Artwork

Content provided by Amanda C. Watts. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Amanda C. Watts or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
Player FM - Podcast App
Go offline with the Player FM app!

55. Visionaries and Integrators: Unlocking Your Advisory Style

23:12
 
Share
 

Manage episode 443907142 series 3547082
Content provided by Amanda C. Watts. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Amanda C. Watts or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

In this episode, we explore the two distinct roles within business advisory: Visionaries and Integrators. Discover how understanding and leveraging your own strengths, or partnering with those who complement your skills, can create a powerful and successful advisory practice.

Key Takeaways:

  • Understand Your Role: Identify whether you're a Visionary or Integrator to better understand your natural strengths and weaknesses.
  • Leverage Your Strengths: Play to your strengths and focus on the areas where you excel.
  • Complement Your Skills: Partner with advisors who have complementary strengths to create a well-rounded team.
  • Embrace the Power of Collaboration: Visionaries and Integrators can work together to achieve remarkable results.
  • Understand Your Clients' Needs: Tailor your approach to meet the unique needs of your clients, whether they require visionary guidance or practical implementation.
  • Break Free from Stereotypes: Don't limit yourself to a specific role. Both Visionaries and Integrators can offer valuable services and skills to their clients.
  • Continuously Develop: Invest in your professional development to expand your capabilities and stay ahead of industry trends.

Want more? Join THE FREEDOM TRIBE
Here's all the FREE BONUSES you'll receive when you join our exciting community on Skool; The Freedom Tribe

  • Global Community Of Peers: CPAs, accountants, fractional CFOs, bookkeepers and finance professionals from all over the world sharing ideas, best practice and innovations with each other.
  • Digital copy of Amanda's NEW BOOK, the Business Advisor Playbook: 300+ pages that will transform your approach and share the strategies you need to create, sell and deliver business advisory services.
  • Digital copy of 500:200 Model™ Guide: My tried-and-tested formula for taking home at least 200K with business advisory revenue of 500K.
  • 12 Days Of Business Advisory video series: that walks you through creating the perfect advisory offer.
  • Hand Picked And Categorised episodes of the Business Advisor Podcast to accelerate your journey from a compliance-led to an advisory-led practice.

PLUS: There are a few other surprise bonuses that can be UNLOCKED once you are inside the community: Get Clients Course and 5 Day LinkedIn Challenge. Super excited to see you there, and looking forward to helping you achieve all that you want in life.

-
Speak to you in the next episode...

  continue reading

88 episodes

Artwork
iconShare
 
Manage episode 443907142 series 3547082
Content provided by Amanda C. Watts. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Amanda C. Watts or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

In this episode, we explore the two distinct roles within business advisory: Visionaries and Integrators. Discover how understanding and leveraging your own strengths, or partnering with those who complement your skills, can create a powerful and successful advisory practice.

Key Takeaways:

  • Understand Your Role: Identify whether you're a Visionary or Integrator to better understand your natural strengths and weaknesses.
  • Leverage Your Strengths: Play to your strengths and focus on the areas where you excel.
  • Complement Your Skills: Partner with advisors who have complementary strengths to create a well-rounded team.
  • Embrace the Power of Collaboration: Visionaries and Integrators can work together to achieve remarkable results.
  • Understand Your Clients' Needs: Tailor your approach to meet the unique needs of your clients, whether they require visionary guidance or practical implementation.
  • Break Free from Stereotypes: Don't limit yourself to a specific role. Both Visionaries and Integrators can offer valuable services and skills to their clients.
  • Continuously Develop: Invest in your professional development to expand your capabilities and stay ahead of industry trends.

Want more? Join THE FREEDOM TRIBE
Here's all the FREE BONUSES you'll receive when you join our exciting community on Skool; The Freedom Tribe

  • Global Community Of Peers: CPAs, accountants, fractional CFOs, bookkeepers and finance professionals from all over the world sharing ideas, best practice and innovations with each other.
  • Digital copy of Amanda's NEW BOOK, the Business Advisor Playbook: 300+ pages that will transform your approach and share the strategies you need to create, sell and deliver business advisory services.
  • Digital copy of 500:200 Model™ Guide: My tried-and-tested formula for taking home at least 200K with business advisory revenue of 500K.
  • 12 Days Of Business Advisory video series: that walks you through creating the perfect advisory offer.
  • Hand Picked And Categorised episodes of the Business Advisor Podcast to accelerate your journey from a compliance-led to an advisory-led practice.

PLUS: There are a few other surprise bonuses that can be UNLOCKED once you are inside the community: Get Clients Course and 5 Day LinkedIn Challenge. Super excited to see you there, and looking forward to helping you achieve all that you want in life.

-
Speak to you in the next episode...

  continue reading

88 episodes

All episodes

×
 
Loading …

Welcome to Player FM!

Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.

 

Quick Reference Guide

Copyright 2025 | Privacy Policy | Terms of Service | | Copyright
Listen to this show while you explore
Play