In this episode of the Advisory Advantage series on Accountants Daily Insider, our Managing Director, Brent Szalay, and co-host Imogen Wilson are joined again by Dr Marli Watt to explore how mindset can be the biggest barrier to stepping into advisory.

Together, they unpack why capability isn’t usually the issue – and how perfectionism, hesitation, and avoiding discomfort can hold accountants back from developing as effective advisers.

Marli Watt square

In this episode:

  • Why mindset, not capability, is often the biggest barrier to advisory
  • The value of a “progress over perfection” approach
  • How small, consistent actions build confidence and capability
  • The importance of presence and curiosity in client conversations
  • How leaning into discomfort helps you grow new skills

Listen here: