Business Advisor Podcast

• 114. Exact Steps For Quarterly Reviews That Can Lead To Upsells

  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+.

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• 113. How To Get Clients To Have Confidence In Your Advisory Services

  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+.

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• 112. The 10 Hour Marketing Rule That Buys Your Freedom

  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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• 111. How Your Environment Dictates Your Performance

  This morning, I nearly let my dressing gown win. Waking up in that quiet, half-dreamy state, all I wanted was to stay on the sofa with a cup of tea. My to-do list felt a world away. It got me thinking about how we blame a lack of motivation when, often, the real culprit is our environment. It wasn't until I forced myself to go upstairs, get dressed, and put on my face that everything shifted. It was like flicking a switch; the energy returned, and I was ready to perform. I realized that specific spaces in my life fuel different types of energy—my desk for professional delivery, my sofa for creativity, and my walking path for clarity. In this episode, I explore how consciously designing these physical and digital environments is the true secret to unlocking your best performance. It’s not about finding more motivation; it’s about creating the momentum you need by sending the right signals to your brain. Freedom doesn't start with strategy; it starts with your state.Key Takeaways:1. Your clothes are a light switch for your brain. Ever feel sluggish working in your pajamas? There’s a scientific reason your brain isn’t in “go mode.”"That's why getting dressed is such a powerful thing. It's not about what you look like, it's about the signal that it sends to your brain." – Amanda C. Watts2. Are you trying to be creative in your performance zone? Different tasks require different energies, and your physical space is the container for that energy. Trying to do the right work in the wrong space is like fighting an invisible battle. "I've learned that each environment serves a different part of me. My desk energy is delivery energy. My sofa energy is creative energy. And walking is clarity energy." – Amanda C. Watts3.Burnout isn't just from overworking; it's from never being fully "off". When your work life and home life blend into one, your brain lives in a "gray zone," leading to exhaustion."And that's when burnout sneaks in. Okay? Not because you're working too hard, but because you're never fully working or fully resting." – Amanda C. Watts4. Clutter isn't just in your cupboards; it's in your browser tabs. Your digital environment impacts your focus just as much as your physical one. Discover the simple weekly ritual that creates a calm, controlled start to every week."What I have noticed is the more successful someone becomes, the simpler their environment gets... Because space equals clarity, Clarity equals calm. And calm equals performance." – Amanda C. Watts5. Stop searching for motivation; create momentum instead. The smallest change in your surroundings can instantly shift your state and make work feel effortless. What if putting on your shoes was all it took?"Sometimes it's not motivation that we're missing, it's that momentum that we need to get into. And the momentum starts the second you change your environment." – 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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• 110. The Vampire Client Trap: How to Protect Your Energy and Boundaries

  I once had what I thought was a dream client. They signed quickly and paid well, but the dream soon turned into a nightmare. Midnight emails followed by 7 a.m. follow-ups. Constant scope creep disguised as "just one more thing." I was on call 24/7, drowning in their demands, and it got so bad they started to chip away at my confidence, making me doubt my own abilities. In the end, after I had bent over backwards for them, they left me a bad review.This was my first true "vampire client," and it taught me a lesson I’ll never forget: no amount of money is worth your energy, your boundaries, or your sanity.We're taught how to win clients, but rarely how to choose the right ones. In this episode, I'm giving you the playbook to vampire-proof your business. We'll uncover the subtle red flags that scream "trouble ahead," from haggling over fees to disrespecting your process. I'll share the exact boundaries and non-negotiables I use to protect my time and energy—and give you the scripts to enforce them politely and professionally.We'll also cover the four-step "Vampire Detox" for dealing with the bad-fit clients already on your roster. It’s time to stop letting one bad client ruin your day and turn your business into a monster. Let's create space for the clients who energize you, respect you, and make you remember why you started this in the first place.Key Takeaways:The True Cost of a Vampire Client is Energy, Not Time: The most significant damage from a bad client isn't the hours they consume, but the emotional and creative energy they drain, which impacts your ability to serve your best clients."One vampire can undo the joy of hundreds of radiators. You can finish a day having worked with three amazing clients and one vampire. And you will remember only the vampire." - Amanda C. WattsLearn to Spot the Red Flags Early: Recognizing the warning signs of a potential vampire client during the sales process is the most effective way to protect your business before they are on your books. "If the first question out of their mouth is, 'Can you do it cheaper?' then that's 100% a red flag because they're price shopping." - Amanda C. WattsBoundaries Protect Your Ability to Deliver Your Best Work: Setting clear, firm boundaries around communication, scope, and payment isn't about being difficult; it's a professional necessity that allows you to maintain the high standards your good clients deserve. "You're not putting boundaries in to be mean. You're actually there so that they protect your ability to do your best work." - Amanda C. WattsHave a Clear Process for "Detoxing" Bad-Fit Clients: If a vampire client is already in your business, you need a professional and structured plan to either reset the relationship or let them go, so you can reclaim your energy. "Every vampire teaches you something, and the faster you learn the lesson, the fewer vampires you will attract." - Amanda C. WattsSaying No to Vampires Creates Space for Radiators: Every time you turn away a bad-fit client, you create the capacity to find and serve a "radiator" client—one who values you, respects your work, and makes your business enjoyable."The more you say no to vampires, the more space you create for radiators." - 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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