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Total monthly reach
Estimated from 1 chart position in 1 market.
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- 🇦🇺AU · Entrepreneurship#1705K to 30K
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Est. listeners per new episode within ~30 days
2.5K to 15K🎙 Weekly cadence·68 episodes·Last published 2w ago - Monthly Reach
Unique listeners across all episodes (30 days)
5K to 30K🇦🇺100% - Active Followers
Loyal subscribers who consistently listen
2K to 12K
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On the show
Recent episodes
Beyond Client Advisory Services (CAS). Why Business Advisory Skills Matter More Than Ever. With Dixie McCurley, GA, United States.
Apr 30, 2026
Unknown duration
From Elite Sport to Business: Lessons for High Performing Leaders with Neil Tunnah, The Performance Chain, Australia
Mar 31, 2026
Unknown duration
Lessons from My Advisory Journey: The Power of Accountability & Implementation with Kym Arnold, Lincolns, Albany, Western Australia
Feb 28, 2026
Unknown duration
High Value Referrals: How Advisors Win the 'Right' Work with Matt Heemstra, Cain Ellsworth & Co. LLP, IA, United States.
Jan 31, 2026
Unknown duration
The reset: mitigating burnout as an advisor with Michael Burke, BCAG
Dec 31, 2025
Unknown duration
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| Date | Episode | Description | Length | ||||||
|---|---|---|---|---|---|---|---|---|---|
| 4/30/26 |  Beyond Client Advisory Services (CAS). Why Business Advisory Skills Matter More Than Ever. With Dixie McCurley, GA, United States. | Accounting and professional service firms looking to scale client advisory services (CAS) are facing a structural shift. This episode examines what is required to move beyond packaged reporting and into commercially viable advisory.Dixie McCurley draws a clear line between activity and value. Most firms have invested in tools, dashboards and outsourced finance layers. Few have reworked how they think, price or deliver outcomes. The result is under-monetized services, low client engagement with reporting, and advisory positioned as an add-on rather than the core offer.Dixie’s discussion with James Mason reframes CAS as an “office of the CFO” capability focused on enhancing business value with forward-looking decision support, scenario modelling and ongoing measurement of outcomes. When historical reporting is assumed to be automated, the opportunity sits in influencing decisions that move enterprise value.Exploring the evolving landscape of client advisory services (CAS) in professional service firms, this episode emphasizes the importance of advisory skills, technology integration, and strategic transformation to stay relevant and deliver value.Key TopicsThe definition and scope of CAS in modern firmsCritical skills for advisory success including valuation, communication, and pattern recognitionThe impact of AI and technology on advisory servicesStrategies for scaling and monetizing advisory offeringsThe importance of storytelling and facilitation in client relationshipsChapters00:05 What are Client Advisory Services (CAS)?01:14 Dixie McCurley's Journey in CAS02:49 Defining CAS & the CAS Evolution05:12 Challenges & Opportunities07:25 Importance of Insight & Context09:35 Navigating Trends & Client Needs12:12 Real Advisory Work in Practice16:44 Critical Skills for Business Advisors21:56 Real-World Examples of Advisory Packages26:41 Monetizing & Scaling Advisory Services31:38 The Future of High-Performing CAS Practices34:01 Confronting Challenges in Professional Services | — | ||||||
| 3/31/26 |  From Elite Sport to Business: Lessons for High Performing Leaders with Neil Tunnah, The Performance Chain, Australia | Drawing on experience from professional rugby coaching and leadership advisory work, Neil Tunnah explores what defines elite leaders: the ability to create clarity under pressure, make decisions quickly, and build genuine connection with the people they lead.Discussing with James Mason the role of self-awareness, reflection, and understanding personal strengths as key drivers of sustained performance. Leaders who consistently improve prioritise decision-making velocity, simplify complexity for their teams, and focus their energy on the activities that move results.The conversation also examines how advisors can play a critical role in leadership development by meeting leaders where they are at, using diagnostics to accurately understand their starting point, and supporting meaningful behaviour change.Practical insights are shared on building