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 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.
What's covered?
In this session you will learn:
What is the difference between being an Accountant 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.
Speaker
Amy Vetter
CPA, CITP, CGMA, MBA, and Certified Speaking Professional (CSP)
Amy Vetter, CPA, CSP, Yogi, Musician, is a dynamic keynote speaker and CEO of The B³ Method Institute. Through her innovative B³ Method®—Business + Balance = Bliss—and Fulfillment ROI® measurement system, she demonstrates how well-being directly drives business success.
Drawing from over 25 years of finance and technology leadership and her training as a certified health and life coach, Amy helps leaders protect the human side of AI. Host of the Breaking Beliefs podcast and author of Disconnect to Connect, she continues to transform how leaders build thriving, purpose-driven cultures.
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