show episodes
 
Welcome to the Business Advisor Podcast, the go-to show for entrepreneurs and professionals tired of the grind of client work and eager to step into the role of a business advisor. This podcast is designed for those looking to increase their income and impact by transforming businesses and lives. Each week, we bring you practical, workshop-style episodes, insightful conversations, and a good dose of humor to equip you with the confidence, clarity, and cash flow strategies you need. So, hit t ...
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Now is the time of the Pioneering Practice! Best selling author and marketing expert Amanda C. Watts shares her book 'The Pioneering Practice' as an audiobook. Described as 'The number 1 authority in marketing for accounting firms in the world' Amanda's insights will transform the way you market your accounting practice. LEARN HOW TO MOVE WITH THE TIMES AND NOT GET LEFT BEHIND. There is becoming a strong divide in the accounting industry. There are accounting practices that are pioneering th ...
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show series
 
In this enlightening episode, Amanda C Watts delves into the world of introverts, particularly how they thrive as business advisors. She clarifies the true meaning of introversion, emphasizing that it's not about being shy or quiet but about where one draws energy from—introverts recharge in solitude, whereas extroverts gain energy from social inte…
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Today's episode dives deep into the critical topic of pricing strategies in the financial advisory sector, focusing on the transformative impact of appropriate pricing on business success. Amanda C Watts shares insights from personal experiences and common industry challenges that many financial professionals face when it comes to valuing their ser…
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In today's podcast, we dive deep into the essence of energy management and its pivotal role in achieving freedom within the advisory practice. Inspired by Nike's success story and their ten principles, the discussion transitions into a profound realization that beyond freedom, our business is essentially about managing energy effectively. Inspirati…
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Today's podcast delves into the significant shift occurring within the accounting profession, highlighting the evolving client expectations and the broader scope of value accountants and bookkeepers can offer. Our discussion centers around the fundamental challenges firm owners face in transitioning from a compliance-focused approach to providing i…
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Today's episode dives into a question many of you have been pondering: How do I shift my firm to focus on advisory services? The journey from a compliance-only firm to offering advisory services can seem daunting, but with the right approach, it's entirely achievable. Key Takeaways: Understand the Challenges: The major hurdles in shifting to an adv…
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In today's episode, Amanda C Watts delves into the nuanced world of Facebook advertising, particularly for those aiming to expand their email list and secure high-value advisory clients. Amanda shares insights from her extensive experience since 2015, balancing the highs of lucrative campaigns with the lows of financial losses. Amanda emphasizes th…
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In today's podcast Amanda emphasizes the strategic importance of an email list for engaging with your audience and securing the growth of your advisory practice in the long term. ​ Key Takeaways: Email Marketing is Alive: Despite common misconceptions, email marketing remains a powerful tool for direct communication with your audience, offering opp…
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In this episode, we delve into the art of delivering business advisory services through six distinct mechanisms, each serving as a unique channel to share your expertise and connect with clients on a deeper level. Key Takeaways: Understanding Purchase Motivations: Unlike compliance services, advisory services are sought after by clients based on de…
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Key Takeaways: In this episode, Amanda outlines the art of crafting compelling case studies that not only showcase your successes, but also draw in high-value clients eager for your expertise. Here's what you'll cover: Understanding Case Studies: We start by demystifying what a case study is - it's more than just a success story; it's a deep dive i…
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Key Takeaways: Transformational Decision: Explore the vital role of niching in transforming financial professionals' businesses. The Importance of Niching: Unveil how niching serves as a mindset pivot and drastically impacts success. Success Stories: Real-world examples underscore the transformative power of niching. Overcoming Fear: Tackling the c…
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In this essential episode for accountants and bookkeepers, we dive into the real struggles professionals face when attempting to harness the power of social media to attract high-value clients. Despite the enthusiasm, many find themselves caught in a disheartening cycle, posting content that fails to engage potential clients, leading to the prematu…
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This episode provides invaluable insights into the power of mindset in personal and professional growth, particularly for those in the entrepreneurial journey, offering practical advice for becoming more visionary and less victimized by circumstances. Key Takeaways: Mastering Your Mindset: Discover how to overcome doubts and fears to achieve your d…
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Empowering Advisory Sessions: Beyond Giving Advice Key Takeaways: Redefining the Advisor Role: Contrary to common belief, the role of a business advisor extends beyond merely giving advice. Effective advising involves listening, understanding fears, and building confidence in clients. Tackling Fear and Lack of Confidence: Many potential advisors ar…
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This episode is a call to action for accountants to embrace a larger vision, to see beyond the numbers, and to commit to making a difference in the world, one client at a time. Ongoing Journey: This podcast is not a series with an end, but an ongoing journey dedicated to sharing insights, stories, and strategies for accountants and financial profes…
