The Authentic Advisor

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 servi...

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 advise...

In this episode of the Authentic Advisor, James Mason interviews Tony Szczepaniak, the global CEO of LEA Global, about the pathway to partner in accounting firms. They discuss the challenges faced by firms, the attributes of high-performing leaders, programs for developing future partners, building business advisory skills, and tips for building a strong pathway to partnership.    Takeaways  The b...

In this episode of the Authentic Advisor, James Mason interviews Peter Lucas from Kestrel Solutions about turning around underperforming businesses. They discuss the challenges faced by business owners and managers, the early warning signs of a troubled business, and the use of technology for early identification. Peter shares his approach to starting the turnaround process, including conducting w...

Business Health Checks are a great foot-in-the-door business advisory offering for professional service firms wanting to add client value and bridge the gap between 'the numbers' and more intensive advisory services such as strategic planning workshops & implementation.     But where do you start? Sharing her playbook, Lisa Wilson talks about how professional service firm Morrows desig...

Can a business get away with operational deficiencies if they're run by a passionate group of people? Jason Langford-Brown shares his experience as a senior business advisor and coach as to whether culture is a bigger contributor to success than a winning strategy (as the well-known aphorism suggests).  Do most organisations have an accidental culture? How is it businesses with seemingly toxic...

Should a business seek growth at any cost, or has there been a greater shift towards profitability and purpose in recent years? Independent advisor Rod Willers and Mindshop's James Mason debate the assumption that growth means more revenue, and profit. Talking about growth strategy from a business advisor's perspective, they discuss the impact of purpose, business values and economic susta...

How did a firm of 500+ staff go about identifying £1.5m of potential savings by finding opportunities to increase productivity and reduce waste? Lynsey Light of Kreston Reeves takes James Mason on a step-by-step journey through a far-reaching efficiency project using Mindshop tools & resources combined with business advisory know-how. Resulting in not only process efficiency, but also building...

Why have a community purpose? What difference does it make to the culture, operations and success of a firm?  Jack Edmonds, Crowe UK talks to James Mason about the power of having pervasive values fully embraced from the managing partner to the newest recruit. How a clear community purpose benefits the firm, clients, and the staff personally along with knock-on effects to wider society. Jack share...

What does it take to drive continuous improvement in an organisation? James Mason talks to Quinton Whitehead, Manager – Business Improvement about using Mindshop tools and processes at AG Coombs, Australia's leading specialist provider of building services.  There are numerous challenges for an organisation with over 1000 employees to successfully drive change. Quinton reveals what tools, proc...

Owning and operating a successful accounting / business advisory firm is challenging enough on its own. How does Matt Sharwood, Director, Advise Accountants find the time to pursue his entrepreneurial aspirations whilst still maintaining excellent client outcomes?     Matt discusses with James Mason the insights, benefits, technology and planning approaches he uses to successfully juggle running a...

Why are Mindshop diagnostics so effective uncovering deep client insights and saving business advisor’s time? Simon Drum, Managing Director of PSVC Advisory talks to James Mason about how diagnostics are a cornerstone of his business advisory model, in workshops, for process performance and due diligence activities and as a key part of his sales cycle.      Simon talks at a granular level about ho...

With vast amounts of content available through abundant channels it's easy to become overwhelmed when building capability. What's the best way to select, access and apply learning and development resources to meet your own current and future needs? If you're a business advisor or coach, how do you meet the changing learning needs of your clients? JoAnn Labbie, Chief People Officer, All...

What are the latest shifts in leadership and culture? Nikita Tomlinson, Director at Sudburys Ltd, Northland, New Zealand talks to James Mason, Mindshop about what's working for successful clients, and the top challenges they currently face. Exploring the key elements essential to building a high-performing culture and the impact on leadership strategies as businesses shift their focus back to...

Are you a business advisor looking to take equity stakes in businesses? Tune in to the latest episode of our podcast where Cameron McMillan, Principal, Right Hand Advisors, sits down with James Mason, Managing Director at Mindshop. Cameron shares his journey of getting more heavily involved in the ownership of other businesses while retaining his advisory business. He reveals how he dete...

Join James Mason as he interviews Dennis Lee, a Partner at RSM Singapore's business consulting division, on practical ways advisors can implement environmental, social, and governance (ESG) strategies for their clients and in their own firms. Increasingly, leaders are eager to learn and educate themselves, not just for environmental reasons but also to positively impact their business and people....

While at face value, many business owners seems to have it all figured out, in reality many have relationship, health and personal issues with a layer of business worries on top. That's why Mario Vicari's mantra as a business advisor to privately-held companies is: 'if I do my job well, I make your life better'. In this podcast, Mario, director at the largest independently owned Philadelphia-based...

What relevance does the Buddhist metaphor of the second arrow have for business advisors? Nick Mayhew has a profound, optimistic message for business advisors; that a client's emotional wellbeing (and their own for that matter) can be continuously improved through the application of ten key principles. After a tidal wave of disruption and years of choppy seas, we are...

With over 35 years under his belt as a successful business advisor, Al Ramos has been there and done that. Sharing his insights and experiences in a candid conversation with James Mason, Al shares his top three tips for others on their journey to delivering business advice. Honouring your values, understanding that there is an opportunity cost to every decision you make and the importanc...

When Jacqueline Watson's not running the London marathon, she's guiding Henderson Loggie's marketing and business development activities. Learn how Henderson Loggie are dominating targeted markets with laser-focused communications, personal brand-building and storytelling built on community purpose and business vision. Hear about what's working, what's not, shifts in tone of voice, plus the social...

George Virtue, former Managing Partner of Avail CPA, Southern Alberta's largest independently owned business advisory and accounting firm has spent 40 years providing business advisory services to clients. In this power-packed podcast he shares his key strategies for success with James Mason, Mindshop's Managing Director. George answers key questions: How did Avail add $40...

With the right systems and processes accounting firms have an opportunity to deliver rich, data-driven insights to clients, a foundation for other business advisory revenue opportunities such as problem-solving discussions, strategy & implementation. But firms face a myriad of disparate data sources combined with a lack of capacity and technical knowledge. Amanda Kenafake CEO of Power Tynan ad...

Dr Chris Mason coaches hundreds of senior people around the world. Listen in for his practical tips on addressing the hot issues he's encountering at the moment from addressing client fragility and staff engagement issues to the perennial question of how to free up time. What's the secret sauce to being an elite coach? Many look good on paper and have done all the courses but lack that certain som...

If I only knew then what I know now. Mulling over past business advisory experiences, Angela Grogan and James Mason discuss the challenges ahead for up-and-coming business advisors, offering some top 'pitfall-avoiding' tips. What's their consensus on virtual advisory, is it here to stay? And finally why do some seemingly successful advisors stagnate? Could it be they are '...

Typically in this podcast series, we've taken a deep dive into one key area but this episode is a bit different. Instead James Mason and Russell Cummings wrangle with a number of topics. Starting with whether LinkedIn is becoming more like Facebook and if so, what impact does this have on businesses using the platform as a marketing tool? Moving on, they talk about wh...