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92. The VOICE Framework: Mastering Impactful Communication as an Advisor

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Manage episode 491578653 series 3547082
Content provided by Amanda C. Watts. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Amanda C. Watts or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

This week's episode is all about moving beyond just knowing your stuff as an advisor and truly mastering the art of communication. I shared why saying the right thing isn’t enough—it’s about how, when, and with what intention you say it. I introduced my VOICE Framework, a five-part structure that helps advisors communicate in a way that creates safety, clarity, and action.

We explored how emotional intelligence trumps expertise when it comes to being heard and trusted. The brain doesn’t just process information—it scans for emotional safety first. That’s why purposeful communication matters so much. Whether you're delivering tough feedback or guiding a client through change, how your message feels determines whether it lands.

I walked through each step of the VOICE model: Validate, Own, Identify, Communicate, and Engage. And I shared practical tools like grounding check-ins, role resets, the one-thing filter, and the truth sandwich to help you apply these ideas immediately.

Key Takeaways

1. Advisors must validate the client's emotional state before offering insight to build trust and connection.

"Before you say anything, stop and tune in—what’s going on for them right now?" – Amanda C. Watts

2. Owning your role in each session ensures clarity, consistency, and confidence in your communication.

"Your job isn't to wear every hat—it's to know which one serves them best today." – Amanda C. Watts

3. Identifying the single most useful point prevents overwhelm and drives meaningful action.

"Just because it’s true doesn’t mean it’s helpful right now." – Amanda C. Watts

4. Truth must be delivered with care and confidence to ensure it is received and acted upon.

"Confidence doesn’t need to shout. It just needs to be anchored in intention." – Amanda C. Watts

5. Engaging in the moment allows advisors to observe reactions and adapt communication for deeper impact.

"Communication is a loop, not a monologue. Pay attention to what happens after you speak." – Amanda C. Watts

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.

-
Speak to you in the next episode...

  continue reading

101 episodes

Artwork
iconShare
 
Manage episode 491578653 series 3547082
Content provided by Amanda C. Watts. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Amanda C. Watts or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

This week's episode is all about moving beyond just knowing your stuff as an advisor and truly mastering the art of communication. I shared why saying the right thing isn’t enough—it’s about how, when, and with what intention you say it. I introduced my VOICE Framework, a five-part structure that helps advisors communicate in a way that creates safety, clarity, and action.

We explored how emotional intelligence trumps expertise when it comes to being heard and trusted. The brain doesn’t just process information—it scans for emotional safety first. That’s why purposeful communication matters so much. Whether you're delivering tough feedback or guiding a client through change, how your message feels determines whether it lands.

I walked through each step of the VOICE model: Validate, Own, Identify, Communicate, and Engage. And I shared practical tools like grounding check-ins, role resets, the one-thing filter, and the truth sandwich to help you apply these ideas immediately.

Key Takeaways

1. Advisors must validate the client's emotional state before offering insight to build trust and connection.

"Before you say anything, stop and tune in—what’s going on for them right now?" – Amanda C. Watts

2. Owning your role in each session ensures clarity, consistency, and confidence in your communication.

"Your job isn't to wear every hat—it's to know which one serves them best today." – Amanda C. Watts

3. Identifying the single most useful point prevents overwhelm and drives meaningful action.

"Just because it’s true doesn’t mean it’s helpful right now." – Amanda C. Watts

4. Truth must be delivered with care and confidence to ensure it is received and acted upon.

"Confidence doesn’t need to shout. It just needs to be anchored in intention." – Amanda C. Watts

5. Engaging in the moment allows advisors to observe reactions and adapt communication for deeper impact.

"Communication is a loop, not a monologue. Pay attention to what happens after you speak." – Amanda C. Watts

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.

-
Speak to you in the next episode...

  continue reading

101 episodes

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