Advisory Amplified

Advisory Amplified
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A podcast for accounting firm owners building and growing advisory services, brought to you by Advisory Amplified, a six-city tour where firm owners come together to learn from one another. Host Nancy McClelland recorded every episode live at the 2026 tour stops, talking with firm owners, their teams and industry voices, and inviting attendees to step up to the mic and share their story. Earn CPE credit for listening with the Earmark app.

Episodes

  1. Oct 26

    Advisory Amplified 2026 Live - Track #1 (Raleigh)

    Raleigh: You’re Already Doing Advisory. Now Charge for It. The Advisory Amplified tour kicked off in Raleigh, North Carolina, and guest host Nancy McClelland (the Dancing Accountant and host of She Counts) took her purple mic on the go, from the night-before pre-show all the way to the closing happy hour. This one is all roving, recorded-on-the-go interviews from around the venue, so you’ll hear the energy of the room right along with the conversations. Firm owners also share what’s working for them. They price advisory into tiers clients can see, show ROI in money or in time, niche deeper, and use the day’s best ideal-client advice: “hold out or hold your nose.” You’ll also meet a first-timer who left her first accounting conference with an action list, hear how the IKEA effect applies to change management, and learn why meeting firms nearby leads to better referrals. Featuring Margie Remmers, Lynnette Oss Connell, Rich Francis, Becky Martinez, Audrey Blackburn, Sami Grady, Sabrina Parris, April Walker, Megan Lewczyk, Scott Scarano, Tony Proctor and more. Missed the tour? Get every session plus full CPE on your own time at advisoryamplified.com/playback. This episode is sponsored by Meridian by Pilot, the AI operating system for accounting firms. Learn more at meridian.pilot.com/aa. Chapters 00:00 Welcome to Raleigh 03:16 Pre-show with Margie Remmers: the experience gap 07:56 Morning roving interviews: what’s holding advisory back 21:00 How do you get clients to pay for advisory? 25:12 Tiered pricing and niching 35:56 Scaling relationship-driven work 39:12 Becky’s first accounting conference 46:40 The QR code earrings story 49:28 Happy hour takeaways 59:44 Accounting Cornerstone Foundation 61:08 Tony Proctor on why local events work 68:08 Wrap-up and next stop: Nashville

    Advisory Amplified 2026 Live - Track #1 (Raleigh)
  • 1 Episode

About

A podcast for accounting firm owners building and growing advisory services, brought to you by Advisory Amplified, a six-city tour where firm owners come together to learn from one another. Host Nancy McClelland recorded every episode live at the 2026 tour stops, talking with firm owners, their teams and industry voices, and inviting attendees to step up to the mic and share their story. Earn CPE credit for listening with the Earmark app.

Information

  • Creator
    Advisory Amplified
  • Years Active
    2026
  • Episodes
    1
  • Rating
    Clean
  • Copyright
    © 2026 Advisory Amplified