Advisor Playbook: 300+ pages that will transform your approach and share the strategies you need to create, sell and deliver business advisory services.
• Digital copy of 500:200 Model™ Guide: My tried-and-tested formula for taking home at least 200K with business advisory revenue of 500K.
• 12 Days Of Business Advisory video series: that walks you through creating the perfect advisory offer.
• Hand Picked And Categorised episodes of the Business Advisor Podcast to accelerate your journey from a compliance-led to an advisory-led practice.

PLUS: There are a few other surprise bonuses that can be UNLOCKED once you are inside the community: Get Clients Course and 5 Day LinkedIn Challenge. Super excited to see you there, and looking forward to helping you achieve all that you want in life.

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Speak to you in the next episode...

Many aspiring business advisors jump straight into group programs or courses, overlooking the immense value of starting with one-on-one advisory services. In this episode, we debunk the myths surrounding one-on-one work and explore the numerous benefits it offers for building a successful advisory practice. Discover how honing your craft through individual client interactions can provide a solid foundation for scaling your business and achieving long-term success.

Key Takeaways:

• Master Your Craft: One-on-one work allows you to refine your advisory skills, understand client needs deeply, and develop your signature methodology.
• Build Client Relationships: Direct interaction with clients fosters trust, loyalty, and valuable feedback for improving your services.
• Develop Your Unique Offering: Through one-on-one sessions, you'll identify patterns and client needs, enabling you to create specialized offerings and stand out in the market.
• Create a Strong Foundation: One-on-one advisory work provides the groundwork for scaling your business through group programs or courses.
• Gain Confidence and Expertise: Mastering one-on-one interactions boosts your confidence and positions you as an expert in your field.
• Prioritize Client Needs: Focus on delivering exceptional value to individual clients before expanding into group offerings.
• Embrace Continuous Learning: Utilize client feedback and industry trends to refine your advisory approach and stay ahead of the curve.
  
  

Want more? Join THE FREEDOM TRIBE

Here's all the FREE BONUSES you'll receive when you join our exciting community on Skool; The Freedom Tribe

• Global Community Of Peers: CPAs, accountants, fractional CFOs, bookkeepers and finance professionals from all over the world sharing ideas, best practice and innovations with each other.
• Digital copy of Amanda's NEW BOOK, the Business Advisor Playbook: 300+ pages that will transform your approach and share the strategies you need to create, sell and deliver business advisory services.
• Digital copy of 500:200 Model™ Guide: My tried-and-tested formula for taking home at least 200K with business advisory revenue of 500K.
• 12 Days Of Business Advisory video series: that walks you through creating the perfect advisory offer.
• Hand Picked And Categorised episodes of the Business Advisor Podcast to accelerate your journey from a compliance-led to an advisory-led practice.

PLUS: There are a few other surprise bonuses that can be UNLOCKED once you are inside the community: Get Clients Course and 5 Day LinkedIn Challenge. Super excited to see you there, and looking forward to helping you achieve all that you want in life.

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Speak to you in the next episode...

In this episode Amanda explores Imposter Syndrome, how it has affected herself and others, and share tips to combat those pesky self-doubts. Your path to believing in yourself, and confidence in your ability as an advisor, starts here.

Key Takeaways:

• Understanding and acknowledging imposter syndrome is the first step toward overcoming it.
• Leveraging personal experiences and knowledge is crucial in building confidence in your expertise.
• The act of sharing and teaching can help diminish feelings of inadequacy and foster a sense of accomplishment and value.
• Implementing a mindset of "gumption" can propel you forward despite doubts, focusing on courage and action over fear.
• Encouraging a community or support system can provide affirmation and motivation to continue sharing your knowledge and experiences.

Want more? Join THE FREEDOM TRIBE

Here's all the FREE BONUSES you'll receive when you join our exciting community on Skool; The Freedom Tribe

• Global Community Of Peers: CPAs, accountants, fractional CFOs, bookkeepers and finance professionals from all over the world sharing ideas, best practice and innovations with each other.
• Digital copy of Amanda's NEW BOOK, the Business Advisor Playbook: 300+ pages that will transform your approach and share the strategies you need to create, sell and deliver business advisory services.
• Digital copy of 500:200 Model™ Guide: My tried-and-tested formula for taking home at least 200K with business advisory revenue of 500K.
• 12 Days Of Business Advisory video series: that walks you through creating the perfect advisory offer.
• Hand Picked And Categorised episodes of the Business Advisor Podcast to accelerate your journey from a compliance-led to an advisory-led practice.

PLUS: There are a few other surprise bonuses that can be UNLOCKED once you are inside the community: Get Clients Course and 5 Day LinkedIn Challenge. Super excited to see you there, and looking forward to helping you achieve all that you want in life.

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Speak to you in the next episode...

In this episode I share with you my top five strategies for selling your advisory/coaching offers…  and what to do if your offers are currently met with crickets.

Key Takeaways:

Strategies for Selling Advisory and Coaching Offers: Learn how to effectively sell your advisory and coaching services.

Overcoming the 'Crickets' Reaction: Tactics for engaging your audience when your offers are initially met with silence.

Building Recurring Revenue: Understand the importance of advisory services for sustainable income.

Delivering Advisory Services: Explore different methods like courses, memberships, VIP days, and more.

Creating Urgency through Launch Strategies: How to use launch strategies to boost sign-ups and generate excitement.

One-Time Session Upsell: Utilize initial sessions as a pathway to long-term commitments.

Getting Comfortable with Sales: Tips for reframing the sales process as a helpful service rather than a pushy task.

Following Up with Warm Leads: Techniques for nurturing warm leads to improve conversion rates.

Want more? Join THE FREEDOM TRIBE

Here's all the FREE BONUSES you'll receive when you join our exciting community on Skool; The Freedom Tribe

• Global Community Of Peers: CPAs, accountants, fractional CFOs, bookkeepers and finance professionals from all over the world sharing ideas, best practice and innovations with each other.
• Digital copy of Amanda's NEW BOOK, the Business Advisor Playbook: 300+ pages that will transform your approach and share the strategies you need to create, sell and deliver business advisory services.
• Digital copy of 500:200 Model™ Guide: My tried-and-tested formula for taking home at least 200K with business advisory revenue of 500K.
• 12 Days Of Business Advisory video series: that walks you through creating the perfect advisory offer.
• Hand Picked And Categorised episodes of the Business Advisor Podcast to accelerate your journey from a compliance-led to an advisory-led practice.

PLUS: There are a few other surprise bonuses that can be UNLOCKED once you are inside the community: Get Clients Course and 5 Day LinkedIn Challenge. Super excited to see you there, and looking forward to helping you achieve all that you want in life.

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Speak to you in the next episode...

In today's episode, Amanda dives deep into the 6 elements of designing a personal brand as a business advisor. Whether you already have a strong personal brand or are invisible online, this podcast will help you understand how to put the foundations in place to stand out and attract opportunities to you, opportunities in the way of clients, speaking opportunities and building a solid well-known reputation for someone about something. 

Key Takeaways:

The Importance of Personal Branding: The episode emphasizes that personal branding is the key differentiator in the marketplace, helping to create a unique identity and a following.

Amanda's Google Campus Experience: She shares her experience of speaking at Google Campus, a significant milestone in her career, highlighting the impact of personal branding.

What is Personal Branding: Personal branding is more than self-promotion; it's about reputation management. It's how people perceive you based on every online and offline interaction.

Building Your Personal Brand: The episode walks through steps to build your personal brand, including defining goals, establishing what you want to be known for, and understanding your audience.

Personal Branding Pyramid: Amanda introduces the concept of the Personal Branding Pyramid, which includes values, personal drivers, reputation, behaviours, skills, and image.

Want more? Join THE FREEDOM TRIBE

Here's all the FREE BONUSES you'll receive when you join our exciting community on Skool; The Freedom Tribe

• Global Community Of Peers: CPAs, accountants, fractional CFOs, bookkeepers and finance professionals from all over the world sharing ideas, best practice and innovations with each other.
• Digital copy of Amanda's NEW BOOK, the Business Advisor Playbook: 300+ pages that will transform your approach and share the strategies you need to create, sell and deliver business advisory services.
• Digital copy of 500:200 Model™ Guide: My tried-and-tested formula for taking home at least 200K with business advisory revenue of 500K.
• 12 Days Of Business Advisory video series: that walks you through creating the perfect advisory offer.
• Hand Picked And Categorised episodes of the Business Advisor Podcast to accelerate your journey from a compliance-led to an advisory-led practice.

PLUS: There are a few other surprise bonuses that can be UNLOCKED once you are inside the community: Get Clients Course and 5 Day LinkedIn Challenge. Super excited to see you there, and looking forward to helping you achieve all that you want in life.

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In this episode, Amanda explores the impact of having toxic clients in your firm. She shares how to spot one, how to fire them, and when is a good time to fire them. We all have those Vampire clients that suck the life out of us, sadly all too often fear of losing the money stops us from taking action and not selling our soul to the devil. Tune in to get a dose of inspiration and find out how to FIRE those toxic clients!

