I've seen it a thousand times. You offer a client "business advisory," and their eyes just glaze over. You know you can help them improve their cash flow or grow their business, but they just nod politely and say, "Maybe later." The truth is, it's not that they don't need your help; it's that they can't see what you're really offering. "Advisory" is vague. It's intangible. And if a client can't paint a picture of it in their mind, they will never buy it.

Most of us are selling the equivalent of a "nutrition support drink"—a grey, plain, unexciting offer. In this episode, I'm going to show you how to sell "The Energy Shot" or "The Glow Blend" instead. I'm breaking down the three biggest mistakes accountants and bookkeepers make when they try to sell advisory, and I'm giving you my three powerful frameworks for naming your program so that clients instantly get it and, more importantly, want it. This is how you stop selling a vague service and start selling a story your client desperately wants to step into.

Key Takeaways

1. What’s the one word you’re probably using to describe your services that makes clients think it should be free? (Hint: It’s not "help".)
2. Are you selling a boring "nutrition support drink" or an irresistible "Glow Blend"? Learn the simple smoothie bar analogy that will forever change how you package your advisory offer.
3. Why treating advisory like a "one-off fix" is not only hurting your clients' transformation but also killing your recurring revenue potential.
4. Discover the difference between an "Identity-Based" name and an "Outcome-Driven" name, and which one is the perfect fit for the clients you want to attract.
5. How can you create a "Signature Blend" name for your program that's not only memorable but also gives you a unique piece of intellectual property to build your brand around?

Want more freedom and higher profits in your firm? Download the free Value Pricing Toolkit here: ⁠⁠⁠⁠https://info.businessadvisoracademy.com/toolkit⁠⁠⁠⁠

It gives you the complete proven system to break free from hourly billing, charge for impact, and grow your advisory firm to £500K+.

We’ve talked about how to start your advisory sessions with a strong takeoff using the 3P agenda, and how to land them smoothly with the 3C close. But what about the part in between? The middle is where most advisory conversations get lost. You start with a great agenda, but somewhere along the way, the conversation drifts. Your client starts telling a long story, and before you know it, you’ve spent half the meeting listening and nodding, but haven’t actually moved anything forward.

A great takeoff and a smooth landing mean nothing if the flight path meanders. If you don't steer during the flight, you won't reach the right destination. Your role as an advisor is to guide, not just to listen like a therapist. So how do you do that without feeling bossy or cutting your client off?

In this episode, I’m giving you the simple, gentle framework for steering the middle of the conversation. I call it your flight path, and it’s a three-step process—Listen, Lead, and Frame—that keeps you in calm, confident control. This is how you take a client's messy, emotional story and turn it into a clear, focused strategy, proving you’re the strategic guide they invested in.

Key Takeaways

1. Your meetings have a perfect takeoff and a smooth landing, so why do they still crash and burn? Discover the critical "flight path" that determines if your advisory sessions actually reach their destination.
2. Are your advisory sessions in the "sweet spot" of control, or are you stuck in the drift zone? We break down the two simple axes—Direction and Structure—that every great advisor must master to stay in control.
3. What if you could gently guide any conversation back on track without feeling bossy or cutting your client off? Learn the simple 3-step "Listen, Lead, Frame" technique to maintain control and connection.
4. Why is jumping in to "fix" your client's problem often the worst thing you can do? Discover the art of purposeful listening to uncover the real issue hidden beneath their symptoms and stories.
5. What is the one tiny habit that instantly transforms you from a friendly ear into a trusted strategic advisor in your client's mind? It's all about how you "play back" what you've heard to bring order to their chaos.

Want more freedom and higher profits in your firm? Download the free Value Pricing Toolkit here: ⁠⁠⁠https://info.businessadvisoracademy.com/toolkit⁠⁠⁠

It gives you the complete proven system to break free from hourly billing, charge for impact, and grow your advisory firm to £500K+.

You've just had a fantastic advisory session. The energy was high, the insights were flowing, and you feel like you really connected with your client. But then, the clock starts winding down, and it all ends with a vague, "Great chat, let's catch up soon!" A week goes by, then two and nothing happens. The momentum is gone, your authority has slipped, and the value you created gets lost in the noise.

A great flight needs both a clear takeoff and a smooth landing. In a previous episode, we talked about starting strong with the 3P Framework. Today, we’re talking about the landing—the most critical part of the journey that determines whether the entire experience felt valuable and worth taking again. A weak ending is like circling the airport without ever touching down; it just burns energy and leaves everyone wondering where to go next.

