The Authentic Advisor

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

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

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

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

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.

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

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. 

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.

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.

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 

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

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. 

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.

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

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.

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

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

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.

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 

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

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

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.

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 

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 biggest challenge for firms is attracting, developing, and retaining talent.  High-performing leaders focus on culture, visualization, and execution.  Firms should have clear career paths and development programs for employees.  Building business advisory skills is crucial for future partners.  A people-first culture and clear alignment with organizational goals are essential for a strong pathway to partnership.    Chapters  01:00 Introduction and Background  04:54 Challenges Faced by Firms  11:38 Attributes of High-Performing Leaders  13:07 Programs for Pathway to Partner  22:28 Building Business Advisory Skills  24:33 Tips for Building a Strong Pathway to Partnership 

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 waste audits and involving the team. He also shares a case study of a successful turnaround in the timber windows and doors industry. The episode concludes with Peter offering final tips for advisors seeking to help their clients in similar situations.  Takeaways  Cash flow is the number one factor to focus on in turning around a business.  Advisors should have knowledge of insolvency laws and directors' duties.  Implementing waste audits and involving the team can help identify areas of improvement.  Constant involvement and evolution, along with constructive guidance, can prevent businesses from slipping back into bad habits.  Advisors should consider requesting upfront payment and avoiding time-based billing to maintain trust and accessibility. Chapters  01:10 Introduction and Background  03:20 Challenges for Business Owners and Managers  05:45 Early Warning Signs of a Troubled Business  10:22 Using Technology for Early Identification  12:23 Starting the Turnaround Process  16:00 Waste Audits and Involving the Team  21:01 Case Study  22:43 Constant Involvement and Evolution  25:58 Final Tips for Advisors 

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 design, price, deliver, promote and resource business health checks and why using Mindshop diagnostics, the Now-Where-How methodology and one page plans are integral to their success. Touching on how to generate internal referrals, Lisa also talks about capacity issues, reveals the power of 'BAMFAM' and shares ideas on how to use business health checks as a springboard into further advisory work.      Time Codes  00:00:51 Lisa's background and business advisory journey  00:02:40 Morrow's business advisory service range  00:03:41 Maturity of client base wanting business advisory services  00:04:47 Who's delivering business advisory services at Morrows?  00:05:38 Types of Business Health Checks  00:06:15 Pricing Business Health Checks   00:08:13 Weaving in financial insights  00:09:27 Internal referrals & marketing  00:12:22 Getting further advisory work  00:15:38 Managing capacity  00:16:33 Emerging demand for advisory services  00:18:47 Final tips & thoughts 

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 cultures still succeed?  Jason and James Mason discuss what problems arise if a business holds onto staff that don't align with core values and how culture can be fit for purpose, ultimately posing the question, 'can culture be too perfect?'     Time Codes  00:00:42 Jason's background and business advisory journey.  00:02:27 Is culture a bigger contributor to success than a winning strategy?  00:04:54 Can you succeed with an amazing culture but poor strategy?  00:06:17 Can having a deep passion for what you do compensate for a lack of execution?  00:07:24 What are the keys to a high performing culture?  00:10:26 Is culture the fashionable silver bullet?  00:12:13 Poor performance v bad behaviour.  00:13:22 What are the first steps an advisor should take with a client when addressing culture and strategy?  00:19:17 Aligning core values throughout an organisation.  00:20:32 Can a culture be too perfect?  00:23:22 Does culture eat strategy for breakfast? 

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 sustainability on client growth strategies. What's the difference between high and low growth organisations? Is it okay to follow a strategy of consolidation? How does one balance operational efficiency with strategic evolution? And importantly, What tips does Rod have for advisors when helping clients sustain a passion for growth and change?  

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 credibility, skills and confidence to roll waste reduction services to clients over time. With Lynsey's top tips on communication, getting senior buy-in and staff ownership and engagement. 

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 shares his tips on how to structure programs, communicate values, where to start and the importance of authenticity. An uplifting and positive podcast for those looking to make a real difference.  

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, processes and approaches he has taken to create a company-wide, consistent approach, overcoming change fatigue and creating a culture that embraces continuous improvement.  Listen in for insights on successful blended learning ideas, shifts in change management from AI, and how to coach and facilitate successfully for quality improvement and change success. 

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 high performing firm while growing a diverse number of businesses in areas like Kitchen manufacturing, Tiling and Property development. Matt shares how he identifies each business opportunity and his tips to ensure each are successful. Finally he touches on the two strategies he embraces for greater work / life balance. A great podcast to listen to for advisors and accountants who want to take the next a step into investing in diverse opportunities. 

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 how he uses Mindshop diagnostics, gathering comparison data prior to workshops from a broad set of respondents to supplement qualitative interviews to test if the ‘words and music' match. Discussing how diagnostics allow advance incubation of ideas for richer discussions in the workshop, Simon talks about the benefits of understanding key issues rather than ‘going in blind' so time is spent more effectively, with better client outcomes.   Listen in as Simon reveals how he goes beyond simple lead generation questionnaires to move prospects rapidly through the sales cycle, delivering immediate value to clients with diagnostics that address key questions relevant to the business advisory services offered. 

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, Allinial Global and James Mason talk about shifts occurring in learning and development, the importance of creating a career success plan, and how to maximise time available for skill development in a busy schedule. In this podcast, JoAnn shares her opinion on the future of learning, and the importance of 'soft' skills such as critical thinking, emotional intelligence and listening. Don't miss JoAnn's tips on how advisors can effectively upskill clients in the current unpredictable environment.