KEY TAKEAWAYS

Firing Vampire Clients: Amanda discusses the importance of letting go of problematic clients, known as 'vampire clients,' who drain energy and resources.

Recognizing Vampire Clients: These clients may pay less, demand more, and do not respect boundaries, ultimately not contributing positively to your business.

Impact on Business and Personal Life: Keeping vampire clients can negatively affect not only your business operations but also your personal well-being and team morale.

Evaluating Client Relationships: Consider how you feel about working with each client. If they drain your energy and bring negativity, they might be vampire clients.

Criteria for Ideal Clients: An ideal client should be kind, trustworthy, and make you feel good about the work you do.

The Consequences of Keeping Vampire Clients: Vampire clients can affect your mental and physical health, team morale, and business profitability.

Decision to Fire Clients: It involves assessing whether the financial benefits outweigh the negative impact on your business and personal life.

Steps to Slay Vampire Clients: Check your engagement terms, finish existing projects, evaluate your reasons, consider probation, and send a polite disengagement letter.

Positive Outcomes: Letting go of vampire clients can lead to improved team dynamics, personal relationships, health, and overall enjoyment in running your practice.

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• Global Community Of Peers: CPAs, accountants, fractional CFOs, bookkeepers and finance professionals from all over the world sharing ideas, best practice and innovations with each other.
• Digital copy of Amanda's NEW BOOK, the Business Advisor Playbook: 300+ pages that will transform your approach and share the strategies you need to create, sell and deliver business advisory services.
• Digital copy of 500:200 Model™ Guide: My tried-and-tested formula for taking home at least 200K with business advisory revenue of 500K.
• 12 Days Of Business Advisory video series: that walks you through creating the perfect advisory offer.
• Hand Picked And Categorised episodes of the Business Advisor Podcast to accelerate your journey from a compliance-led to an advisory-led practice.

PLUS: There are a few other surprise bonuses that can be UNLOCKED once you are inside the community: Get Clients Course and 5 Day LinkedIn Challenge. Super excited to see you there, and looking forward to helping you achieve all that you want in life.

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As we sadly watch the accounting profession become more and more commoditized, we must find a way to differentiate ourselves in the marketplace and become more relevant than ever before. In the latest podcast, Amanda C. Watts shares the importance of relevancy and the shift that accountants need to make to ensure they get paid their value.

Key Takeaways:

The Importance of Being VITAL: Amanda emphasizes the need for CPAs, accountants and bookkeepers to transition from traditional compliance roles to become 'VITAL Advisors' - Valued, Impactful, Trusted, Agile, and Lucrative.

The Vital Few vs. the Trivial Many: The concept is derived from Joseph Duran's work on the 80/20 rule, highlighting the importance of focusing on the vital few clients that contribute most to revenue.

Stages to Becoming a Vital Advisor: Amanda outlines four key stages in the journey from obscurity to vitality: starting with offering basic compliance services, moving to visibility through specialization, being valued with niche-specific solutions, and finally becoming vital by offering indispensable advisory services.

Transition from Compliance to Advisory Services: This shift is crucial for tapping into what clients truly want – moving beyond the essentials of compliance to the more desired advisory services.

Creating a Freedom Practice: By focusing on the 20% of activities and clients that yield 80% of the results and revenue, accountants can create a practice that offers more freedom and higher revenue.

Characteristics of a VITAL Advisor: Amanda lists and explains the five key characteristics that make an accountant vital: valued, impactful, trusted, agile, and lucrative.

The Goal of Becoming Essential: The end goal is for accountants to be seen as absolutely necessary and essential to their clients, ensuring stability and growth even in challenging times.

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• Global Community Of Peers: CPAs, accountants, fractional CFOs, bookkeepers and finance professionals from all over the world sharing ideas, best practice and innovations with each other.
• Digital copy of Amanda's NEW BOOK, the Business Advisor Playbook: 300+ pages that will transform your approach and share the strategies you need to create, sell and deliver business advisory services.
• Digital copy of 500:200 Model™ Guide: My tried-and-tested formula for taking home at least 200K with business advisory revenue of 500K.
• 12 Days Of Business Advisory video series: that walks you through creating the perfect advisory offer.
• Hand Picked And Categorised episodes of the Business Advisor Podcast to accelerate your journey from a compliance-led to an advisory-led practice.