In this episode, I’m giving you my simple, three-part framework for landing every conversation perfectly. I call it the 3C Closeout: Clarity, Commitment, and Calendar. This is how you turn a nice chat into a necessary, transformational conversation. I'll walk you through how to name the win, turn ideas into owned actions, and lock in momentum so that every single client leaves with clarity, confidence, and a clear plan.

Key Takeaways

1. Why is the end of your client meeting just as dangerous as the beginning? Discover the "smooth landing" technique that prevents your advisory sessions from crashing and burning right at the finish line.
2. What are the three things that silently unravel the moment you end a meeting with "great chat, let's catch up soon"? We reveal how this simple phrase kills momentum and undermines your authority.
3. Can you really lock in client action and accountability in the final 60 seconds of a meeting? We break down the simple 3C Closeout (Clarity, Commitment, Calendar) that makes it possible every single time.
4. How do you turn a client's post-meeting "fog" of ideas into a laser-focused "win" that anchors your value in their mind? Learn the first, most crucial step of a powerful close that creates instant clarity.
5. Why isn't your advisory meeting truly over until the next one is booked? Find out the simple "Calendar" step that keeps progress alive long after the Zoom call ends and prevents clients from drifting away.

Want more freedom and higher profits in your firm? Download the free Value Pricing Toolkit here: ⁠⁠https://info.businessadvisoracademy.com/toolkit⁠⁠

It gives you the complete proven system to break free from hourly billing, charge for impact, and grow your advisory firm to £500K+.

Let's talk about something that's probably already sitting in your diary, hiding in plain sight: your client review meetings. Too often, these quarterly or monthly check-ins feel like a routine chore. The conversation drifts, you spend 45 minutes putting out fires, and you both walk away with a tired brain and no real direction. The meeting feels busy, but it doesn't create momentum.

But what if I told you these meetings are your single biggest opportunity? Not to pitch or hard-sell, but to create a moment of clarity that reminds your clients of their progress, resets their priorities, and opens the door to real, organic growth for both of you.

In this episode, I’m sharing my simple yet incredibly powerful 4R Framework—Reflect, Review, Refocus, and Renew. This is the exact structure I use to turn messy catch-ups into powerful, focused sessions that demonstrate your immense value. I’ll show you how to celebrate wins, translate data into insights, and identify your client's single most important priority—which naturally leads to upsells based on progress, not pressure.

If you're ready to turn your routine check-ins into the most valuable and profitable part of your client relationships, this episode is for you.

Key Takeaways

1. Are you driving your client reviews by only looking in the rear-view mirror? Learn the simple car analogy that reveals why most review meetings lack momentum and how to use your "dashboard" and "windshield" to create a clear path forward.
2. What is the one simple question most advisors skip that can completely change the energy of a client review in the first 30 seconds, building immediate trust and positive momentum?
3. Your job isn't to report the numbers; it's to translate them. Discover the key questions to ask that turn a boring data dump into a powerful strategic conversation where your true value shines.
4. How can one powerful question cut through your client's noise, identify their biggest priority, and naturally open the door to an upsell without a single, awkward sales pitch?
5. Monthly, quarterly, or annually? Find out the "sweet spot" for scheduling client reviews that maintains connection and momentum without creating repetitive noise, making them the true heartbeat of your advisory business.

Want more freedom and higher profits in your firm? Download the free Value Pricing Toolkit here: ⁠⁠https://info.businessadvisoracademy.com/toolkit⁠⁠

It gives you the complete proven system to break free from hourly billing, charge for impact, and grow your advisory firm to £500K+.

I've been there. You jump on a Zoom call, ready to be the strategic advisor your client hired you to be, and suddenly you're drowning in stories about their team drama, a random idea from their friend, or what they had for breakfast. Before you know it, you’ve lost control. You've gone from being the pilot of the plane to a passenger just along for the ride, and your authority is slipping away.

In this episode, I’m sharing the single most powerful tool I use to completely transform my client meetings. It’s a simple, three-part framework that takes seconds to deliver but instantly establishes you as the leader, builds incredible trust, and ensures every single session ends with clarity and a plan for action.

This isn't just about running better meetings; it's about creating a "confidence loop" that makes your clients see you as an indispensable partner. If you’re ready to stop being a note-taker and start being the trusted advisor you were meant to be, this episode is for you.

1. Is the smartest person in the room actually leading your client meetings? Discover the surprising reason you might be accidentally giving away your authority, and how to reclaim it in the first 30 seconds.

2. What if you could eliminate meeting drift forever with just three simple words? We’ll walk you through the powerful "3P Framework" that guarantees your clients feel led, safe, and ready to take action every single time.

3. Are you the pilot or the passenger in your own advisory sessions? Learn the critical difference and why flying the plane with a clear "flight plan" is the key to getting your clients incredible results.

