CEO
The B3 Method Institute
Amy Vetter, CPA, CGMA, RYT500, CSP, and CEO of The B³ Method Institute, is a dynamic leader known for integrating business strategy with mindfulness. With over 25 years of experience across finance, SaaS, and corporate governance, Amy has transformed organizations by aligning business goals with personal fulfillment. As a best-selling author, podcast host, and sought-after speaker and consultant, she helps professionals across industries create balanced, purpose-driven cultures. Her innovative approach, The B³ Method®, empowers leaders to embrace authenticity and achieve sustainable success.
Do you call yourself an Advisor, but instead you find you are stuck in the compliance work? Alternatively, maybe you are uncomfortable learning the advisory skills needed and instead choose to do the accounting work because it is more familiar ? Being an Advisor is a mindset. It is the relationship that the client desires so they can translate what the financial results of the business are telling them. During this session we will cover the 5 Traits to Activate the Advisory Mindset!
What you’ll learn: