These are the slides from the first session of the Xero App Advisory Series, first held in November 2025. They outline the core idea behind the whole programme: your advisory skills already give you everything you need to navigate tech conversations without becoming the unofficial IT department.
Included
Clarifying the advisory role
How to guide without demoing software
The mindset that keeps you strategic
Key questions to anchor every conversation
Examples of staying advisory while vendors handle the tech
A helpful reference if you’d like to recap the session or share the concepts with your team.
These are the slides from the first session of the Xero App Advisory Series, first held in November 2025. They outline the core idea behind the whole programme: your advisory skills already give you everything you need to navigate tech conversations without becoming the unofficial IT department.
Included
Clarifying the advisory role
How to guide without demoing software
The mindset that keeps you strategic
Key questions to anchor every conversation
Examples of staying advisory while vendors handle the tech
A helpful reference if you’d like to recap the session or share the concepts with your team.
