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The Great Advisory Disconnect
About This Webinar
The word “advisory” gets kicked around more than a footy on a Saturday arvo. We all say we’re doing it. We all want to do more of it. But between client expectations, packed calendars, and teams just trying to keep up, there’s often a (large) gap between what our clients want, what we promise them and what we actually deliver. In this session, I'll dive into the messy middle of modern advisory - exploring why we oversell, under-resource, and sometimes outright avoid the work clients really value. It’s part therapy session, part reality check, and part call to arms for a more honest, sustainable version of advisory.
Agenda
- Align Expectations – Success in advisory depends on aligning client needs, team capacity, and firm promises.
- Structure Matters – Care without clarity or process creates chaos; define success and build repeatable systems.
- Educate & Empower – Teach clients and teams what “great” looks like and enable informed decisions.
- Define & Say No – Create your own advisory model and say no to work that doesn’t fit your purpose or capacity.
Who can view: Everyone
Webinar Price: Free
Featured Presenters
Founder & Head of Purpose, Illumin8
I’m Andrew — business builder, boundary pusher, and reformed number cruncher. I founded Illumin8, a purpose-led accounting firm helping people build businesses they love. We’ve picked up a few awards over the years and now I also run multiple business, co-host the All Aussie Accounting Adventures podcast. and sometimes have the opportunity to share on purpose, creativity and impact via stage or interviews. These days I’m leaning into vision, values, and family — my wife, 3 kids, and a stash of whisky that's apparently a - bit much
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