habits, balancing intensity versus volume in leadership demands, and creating the emotional connection that inspires teams to perform at a higher level.Key TakeawaysGreat leaders create clarity under pressure.Self-awareness is crucial for performance improvement.Decision-making velocity is essential in today's market.Authenticity in leadership must be genuine.Reflection can lead to significant performance gains.Understanding personal strengths enhances team performance.Intensity versus volume is key for effective leadership.Advisors should meet leaders where they are.Building relationships is vital for leadership success.Creating connection and passion is essential in leadership.Chapters00:00 Introduction to High Performing Leadership01:05 Neil Tunnah's Unique Background03:08 The Essence of Great Leadership05:58 Decision-Making Velocity in Leadership09:06 Self-Awareness and Reflection12:02 Understanding Strengths for High Performance14:54 Intensity vs. Volume18:06 The Role of Advisors21:16 Behavior Change and the Needs-Benefit Model24:06 Creating Connection and Emotional Attachment | — | ||||||
| 2/28/26 |  Lessons from My Advisory Journey: The Power of Accountability & Implementation with Kym Arnold, Lincolns, Albany, Western Australia | Business advisory is shifting fast and the firms, coaches & consultants that thrive are the ones who turn strategy into execution.James Mason sits down with Kym Arnold, Senior Manager at Lincoln’s, Western Australia to unpack her journey into advisory and what drives results for clients.From real accountability in implementation to lifting internal team capability, Kym shares practical insights on leading stronger client conversations, building deeper industry expertise, and adapting communication styles to cut through.In a tech-accelerated landscape, tools aren’t the differentiator. Understanding client needs and ensuring strategies are executed is.Key TakeawaysSuccession planning is an ongoing process, not a one-time event.Accountability and implementation are crucial for client success.Clients often struggle with implementation due to busy schedules and discomfort with tasks.Using technology and shared files can enhance client engagement and accountability.Advisors need to focus on future planning and forecasting, not just historical data.Deep industry knowledge is becoming increasingly important for effective advisory.Advisors should tailor their approach to meet individual client needs.Mentorship and collaboration are key to developing advisory skills.Understanding the client's context is essential for providing relevant advice.Chapters00:00 Introduction to Advisory Insights01:08 Kym's Journey in Advisory03:31 The Importance of Accountability in Implementation06:34 Understanding Client Needs and Challenges08:23 Internal Team Development and Planning12:03 Hurdles in Client Implementation15:57 Future Trends in Advisory Services18:56 Building Relevant Skills for Advisors20:51 Key Insights for Technical Experts Moving to Advisory | — | ||||||
| 1/31/26 |  High Value Referrals: How Advisors Win the 'Right' Work with Matt Heemstra, Cain Ellsworth & Co. LLP, IA, United States. | In a master class on how to attract high-value referrals Matt Heemstra talks about the importance of clarity, capability, and capacity. He stresses knowing your ideal client, and your ideal self as an advisor to avoid chasing low-value work. Mistakes like assuming old contacts will automatically refer you or failing toask for referrals are common. Success comes from using precise language, sharing concrete examples, and treating referral sources like clients, providing reciprocal value. Matt talks about focusing on a small number of high-potential referrers, nurturing relationships thoughtfully, and following up promptly to build trust. In a nutshell, precision, credibility, and human connection turn referrals into a powerful growth engine.Key Takeaways Identify your ideal self as an advisor. Be clear about the value you bring. Don't compromise on your ideal client profile. Ask for referrals directly and clearly. Demonstrate capability through action, not just words. Manage your capacity to ensure responsiveness. Use specific language to describe your target clients. Nurture relationships with super referrers intentionally. Convert referrals quickly to maintain interest. Provide value to your referrers to strengthen relationships. Chapters 00:00 Introduction to Higher Value Referrals 02:13 Matt Heemstra's Journey in Advisory Services 03:45 Understanding Cain Ellsworth's Client Focus 04:51 Identifying Ideal Clients for Referrals 06:33 Common Mistakes in Driving Referrals 12:34 The Importance of Capability and Clarity 15:48 Demonstrating Capacity for New Clients 18:02 Effective Language for Referral Conversations 21:53 Nurturing Super Referrers 24:35 Converting High-Value Referrals 28:42 Key Adjustments for Immediate Impact | — | ||||||