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Key Takeaways: Importance of Community: Creating a community around your advisory practice is essential for fostering customer loyalty, enabling free marketing through word-of-mouth, and ensuring long-term sustainability and growth of your firm. Analogies for Understanding: Comparing your advisory brand to a party helps illustrate the value of tran…
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This episode is packed with insights for accountants looking to elevate their practice by transitioning to advisory services, emphasizing the importance of how they present and market themselves to potential clients. Key Takeaways: Transitioning to Advisory Services: Transitioning from compliance work to advisory or CFO services is crucial for acco…
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In this episode of the Business Advisor Podcast Amanda shares what separates the top 1% of accounting, CPA and bookkeeping professionals from the other 99%. And no, it isn’t a discussion on morning routines, or goal setting, or ice baths or mantras. It is a roadmap for accountants and advisors aspiring to elevate their practice and achieve signific…
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In business mistakes are inevitable. And to have a successful business they are absolutely necessary. But how do you overcome hurdles and pick yourself back up when you get knocked down? Or when you lose 1 million pounds... Key Takeaways: Identify Internal Blocks: Recognize that personal doubt and lack of belief can significantly hinder business gr…
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Listen to this episode to learn how to shift your practice from compliance to advisory services effectively, leveraging the understanding of why clients buy to attract better clients and provide more value. Whether you're just starting in advisory services or looking to refine your approach, this episode offers valuable insights into positioning yo…
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As my business grew and evolved, so to did the way that I managed my time, and the way that I worked. Join me as I share the strategies and structures that have worked from me through the 4 stages of business growth. Key Takeaways: Discover strategies for effective time management that aligns with your business goals and personal life. Learn how to…
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In episode 11 Amanda explores the transformative power of partnerships in accelerating business growth, expanding reach, and establishing credibility in your chosen market. Key Takeaways Leveraging Partnerships: Utilize strategic alliances and joint ventures to quickly gain trust and credibility among your target audience. Capitalizing on Establish…
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In this episode Amanda explores Imposter Syndrome, how it has affected herself and others, and share tips to combat those pesky self-doubts. Your path to believing in yourself, and confidence in your ability as an advisor, starts here. Key Takeaways: Understanding and acknowledging imposter syndrome is the first step toward overcoming it. Leveragin…
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In this episode I share with you my top five strategies for selling your advisory/coaching offers… and what to do if your offers are currently met with crickets. Key Takeaways: Strategies for Selling Advisory and Coaching Offers: Learn how to effectively sell your advisory and coaching services. Overcoming the 'Crickets' Reaction: Tactics for engag…
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In today's episode, Amanda dives deep into the 6 elements of designing a personal brand as a business advisor. Whether you already have a strong personal brand or are invisible online, this podcast will help you understand how to put the foundations in place to stand out and attract opportunities to you, opportunities in the way of clients, speakin…
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In this episode, Amanda explores the impact of having toxic clients in your firm. She shares how to spot one, how to fire them, and when is a good time to fire them. We all have those Vampire clients that suck the life out of us, sadly all too often fear of losing the money stops us from taking action and not selling our soul to the devil. Tune in …
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As we sadly watch the accounting profession become more and more commoditized, we must find a way to differentiate ourselves in the marketplace and become more relevant than ever before. In the latest podcast, Amanda C. Watts shares the importance of relevancy and the shift that accountants need to make to ensure they get paid their value. Key Take…
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If you have been in business for more than the last 5 minutes you will know what a business coach is. The coaching industry has done a great job of marketing itself, and ensuring that all business owners believe that they need a coach. When, in fact, what business owners need (in most instances) is an expert advisor with a financial background – YO…
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In this, the first episode of the Business Advisor Podcast, your host Amanda C. Watts outlines the benefits of an advisory offer (for you and your clients) and why it is such an important role to take. Key Takeaways: Transition from Technician to Advisor: Amanda discusses the transformation from being a technician working in your business to becomi…
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One of the biggest hurdles in finding advisory clients is the difficulty in articulating what exactly it is and the value that it provides. Creating a model and and an offer that is easy to talk about, easy to understand and can be explained visually as well, is key to showing the value of your advisory services. Recap / Takeaways Simplicity in Adv…
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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 thei…
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People are consuming more - of everything - than ever before in history. While many see this as a bad thing, it can work to your advantage. Creating content, blogs, videos, books, guides, reports, and more, allows you to reach out and touch your ideal client where ever they are. As well as influence them without even meeting them. Key Takeaways: Co…
