Track #2 (Nashville)

The Advisory Amplified tour rolled into Nashville, Tennessee on Dolly Day, September 25th, and guest host Nancy McClelland (the Dancing Accountant and host of She Counts) took her mic around the room from the pre-show all the way to the closing happy hour. It's all roving, recorded-on-the-go interviews, so you'll hear the energy of the day right along with the conversations.

Firm owners and industry partners get honest about what's standing between them and advisory: restructuring compliance work, using AI as an assistant rather than a replacement for human judgment, and changing how they price and package their services. You'll also hear about building internal systems and frameworks, making the shift from bookkeeping to an advisory-led firm, building a culture of failure that helps teams grow, and pushing past the confidence hurdles that hold advisory back.

Featuring Emily Maxie, Amber Gregory, Sheri Radler, Jennifer Anderson, Jason Scott, Sherrell Martin, Felicia Tanzi, Hope Brown, Ruth King, Danielle Hineman, Raya Custard, Jacob Schroeder, Justin McConkey, Allie Nolan, Craig Connell, Kelly Gonsalves and more.

Chapters

00:00 Welcome to Nashville & Dolly Day kickoff
02:12 Emily Maxie & Amber Gregory: AI hurdles
09:12 Sheri Radler: Corporate frameworks
13:45 Sherrell Martin: Pricing advisory & confidence
20:30 Felicia Tanzi: Running an advisory-led firm
25:12 Hope Brown & Ruth King: 40 years of advisory
33:15 Danielle Hineman: Value-adding metrics & ICPs
36:40 Raya Custard: Tax bottlenecks & re-homing clients
44:00 Jacob Schroeder: Advisory systems & AI intake
51:10 Justin McConkey & Allie Nolan: Month-end close
58:20 Craig Connell: Team capacity & failing forward
65:40 Kelly Gonsalves: E-commerce & AI assistance
70:15 Tony Proctor: Accounting Cornerstone Foundation
76:00 Wrap-up & next stop: Minneapolis