| 12/31/25 |  The reset: mitigating burnout as an advisor with Michael Burke, BCAG | With many advisors heading into the new year feeling the impact of burnout, distraction and constant change, James Mason sits down with Mindshop Expert Mike Burke to cut through the noise and unpack what high performers are doing differently.Mike shares his insights on three non-negotiables for advisors right now: staying relevant, protecting energy and maintaining a growth mindset. He highlights the behaviours sabotaging performance, from fixed thinking to poor focus, and explains why disciplined time management, annual resets and “slow advisory” are now critical capabilities.You’ll hear practical tactics for rebuilding clarity, improving client selection, using diagnostics to get to root causes, and designing an advisory model that actually works. A fast, actionable conversation for any advisor looking to reset and lift their performance in the year ahead.Key TakeawaysAnnual reviews help set the stage for the upcoming year.Mindset plays a significant role in an advisor's success.Time management and focus are essential for productivity.The 'Friday Roar' is an effective strategy for weekly reflection.Self-reflection is key to understanding what works and what doesn't.Building mental fitness can help combat burnout.Surrounding yourself with positive influences is important.Setting clear goals and a vision is vital for long-term success.Chapters00:00 Burnout & Change Fatigue03:04 Opportunities in Challenging Markets05:59 Importance of Annual Reviews08:54 Mindset & Behaviours Sabotaging Advisors12:03 Strategies to Maintain Focus & Energy14:58 The Friday Roar: A Weekly Review Process17:59 Practical Interventions for Burnout21:06 Key Strategies for 2026 and Beyond | — | ||||||
| 11/30/25 |  Brand Power: How Advisors Attract More Referrals & the Right Clients with Tina Robertson, Pure Bold | Unpacking the pivotal role of branding in helping business advisors attract the right clients and referrals, Tina Robertson joins James Mason to discuss how a well-defined brand builds trust and credibility in a crowded market.They explore how business advisors and professional service firms can align brand messaging with market positioning, outlining a strategic approach to brand development, and sharing practical actions advisors can take to strengthen their brand presence. Key themes of storytelling, authenticity, and consistent communication weave through the conversation, underscoring how familiarity and trust drive long-term success.TakeawaysBranding is a trust multiplier for advisors.Clarity and consistency in messaging are crucial.Investing in brand awareness is essential for success.Storytelling enhances brand differentiation.Audit your online presence regularly.Align brand messaging with market positioning.Visibility creates familiarity, which breeds trust.Strong brands lower acquisition costs and increase pricing power.Chapters00:00 The Power of Branding in Business Advisory03:04 Understanding Personal Branding and Trust06:04 Brand as a Trust Multiplier08:51 Strategic Branding Process11:55 Aligning Brand Messaging with Market Needs14:49 Authenticity and Clarity in Branding17:58 Building Emotional Connections through Storytelling21:04 The Importance of Brand Reach24:01 Practical Steps for Branding Success | — | ||||||
| 10/31/25 |  An Advisory Growth Journey: Lessons & Case Studies with Renee Bettenay, Director, Harris Black, Australia. | What does it take to build an advisory offering that truly adds value to clients and drives firm growth?In this episode of The Authentic Advisor, James Mason talks with Renee Bettenay, Director at Harris Black, about the journey of developing and scaling a business advisory service line. Together, they explore client-centric growth, overcoming common challenges, and equipping teams with the right skills to deliver advisory impact. Key TakeawaysBuilding a great culture is essential for client-focused advisory services.Separating strategies for accounting and advisory is crucial for clarity.Using advisory language internally helps in building capabilities.Self-mastery is a prerequisite for effective leadership in advisory.Meeting clients where they are is key to successful advisory relationships.Directors must be on board with the firm's advisory strategy.Utilising Mindshop tools internally boosts confidence and effectiveness.Embracing authenticity in advisory practices leads to better client relationships.Chapters00:00 Introduction to the Journey of Business Advisory03:02 Building a Culture of Client Focus06:01 Navigating the Advisory Transition08:49 Implementing Advisory Strategies11:58 Developing Advisory Skills Across the Firm15:02 Client Success Stories and Meeting Needs18:03 Practical Actions for Scaling Advisory ServicesContinuous improvement and learning are vitalfor scaling advisory services. | — | ||||||
