Common Myths about Advisory







Me?
Become an Advisor?
Can’t you see I’m busy?

What is keeping you from changing the way you work with clients? From becoming a highly valued partner in your client’s business success? From billing for the impact you make rather than the number of hours you spend?


I’m guessing it is one of these commonly held (but erroneous) beliefs:

  • Small business clients won’t spend money on advisory services

FACT: Small businesses are desperate for insights, for advice, for automation that helps them do more with less. If you can show them how to improve their financial results they can afford to pay you. Teach them how to fund that small* additional investment it will take to get you on their team. *By small, I mean small in relation to the impact you can make on their business. What’s $10,000 if you can improve cash flow by $100,000?

  • Accountants don’t make very good advisors

FACT: Accountants have the perfect skills to help their clients build the business of their dreams, but they need to apply those skills in new ways and get training from others (like me). They need detailed guides and “ how to’s” that make it easy for them to provide repeatable services across their client base. Anyone who can work with numbers and understand the flow of information through a business can deliver Level 5 Advisory services. There are no training prerequisites to this material.

  • I don’t have time to develop a new service line

FACT: You would have time if you stopped serving some of those low paying, highly demanding clients of yours. What if you had 5 really good clients a year? How would your life change?

  • Advisory work is difficult to systematize and leverage

FACT: It would be difficult if you had to create the materials yourself. But we’ve done the work for you. With more than 100 tools, including 14 hours of videos, you have everything you need all in one Online Training Program. These tools, created by Edi Osborne at MentorPlus, are the very tools I use with winery clients in the Napa Valley. They have been used by firms all over the world, resulting in millions of dollars of additional revenues.

All it takes is a shift in the way you see yourself and the great work that you do.
Don’t listen to the voices of doubt in your head.
Start now. Stop pushing that rock up a hill. Make an investment in yourself.

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Crossing Borders Shouldn’t Make You (or your client) Cross

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Making Space for Advisory: Kondo Your Clients