
116. Guiding The Conversation: How To Lead the Middle Of The Call
15/12/2025 | 9 mins.
We’ve talked about how to start your advisory sessions with a strong takeoff using the 3P agenda, and how to land them smoothly with the 3C close. But what about the part in between? The middle is where most advisory conversations get lost. You start with a great agenda, but somewhere along the way, the conversation drifts. Your client starts telling a long story, and before you know it, you’ve spent half the meeting listening and nodding, but haven’t actually moved anything forward.A great takeoff and a smooth landing mean nothing if the flight path meanders. If you don't steer during the flight, you won't reach the right destination. Your role as an advisor is to guide, not just to listen like a therapist. So how do you do that without feeling bossy or cutting your client off?In this episode, I’m giving you the simple, gentle framework for steering the middle of the conversation. I call it your flight path, and it’s a three-step process—Listen, Lead, and Frame—that keeps you in calm, confident control. This is how you take a client's messy, emotional story and turn it into a clear, focused strategy, proving you’re the strategic guide they invested in.Key TakeawaysYour meetings have a perfect takeoff and a smooth landing, so why do they still crash and burn? Discover the critical "flight path" that determines if your advisory sessions actually reach their destination.Are your advisory sessions in the "sweet spot" of control, or are you stuck in the drift zone? We break down the two simple axes—Direction and Structure—that every great advisor must master to stay in control.What if you could gently guide any conversation back on track without feeling bossy or cutting your client off? Learn the simple 3-step "Listen, Lead, Frame" technique to maintain control and connection.Why is jumping in to "fix" your client's problem often the worst thing you can do? Discover the art of purposeful listening to uncover the real issue hidden beneath their symptoms and stories.What is the one tiny habit that instantly transforms you from a friendly ear into a trusted strategic advisor in your client's mind? It's all about how you "play back" what you've heard to bring order to their chaos.Want more freedom and higher profits in your firm? Download the free Value Pricing Toolkit here: https://info.businessadvisoracademy.com/toolkit It gives you the complete proven system to break free from hourly billing, charge for impact, and grow your advisory firm to £500K+.

115. How To Finish Your Advisory Sessions Strong
08/12/2025 | 16 mins.
You've just had a fantastic advisory session. The energy was high, the insights were flowing, and you feel like you really connected with your client. But then, the clock starts winding down, and it all ends with a vague, "Great chat, let's catch up soon!" A week goes by, then two and nothing happens. The momentum is gone, your authority has slipped, and the value you created gets lost in the noise.A great flight needs both a clear takeoff and a smooth landing. In a previous episode, we talked about starting strong with the 3P Framework. Today, we’re talking about the landing—the most critical part of the journey that determines whether the entire experience felt valuable and worth taking again. A weak ending is like circling the airport without ever touching down; it just burns energy and leaves everyone wondering where to go next.In this episode, I’m giving you my simple, three-part framework for landing every conversation perfectly. I call it the 3C Closeout: Clarity, Commitment, and Calendar. This is how you turn a nice chat into a necessary, transformational conversation. I'll walk you through how to name the win, turn ideas into owned actions, and lock in momentum so that every single client leaves with clarity, confidence, and a clear plan.Key TakeawaysWhy is the end of your client meeting just as dangerous as the beginning? Discover the "smooth landing" technique that prevents your advisory sessions from crashing and burning right at the finish line.What are the three things that silently unravel the moment you end a meeting with "great chat, let's catch up soon"? We reveal how this simple phrase kills momentum and undermines your authority.Can you really lock in client action and accountability in the final 60 seconds of a meeting? We break down the simple 3C Closeout (Clarity, Commitment, Calendar) that makes it possible every single time.How do you turn a client's post-meeting "fog" of ideas into a laser-focused "win" that anchors your value in their mind? Learn the first, most crucial step of a powerful close that creates instant clarity.Why isn't your advisory meeting truly over until the next one is booked? Find out the simple "Calendar" step that keeps progress alive long after the Zoom call ends and prevents clients from drifting away.Want more freedom and higher profits in your firm? Download the free Value Pricing Toolkit here: https://info.businessadvisoracademy.com/toolkit It gives you the complete proven system to break free from hourly billing, charge for impact, and grow your advisory firm to £500K+.

114. Exact Steps For Quarterly Reviews That Can Lead To Upsells
01/12/2025 | 10 mins.
Let's talk about something that's probably already sitting in your diary, hiding in plain sight: your client review meetings. Too often, these quarterly or monthly check-ins feel like a routine chore. The conversation drifts, you spend 45 minutes putting out fires, and you both walk away with a tired brain and no real direction. The meeting feels busy, but it doesn't create momentum.But what if I told you these meetings are your single biggest opportunity? Not to pitch or hard-sell, but to create a moment of clarity that reminds your clients of their progress, resets their priorities, and opens the door to real, organic growth for both of you.In this episode, I’m sharing my simple yet incredibly powerful 4R Framework—Reflect, Review, Refocus, and Renew. This is the exact structure I use to turn messy catch-ups into powerful, focused sessions that demonstrate your immense value. I’ll show you how to celebrate wins, translate data into insights, and identify your client's single most important priority—which naturally leads to upsells based on progress, not pressure.If you're ready to turn your routine check-ins into the most valuable and profitable part of your client relationships, this episode is for you.Key TakeawaysAre you driving your client reviews by only looking in the rear-view mirror? Learn the simple car analogy that reveals why most review meetings lack momentum and how to use your "dashboard" and "windshield" to create a clear path forward.What is the one simple question most advisors skip that can completely change the energy of a client review in the first 30 seconds, building immediate trust and positive momentum?Your job isn't to report the numbers; it's to translate them. Discover the key questions to ask that turn a boring data dump into a powerful strategic conversation where your true value shines.How can one powerful question cut through your client's noise, identify their biggest priority, and naturally open the door to an upsell without a single, awkward sales pitch?Monthly, quarterly, or annually? Find out the "sweet spot" for scheduling client reviews that maintains connection and momentum without creating repetitive noise, making them the true heartbeat of your advisory business.Want more freedom and higher profits in your firm? Download the free Value Pricing Toolkit here: https://info.businessadvisoracademy.com/toolkit It gives you the complete proven system to break free from hourly billing, charge for impact, and grow your advisory firm to £500K+.