PLUS: There are a few other surprise bonuses that can be UNLOCKED once you are inside the community: Get Clients Course and 5 Day LinkedIn Challenge. Super excited to see you there, and looking forward to helping you achieve all that you want in life.

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If you have been in business for more than the last 5 minutes you will know what a business coach is. The coaching industry has done a great job of marketing itself, and ensuring that all business owners believe that they need a coach. 

When, in fact, what business owners need (in most instances) is an expert advisor with a financial background – YOU. 

Business coaches are stealing your clients. 

Key Takeaways:

Business Coaches vs. Business Advisors: Amanda emphasizes the significant difference between business coaches and business advisors, highlighting that many business owners are not aware of what a business advisor does and instead opt for business coaches.

Opportunity for Financial Professionals: There's a huge opportunity for accountants and financial professionals to step into the role of business advisors, as they possess deep financial knowledge that most business coaches lack.

Shifting Mindset: Amanda stresses the importance of shifting the mindset from being just an accountant or financial professional to embracing the role of a business coach, leveraging their expertise in finance.

The Competitive Advantage: Financial professionals have a strategic advantage due to their in-depth understanding of finance, which is often lacking in traditional business coaches.

Customized Advice and Risk Management: Accountants and financial pros can provide tailored advice, manage risks effectively, and ensure businesses are both profitable and compliant.

Redefining Business Coaching: By embracing the role of a business coach, financial professionals can redefine what it means to be a business coach, offering a more comprehensive and financially-informed service.

Embracing the Change: It’s time for financial professionals to step up, embrace their education, experience, and unique essence, and take the market by storm as business coaches.

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• Global Community Of Peers: CPAs, accountants, fractional CFOs, bookkeepers and finance professionals from all over the world sharing ideas, best practice and innovations with each other.
• Digital copy of Amanda's NEW BOOK, the Business Advisor Playbook: 300+ pages that will transform your approach and share the strategies you need to create, sell and deliver business advisory services.
• Digital copy of 500:200 Model™ Guide: My tried-and-tested formula for taking home at least 200K with business advisory revenue of 500K.
• 12 Days Of Business Advisory video series: that walks you through creating the perfect advisory offer.
• Hand Picked And Categorised episodes of the Business Advisor Podcast to accelerate your journey from a compliance-led to an advisory-led practice.

PLUS: There are a few other surprise bonuses that can be UNLOCKED once you are inside the community: Get Clients Course and 5 Day LinkedIn Challenge. Super excited to see you there, and looking forward to helping you achieve all that you want in life.

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People are consuming more - of everything - than ever before in history.  While many see this as a bad thing, it can work to your advantage. Creating content, blogs, videos, books, guides, reports, and more, allows you to reach out and touch your ideal client where  ever they are. As well as influence them without even meeting them.

Key Takeaways:

Content Marketing as a Game Changer: Amanda C. Watts discusses how content marketing can significantly enhance the marketing of business advisory services.

Strategic Approach: Emphasis on the strategic nature of content marketing, focusing on creating and distributing valuable, relevant, and consistent content to attract and retain a defined audience.

Impact of Content Marketing: Content marketing helps in building trust, allowing advisors to sell their services at a better price, eliminating less desirable clients, and establishing themselves as industry experts.

Amanda's Success with Content Marketing: Amanda shares her personal success story, attributing over £5 million in revenue over 10 years to effective content marketing.

Different Formats of Content: Encouragement to use various content formats like videos, blog articles, webinars, and books to engage different audience segments.

Client Examples and Mindset Shift: Real-life examples of how Amanda's clients have successfully used content marketing, highlighting the importance of a mindset shift from technician to advisor.

Focus on Providing Value: The priority should be on delivering insightful, informative, and genuinely useful content to the audience.

Content Vault as a Resource: Introduction of the Content Vault, a resource for business advisors containing blog articles and social media posts, with training on converting them into other content formats.

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• Global Community Of Peers: CPAs, accountants, fractional CFOs, bookkeepers and finance professionals from all over the world sharing ideas, best practice and innovations with each other.
• Digital copy of Amanda's NEW BOOK, the Business Advisor Playbook: 300+ pages that will transform your approach and share the strategies you need to create, sell and deliver business advisory services.
• Digital copy of 500:200 Model™ Guide: My tried-and-tested formula for taking home at least 200K with business advisory revenue of 500K.
• 12 Days Of Business Advisory video series: that walks you through creating the perfect advisory offer.
• Hand Picked And Categorised episodes of the Business Advisor Podcast to accelerate your journey from a compliance-led to an advisory-led practice.