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 profitability by streamlining operations. A must-listen for independent advisors and firms looking to get cutting edge insights on today's leadership and culture consulting. Join Nikita and James as they reinforce the importance of developing a solid strategy in this area to help clients succeed.

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 determined which businesses to invest in and how his strategic planning and implementation advisory skills were vital during the process. Listen in to discover the practical ways Cameron manages to juggle the roles of advisor and investor, and learn about the barriers he had to overcome. Cameron also shares his top three tips for advisors looking to go down this path. Don't miss out on this invaluable episode!

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. Clients seek advice on how to take meaningful action, often requiring a major strategy rethink and radical change beyond simply changing the light bulbs. Don't miss this episode on how advisors can make a significant difference in helping implement ESG strategies for a brighter future.

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 accounting firm with 250+ staff, shares his approach to complex problem solving through facilitation and how he avoids competitive bidding situations by being 'advisory led'. Mario looks to future consequences of managing remote workforces, talking about his adaptive approach and shares the importance of building a solid personal balance sheet so clients have options when it's time to exit the business. There's a wealth of fantastic, wide ranging insights in this episode for every business advisor.

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 all overdue some calmer waters. Nick shares how improving leaders' personal emotional regulation can have positive effects that ripple through teams, businesses and to a wider circle of relationships. In this thoughtful, timely podcast, Nick and James Mason contemplate vision, purpose, rugby and the pleasure of breaking rocks. A perfect opening podcast for a new start.

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 importance of going to a 'mental gym' are just some of Al's 'must do's'. Al shares his experience with cancer to highlight the importance of health and wellness to bring your best to all relationships both business and personal. After serving on a number of boards and taking equity shares in 'businesses with potential' Al shares how to balance directorship and being a paid for your advisory skill set fairly. Listen in to hear how Al's passion for business advisory has developed throughout all phases of his career. Whether you're just starting out in an accounting firm, moving from a corporate role to become an independent advisor or an established business advisor looking to take equity in their clients' business, there is something for everyone in this episode.

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 media platforms delivering cut through recruitment and go-to-market campaigns. If you want to know how your accounting or advisory firm can to tap into the 'rise of the individual' and stand out in saturated markets this is the podcast for you!

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 $40k of advisory work on top of $10k of compliance fees on some client engagements? How did Avail make the shift to advisory? How does Avail price their services? George suggests solutions to the perennial 'capacity' problem and reveals why he's scared going into client meetings! Listen in to hear how this firm has succeeded by becoming advisory-led.

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 addressed these challenges in her own firm five years ago and is now helping other firms on the same journey. Listen in as Amanda shares her tips on how firms can harness data and analytics to go beyond the numbers with clients and drive greater advisory revenue.

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 something. Chris talks through the six traits he believes you need to lead from the front. How can you overcome self sabotaging behaviours in yourself and others? Chris talks about how he's using New York Times bestselling book Positive Intelligence (PQ) by Stanford Lecturer Shirzad Chamine to change negative to positive responses to challenges in real life situations. A podcast jam-packed full of useful insights.

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 'accidental' energy vampires? Listen in to find out!

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 whether newer, more complex tools are more effective when problem solving with clients than old favourites. Finally discussing if procrastination is more prevalent than ever before and if so, why? What can advisors do to help themselves and others make decisions and execute plans? Listen in as these two seasoned professionals chew the fat.

As President and CEO of the 2nd largest association of independent accounting firms across the globe, Mark Koziel is in a unique position to provide insights into future trends and opportunities for accounting firms. In this wide-ranging discussion with James Mason, Mark shares his thoughts on how firms can address increasing client demands, strategies for growth in the face of capacity issues, and his thoughts on the 'compliance is dead' narrative. Touching on the keys to a successful merger, blockchain, and even the future of hybrid events, this is not to be missed podcast from someone with a worldwide view in touch with hundreds of industry leaders.

Helen's story is an unusual one and what sets her apart from other accountancy practice leaders is her background of more than 30 years in Human Resources. With a belief that culture is what sets apart great professional service firms she's gone about guiding WR Partners through a time of intense change. Generously sharing her approach to driving strategy implementation across the business, Helen talks about how to tap into discretionary effort to boost business and personal performance and tips on how to tackle 'cave dwellers'. A not to be missed episode for senior leaders looking for a playbook on how to drive firmwide performance.

What's the secret to creating leverage in an advisory business? Mindshop's James Mason talks to Sean Martyn about the approach he's taking with Business by Design, taking a 'done for you' approach based on great systems and processes, why systemisation 'kills waste' and the importance of not 'winging it' when selling. Listen in to hear a wealth of insights from somebody with 25 years' experience.

As an established business owner and entrepreneur, Adrian Romero has been on a rapid growth trajectory, now employing over 500 employees across a range of businesses. In this episode of the Authentic Advisor, James Mason sits down with Adrian to discuss the secrets to his growth success and how a focus on return on time is crucial to allowing him to stay productive and juggle his many commitments. A must listen for advisors wanting to get an entrepreneur's perspective on achieving business success and helping clients.

Attracting great staff is more challenging than ever and employers are finding they're no longer in the box seat. With less people in the market expecting more money, plus work from home flexibility, wellbeing support, career progression and great social activities, how can employers hope to get it right? James Mason talks to Suzanne Whitmarsh, Managing Director at 1st Executive about the importance of 'getting your house in order' before starting the recruitment process and why just writing up a position description is no longer going to cut it. Listen in to learn about employee expectations in today's market, workforce planning for a robust business and why people really leave a role.