As bonus material coming out of Sam’s podcast episodes on shifting from an expert to advisor mindset, we have designed a questionnaire you can utilise to self-assess where you are on the spectrum, showing areas for improvement.

Most people struggle with strategy and more importantly the execution of it. It’s not something that only accountants struggle with, it’s universal.  We’ve surveyed and spoken to hundreds of accountants and firms to find out what their major blocks are to growing their businesses and adjusting to the future.

There are some common beliefs and misconceptions that could be blocking your success as an Advisor as well as repelling clients. These are beliefs I’ve seen many of my clients deal with and what I experienced earlier in my journey.

When I was starting my journey to becoming a proactive advisor, I realised that I needed to take charge of the client relationship and to deliberately change the conversation. To be the one to instigate and open the dialogue well before my client does. At this stage, there were a couple of things that I struggled with.

There are some guidelines to launching new products, that you really should consider. These apply to any type of business, not just to professional services. Sam Dean talks about the three things you must know…

One key question I seem to get asked regularly is; what’s wrong with being a compliance practice and why should I add new services when we’re already flat out? Both good questions however, with limited growth potential. Let’s consider a few key points.