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.

Want more? Join THE FREEDOM TRIBE

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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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