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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

Often if you are mid-sized professional service firms you already provide advice beyond the numbers with dashboard-style solutions or work with an internal ‘consultant’. You will also have certain partners with the desire and business acumen to have good strategic conversations with clients. But often firms don’t monetize these services correctly, lack confidence or miss opportunities to deliver higher value and retained business advisory service offerings.

There’s a perception in the firm that there’s an inability to scale or sell advisory services which is holding them back, but in actuality it’s usually a lack of capability or capacity, so Mindshop focuses energy here with its support, training and resources for lasting success across the firm. Good firms will not seek to sell something (or scale something) where they don’t feel they can deliver value to quality clients.

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. 

Five ways mid-sized firms benefit

Saves years of time by accessing pre-built tools, workshops and coaching solutions you put your own logo’s on and use in the field

Experienced guidance on the services and models required to build an advisory offering that aligns well with your other service offerings

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

Collaborate and learn from other high performing mid sized firms around the world

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


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 the Mindshop program with the ‘Accelerator’ or ‘Enterprise’ support offering

  4. 8 week induction program begins

  5. What to expect in your first year

Request A Call

What members say

Will Abbott

Norwich, UK

I have had an excellent experience
since joining Mindshop!

Neil Sinclair

Blenheim, New Zealand

Mindshop has provided us the tools and confidence to essentially smash the traditional compliance model.

Example Current Members

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