| 9/30/25 |  A CIO's Perspective: Innovation Strategies for Advisory Firms with Abu Bakkar, HLB International | Drawing on stories from firms around the world, in this episode of the Authentic Advisor, James Mason speaks with Abu Bakkar, Chief Innovation Officer at HLB International, about the critical role of innovation in professional services. They discuss innovation as a continuous journey, the balance between pushing boundaries and maintaining client relevance, and the impact of AI and ESG on the industry.Abu shares insights on implementing innovation through best practice frameworks, building a culture that embraces risk-taking, and the importance of consulting clients during the innovation process. The conversation highlights the need for firms to adapt and evolve in a rapidly changing landscape.Takeaways• Innovation is a continuous improvement process.• Standing still isn't an option for organisations.• Innovation should be part of the culture.• Always consult your clients in innovation.• Don't be afraid to try something new.• Innovation is not a special event.• AI is ingrained in what we're starting to do.• We need to redefine roles in advisory services.• Make innovation practical for everyone.• Risk-taking is essential for innovationChapters00:00 Introduction to Innovation in Professional Services02:35 The Continuous Journey of Innovation05:42 Balancing Innovation and Client Relevance07:52 Trends in Innovation: AI and ESG10:05 Implementing Innovation: Strategies and Frameworks12:12 Building a Culture of Innovation15:13 Staying Grounded: External Insights and Trends18:57 The Role of AI in the Future of Advisory24:14 Avoiding Innovation Traps and Embracing Risk | — | ||||||
| 8/31/25 |  Rethinking Retirement, Why Leading Advisors are Changing the Script with Dr Chris Mason | In this powerful episode of The Authentic Advisor, James Mason is joined by Mindshop founder Dr. Chris Mason, who challenges the conventional notion of retirement for business advisors. At nearly 76, Chris is not slowing down - he’s accelerating ahead, and with purpose. Together, they explore why the traditional "on one day, off the next" retirement mindset may no longer serve modern advisors, especially those still thriving in their 60s and 70s. Chris shares practical insights on how to stay relevant, energised, and curious, while evolving one's role in work and life. The conversation explores: Maintaining momentum and avoiding the "crash-and-burn" of retiring too soon. Blending purpose, flexibility, and enjoyment through “seamless living”. How Chris has refired his career by building future-ready skills like change success and AI. Creating space for the next generation while continuing to offer value and wisdom. Setting meaningful personal KPIs and incorporating sabbaticals into your lifestyle. Chris also unpacks the power of why wisdom is becoming more valuable than ever in the age of cheap knowledge, and how advisors can navigate their next chapter with clarity and impact. If you’re an advisor or leader contemplating your next move, or simply seeking more balance while staying professionally sharp, this is a must-listen. | — | ||||||
| 7/31/25 |  Unlocking Human Performance: Modern Skills for Advisors with Samantha Shaw | Unlocking human potential takes more than performance hacks - it demands a mindset shift. Samantha Shaw, Director, The Anderson Partnership and James Mason, Managing Director, Mindshop cut through the noise, exploring how today’s most effective advisors and coaches are moving beyond “peak performance” toward a more balanced, human-centred approach.From building trust and using curiosity as a coaching tool to tailoring strategies and navigating imposter syndrome, this conversation is packed with sharp insights and practical takeaways to help advisors elevate their impact. | — | ||||||