PLUS: There are a few other surprise bonuses that can be UNLOCKED once you are inside the community: Get Clients Course and 5 Day LinkedIn Challenge. Super excited to see you there, and looking forward to helping you achieve all that you want in life.

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Somewhere between a CFO, traditional accountant, business coach and mentor lies the mysterious role of Business Advisor. But what does it entail exactly, and how does one make the shift to this VITAL role.

Key Takeaways

Advisory Role Transition: Emphasis on the shift from being a technician to an advisor, focusing on guiding clients to achieve their desired outcomes.

The Power of Knowledge: Highlighting the impact of a financial professional's knowledge in changing both life and business for clients.

Sherpa Approach: Concept of positioning oneself as a Sherpa, guiding clients through the treacherous journey of business growth and market changes.

Economic Downturn Challenges: Addressing the need for advisory services in the current economic climate post-COVID.

Client Needs Analysis: Importance of analyzing and understanding client needs to effectively plan and prepare for their success.

Success Triad: Introduction to the 'Success Triad' - Navigate, Elevate, and Support - as key elements in advising clients.

Signature System Creation: Guidance on creating a bespoke signature system tailored to the client’s needs.

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• Global Community Of Peers: CPAs, accountants, fractional CFOs, bookkeepers and finance professionals from all over the world sharing ideas, best practice and innovations with each other.
• Digital copy of Amanda's NEW BOOK, the Business Advisor Playbook: 300+ pages that will transform your approach and share the strategies you need to create, sell and deliver business advisory services.
• Digital copy of 500:200 Model™ Guide: My tried-and-tested formula for taking home at least 200K with business advisory revenue of 500K.
• 12 Days Of Business Advisory video series: that walks you through creating the perfect advisory offer.
• Hand Picked And Categorised episodes of the Business Advisor Podcast to accelerate your journey from a compliance-led to an advisory-led practice.

PLUS: There are a few other surprise bonuses that can be UNLOCKED once you are inside the community: Get Clients Course and 5 Day LinkedIn Challenge. Super excited to see you there, and looking forward to helping you achieve all that you want in life.

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One of the biggest hurdles in finding advisory clients is the difficulty in articulating what exactly it is and the value that it provides. Creating a model and and an offer that is easy to talk about, easy to understand and can be explained visually as well, is key to showing the value of your advisory services.

Recap / Takeaways

Simplicity in Advisory: Emphasize the straightforwardness of being an advisor - thinking of something you know that helps business owners and helping them with it.

Offer Diamond: Introduction of the 'offer diamond' concept, a targeted approach to creating advisory offerings that cater to specific client needs.

Enhanced Client Engagement: Discusses how the right offer can significantly increase client engagement and the perceived value of services.

Signature System: Brief mention of the signature system, a unique methodology for guiding clients from their current challenges to desired outcomes.

Five Components of the Offer Diamond:

1. Clear Outcome
2. Specific Time Frame
3. Right Pricing
4. Targeting the Right Person
5. Appropriate Delivery Method

Freedom as the Motive: The ultimate goal is to achieve freedom for both the advisor and the client.

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• Global Community Of Peers: CPAs, accountants, fractional CFOs, bookkeepers and finance professionals from all over the world sharing ideas, best practice and innovations with each other.
• Digital copy of Amanda's NEW BOOK, the Business Advisor Playbook: 300+ pages that will transform your approach and share the strategies you need to create, sell and deliver business advisory services.
• Digital copy of 500:200 Model™ Guide: My tried-and-tested formula for taking home at least 200K with business advisory revenue of 500K.
• 12 Days Of Business Advisory video series: that walks you through creating the perfect advisory offer.
• Hand Picked And Categorised episodes of the Business Advisor Podcast to accelerate your journey from a compliance-led to an advisory-led practice.

PLUS: There are a few other surprise bonuses that can be UNLOCKED once you are inside the community: Get Clients Course and 5 Day LinkedIn Challenge. Super excited to see you there, and looking forward to helping you achieve all that you want in life.

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In this, the first episode of the Business Advisor Podcast, your host Amanda C. Watts outlines the benefits of an advisory offer (for you and your clients) and why it is such an important role to take.

Key Takeaways:

Transition from Technician to Advisor: Amanda discusses the transformation from being a technician working in your business to becoming a business advisor, offering high value and achieving wealth and freedom.

Designing Your Business and Life: Emphasizes creating a life and business by design, tailored to personal aspirations and values, and stepping into a role that's more advisory and less operational.