4. There’s one sentence you can say at the beginning of a meeting that instantly answers your client’s biggest unasked question: “What’s in it for me?” Find out what it is and why it’s a game-changer for building value.

5. How can running one structured meeting create a powerful "confidence loop" that makes you a better advisor and your client a better business owner? We break down the psychology that turns good meetings into lasting trust and momentum.

   Want more freedom and higher profits in your firm? Download the free Value Pricing Toolkit here: ⁠https://info.businessadvisoracademy.com/toolkit⁠

   It gives you the complete proven system to break free from hourly billing, charge for impact, and grow your advisory firm to £500K+.

Let's be honest for a moment. Most of us aren't drowning in sales calls; we're starving for them. You're brilliant at what you do, but the feast-or-famine cycle of new inquiries is exhausting. It makes you second-guess your prices, your offers, and even the dream of building a real freedom business. But what if I told you that you're not bad at sales? You're just missing the one thing that makes sales effortless: good marketing. In this episode, I'm pulling back the curtain on my "10-Hour Marketing Rule"—the exact framework I use to generate consistent leads and attract clients who are already "pre-sold" before they even book a call. I’ll walk you through the simple, four-part weekly rhythm of Clarity, Creation, Connection, and Conversion that replaces stress with stability. This isn't about becoming a pushy salesperson or posting on social media 24/7. It's about creating a calm, intentional system that does the heavy lifting for you, building trust and momentum so you can finally get off the client rollercoaster and build the impactful business you deserve.

Key Takeaways:

1. The real reason your sales calls feel so hard (and why it’s not your fault). It’s a simple shift in perspective that can change the entire dynamic of your business development.

"You're not bad at sales. It's that you're missing the one thing that makes sales effortless. And that's good marketing." – Amanda C. Watts

2. Want to escape the client feast-or-famine cycle? There’s a simple, four-part rhythm that replaces panic and inconsistency with a calm, predictable flow of leads every single week.

"I want you to think of it as four clarity, creation, connection and conversion." – Amanda C. Watts

3. Imagine clients showing up to a call already convinced they want to work with you. This is the power of being "pre-sold," and it’s the ultimate goal of effective marketing.

"By the time someone books a call with you, they've already made up their mind. They've watched your videos, they've read your posts and listened to your podcast. They already know who you are." – Amanda C. Watts

4. Your marketing isn't just about getting clients; it's about setting them up for success. Learn why viewing your marketing as an act of service is the key to building trust and getting better results for everyone.

"Good marketing isn't vanity, it's service. It prepares the people to succeed when they finally become your clients." – Amanda C. Watts

5. Are you killing your own momentum without realizing it? Discover why consistent, focused effort is far more powerful than occasional bursts of intense activity.

"A burst of energy followed by silence kills momentum. 10 consistent hours every week will do more for your business than 30 hours once a quarter." – Amanda C. Watts

Want more freedom and higher profits in your firm? Download the free Value Pricing Toolkit here: ⁠https://info.businessadvisoracademy.com/toolkit⁠

It gives you the complete proven system to break free from hourly billing, charge for impact, and grow your advisory firm to £500K+.

This morning, I nearly let my dressing gown win. Waking up in that quiet, half-dreamy state, all I wanted was to stay on the sofa with a cup of tea. My to-do list felt a world away. It got me thinking about how we blame a lack of motivation when, often, the real culprit is our environment. It wasn't until I forced myself to go upstairs, get dressed, and put on my face that everything shifted. It was like flicking a switch; the energy returned, and I was ready to perform. I realized that specific spaces in my life fuel different types of energy—my desk for professional delivery, my sofa for creativity, and my walking path for clarity. In this episode, I explore how consciously designing these physical and digital environments is the true secret to unlocking your best performance. It’s not about finding more motivation; it’s about creating the momentum you need by sending the right signals to your brain. Freedom doesn't start with strategy; it starts with your state.

Key Takeaways:

1. Your clothes are a light switch for your brain. Ever feel sluggish working in your pajamas? There’s a scientific reason your brain isn’t in “go mode.”

"That's why getting dressed is such a powerful thing. It's not about what you look like, it's about the signal that it sends to your brain." – Amanda C. Watts

2. Are you trying to be creative in your performance zone? Different tasks require different energies, and your physical space is the container for that energy. Trying to do the right work in the wrong space is like fighting an invisible battle.

"I've learned that each environment serves a different part of me. My desk energy is delivery energy. My sofa energy is creative energy. And walking is clarity energy." – Amanda C. Watts

3.Burnout isn't just from overworking; it's from never being fully "off". When your work life and home life blend into one, your brain lives in a "gray zone," leading to exhaustion.