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| 6/30/25 |  Scaling Advisory Impact: Lessons from Large-Scale Learning Programs with Dan Gabbett, Robertson Scannell | Dan shares his real-world experience leading six-figure programs that combine group workshops, one-on-one coaching, and digital learning.Dan unpacks what works (and what doesn’t) when trying to engage busy professionals, why starting with time management is critical, and how to tier program intensity to match participants’ capabilities and roles.In this episode of The Authentic Advisor, James Mason speaks with Dan Gabbett, Director at Robertson Scannell, on how to build and run high-impact blended learning programs that transform client teams and drive tangible business outcomes.Perfect for senior accounting partners aiming to scale advisory beyond traditional models and deliver measurable value. | — | ||||||
| 5/31/25 | Offshore Success Playbook: Practical Strategies for Building & Leading Global Offshore Teams with Dave Stonesifer, CEO, Herbein + Company | Offshoring is no longer just a strategy - it’s a leadership challenge. Establishing a team overseas takes more than logistics and cost calculations; it demands cultural awareness, intentional leadership, and a long-term vision. This episode explores the journey of building an offshore team in the Philippines, why the move was made, the growing pains along the way, and how deep integration became the difference-maker. You’ll hear hard-earned insights on managing remote teams with purpose and ensuring offshore employees feel like full members of the organization, not just extensions of it. Key TakeawaysHerbein CPAs has grown from $30 million to $60 million in five years. The offshore team in the Philippines supports all service lines of the firm. AI is not currently shifting the strategy for the offshore team. Cultural understanding is crucial for successful integration. Regular visits to the offshore team help break down barriers. The offshore team works US hours during tax season to stay integrated. Legal registration in the Philippines was a lengthy process. Clients generally respond positively to the offshore team concept. Cultural differences must be acknowledged and respected. Leasing employees to smaller firms is a growing opportunity. Chapters 00:03 Introduction to Offshore Teams 01:49 The Journey of Herbein CPAs 02:26 Building the Offshore Team 04:39 AI and Its Impact on Strategy 06:12 Challenges of Setting Up an Offshore Team 09:42 Cultural Integration and Team Alignment 12:30 Choosing the Philippines for Offshore Operations 14:10 Common Pitfalls in Offshore Team Setup 16:01 Future of Offshore Teams in the Firm | — | ||||||
| 4/30/25 | DIY Strategic Planning: What Worked, What Didn’t. Lessons Learnt with Dianna Larkin, McCay Duff, Canada. | Facilitating your own firm’s strategic planning retreat can present some unique challenges & opportunities.In this episode of the Authentic Advisor, James Mason interviews Dianna Larkin, a partner at McCay Duff, about her journey in strategic planning and advisory services. Dianna shares her entrepreneurial background, the culture at McCay Duff, and her experience transitioning to a DIY approach for strategic planning retreats. She discusses the challenges and successes of facilitating her own firm’s retreat, the importance of a structured framework, and offers valuable advice for other advisors looking to enhance their strategic planning skills.TakeawaysMcCay Duff focuses on a people-centric culture to retain talent.The firm has a strong history of succession planning.Dianna transitioned to a DIY approach for strategic planning retreats.Using a structured framework helped guide the planning process.Pre-work and spaced sessions improved engagement and productivity.Facilitating her own retreat presented unique challenges.Dianna learned the importance of balancing facilitation and participation.The experience built confidence in her advisory capabilities.Continuous learning and applying tools is key for growth.Chapters00:10 Introduction to Strategic Planning Insights03:12 Dianna's Entrepreneurial Journey06:05 The Role of McCay Duff and Its Culture08:59 Transitioning to DIY Strategic Planning12:22 Implementing the Strategic Planning Framework15:23 Challenges of Facilitating Your Own Retreat18:06 Reflections on the Experience and Future Directions21:15 Advice for Advisors on Strategic Planning | — | ||||||
| 3/31/25 | Talent Trends: Rethinking Attraction & Retention Strategies with Andrew Thoseby, CEO, 1st Executive | Taking a deep dive into the evolving landscape of talent acquisition and retention, James Mason is joined by Andrew Thoseby, CEO at 1st Executive to discuss emerging trends, innovative technologies, and the importance of engagement in leadership roles. They explore how organisations can adapt to the changing expectations of candidates, particularly in the wake of the pandemic, and provide insights into effective strategies for retaining top talent. | — | ||||||
