Shows
The Authentic AdvisorHigh 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 connecti...
2026-01-3129 min
The Authentic AdvisorThe reset: mitigating burnout as an advisor with Michael Burke, BCAGWith 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 practi...
2025-12-3126 min
Sangre y SuerteSyS #24 - EDU VILLAGÓMEZ | Familia por SANGRE vs por ELECCIÓN. El camino a Mindshop Travel.Compra mi libro Sangre y Suerte: https://mybook.to/suerte Estudia filosofía conmigo: https://mateusruzzarin.com/Viaja con nosotros a Cambridge! https://mindshoptravel.com/Lee lo que escribo semanalmente en https://mindshop.substack.com/Tuve el privilegio de conversar con mi socio y amigo Edu Villagómez sobre su increíble trayectoria.Desde su infancia como hijo único en México, hasta convertirse en un líder en innovación y educación. Nos compartió cómo: ✨ Su familia le dio las bases para soñar en grande ✨ Cambió de carrera al encontrar su verdadera pasión ✨ Su tesis pionera en IA...
2025-12-032h 08
The Authentic AdvisorBrand Power: How Advisors Attract More Referrals & the Right Clients with Tina Robertson, Pure BoldUnpacking 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...
2025-11-3030 min
Building Brand YouBBY Show From the Archives Ep.05: Healthy Business with James MasonWelcome to Building Brand You™, the podcast that helps you accelerate your success by unlocking your greatest asset – you. KEY TAKEAWAYS Your personal brand is how you show up for people. It's how they experience you, not what you think of yourself. Core values it's like the bedrock and the stable backbone to everything you do as a business. You've got to just keep evolving who you are, and being okay to be authentic with, what and who that is, What and where do I want to go as an i...
2025-11-041h 04
The Authentic AdvisorAn 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 l...
2025-10-3122 minSangre y SuerteSyS #20 - C.A. POSTLETHWAITE (#2) | NIETZSCHE, ORIGINALIDAD y la nueva CONCIENCIA que vieneCompra mi libro Sangre y Suerte: https://mybook.to/suerte Estudia filosofía conmigo: https://mateusruzzarin.com/Viaja con nosotros a Cambridge! https://mindshoptravel.com/Lee lo que escribo semanalmente en https://mindshop.substack.com/🎙️ ¡Nueva plática enriquecedora!Carlos regresa para una conversación profunda, auténtica y llena de matices con Mateus. 🧠✨Hablaron de Nietzsche, la originalidad del ser humano, la entropía, la educación de los hijos, el poder de los márgenes (¡su canal se llama Marginalia!), y hasta de cómo las redes sociales y la IA están moldeando —para bien o para mal— nuestra conci...
2025-10-291h 53
The Authentic AdvisorA CIO's Perspective: Innovation Strategies for Advisory Firms with Abu Bakkar, HLB InternationalDrawing 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...
2025-09-3026 min
The Authentic AdvisorRethinking Retirement, Why Leading Advisors are Changing the Script with Dr Chris MasonIn 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 an...
2025-08-3125 min
The Authentic AdvisorUnlocking Human Performance: Modern Skills for Advisors with Samantha ShawUnlocking 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.
2025-07-3122 min
The Authentic AdvisorScaling Advisory Impact: Lessons from Large-Scale Learning Programs with Dan Gabbett, Robertson ScannellDan 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 scal...
2025-06-3023 min
The Authentic AdvisorOffshore Success Playbook: Practical Strategies for Building & Leading Global Offshore Teams with Dave Stonesifer, CEO, Herbein + CompanyOffshoring 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 Ta...
2025-05-3118 minThe Authentic AdvisorDIY 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.Take...
2025-04-3023 minThe Authentic AdvisorTalent Trends: Rethinking Attraction & Retention Strategies with Andrew Thoseby, CEO, 1st ExecutiveTaking 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.
