Advisory Advantage: 12 traps stopping advisory from taking off
Update: 2025-11-25
Description
On the second episode of Advisory Advantage hosted by Brent Szalay and Imogen Wilson, the pair break down the 12 traps accountants often fall into when trying to jumpstart their advisory journey.
Tune in to hear about:
- The three buckets the 12 traps fall into: mindset, structure and culture.
- Why a solid strategy is always the answer.
- Purpose versus production.
- The human skills gap.
- This month's game changer move!
Leaders in Business: Don't guess where you sit on the advisory spectrum – test it. Take the Client Advisor Readiness Quiz. It'll show you where you're already thriving, and where the right structure, tools and clarity could take you further, beyond the numbers.
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