In the second episode of the Advisory Advantage series on Accountants Daily Insider, our Managing Director, Brent Szalay, joins co-host Imogen Wilson to unpack the 12 common traps accountants fall into when trying to kickstart their advisory journey.
Drawing on real-world experience, Brent breaks these down into practical themes and explains why success in advisory isn’t just about doing more – it’s about thinking differently, building the right structure, and developing the human skills that drive real client value.
In this episode:
- The three key areas the 12 traps fall into: mindset, structure, and culture
- Why having a clear strategy is essential
- The difference between purpose and production
- The growing importance of human skills in advisory
- This month’s “game-changer” move
Direct listen here:
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