
Heather Esposito
Heather Esposito is a CPA, ICF-credentialed coach (PCC/MCC), and founder of Movora Strategies, coaching accounting and advisory professionals on leadership and becoming trusted advisors.
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Aug 19, 2026
223: You Know What to Do. So Why Aren’t You Doing It? | Heather Esposito
11:34

Heather EspositoGUEST
so much of business and personal development gives everybody the exact same prescription.
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BAP Ep. 7 - The Advisor Leap Part 5: The Advisor Leap and the AI Question with Heather Esposito
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Heather EspositoGUEST
Yeah, so let's talk about the younger professional first, because I think this is where we're really struggling with that.

Heather EspositoGUEST
what academia is preparing students for what we need today and what we know we need in the future.

Heather EspositoGUEST
And the reality is that where some of that, I'll just say simpler work, because if you think about accounting as an apprenticeship profession, you start off by doing some of the simpler tasks, seeing the patterns in that work, and then you progress and take on more difficult things.

Heather EspositoGUEST
It's, I think it's non-debatable that where we're going to see some of AI replace the work initially is in that simpler work.

Heather EspositoGUEST
And so if I was a student today, and we have lost a lot of people being interested in the accounting profession, because there are some sexier careers out there that seem really cool and really trendy.
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C
42:10Chris MitchellHOST
So what are those three key takeaways that you want to leave with this audience so they can feel more comfortable about how they can evolve in this new framework?
BAP Ep. 6 - The Advisor Leap Part 4: The Relationship Is The Product with Heather Esposito
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Heather EspositoGUEST
Well, there's a couple of things here that our profession historically has attracted just by the nature of the work.

Heather EspositoGUEST
Somebody who tends to lean more analytical, more rational, more logical math numbers.

Heather EspositoGUEST
And even a lot of medicine will attract people who are like deep in the science and the knowing of the information.

Heather EspositoGUEST
I don't want to say at a disadvantage, but we were hiring for a side of the brain that doesn't lean relational.
6 MINS LATER
BAP Ep. 5 - The Advisor Leap Part 3: Compliance Mindset vs. Advisory Judgment with Heather Esposito
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Heather EspositoGUEST
Again, I don't want us to feel like we have to completely abandon the gift of the compliance mindset, even in the age of AI.

Heather EspositoGUEST
If I'm going to evaluate the output of AI, my expertise, my experience, my ability to know patterns from clients I've worked with help me evaluate the options or the data that is coming out of artificial intelligence.

Heather EspositoGUEST
My argument is that there are less clear-cut answers today And look at what so we're recording this episode in early May 2026.
6 MINS LATER
BAP Ep. 4 - The Advisor Leap Part 2: Why Advisory Training Programs So Often Fall Flat with Heather Esposito
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Heather EspositoGUEST
... set a target for what this looks like, and at what proficiency you need to be at different stages of your career, then we have nothing to shoot at.

Heather EspositoGUEST
So how do I, how do I go find learning? How do I go find experiences and opportunities to help me develop whatever this is if somebody hasn't laid out a clear expectation of what I'm trying to get to? So that's the first piece, is setting clear expectations, and I mean doing that in a way that's objective, in a way that's measurable.

Heather EspositoGUEST
Because if it's just vague, like, "Well, you need to be able to have effective communication with our clients." Okay, what is effective communication, and by whose standard? And if I'm evaluating somebody based upon what my understanding of effective communication is, and you're evaluating them against your understanding, neither one of us are wrong.

Heather EspositoGUEST
But how confusing is that for a colleague that's saying, "I'm trying to get better at this," and neither of you [laughs] can describe what it looks like, but one of you is saying, "I'm doing it in a way that's outstanding," and one of you is saying, "meets expectations," and you're both saying, "I'm doing the same thing." Like, I can't make sense of that.

Heather EspositoGUEST
I don't know how I'm doing, and I don't know what I need to do differently.

Heather EspositoGUEST
So we've got to set clear expectations about the behaviors that we want people to engage in and how that progresses.
BAP Ep. 3 - The Advisor Leap Part 1: The Difference Between Solving Problems and Holding Complexity with Heather Esposito
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Heather EspositoGUEST
We get hits of dopamine and serotonin when we check something off the to-do list or when we have an answer and the problem's fixed.

Heather EspositoGUEST
So there's physiology that goes behind this in addition to just our, what we get rewarded for externally.

Heather EspositoGUEST
So doubling down on those human skills, learning how to ask better questions, uh, learning how to be curious, learning agility, which is learning how to learn, so that when I encounter something I don't know, I don't get freaked out that I don't have the answer to this.

Heather EspositoGUEST
I just activate the system that says, "Okay, so when I don't know something and that feels uncomfortable, how do I go about figuring out where I can get information, where I can learn more?" And that's a skill in and of itself.
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