In this episode, we explore the concept of a freedom-based business practice for financial advisors. Discover how to achieve greater control over your time, choose ideal clients, scale your impact, and align your work with your personal values. Learn the importance of setting boundaries to protect your well-being and create a sustainable business.
Key Takeaways:
- Define Your Freedom: A freedom-based practice allows you to control your time, choose your clients, scale your impact, and align your work with your values.
- The Power of Boundaries: Setting clear boundaries is essential for protecting your time, energy, and mental well-being.
- Avoid Overcommitment: Be mindful of saying yes to every client and project, and prioritize quality over quantity.
- Communicate Clear Expectations: Clearly articulate your availability, response times, and service offerings to manage client expectations.
- Prioritize High-Value Work: Focus on strategic, non-automatable tasks that align with your expertise and passion.
- Build a Sustainable Business: A freedom-based practice allows you to create a sustainable business that can thrive in uncertain times.
- Embrace the Changing Landscape: Adapt to the evolving industry by focusing on strategic work and providing personalized, high-value services.
Want more? Join THE FREEDOM TRIBE
Here's all the FREE BONUSES you'll receive when you join our exciting community on Skool; The Freedom Tribe
- Global Community Of Peers: CPAs, accountants, fractional CFOs, bookkeepers and finance professionals from all over the world sharing ideas, best practice and innovations with each other.
- Digital copy of Amanda's NEW BOOK, the Business Advisor Playbook: 300+ pages that will transform your approach and share the strategies you need to create, sell and deliver business advisory services.
- Digital copy of 500:200 Model™ Guide: My tried-and-tested formula for taking home at least 200K with business advisory revenue of 500K.
- 12 Days Of Business Advisory video series: that walks you through creating the perfect advisory offer.
- Hand Picked And Categorised episodes of the Business Advisor Podcast to accelerate your journey from a compliance-led to an advisory-led practice.
PLUS: There are a few other surprise bonuses that can be UNLOCKED once you are inside the community: Get Clients Course and 5 Day LinkedIn Challenge. Super excited to see you there, and looking forward to helping you achieve all that you want in life.
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Speak to you in the next episode...
