Advisory Amplified

Raleigh: You’re Already Doing Advisory. Now Charge for It.

The Advisory Amplified tour kicked off in Raleigh, North Carolina, and guest host Nancy McClelland (the Dancing Accountant and host of She Counts) took her purple mic on the go, from the night-before pre-show all the way to the closing happy hour. This one is all roving, recorded-on-the-go interviews from around the venue, so you’ll hear the energy of the room right along with the conversations.

Firm owners also share what’s working for them. They price advisory into tiers clients can see, show ROI in money or in time, niche deeper, and use the day’s best ideal-client advice: “hold out or hold your nose.” You’ll also meet a first-timer who left her first accounting conference with an action list, hear how the IKEA effect applies to change management, and learn why meeting firms nearby leads to better referrals.

Featuring Margie Remmers, Lynnette Oss Connell, Rich Francis, Becky Martinez, Audrey Blackburn, Sami Grady, Sabrina Parris, April Walker, Megan Lewczyk, Scott Scarano, Tony Proctor and more.

Missed the tour? Get every session plus full CPE on your own time at advisoryamplified.com/playback.

This episode is sponsored by Meridian by Pilot, the AI operating system for accounting firms. Learn more at meridian.pilot.com/aa.

Chapters
00:00 Welcome to Raleigh
03:16 Pre-show with Margie Remmers: the experience gap
07:56 Morning roving interviews: what’s holding advisory back
21:00 How do you get clients to pay for advisory?
25:12 Tiered pricing and niching
35:56 Scaling relationship-driven work
39:12 Becky’s first accounting conference
46:40 The QR code earrings story
49:28 Happy hour takeaways
59:44 Accounting Cornerstone Foundation
61:08 Tony Proctor on why local events work
68:08 Wrap-up and next stop: Nashville