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Everything you do leaves an online footprint. Your job is to create a footprint that others want to follow, and to bring their friends with them. Thank you for listening. P.S. Not all accountants are created equal. When you are ready to become a VITAL accountant (Value, Impact, Trust, Agile and Lucrative) here is how you can get help: 1. Watch The …
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Now is the age of The Pioneering Practice. A strong divide is emerging in the industry between traditional accounting practices and those that are running their business in a more pioneering way. Thank you for listening. P.S. Not all accountants are created equal. When you are ready to become a VITAL accountant (Value, Impact, Trust, Agile and Lucr…
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Positioning is not about being seen as different from your competition, it is about being seen as the only solution to your clients problems. Thank you for listening. P.S. Not all accountants are created equal. When you are ready to become a VITAL accountant (Value, Impact, Trust, Agile and Lucrative) here is how you can get help: 1. Watch The 15 M…
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Your brand isn't your logo, your business card or your pop-up banner you take to networking events. Your brand is a combination of how you look, how you act, and how you make people feel. It's what people say about you when you aren't in the room. Thank you for listening. P.S. Not all accountants are created equal. When you are ready to become a VI…
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Platform is another word for stage. In fact, it is a stage that elevates you above the crowd. Choose the right platforms and you'll soon stand head and shoulders above your competitors. Thank you for listening. P.S. Not all accountants are created equal. When you are ready to become a VITAL accountant (Value, Impact, Trust, Agile and Lucrative) her…
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Relationships first, sales second™. Understanding how to connect with your audience, how to build relationships is very important. The way in which trust, respect and good communication are formed today is very different from 10 years ago. Thank you for listening. P.S. Not all accountants are created equal. When you are ready to become a VITAL acco…
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Education based marketing is the sharing of knowledge with the purpose of building trust. It helps you establish credibility with your audience through educational messages. It is based on relationship building rather than selling. Thank you for listening. P.S. Not all accountants are created equal. When you are ready to become a VITAL accountant (…
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To lead and be seen as an authority you may think that you need to be the best in the world. But this isn't the case. In reality, you just need to be the best in your world. Thank you for listening. P.S. Not all accountants are created equal. When you are ready to become a VITAL accountant (Value, Impact, Trust, Agile and Lucrative) here is how you…
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Marketing automation enables you to engage and nurture leads and prospects. It is about removing you from the process by using a machine, some software, another person or a combination of all three. Thank you for listening. P.S. Not all accountants are created equal. When you are ready to become a VITAL accountant (Value, Impact, Trust, Agile and L…
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In order to persuade a prospect to buy from you, you have to create the right buying environment. Environment dictates the performance of you marketing and the success of your sales. Thank you for listening. P.S. Not all accountants are created equal. When you are ready to become a VITAL accountant (Value, Impact, Trust, Agile and Lucrative) here i…
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Imagine a platform that allows you to share your knowledge, build relationships, offer advice, answer questions and position yourself as an authority. That's the power of events. Thank you for listening. P.S. Not all accountants are created equal. When you are ready to become a VITAL accountant (Value, Impact, Trust, Agile and Lucrative) here is ho…
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This strategy brings together the previous 7, and shares with you the real power of running a pioneering campaign. Move from speaking with one prospect at a time and scale your sales. Thank you for listening. P.S. Not all accountants are created equal. When you are ready to become a VITAL accountant (Value, Impact, Trust, Agile and Lucrative) here …
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Once you have signed a new client the experience they have in the first 100 days with you will determine how long they stay, how good a client they are, and if they will refer you more clients. It is critical that you frame and then exceed their expectations of your firm. Thank you for listening. P.S. Not all accountants are created equal. When you…
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Managing your time is critical if you are going to successfully grow your accounting firm. Why? Because your cashflow follows your calendar. Thank you for listening. P.S. Not all accountants are created equal. When you are ready to become a VITAL accountant (Value, Impact, Trust, Agile and Lucrative) here is how you can get help: 1. Watch The 15 Mi…
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Here I thank the people that made this book possible (you know who you are) and outline the next steps that accountants, bookkeepers, CPA's and financial coaches can take in the marketing journey. Thank you for listening. P.S. Not all accountants are created equal. When you are ready to become a VITAL accountant (Value, Impact, Trust, Agile and Luc…
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Thank you for listening. P.S. Not all accountants are created equal. When you are ready to become a VITAL accountant (Value, Impact, Trust, Agile and Lucrative) here is how you can get help: 1. Watch The 15 Minute Case Study 5 real life examples of firms that are attracting high value clients, how they are doing it, and the two things you need to f…
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Thank you for listening. P.S. Not all accountants are created equal. When you are ready to become a VITAL accountant (Value, Impact, Trust, Agile and Lucrative) here is how you can get help: 1. Watch The 15 Minute Case Study 5 real life examples of firms that are attracting high value clients, how they are doing it, and the two things you need to f…
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