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Who We Support

To discover the benefits of Mindshop specific to you, click the button below that best describes your advisory business.

Independent advisors
Boutique firms
Mid-sized firms
Large firms

The Mindshop program supports large firms improve their existing, well-defined advisory offering or formalise their current ‘ad hoc’ business advisory services across interested, capable partners by providing greater structure, support, tools and the ability to monetize the advisory services provided to clients.

 Large firms with Mindshop’s support can build an advisory mindset for the next generation of future leaders, empower more partners to win business advisory work and provide a consistent methodology across the firm that complements existing service offerings. All of this needs to be done successfully in a time-poor and often change-fatigued environment of which Mindshop is respectful.

Mindshop is the partner you need to create and evolve over the years a business advisory offering to suit the needs of your firm and most importantly clients.

Six ways large firms benefit

Save years of time by customising pre-built tools, workshops and coaching solutions with your own branding

Access experienced guidance on the services and models required to build an advisory offering that integrates well with your other service offerings

Regular injection of new learning, techniques, sales insights and tools to stay relevant with clients and train others in the firm. Move through the five phases of business advisory success

Collaborate and learn from other high performing large firms around the world


Consistent business advisory methodology for strategy, change, growth and profit used across the firm

Use the tools / learnings first on the firm itself to improve its growth and profit and the team to build their ‘advisory’ mindset


Below is a typical structure of how Mindshop advisory support is tiered in its intensity across a large firm. Full advisors act as internal champions at the top and Mindshop’s learning and coaching platform, Mindshop Online is then used to support others across the team learn key advisory skills and tools.

What happens next?

  1. Organise a 20 minute call with a Mindshop Regional Manager to explore how Mindshop would benefit your firm at its stage of the advisory journey

  2. Reflect on the benefits and return on investment. Further demonstrations of resources and how it would work to key stakeholders.

  3. Join Mindshop with the ‘Enterprise’ offering and establish a firm implementation plan led by Mindshop and an internal Learning & Development Head.

  4. Induction program begins

  5. What to expect in your first year

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What members say

Kim Hartsock

GA, United States

‘The tools and resources online are an invaluable benefit to my advisory services.’

Johnathan Dudley

United Kingdom

‘The biggest benefit of being a part of Mindshop is the ability to have structure and credibility behind my advisory work.’

Example Current Members

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