Packed with practical ideas and some frank observations, Mindshop’s ‘The Authentic Advisor’ Podcast is a series of monthly interviews discussing what works (and what does not) when delivering high performance as a business advisor. Watch out for new episodes on the first of each month.
Subscribe to Mindshop’s ‘The Authentic Advisor’ Podcast series on Apple Podcasts or Spotify.
EPISODE 8: Scaling up advisory services in professional service firms
Duration: 25 minutes
In episode 8 of ‘The Authentic Advisor’ podcast, James Mason Managing Director of Mindshop is joined by David Smith, Managing Partner of MHA Henderson Loggie, Chartered Accountants, Tax and Business Advisors a 110 year old firm with four offices across Scotland. David shares his journey in growing MHA Henderson Loggie’s advisory businesses, exploring how the development of four Growth Hubs supported by one to one coaching became a conduit for further advisory work and firm-wide referrals.
If you or your firm are looking to create or scale up your business advisory offering then this is the podcast for you!
David Smith
MHA Henderson Loggie
hlca.co.uk
EPISODE 7: Evolutions in delivering strategic planning services for advisors
Duration: 23 minutes
In a rapidly changing world, the need for a strategic plan to be a guide rather than set in concrete is imperative. As Dwight Eisenhower said, ‘planning is everything, the plan is nothing’. Michael Burke shares his key tips for helping clients implement plans successfully, looking at risk, using forward thinking tools like strategic SWOT and how to help clients prepare for ‘black swan’ events. He shares his ideas on how to get the best out of a client’s strategic planning session, setting pre-work, how to navigate planning session pitfalls and the importance of avoiding the ‘cookie cutter’ approach. A ‘must listen’ podcast for any advisor offering strategic planning services.
Michael Burke
Burke Corporate Advisory Group
www.bcag.net.au
EPISODE 6: Shifts in selling advisory services
Duration: 20 minutes
Discussing what selling advisory actually means in the current environment and how the market has changed over recent years, Mike Boyle, Director, Sales Shift, touches on the critical shift advisors need to make from ‘being right’, with a focus on technical capabilities to being a facilitator with the attributes needed to problem solve for clients, all summed up in the mantra “fall in love with customers’ problems not your solutions”. Mike talks about the power of asking questions to connect the dots based on data and insights and the continuing importance of building the fundamentals – sales processes, strong referrals and demonstrating proof of capability whilst being authentic to yourself.
Mike Boyle
Sales Shift
www.sales-shift.com
EPISODE 5: Profiling tools for advisors
Duration: 20 minutes
Profiling is a key tool for gathering data and starting meaningful client conversations for an advisor. Susannah Brade-Waring shares her insights into the different types and uses of profiling tools and how they can be integrated into their wider business model to deliver the most value for the client and advisor alike.
Susannah Brade-Waring
Aspirin Business Solutions
www.aspirinbusiness.com
EPISODE 4: Building resilience
Duration: 17 minutes
How can advisors and their clients adapt well in the face of adversity? Dr Darryl Cross, psychologist, coach, author and speaker discusses how advisors and leaders can gain the mental toughness, energy and attributes to build the resilience needed to support their teams, clients and themselves.
Dr Darryl Cross
Institute for Leadership Coaching, SA, Australia
www.leadershipcoaching.com.au
EPISODE 3: Advisory technology for professional service firms
Duration: 17 minutes
In this ‘must listen’ podcast for those in accounting firms who want to provide exceptional advisory services through the effective use of technology, James Mason is joined by Dixie McCurley, Co-Founder and President of Trusted CFO Solutions, based in Atlanta, GA, United States.
Dixie McCurley
Co-Founder and President
Trusted CFO Solutions, GA, United States
www.trustedcfosolutions.com
EPISODE 2: Leverage in Advisory Firms
Duration: 16 minutes
In this episode, James Mason is joined by Craig Stanmore, CEO of Enspira Financial an advisory and accounting firm in Sydney, Australia. Discussion focuses on the different ways business advisors can improve efficiency and capacity, and how various technologies can assist in ‘unlocking the numbers’ to problem solve for clients.
Craig Stanmore, CEO
Enspira Financial, Sydney, Australia
www.enspira.com.au
EPISODE 1: Marketing for Business Advisors
Duration: 16 minutes
In this inaugural episode of ‘The Authentic Advisor’ podcast series, Mindshop Managing Director James Mason interviews James Atkins who shares his experience and ideas on how to create cut through in a cluttered business advisory market.
James Atkins, Director
Vantage Strategy, Melbourne, Australia
www.vantagestrategy.com.au
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