Business Advisor Academy

Business Advisor Academy Developing you into a confident, credible and highly sought after Business Advisor Earn more money through more meaningful work

Developing CPAs, accountants, bookkeepers, & IFAs into confident business advisors through our CPD accredited advisor certification.

13/03/2026

One of the biggest fears about becoming a business advisor is feeling like you need to have all the answers.

Yesterday one of my clients asked me how to build a successful YouTube channel.

The honest truth is my channel is niche and small, so I don’t pretend to know everything about growing one.

Instead of guessing or pretending, I told them what I knew and committed to finding the rest.

That moment reminded me of something important about advisory.

You don’t need to have every answer.

You just need to know how to find the right ones.

Find out more in today's video, it'll be a real mindset shift, and it's less than 6 mins, so dive on in...

That gap right there? That's where the money is going.You know you should follow up.You're just not doing it.You've got ...
24/02/2026

That gap right there? That's where the money is going.

You know you should follow up.
You're just not doing it.

You've got a list of people somewhere.

The ones who had a discovery call and then ghosted you.

The ones who said "not right now."

The ones who asked you to check back in and then you... didn't.

And you've told yourself a story about why.

"They would have come back if they were interested."

"I don't want to seem pushy."

"They've probably found someone else by now."

All of that is just making you feel comfortable, but it isn't true.

They had a real problem when they spoke to you.

A real, actual problem.

Big enough that they booked time with you.

Big enough that they showed up and told you about it.

That problem didn't disappear.

You did.

Following up isn't chasing.

It isn't desperate. It's professional. It's you saying, hey, I haven't forgotten about you and I still think I can help.

That's it.

I've had clients add a thousands of pounds in revenue in under ninety days just from going back through old conversations.

No new content. No ads. No new offer.

Just follow up.

New episode of the Business Advisor Podcast is out now. The Fortune in Your Follow-Up.

Link in the comments.

Unless you're in the profession, you don't understand the hell that is tax season.You used to get paid well for enduring...
12/02/2026

Unless you're in the profession, you don't understand the hell that is tax season.

You used to get paid well for enduring it.

Now? Your margins are squeezed. You're exhausted. And somehow, underpaid.

It never used to be this way.

You used to be valued. Respected. Trusted without question.

Now all you hear is: "Why does it cost that much?"

People don't see the value in the work you do. And honestly? It's soul-destroying.

So let me ask you something:

Do you really want to keep going like this?

Or would you rather do something people actually value?

The good news, though, is that your hard work doesn't have to go to waste.

You just need to leverage it differently.

Instead of doing the work FOR people, do the one thing AI and automation never will:

Be present.

Build a trusted relationship where your clients know you've got their back. Show you genuinely care about them and the outcome of the work you do together, and you will do something that AI can't do.

That's The Relationship Economy.

And it changes everything.

If you're still doing all your compliance work in-house and building an expensive team, and you haven't even looked at o...
12/02/2026

If you're still doing all your compliance work in-house and building an expensive team, and you haven't even looked at offshoring or outsourcing…

You're leaving money, time and energy on the table.

And I get it. Maybe you tried it before and it was a disaster. Maybe the work came back and you spent longer fixing it than if you'd just done it yourself. I hear that a lot.

But here's what I'd say to that.

That was then.

The quality now is genuinely not what it was even two or three years ago. It has improved massively. And if you're dismissing it based on an experience you had in 2019 or 2021, you owe it to yourself and your practice to take another look.

Its really fricken hard to run an accounting fir with good profits, where the founder actually takes home a good wage. i hear of people who work in industry, earn 100k, start their own firm and struggle to take home 50k. Double the work half the takehome. Telling themselves that the "freedom" they have given themselves is worth it.

Doh!

Listen, you and I both know that compliance fees are being squeezed. The traditional accounting firm is coming to the end of its era.

AI is coming for the process-heavy stuff. And firms overseas are delivering it faster and cheaper than most UK/USA practices can.

That's not a threat, it's not fearmongering. That's just what's happening.

So you've got two choices.

Keep competing on price for work that's getting commoditised by the day.

Or free yourself up from the stuff that's being driven down in value so you can focus on the work that actually moves the needle for your clients, enables you to make an impact and a blooming healthy profit.

This is the advisory. the strategy. The conversations that change how someone runs their business.

That's where your value is. That's where the profit is. And you can't do more of that if you're buried in bookkeeping and tax returns.

Offshoring isn't about cutting corners. It's about buying back your time so you can deliver more impact, charge what you're worth and build a practice that doesn't need you in it 50 hours a week.

If this has even made you a little bit curious, I've got something for you.

I'm running a free webinar with Tamryn Dicks where we're sharing exactly how to outsource with confidence, increase your profits and free up your time, without the horror stories.

If you would like to come, put your details into this page (here - https://businessadvisoracademy.com/webinar) , and we will send you the Zoom link.

Let me know below - what are your thoughts on offshoring/outsourcing... what are the horror stories and what are the wins you have had. The more you share the more the profession can learn and raise itself up.

When a client says "yes," what's the first thing you do? If you're like most advisors, you jump straight into delivering...
29/01/2026

When a client says "yes," what's the first thing you do? If you're like most advisors, you jump straight into delivering value to prove they made the right choice.

But that's a mistake.