Earning Potential and Work-Life Balance: Highlights the potential to earn significant income (up to half a million) while working limited hours per week, emphasizing the importance of work-life balance.

Global Success of Advisory Model: The advisory model's success is not limited to one region; it's a globally applicable strategy.

Mindset Shift: Stresses the importance of shifting from a fixed mindset to a growth mindset and from being a faceless technician to a visible and respected advisor.

Identity Transformation: Discusses the journey of rediscovering and growing one's identity from a traditional business operator to an advisory role.

Empowering Clients and Personal Fulfilment: Focuses on the role of an advisor in empowering clients and finding personal fulfilment and meaning in contributing positively to others' lives.

Building a Supportive Community: Encourages building a practice model where you're supported by a community that shares the same goals and values.

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• Global Community Of Peers: CPAs, accountants, fractional CFOs, bookkeepers and finance professionals from all over the world sharing ideas, best practice and innovations with each other.
• Digital copy of Amanda's NEW BOOK, the Business Advisor Playbook: 300+ pages that will transform your approach and share the strategies you need to create, sell and deliver business advisory services.
• Digital copy of 500:200 Model™ Guide: My tried-and-tested formula for taking home at least 200K with business advisory revenue of 500K.
• 12 Days Of Business Advisory video series: that walks you through creating the perfect advisory offer.
• Hand Picked And Categorised episodes of the Business Advisor Podcast to accelerate your journey from a compliance-led to an advisory-led practice.

PLUS: There are a few other surprise bonuses that can be UNLOCKED once you are inside the community: Get Clients Course and 5 Day LinkedIn Challenge. Super excited to see you there, and looking forward to helping you achieve all that you want in life.

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Are you hesitant to niche down in your business advisory practice? Many advisors struggle with the fear of limiting their client base or losing their identity. In this episode, we explore the common challenges and misconceptions surrounding niching down, and provide strategies to overcome them. Discover how focusing on a specific niche can actually open doors to new opportunities and create a more fulfilling and successful business.

Key Takeaways:

• Overcome the Fear of Exclusion: Niching down doesn't mean turning away potential clients. It's about honing your marketing to attract your ideal clients, while still remaining open to serving others outside your niche.
• Focus on Your Ideal Client: Identify the specific types of clients you enjoy working with and tailor your services to their needs. This helps you create a more targeted and effective marketing strategy.
• Leverage Past Experience: Use your previous industry experience to your advantage. Your unique perspective can be a valuable asset to clients in the same field.
• Embrace the Power of Specialization: By focusing on a specific niche, you can become an expert in your field, build strong relationships with clients, and increase your earning potential.
• Embrace Uncertainty and Continuous Learning: Niching down is a journey, not a destination. Be open to adapting your niche as your business evolves.
• Build a Network of Advisors: Collaborate with other advisors who serve different niches to create a referral network and expand your reach.
• Focus on Your Strengths: By specializing, you can leverage your unique skills and passions to create a fulfilling and successful business.
• Overcome the Fear of Missing Out: Embrace the abundance mindset and understand that niching down allows you to focus on delivering exceptional value to a specific group of clients.

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• Global Community Of Peers: CPAs, accountants, fractional CFOs, bookkeepers and finance professionals from all over the world sharing ideas, best practice and innovations with each other.
• Digital copy of Amanda's NEW BOOK, the Business Advisor Playbook: 300+ pages that will transform your approach and share the strategies you need to create, sell and deliver business advisory services.
• Digital copy of 500:200 Model™ Guide: My tried-and-tested formula for taking home at least 200K with business advisory revenue of 500K.
• 12 Days Of Business Advisory video series: that walks you through creating the perfect advisory offer.
• Hand Picked And Categorised episodes of the Business Advisor Podcast to accelerate your journey from a compliance-led to an advisory-led practice.

PLUS: There are a few other surprise bonuses that can be UNLOCKED once you are inside the community: Get Clients Course and 5 Day LinkedIn Challenge. Super excited to see you there, and looking forward to helping you achieve all that you want in life.

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This episode of the Business Advisors Podcast dives deep into the importance of empathy for building successful business advisor-client relationships. Host Amanda C. Watts explains how empathy is more than just sympathy, but a skill that allows you to truly understand your client's perspective and emotions. By mastering empathy, you can create a safe space for open communication, build trust, and ultimately deliver more impactful advice that drives client success.