113. How To Get Clients To Have Confidence In Your Advisory Services
24/11/2025 | 10 mins.
I've been there. You jump on a Zoom call, ready to be the strategic advisor your client hired you to be, and suddenly you're drowning in stories about their team drama, a random idea from their friend, or what they had for breakfast. Before you know it, you’ve lost control. You've gone from being the pilot of the plane to a passenger just along for the ride, and your authority is slipping away.In this episode, I’m sharing the single most powerful tool I use to completely transform my client meetings. It’s a simple, three-part framework that takes seconds to deliver but instantly establishes you as the leader, builds incredible trust, and ensures every single session ends with clarity and a plan for action.This isn't just about running better meetings; it's about creating a "confidence loop" that makes your clients see you as an indispensable partner. If you’re ready to stop being a note-taker and start being the trusted advisor you were meant to be, this episode is for you.Is the smartest person in the room actually leading your client meetings? Discover the surprising reason you might be accidentally giving away your authority, and how to reclaim it in the first 30 seconds.What if you could eliminate meeting drift forever with just three simple words? We’ll walk you through the powerful "3P Framework" that guarantees your clients feel led, safe, and ready to take action every single time.Are you the pilot or the passenger in your own advisory sessions? Learn the critical difference and why flying the plane with a clear "flight plan" is the key to getting your clients incredible results.There’s one sentence you can say at the beginning of a meeting that instantly answers your client’s biggest unasked question: “What’s in it for me?” Find out what it is and why it’s a game-changer for building value.How can running one structured meeting create a powerful "confidence loop" that makes you a better advisor and your client a better business owner? We break down the psychology that turns good meetings into lasting trust and momentum.Want more freedom and higher profits in your firm? Download the free Value Pricing Toolkit here: https://info.businessadvisoracademy.com/toolkit It gives you the complete proven system to break free from hourly billing, charge for impact, and grow your advisory firm to £500K+.

112. The 10 Hour Marketing Rule That Buys Your Freedom
17/11/2025 | 15 mins.
Let's be honest for a moment. Most of us aren't drowning in sales calls; we're starving for them. You're brilliant at what you do, but the feast-or-famine cycle of new inquiries is exhausting. It makes you second-guess your prices, your offers, and even the dream of building a real freedom business. But what if I told you that you're not bad at sales? You're just missing the one thing that makes sales effortless: good marketing. In this episode, I'm pulling back the curtain on my "10-Hour Marketing Rule"—the exact framework I use to generate consistent leads and attract clients who are already "pre-sold" before they even book a call. I’ll walk you through the simple, four-part weekly rhythm of Clarity, Creation, Connection, and Conversion that replaces stress with stability. This isn't about becoming a pushy salesperson or posting on social media 24/7. It's about creating a calm, intentional system that does the heavy lifting for you, building trust and momentum so you can finally get off the client rollercoaster and build the impactful business you deserve.Key Takeaways:1. The real reason your sales calls feel so hard (and why it’s not your fault). It’s a simple shift in perspective that can change the entire dynamic of your business development."You're not bad at sales. It's that you're missing the one thing that makes sales effortless. And that's good marketing." – Amanda C. Watts2. Want to escape the client feast-or-famine cycle? There’s a simple, four-part rhythm that replaces panic and inconsistency with a calm, predictable flow of leads every single week."I want you to think of it as four clarity, creation, connection and conversion." – Amanda C. Watts3. Imagine clients showing up to a call already convinced they want to work with you. This is the power of being "pre-sold," and it’s the ultimate goal of effective marketing."By the time someone books a call with you, they've already made up their mind. They've watched your videos, they've read your posts and listened to your podcast. They already know who you are." – Amanda C. Watts4. Your marketing isn't just about getting clients; it's about setting them up for success. Learn why viewing your marketing as an act of service is the key to building trust and getting better results for everyone."Good marketing isn't vanity, it's service. It prepares the people to succeed when they finally become your clients." – Amanda C. Watts5. Are you killing your own momentum without realizing it? Discover why consistent, focused effort is far more powerful than occasional bursts of intense activity."A burst of energy followed by silence kills momentum. 10 consistent hours every week will do more for your business than 30 hours once a quarter." – Amanda C. WattsWant more freedom and higher profits in your firm? Download the free Value Pricing Toolkit here: https://info.businessadvisoracademy.com/toolkit It gives you the complete proven system to break free from hourly billing, charge for impact, and grow your advisory firm to £500K+.



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