| 2/28/25 | The future of family business, how advisors can help family businesses thrive with Catherine Sayer, CEO, Family Business Association. | Family businesses play a vital role in the economy, and face unique challenges. In this episode of The Authentic Advisor, James Mason speaks with Catherine Sayer, CEO of the Family Business Association, about how advisors can effectively support them. Catherine shares her journey, the importance of communication and trust in family businesses, and the critical need for succession planning. The conversation highlights the unique dynamics of family businesses and the essential skills advisors must possess to navigate these complexities successfully. | — | ||||||
| 1/31/25 | Building a second brain for increased productivity & innovation as an advisor with James Mason, Mindshop | In this episode of the Authentic Advisor, Lindsay Thomas and James Mason discuss the concept of building a 'Second Brain' and its importance for business advisors. They explore how this framework can enhance productivity and innovation by capturing and organising ideas effectively. The conversation delves into the practical implementation, including the CODE method (Capture, Organise, Distill, Express) from the book 'Building a Second Brain' by Tiago Forte and offers actionable tips for advisors to integrate this approach into their daily routines. The discussion also touches on the impact of technology and AI on personal branding and the necessity of maintaining authenticity in a cluttered information landscape. 00:10 Introduction to the Second Brain Concept 01:12 Understanding the Need for a Second Brain 07:02 Implementing the Second Brain Framework 09:15 The CODE Method: Capture, Organise, Distil, Express 17:39 Practical Tips for Advisors 22:33 Final Thoughts on Productivity and Innovation | — | ||||||
| 12/31/24 | How business advisors can harness AI to drive success with Andrew Cooke, Growth & Profit Solutions. | In this episode of the Authentic Advisor, James Mason and Andrew Cooke discuss the transformative role of artificial intelligence (AI) in business advisory services. Andrew shares his journey from technology to business advisory, emphasising the importance of understanding AI's capabilities and limitations. The conversation covers practical applications of AI, common misconceptions, necessary skills for advisors, ethical considerations, and the evolving role of advisors in an AI-driven landscape. Andrew also recommends various AI tools and resources for advisors to enhance their practice and stay relevant in a rapidly changing environment. | — | ||||||
| 11/30/24 | Scaling business advisory services in your firm with Stephen Grant, Azets | Host James Mason interviews Stephen Grant, partner at Azets, UK about his journey in business advisory and the launch of the Boost Business Advisory Initiative, which aims to enhance client performance through tailored advisory services. He discusses the challenges of balancing existing responsibilities with new initiatives, the importance of internal training and mindset transformation, and the future of advisory services in the accounting industry. Stephen emphasises the need for accountants to evolve into true advisors, focusing on delivering value and solving client issues rather than just compliance. Takeaways Pick the right people who are passionate about business advice. Create time for learning and internal promotion. Support from external training organisations is crucial. Encourage a culture where mistakes are seen as learning opportunities. Demonstrate capability to build internal referrals. Focus on deeper conversations with clients during compliance meetings. The future of accounting lies in advisory services. Accountants must evolve to meet client expectations. Internal champions are essential for driving change. Continuous improvement is key to success in advisory. Timecodes 00:10 Introduction to Business Advisory Services 04:46 Stephen Grant’s Business Advisory Journey 08:07 Launching the Boost Business Advisory Initiative 12:51 Balancing Advisory with Existing Responsibilities 16:55 Transforming Internal Mindsets 25:28 The Future of Advisory Services 28:02 Key Takeaways for Success in Advisory | — | ||||||