Key Takeaways:

• Empathy is the Cornerstone of Trust: Clients who feel heard and understood are more likely to trust your advice and guidance.
• Active Listening is Key: Master the art of truly listening to your clients, not just waiting for your turn to speak. Pay attention to both verbal and nonverbal cues.
• Uncover Client Emotions: Acknowledge and validate your client's feelings to build rapport and create a safe space for vulnerability.
• Tailor Your Approach: By understanding your client's unique needs and motivations, you can personalize your advice for maximum impact.
• Empathy is a Skill You Can Develop: Practice active listening, ask open-ended questions, and seek feedback to improve your empathetic communication.
• Go Beyond Numbers: Business advisory is not just about financial metrics. Empathy allows you to connect with clients on a human level and create a more holistic approach to their success.
• Set Boundaries & Maintain Objectivity: While empathy is crucial, it's important to maintain professional boundaries and avoid giving biased advice.
• Seek Feedback & Continuous Improvement: Actively solicit feedback from clients and peers to identify areas where you can strengthen your empathy and overall advisory skills.

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Here's all the FREE BONUSES you'll receive when you join our exciting community on Skool; The Freedom Tribe

• Global Community Of Peers: CPAs, accountants, fractional CFOs, bookkeepers and finance professionals from all over the world sharing ideas, best practice and innovations with each other.
• Digital copy of Amanda's NEW BOOK, the Business Advisor Playbook: 300+ pages that will transform your approach and share the strategies you need to create, sell and deliver business advisory services.
• Digital copy of 500:200 Model™ Guide: My tried-and-tested formula for taking home at least 200K with business advisory revenue of 500K.
• 12 Days Of Business Advisory video series: that walks you through creating the perfect advisory offer.
• Hand Picked And Categorised episodes of the Business Advisor Podcast to accelerate your journey from a compliance-led to an advisory-led practice.

PLUS: There are a few other surprise bonuses that can be UNLOCKED once you are inside the community: Get Clients Course and 5 Day LinkedIn Challenge. Super excited to see you there, and looking forward to helping you achieve all that you want in life.

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In this episode Amanda C. Watts tackles a crucial topic for CPA, accounting and bookkeeping professionals: raising prices. She explores the dangers of "quicksand pricing," and delves into six effective strategies you can use to justify and implement price increases for your current client base, with confidence and integrity.

Key Takeaways

• Escape the Quicksand: Move away from "quicksand pricing" where low initial prices attract a flood of clients but ultimately strain your resources. Transition to a value-based pricing model that reflects the true worth of your services.
• Enhanced Service Offerings: Develop service packages that go beyond basic accounting and bookkeeping. Consider including quarterly consultations, bookkeeping packages, or helpful software like Dext to offer a more comprehensive and tailored service to clients.
• Repositioning Based on Value: Shift your focus from cost-based pricing to value-based pricing. Clearly communicate the additional benefits and superior service that come with the higher price tag, justifying the increased cost.
• Market Rate Alignment: Research and adjust your prices to keep pace with current market rates for similar accounting services. This demonstrates professionalism and ensures you can offer competitive, high-quality service.
• Specialization and Premium Positioning: Consider specializing in a specific client base or industry. This allows you to position yourself as an expert or premium provider in that niche, justifying higher fees.
• Managing Supply and Demand: Utilize pricing as a tool to manage your client workload. By strategically raising prices, you can ensure you can continue to deliver high-quality services without being overloaded.
• Long-Term Cost Management: Factor in the gradual increase in operational costs over time, such as software subscriptions, office leases, and staff salaries. Raising prices can be a necessary adjustment to maintain profitability and service quality in the long run.

Want more? Join THE FREEDOM TRIBE

Here's all the FREE BONUSES you'll receive when you join our exciting community on Skool; The Freedom Tribe

• Global Community Of Peers: CPAs, accountants, fractional CFOs, bookkeepers and finance professionals from all over the world sharing ideas, best practice and innovations with each other.
• Digital copy of Amanda's NEW BOOK, the Business Advisor Playbook: 300+ pages that will transform your approach and share the strategies you need to create, sell and deliver business advisory services.
• Digital copy of 500:200 Model™ Guide: My tried-and-tested formula for taking home at least 200K with business advisory revenue of 500K.
• 12 Days Of Business Advisory video series: that walks you through creating the perfect advisory offer.
• Hand Picked And Categorised episodes of the Business Advisor Podcast to accelerate your journey from a compliance-led to an advisory-led practice.

PLUS: There are a few other surprise bonuses that can be UNLOCKED once you are inside the community: Get Clients Course and 5 Day LinkedIn Challenge. Super excited to see you there, and looking forward to helping you achieve all that you want in life.

