Do you call yourself an Advisor, but in actuality you find you are stuck in the compliance work? Alternatively, maybe you find that you are uncomfortable learning the advisory skills needed and instead choose to do the bookkeeping & accounting work because it is more familiar and comfortable? Being an Advisor is not for everyone. However, for those that desire to become an Advisor, it can be the most rewarding work of your career.Being an Advisor is a mindset. It is the relationship that the client desires so they can translate what the financial results of the business are telling them. When you have an advisory mindset, you understand both the operational and financial aspects of your client’s business and can create strategic plans with them to achieve their goals. That is when you become a true Cherished Advisor®, one that your client can’t imagine living without and you feel more fulfilled by the work you are doing.

In this session you will learn:

• What is the difference between being an Accountant/Bookkeeper and being an Advisor?
• The Cherished Advisor journey and the evolution of the client relationship.
• The personal steps to take to change your mindset and create the boundaries.
• between Accounting and Advisory.
• What the Advisory communication techniques are in order to deliver the most
• value to your clients.
• How to utilize technology to automate the transactional work and instead.

Spend more time developing the KPIs and Dashboarding to help you facilitate advisory conversations.