| 10/31/24 | Delivering what customers value most, with a distinct competitive advantage with Iain Good & Jonathan Coles, Premiumisation Partners, Australia | In this episode of the Authentic Advisor, James Mason discusses competitive advantage with Jonathan Coles and Iain Good from Premiumisation Partners. They explore the importance of understanding customer value, defining competitive advantages, and aligning team perspectives to enhance business success. The conversation emphasises the need for businesses to engage with their customers, challenge internal perceptions, and continuously adapt their strategies based on customer insights. Key Insights The best competitive advantage is what customers truly value. Understanding customer perceptions is crucial for defining advantages. Engaging with customers helps identify what they value most. Alignment within teams can significantly impact profitability. Research doesn't have to be expensive; simple conversations can yield insights. Identifying what not to do is as important as knowing what to do. Continuous alignment with customer values is essential for success. Facilitating discussions can help bridge gaps in understanding. Investing time in understanding customer needs is vital. A strong business DNA drives innovation and customer loyalty. Chapters 00:00 Introduction to Premiumisation Partners 03:01 Defining Competitive Advantage 06:35 Understanding Customer Value 11:06 Identifying Competitive Advantage 15:10 Aligning Team Perspectives 18:46 Challenging Internal Perceptions 22:28 Cascading Strategy into Business 24:54 Final Tips for Advisors | — | ||||||
| 9/30/24 | Focused networking for success: How too much can be as bad as not enough with Shabir Ladha, KBH Chartered Professional Accountants. | In this episode of The Authentic Advisor, James Mason and Shabir Ladha discuss insights on networking for success and how too much can be just as bad as not enough. Shabir shares his journey to becoming an advisor and the importance of networking in his role, emphasizing the need for authenticity, meaningful conversations, and setting goals when networking. James & Shabir discuss the pitfalls of selling too early and the importance of maintaining a positive personal brand. The conversation concludes with practical tips for networking effectively as an advisor. | — | ||||||
| 8/31/24 | Cutting through with business advisory in a regional market with Kim Marshall, WK Advisors & Accountants | In this episode, James Mason interviews Kim Marshall from WK Advisors and Accountants in Christchurch, New Zealand, about her insights on cutting through with business advisory services in a regional market. Kim shares her background and journey to becoming an advisor, including her experience managing a sheep and beef farm while doing advisory work. She discusses the challenges and opportunities in regional areas, such as poor vintage and droughts, and how she helps clients focus on customer needs to improve their businesses. Kim also talks about the importance of being authentic, investing in oneself, and having a growth mindset. Key Take Aways Building a successful business advisory service in a regional market requires authenticity and a focus on customer needs. Regional businesses often face challenges such as poor vintage and droughts, but there are also opportunities for improvement. High cadence sprints, where quick catch-ups are combined with longer sessions, can be effective in addressing immediate challenges and driving progress. Collaboration and sharing ideas with other businesses in workshops can lead to valuable insights and solutions. Investing in oneself, being open to learning, and having a growth mindset are key to personal and professional development as an advisor. Chapters 00:10 Introduction and Background 03:34 Challenges and Opportunities in Regional Areas 08:02 High Cadence Sprints: Addressing Immediate Challenges 10:11 Collaboration and Idea Sharing in Workshops 13:57 Investing in Oneself: The Key to Advisory Success | — | ||||||
| 7/31/24 | Unlocking Happiness and Success in Business and Life with Peter Longhurst. | Peter Longhurst, a long-time Mindshop advisor, shares his wisdom on the keys to happiness and success in business and life with Mindshop’s James Mason. He discusses his journey from accounting to advisory, the impact of his book 'A Simple Thank You,' and the importance of core values and client-centricity. He emphasises the power of listening, simplicity, and the concept of 'value to others' in business. Takeaways The importance of core values and client-centricity in business success. The power of simplicity and 'value to others' in business relationships. The impact of listening and the role of authenticity in building trust with clients. Chapters 00:00 The Keys to Happiness and Success in Business and Life 03:04 The Journey from Accounting to Advisory 08:13 The Impact of Core Values and Client-Centricity 14:44 The Role of Core Values in Business Success 25:12 Final Tips for Advisors | — | ||||||