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Feeling like your clients are running your life? You're not alone. Many advisors struggle to set clear boundaries, leading to burnout and resentment. In this episode of the Business Advisors Podcast, Amanda dives deep into 7 key strategies to help you reclaim your time and build thriving client relationships. Discover how to choose ideal clients, establish clear expectations, and finally, say goodbye to weekend work.

Key Takeaways:

• Select Ideal Clients: Prioritize clients who align with your values and work style for a strong foundation in setting boundaries.
• Iron-Clad Contracts: Solid contracts outlining deliverables protect you and prevent misunderstandings.
• Clear Payment Terms: Establish upfront how and when you get paid, including consequences for late payments.
• Streamlined Onboarding: A well-defined onboarding process sets clear expectations for communication from the outset.
• Client Accountability: Remind clients of their active role in achieving their goals. It's a collaborative effort!
• Time Management Expertise: Value your time and theirs. Maintain punctuality for meetings, establish work hours, and communicate vacation schedules.
• Boundary Enforcement: Clearly communicate your boundaries and consistently enforce them, even when clients challenge them.

Want more? Join THE FREEDOM TRIBE

Here's all the FREE BONUSES you'll receive when you join our exciting community on Skool; The Freedom Tribe

• Global Community Of Peers: CPAs, accountants, fractional CFOs, bookkeepers and finance professionals from all over the world sharing ideas, best practice and innovations with each other.
• Digital copy of Amanda's NEW BOOK, the Business Advisor Playbook: 300+ pages that will transform your approach and share the strategies you need to create, sell and deliver business advisory services.
• Digital copy of 500:200 Model™ Guide: My tried-and-tested formula for taking home at least 200K with business advisory revenue of 500K.
• 12 Days Of Business Advisory video series: that walks you through creating the perfect advisory offer.
• Hand Picked And Categorised episodes of the Business Advisor Podcast to accelerate your journey from a compliance-led to an advisory-led practice.

PLUS: There are a few other surprise bonuses that can be UNLOCKED once you are inside the community: Get Clients Course and 5 Day LinkedIn Challenge. Super excited to see you there, and looking forward to helping you achieve all that you want in life.

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In this week’s episode, we delve deep into what a £2,000-a-month business advisory service entails, particularly when transitioning from compliance to a hybrid or solely advisory focus. 

Amanda unpacks the 500:200:10 model, exploring how to effectively manage and serve clients to generate £500,000 in revenue by advising just 21 clients for 10 hours a week. 

She also discuss essential elements like client selection, service structuring, and the utilization of different tools and delivery tactics. Get ready to learn how to enhance your business advisory offerings and ensure high-value service without the burnout.

Key Takeaways:

1. Client Onboarding and Planning: Efficient onboarding through pre-recorded videos and a half-day planning workshop helps set the foundation with each client, saving time and standardizing the initial process.
2. Service Structure: Learn how to offer high-value advisory services without compliance tasks, focusing on monthly management accounts, strategy meetings, and using tools like forecasting software to streamline operations.
3. Client Interaction: Insights on managing effective client relationships within a 10-hour weekly commitment, ensuring personalized attention through strategic meetings and periodic reviews.
4. Scaling the Business: Strategies for scaling your services through group sessions and leveraging digital tools to serve multiple clients effectively while maintaining quality and personalization.
5. Identifying the Right Clients: Understanding the importance of aligning with clients who are not only able to afford the service but are also in genuine need of the transformation you offer.

Want more? Join THE FREEDOM TRIBE

Here's all the FREE BONUSES you'll receive when you join our exciting community on Skool; The Freedom Tribe

• Global Community Of Peers: CPAs, accountants, fractional CFOs, bookkeepers and finance professionals from all over the world sharing ideas, best practice and innovations with each other.
• Digital copy of Amanda's NEW BOOK, the Business Advisor Playbook: 300+ pages that will transform your approach and share the strategies you need to create, sell and deliver business advisory services.
• Digital copy of 500:200 Model™ Guide: My tried-and-tested formula for taking home at least 200K with business advisory revenue of 500K.
• 12 Days Of Business Advisory video series: that walks you through creating the perfect advisory offer.
• Hand Picked And Categorised episodes of the Business Advisor Podcast to accelerate your journey from a compliance-led to an advisory-led practice.

PLUS: There are a few other surprise bonuses that can be UNLOCKED once you are inside the community: Get Clients Course and 5 Day LinkedIn Challenge. Super excited to see you there, and looking forward to helping you achieve all that you want in life.

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