Business Advisor Podcast

92. The VOICE Framework: Mastering Impactful Communication as an Advisor


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This week's episode is all about moving beyond just knowing your stuff as an advisor and truly mastering the art of communication. I shared why saying the right thing isn’t enough—it’s about how, when, and with what intention you say it. I introduced my VOICE Framework, a five-part structure that helps advisors communicate in a way that creates safety, clarity, and action.

We explored how emotional intelligence trumps expertise when it comes to being heard and trusted. The brain doesn’t just process information—it scans for emotional safety first. That’s why purposeful communication matters so much. Whether you're delivering tough feedback or guiding a client through change, how your message feels determines whether it lands.

I walked through each step of the VOICE model: Validate, Own, Identify, Communicate, and Engage. And I shared practical tools like grounding check-ins, role resets, the one-thing filter, and the truth sandwich to help you apply these ideas immediately.

Key Takeaways

1.      Advisors must validate the client's emotional state before offering insight to build trust and connection.

"Before you say anything, stop and tune in—what’s going on for them right now?" – Amanda C. Watts

2.      Owning your role in each session ensures clarity, consistency, and confidence in your communication.

"Your job isn't to wear every hat—it's to know which one serves them best today." – Amanda C. Watts

3.      Identifying the single most useful point prevents overwhelm and drives meaningful action.

"Just because it’s true doesn’t mean it’s helpful right now." – Amanda C. Watts

4.      Truth must be delivered with care and confidence to ensure it is received and acted upon.

"Confidence doesn’t need to shout. It just needs to be anchored in intention." – Amanda C. Watts

5.       Engaging in the moment allows advisors to observe reactions and adapt communication for deeper impact.

"Communication is a loop, not a monologue. Pay attention to what happens after you speak." – Amanda C. Watts



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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.
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Business Advisor PodcastBy Amanda C. Watts

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