"And that's when burnout sneaks in. Okay? Not because you're working too hard, but because you're never fully working or fully resting." – Amanda C. Watts

4. Clutter isn't just in your cupboards; it's in your browser tabs. Your digital environment impacts your focus just as much as your physical one. Discover the simple weekly ritual that creates a calm, controlled start to every week.

"What I have noticed is the more successful someone becomes, the simpler their environment gets... Because space equals clarity, Clarity equals calm. And calm equals performance." – Amanda C. Watts

5. Stop searching for motivation; create momentum instead. The smallest change in your surroundings can instantly shift your state and make work feel effortless. What if putting on your shoes was all it took?

"Sometimes it's not motivation that we're missing, it's that momentum that we need to get into. And the momentum starts the second you change your environment." – Amanda C. Watts

Want more freedom and higher profits in your firm? Download the free Value Pricing Toolkit here: ⁠https://info.businessadvisoracademy.com/toolkit⁠

It gives you the complete proven system to break free from hourly billing, charge for impact, and grow your advisory firm to £500K+.

I once had what I thought was a dream client. They signed quickly and paid well, but the dream soon turned into a nightmare. Midnight emails followed by 7 a.m. follow-ups. Constant scope creep disguised as "just one more thing." I was on call 24/7, drowning in their demands, and it got so bad they started to chip away at my confidence, making me doubt my own abilities. In the end, after I had bent over backwards for them, they left me a bad review.

This was my first true "vampire client," and it taught me a lesson I’ll never forget: no amount of money is worth your energy, your boundaries, or your sanity.

We're taught how to win clients, but rarely how to choose the right ones. In this episode, I'm giving you the playbook to vampire-proof your business. We'll uncover the subtle red flags that scream "trouble ahead," from haggling over fees to disrespecting your process. I'll share the exact boundaries and non-negotiables I use to protect my time and energy—and give you the scripts to enforce them politely and professionally.

We'll also cover the four-step "Vampire Detox" for dealing with the bad-fit clients already on your roster. It’s time to stop letting one bad client ruin your day and turn your business into a monster. Let's create space for the clients who energize you, respect you, and make you remember why you started this in the first place.

Key Takeaways:

1. The True Cost of a Vampire Client is Energy, Not Time: The most significant damage from a bad client isn't the hours they consume, but the emotional and creative energy they drain, which impacts your ability to serve your best clients.

   "One vampire can undo the joy of hundreds of radiators. You can finish a day having worked with three amazing clients and one vampire. And you will remember only the vampire." - Amanda C. Watts

2. Learn to Spot the Red Flags Early: Recognizing the warning signs of a potential vampire client during the sales process is the most effective way to protect your business before they are on your books.

   "If the first question out of their mouth is, 'Can you do it cheaper?' then that's 100% a red flag because they're price shopping." - Amanda C. Watts

3. Boundaries Protect Your Ability to Deliver Your Best Work: Setting clear, firm boundaries around communication, scope, and payment isn't about being difficult; it's a professional necessity that allows you to maintain the high standards your good clients deserve.

   "You're not putting boundaries in to be mean. You're actually there so that they protect your ability to do your best work." - Amanda C. Watts

4. Have a Clear Process for "Detoxing" Bad-Fit Clients: If a vampire client is already in your business, you need a professional and structured plan to either reset the relationship or let them go, so you can reclaim your energy.

   "Every vampire teaches you something, and the faster you learn the lesson, the fewer vampires you will attract." - Amanda C. Watts

5. Saying No to Vampires Creates Space for Radiators: Every time you turn away a bad-fit client, you create the capacity to find and serve a "radiator" client—one who values you, respects your work, and makes your business enjoyable.

   "The more you say no to vampires, the more space you create for radiators." - Amanda C. Watts

   
   

   Want more freedom and higher profits in your firm? Download the free Value Pricing Toolkit here: https://info.businessadvisoracademy.com/toolkit

   It gives you the complete proven system to break free from hourly billing, charge for impact, and grow your advisory firm to £500K+.

If you've ever thought, "I just need more clients," I need you to listen to this. In my early days, I chased that exact goal. I was getting 33 new clients every six weeks, and on paper, it looked like I was crushing it. But behind the scenes? It was complete chaos. I was stretched thin, serving underpaying clients, and drowning in stress. It was my wake-up call: it's not about how many clients you have, it's about having the right ones.

In this episode, I'm pulling back the curtain on the counterintuitive truth about scaling your advisory business. We’ll do the simple math that proves you can build a thriving, profitable business with half a million in revenue from just 15-20 clients. Forget the hustle of chasing hundreds.