| 6/30/24 | Understanding mental health challenges & embracing vulnerability as a high performing leader with Chris Black, Purpa. | Chris Black, a Director of Advisory Business, Purpa, shares insights on mental health challenges and leadership. He discusses the impact of mental health on business, the role of leaders in addressing mental health, and practical strategies for mitigating negative impacts. The conversation emphasises the importance of vulnerability, empathy, and creating a safe space for conversations around mental health. Takeaways • Mental health challenges have a direct impact on business performance, including absenteeism and presenteeism. • Leaders play a crucial role in creating a safe space for conversations around mental health and promoting a culture of empathy and vulnerability. • Practical strategies for mitigating negative impacts of mental health challenges include building emotional intelligence, setting boundaries, and creating a third space for mental well-being. • Investing in mental health awareness and well-being programs within organisations can have a positive return on investment, both financially and socially. Chapters 00:45 The Journey of Purpa and Understanding Mental Health Challenges 03:45 The Impact of Mental Health on Business Performance 06:31 Drivers of Mental Health Challenges and Accelerating Factors 09:19 The Role of Leaders in Addressing Mental Health Challenges 11:45 Practical Strategies for Mitigating Negative Impacts of Mental Health Challenges 23:06 Future Outlook: Mental Health Challenges in usiness Leadership | — | ||||||
| 5/31/24 | Accelerating internal referrals and advisory results with Kirsty Bullen | Kirsty Bullen, a director at Campbell Tyson, discusses how she has been accelerating internal referrals and greater advisory success in the firm. Around for over 100 years, Campbell Tyson is based in Pukekohe, New Zealand and has a varied client base, including the agricultural, commercial, and investment sectors. Mindshop tools have been used in the firm to bring consistency to the advisory services with a focus on workshops and business health checks to provide value to their clients. In this podcast Kirsty talks about how they cultivate referral relationships and focus on storytelling to deliver services. Chapters 00:10 Introduction and Background of the Firm 06:35 Getting Others to Refer the Firm 13:05 Cultivating Super Referrers Takeaways Internal referrals and word-of-mouth are key for business growth. Using Mindshop tools brings consistency to advisory services. Workshops and business health checks provide value to clients. Cultivating referral relationships and storytelling are effective strategies for accelerating referrals. | — | ||||||
| 4/30/24 | To sell or not to sell. The acquisition dilemma for professional service firms with Neal Morrison, McInerney Saunders, Dublin, Ireland. | Neal Morrison, partner at McInerney Saunders in Dublin, Ireland, shares insights on successfully selling an accounting firm. He discusses the background of his firm and the factors that led to their decision to sell. Neal emphasises the importance of culture, succession planning and alignment when choosing a buyer and highlights the benefits of partnering with a private equity firm. He also advises practitioners to get their own house in order before considering a sale and to ensure that key team members are incentivised. Neal concludes by offering his tips for others considering selling. Takeaways Culture and alignment are crucial when choosing a buyer for your accounting firm. Partnering with a private equity firm can provide opportunities for growth and a second exit. Get your own house in order before considering a sale, including working capital management and debtors. Ensure that key team members are incentivised and motivated to stay after the sale. Consider the long-term vision for your firm and whether remaining independent or selling is the best path forward. Chapters 00:20 Introduction and Background 09:20 Choosing a Buyer: Culture and Alignment 13:39 Preparing for the Sale: Getting Your House in Order 27:42 Final Tips for Selling Your Accounting Firm | — | ||||||
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