On this month's episode of Advisory Advantage, co-hosts Imogen and Brent are joined by their first guest, Dr. Marli Watt. The trio chat about the skill that separates technical experts from true advisers, and the ability to communicate in a way that builds trust, clarity and influence.

Tune in to hear more about:

• The importance of communication.
• The "inner-world" perspective.
• Why trust in advisory is different to trust in the numbers.
• The power of listening.
• This month's game-changer move!

Leaders in Business: Don't guess where you sit on the advisory spectrum – test it. Take the Client Advisory Readiness Quiz. It'll show you where you're already thriving, and where the right structure, tools and clarity could take you further, beyond the numbers.

On this week's episode of Under the Hood, we are joined by Heather Smith, founder of Anise Consulting and host of the Accounting Apps Podcast host, to unpack and understand the severity of financial elder abuse.

Disclaimer: This is a significantly dark and unfortunate topic that some listeners may find uncomfortable or triggering.

Tune in to hear more about:

• What financial elder abuse is and what forms can be most commonly identified.
• Why it's an issue usually swept under the rug.
• What accountants can do to identify and stop financial elder abuse in its tracks.
• How practitioners can balance confidentiality with duty of care.
• What to do next if you're suspicious of financial elder abuse.

You can contact the Accountants Daily team and podcast host Imogen at [email protected].

This week on Accountants Daily Insider, Drew Pflaum, co-founder and chief executive of SavvyWise, joins Imogen in the studio to chat about his mission to revolutionise the AI landscape in accounting firms for tax professionals.

Tune in to hear more about:

• What SavvyWise is all about and its mission in the tax and AI world.
• How SavvyWise has grown exponentially in just six months.
• Drew's extensive background of being an accountant.
• The countless opportunities AI presents tax professionals.
• The effective and efficient key to adoption.

If you would like to know more about SavvyWise and how it could transform your accounting firm, visit their website at https://www.savvywise.com.au/.

This week on UTH, Imogen is joined by Sharon McClafferty, chief executive of Slipstream Group, to chat about growth, goals and identifying the right path forward.

Tune in to hear more about:

• Sharon's background and journey to becoming CEO of Slipstream.
• What drives her to help accounting firms achieve their goals.
• How she finds and recruits coaches.
• Her approach to working with new clients.
• What's next for Slipstream.

You can contact the Accountants Daily team and podcast host Imogen at [email protected].

On the second episode of Advisory Advantage hosted by Brent Szalay and Imogen Wilson, the pair break down the 12 traps accountants often fall into when trying to jumpstart their advisory journey.

Tune in to hear about:

• The three buckets the 12 traps fall into: mindset, structure and culture.
• Why a solid strategy is always the answer.
• Purpose versus production.
• The human skills gap.
• This month's game changer move!

Leaders in Business: Don't guess where you sit on the advisory spectrum – test it. Take the Client Advisor Readiness Quiz. It'll show you where you're already thriving, and where the right structure, tools and clarity could take you further, beyond the numbers.

This week on UTH we are joined once again by Miriam Holme and David Perrott of FAB Tax to chat about all things SMSFs and superannuation – what you can do, what you shouldn't do and what needs to change.

Tune in to hear more:

• How Miriam bought her business property through her SMSF.
• The controversy associated with this, how it can be accomplished and why it could be a potential option for some people.
• The sole purpose test and the cruciality associated with sticking to it.
• David's professional perspective and thoughts on SMSF purchases and the super industry as a whole.
• Real life examples of when and how it has worked, and when it really hasn't.

You can contact the Accountants Daily team and podcast host Imogen at [email protected].

Jarvis Archer, Business Reset director and registered liquidator, joins us on UTH this week to share his renowned expertise in insolvency, SBR, and the small business landscape.

Tune in to hear more about:

• Jarvis' current outlook on the insolvency industry.
• When, how and why SBR works versus when it doesn't.
• Director penalty notices and director loans.
• Jarvis' prediction for the future of small businesses and insolvency.

Tune into the upcoming Business Reset webinar on phoenixing here: https://b-reset.info/4ooKyfP

You can contact the Accountants Daily team and podcast host Imogen at [email protected].

This week on UTH, we are celebrating one year with Natalie Lennon, founder and director of Two Sides Accounting. Natalie shares the challenges and big wins involved with starting your own firm shaped around personal goals, values and ambitions.

Tune in to hear more about:

• Nat's journey to founding and running her own accounting firm.
• Understanding Gen Z in the workplace.
• How Two Sides transformed over time to become what it is today.
• How Nat helps and communicates with her clients.
• How to build confidence in taking the leap.

You can contact the Accountants Daily team and podcast host Imogen at [email protected].

As regulations get more complex, accounting firms are teaming up with brokerages to give their clients better financial outcomes. Tune in to this episode of Accountants Daily Insider to hear from Tom and Ben Hawley, founders of Azura Financial, to find out how brokers and accountants can create strategic relationships to help clients and drive further business.

Tune in to hear more about:

• Why should there be strategic collaboration between the broking and accounting professions?
• How accountants can lean on, and leverage, brokers.
• Differences in finances that accountants and brokers need to be aware of.
• The outlook of the accountant-broker relationship over the next five years.

This week on the Accountants Daily Podcast Network we are introducing Brent Szalay, managing director of Leaders in Business, to the first episode of a new 12-month series. Over the next 12 months, Szalay will be chatting with co-host Imogen about all things 'advisory', sharing what the f*** it actually is, and how accountants can be doing it better.

Tune into the first episode to hear more about:

• What advisory actually means.
• Why accountants aren't actually doing it.
• The unique needs of clients and why they need to be listened to.
• The impact of being strategic, rather than reactive.
• Szalay's first game-changer move.

Leaders in Business: Don't guess where you sit on the advisory spectrum – test it. Take the Client Advisory Readiness Quiz. It'll show you where you're already thriving, and where the right structure, tools and clarity could take you further, beyond the numbers.