Welcome to the Business Advisor Podcast, the go-to show for accountants, bookkeepers and CFOs tired of the grind of client work and eager to step into the role of a business advisor.
This podcast is designed for those looking to increase their income and impact by transforming businesses and lives. Each week, we bring you practical, workshop-style episodes, insightful conversations, and a good dose of humor to equip you with the confidence, clarity, and cash flow strategies you need.
So, hit that subscribe button and join us on this journey to becoming a successful business advisor. New episodes every week, and you won’t want to miss what we have in store!
Welcome to the Business Advisor Podcast, the go-to show for accountants, bookkeepers and CFOs tired of the grind of client work and eager to step into the role of a business advisor.
This podcast is designed for those looking to increase their income and impact by transforming businesses and lives. Each week, we bring you practical, workshop-style episodes, insightful conversations, and a good dose of humor to equip you with the confidence, clarity, and cash flow strategies you need.
So, hit that subscribe button and join us on this journey to becoming a successful business advisor. New episodes every week, and you won’t want to miss what we have in store!

Are you trapped in the belief that growing your financial advisory business means more clients, more hours, and more stress? I'm here to tell you that is a story you've been sold, and it’s not the truth. You can scale without the burnout, and in this episode, I'm showing you exactly how.
I’m pulling back the curtain on my proven "Scalable Six" system—the exact framework I use to help financial professionals hit the 500-200-10 target: that’s £500k in revenue, £200k take-home pay, and just 10 hours a week on client delivery. I’ll walk you through all six essential steps: Profile, Productize, Price, Position, Promote, and Profit. Each step is a link in a chain that, when connected, creates a smooth, predictable, and highly profitable business.
Forget the hustle culture. It's time to build a smarter, leaner business that gives you both the income you deserve and the freedom you crave. This episode is your practical roadmap to transforming your practice from a source of stress into a vehicle for your ideal life. Let’s dive in and build the business you've always dreamed of.
Key Takeaways
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
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.
-
Speak to you in the next episode...