What if you could revolutionize your career from a compliance-based accountant to a sought-after business advisor? Join us as Amanda C. Watts from the Business Advisory Academy shares her journey into the accounting world and how she has transformed the landscape for accountants, bookkeepers, and CFOs. Inspired by her father's challenges and triumphs in the industry, Amanda reveals how a simple marketing tweak—like using her middle initial—can set you apart online and highlight your expertise in a crowded digital space.
Explore the power of building strong client relationships through authenticity and strategic questioning. Amanda emphasizes the importance of empowering clients to find their own solutions, which often leads to more meaningful outcomes than traditional advice. By embracing vulnerability and leveraging a network of experts, advisors can provide unparalleled support, fostering trust and long-lasting connections. Learn actionable strategies for those ready to transition into advisory roles, including how to start by supporting current clients beyond mere compliance, boosting both confidence and capability.
Dive into the nuances of effective sales conversations and relationship-building tactics that go beyond conventional marketing methods. Amanda and I discuss the benefits of transparent pricing and pre-call insights, which facilitate smoother dialogues and stronger client bonds. Discover how showcasing genuine pride in your offerings during sales calls can enhance trust and authenticity with potential clients. Tune in to gain insights into Amanda's streamlined sales process strategies and learn how to connect with her for further guidance in elevating your advisory services.
This episode is brought to you by Bill.com
- Get Started with BILL. BILL Spend & Expense isn't your typical expense software - it's a powerful, free platform that works with the BILL Divvy Card to put you in control. We're talking credit lines from $50,000 all the way up to $5 million. That's fuel for expansion, strategic investment, and seizing those critical opportunities. See how BILL Spend & Expense can transform your business now at bill.com/promo500. Terms and conditions apply.
Ready to turn your firm into a lead-generating, profit-driving machine?
We help Bookkeepers, Accountants & Fractional CFOs generate consistent local leads, book perfect-fit appointments, and close premium clients, without cold outreach or ad guesswork.
Let’s map out your growth plan together → Book your free strategy call