I'll introduce you to the two types of clients that exist in every business: the life-giving "Radiators" and the soul-sucking "Vampires." More importantly, I'll give you the exact filters to attract the former and repel the latter. This isn't just about changing your business model; it's about reclaiming your life, your energy, and your joy. Stop chasing more and start choosing better.

Key Takeaways

1. Stop Chasing More; Choose Better: The default belief that growth requires a higher volume of clients is a direct path to burnout. True freedom comes from working with a smaller number of high-quality clients.

   "I realised it wasn't about how many clients I had. I needed better clients, I needed fewer clients. I needed the right clients." - Amanda C. Watts

2. The Math to Freedom is Simple: You don't need an army of clients to reach significant revenue goals. A small, dedicated roster paying for high-value advisory is enough to build a profitable, low-stress business.

   "You don't need 100 clients, you don't even need 50. You can hit your revenue goals with 10, 15 or 20 well chosen clients." - Amanda C. Watts

3. Identify Your Radiators and Vampires: Not all clients are created equal. "Radiators" energize you and value your work, while "Vampires" drain your resources and blame you for their lack of results.

   "Radiators give off warmth, they energize you... Vampires suck the life out of you. They haggle over fees, they push your boundaries, and they demand more for less." - Amanda C. Watts

4. Use Filters to Protect Your Business: Actively filter potential clients based on values, mindset, and practical fit. Being selective is not a luxury; it's a critical defense against the chaos one bad client can create.

   "One vampire can undo the joy of five radiators. And actually, in all honesty, one vampire can undo the joy of your entire client roster." - Amanda C. Watts

5. Deliver Emotional ROI: Clients aren't just buying your time or strategies; they are buying confidence, clarity, and peace of mind. Focusing on this deeper value allows you to charge more and deliver a greater impact.

   "They're not buying hours... What they're buying is ROI... they need to buy peace of mind. They need to buy clarity. They need to buy confidence because they need someone that has their back." - Amanda C. Watts

Want more freedom and higher profits in your firm? Download the free Value Pricing Toolkit here: https://info.businessadvisoracademy.com/toolkit

It gives you the complete proven system to break free from hourly billing, charge for impact, and grow your advisory firm to £500K+.

In this episode, I get raw and real about the five critical mistakes that turn a dream into a nightmare. We’ll expose the difference between being a busy “doer” and a high-value advisor. I’ll show you how selling your time traps you, why saying “yes” to everyone is a recipe for burnout, and how a lack of boundaries invites chaos.

But more importantly, I’ll give you the escape plan. We’re flipping the script to design a Freedom Business—one that runs on your terms, attracts dream clients, and serves the life you actually want to live. It all starts with one powerful tool: your Playbook. Are you ready to stop feeding the monster?

Key Takeaways

1. Shift from Doer to Advisor: The foundation of a freedom business is guiding clients, not executing tasks for them. This positions you as a strategic partner, not an expensive employee.

   "What most advisors are doing is giving men fish... you're doing the work rather than being a strategic advisor." - Amanda C. Watts

2. Sell Transformation, Not Time: Tying your income directly to your hours creates an unbreakable ceiling on your earnings and freedom. Focus on the value of the outcome you provide.

   "You're trapped in the time for money equation. And there's only so much time for you to work, which means that your earnings are completely limited." - Amanda C. Watts

3. Choose Your Clients Deliberately: Not all revenue is good revenue. Working with "vampire clients" who don't respect your value will drain your energy and kill your passion faster than anything else.

   "These bad fit clients drain your energy. They demand constant attention, and they very rarely value what you actually bring to the table." - Amanda C. Watts

4. Your Playbook is Your Map to Freedom: Without a clear plan detailing your numbers, business model, and priorities, you will drift off course and accidentally build the very business you were trying to escape.

   "If a pilot sets off from London aiming for New York, but the plane is just 2 degrees off the whole way there, they're not going to land in New York... And that's what happens in business when you don't have a playbook." - Amanda C. Watts

5. Design Your Business to Serve Your Life: Your business should be a tool to create the life you desire, not the other way around. Define your non-negotiables and boundaries first, then build your business around them.

   "What I'm asking you to do is ask yourself what you want your life to look like and how you want your business to serve the life that you want to have." - Amanda C- Watts

Want more freedom and higher profits in your firm? Download the free Value Pricing Toolkit.

Download the free Value Pricing Toolkit here: https://info.businessadvisoracademy.com/toolkit

It gives you the complete proven system to break free from hourly billing, charge for impact, and grow your advisory firm to £500K+.