The most valuable thing you can do in your first session isn't to give advice; it's to create a strong container so the advice can actually land. It's about slowing down to speed up.

This week's podcast episode walks you through how to structure this crucial first session for maximum respect and long-term success.

Listen now on Spotify: https://open.spotify.com/episode/5hc8b2uDcvttDyeBikmDyd?si=YQYK7KJaSTiWuB6_cG4HjQ

Ever had a client miss a call, turn up late, or quietly fall behind on a payment?You nod along because you don't want to...
27/01/2026

Ever had a client miss a call, turn up late, or quietly fall behind on a payment?

You nod along because you don't want to make a fuss, but over time, it wears you down.

You end up chasing diary changes and wondering if they're truly committed.

Here's the truth: That is not a client problem. It is an agreement problem.

This week's podcast episode gives you the exact script to set clear, powerful expectations from day one, so you never have to chase a client again.

Listen to episode 122 "How To Ensure Clients Do Not Miss Payments" now.
➡️ Listen on Spotify: https://open.spotify.com/episode/5hc8b2uDcvttDyeBikmDyd?si=YQYK7KJaSTiWuB6_cG4HjQ

When a prospect says, "Let me think about it," a critical shift happens.They become the decider, and you become the wait...
22/01/2026

When a prospect says, "Let me think about it," a critical shift happens.

They become the decider, and you become the waiter. And the moment you start waiting, your authority quietly leaves the room.

The biggest mistake advisors make is treating this as the end of the conversation, when it's actually the moment that matters most. It's your opportunity to lead.

This week's podcast episode teaches you how to hold the frame and guide the decision with confidence and integrity.

Listen now:https://open.spotify.com/episode/4f7YqlytaTLU2bOefgn4CL?si=nR0ZleFbQOqRW1iXlVq27Q

You know the moment. The sales call is perfect.They're nodding, engaged... and then they say the five words that make yo...
20/01/2026

You know the moment. The sales call is perfect.

They're nodding, engaged... and then they say the five words that make your stomach drop:

"Let me think about it."

And then... they ghost you.

That "almost yes" can crush your confidence more than a straight "no."
But it's not a reflection of your offer; it's a moment that calls for leadership.

This week's episode gives you the exact words to say to turn this vague stall into a clear, confident decision.

Listen to episode 121: "How to Overcome the Let me think about it Objection" now to learn more.

Listen on Spotify: https://open.spotify.com/episode/4f7YqlytaTLU2bOefgn4CL?si=nR0ZleFbQOqRW1iXlVq27Q

Imagine a giant, heavy metal wheel. At first, it takes all your effort just to move it a few inches.But you keep pushing...
15/01/2026

Imagine a giant, heavy metal wheel. At first, it takes all your effort just to move it a few inches.

But you keep pushing.
After one full turn, something changes.
It gets easier.
Soon, it's spinning so fast on its own that your only job is to not get in the way.

That's the power of a marketing flywheel.

But most advisors never get there because they keep switching wheels.

Our latest episode teaches you how to build one powerful flywheel and get it spinning for good.

Listen now:https://open.spotify.com/episode/3KHDqwHEnY5YkktNdWREvs?si=QnP0SM1iTGyr_4EmcyMKfA

Most accountants, bookkeepers, and finance professionals are sitting on advisory value they never monetise.Not because t...
14/01/2026

Most accountants, bookkeepers, and finance professionals are sitting on advisory value they never monetise.

Not because they lack skill.
But because they don’t have a model that works alongside their existing role.

So advisory stays theoretical. Or gets given away for free

If you’re an accountant, bookkeeper, or finance professional who knows you have more to offer but you’re not sure how to monetize your expertise without quitting your job or burning out, join me for a live Virtual event next Wednesday, 21 January at 9:00 am (UK time) focused on building advisory income alongside your current role.

In this live session, I’ll walk you through the exact process my clients use to build profitable advisory income as a side hustle. Register here: https://businessadvisoracademy.com/webinar

Does your marketing feel like a series of random, disconnected stunts?One month you're all-in on a launch, the next you'...
13/01/2026

Does your marketing feel like a series of random, disconnected stunts?

One month you're all-in on a launch, the next you're trying a new social media platform... and every time, it feels like you're starting from scratch.

You don't have a marketing problem. You have a momentum problem.

This week's podcast episode introduces the Marketing Flywheel, a simple model to create steady, predictable client attraction without the constant hustle and burnout.

Listen to "Implementing The Marketing Flywheel To Attract Premium Clients" now.
➡️ Listen on Spotify:https://open.spotify.com/episode/3KHDqwHEnY5YkktNdWREvs?si=QnP0SM1iTGyr_4EmcyMKfA

You lowered your price to make it an "easy yes." But you're still hearing "let me think about it." Why?Because cheap doe...
08/01/2026

You lowered your price to make it an "easy yes." But you're still hearing "let me think about it." Why?

Because cheap doesn't feel safe when the problem is expensive.

If a client's business is leaking £50,000 a year, a £2,000 solution doesn't feel reassuring; it feels suspicious. Their brain doesn't think, "What a bargain!" It thinks, "What's missing?"

This week's podcast episode dives deep into why underpricing your offer actually increases risk for the client and makes it harder for them to say yes.

Listen now: https://open.spotify.com/episode/2WAGLJJUuGfiVUZTgO1er2?si=TZeFXR63TwCbxOg0pZQOfQ

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