2025-03-3123 min
The Daffernomics PodcastThe Daffernomics Podcast Episode 6: Where to start with strategic business planning in 2025In this episode, Dafferns partner and accountant Martin Gibbs is joined by Simon Cossey, definitely not an accountant, but a business development specialist - bringing two different perspectives on business strategic planning.Martin and Simon are the new hosts of the Dafferns Business Leader Group (BLG), a quarterly forum for business leaders to share ideas, develop new strategies, learn new leadership skills and solve challenges in a collaborative environment.The February 2025 BLG centred on the latest Mindshop 2025 Business Leader Global Trends Report and in this episode we talk though where to...
2025-03-0729 minThe Authentic AdvisorThe 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.
2025-02-2820 minThe Authentic AdvisorBuilding a second brain for increased productivity & innovation as an advisor with James Mason, MindshopIn 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...
2025-01-3123 minThe Authentic AdvisorHow 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.
2024-12-3129 minThe Authentic AdvisorScaling business advisory services in your firm with Stephen Grant, AzetsHost 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 ar...
2024-11-3029 minThe Authentic AdvisorDelivering what customers value most, with a distinct competitive advantage with Iain Good & Jonathan Coles, Premiumisation Partners, AustraliaIn 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...
2024-10-3126 minThe Authentic AdvisorFocused 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.
2024-09-3025 minThe Authentic AdvisorCutting through with business advisory in a regional market with Kim Marshall, WK Advisors & AccountantsIn 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.
2024-08-3122 minThe Authentic AdvisorUnlocking 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 an...
2024-07-3127 minThe Authentic AdvisorUnderstanding 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 empa...
2024-06-3026 min
CREATIVO449. MATEUS RUZZARIN | Heráclito El Oscuro, Sus Aforismos, El Logos, ¿Todo Está en Flujo?Bienvenidos a esta sección mensual en donde aprendemos filosofía con el gran Mateus Ruzzarin!
Si te gusta esta serie que por favor manifiestate en los comentarios y dale me gusta al video, le estamos invirtiendo mucho tiempo y esfuerzo y significaría mucho para nosotros.
Mateus es un filósofo, fundador y profesor de Mindshop Knowledge Society.
En este episodio hablamos sobre los baños de hielo, las profesiones sombra, el futuro, la tecnologia, el tirlema de Epicuro, la censura de la filosofía, Heáclito, la educación, el alcohol, el logos y muchas cosas más…
*Links...
2024-06-131h 58The Authentic AdvisorAccelerating internal referrals and advisory results with Kirsty BullenKirsty 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.
C...
2024-05-3123 minCREATIVO441. MATEUS RUZZARIN | Epicuro y la muerte, El placer y dolor, Tesis del daño, DesafíosBienvenidos a esta sección mensual en donde aprendemos filosofía con el gran Mateus Ruzzarin!
Si te gusta esta serie que por favor manifiestate en los comentarios y dale me gusta al video, le estamos invirtiendo mucho tiempo y esfuerzo y significaría mucho para nosotros.
Mateus es un filósofo, fundador y profesor de Mindshop Knowledge Society.
En este episodio hablo sobre el descubrimiento de la tumba de Platón, la filosofía de la inteligencia artificial, las religiones, dogmatizar a tus hijos y muchas cosas mas…
*Links Episodio 5 (Epicuro)*
Viaja a Europa conmigo y con el Doc: htt...
2024-05-163h 34The Authentic AdvisorTo 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
...
2024-04-3032 minCREATIVO432. MATEUS RUZZARIN | El primer filósofo: Tales de Mileto, Presócraticos, Intro a LógicaBienvenidos a esta sección mensual en donde aprendemos filosofia con el gran Mateus Ruzzarin!
Si te gusta esta serie que por favor manifiestate en los comentarios y dale me gusta al video, l eestamos inviertiendo mucho tiempo y esfuerzo y significaria mucho para nosotros.
Mateus es un filósofo, fundador y profesor de Mindshop Knowledge Society.
*Links Episodio 4 (Tales de Mileto)*
Viaje a Europa conmigo y con el Doc: https://wa.link/08lg6y
Lectura para este episodio: https://bit.ly/Le4creativo
Examen breve para este episodio: https://bit.ly/QCrep4
Link para estudiar filosofía con Mat...
2024-04-163h 07The Authentic AdvisorSuccess on the pathway to partner – traits that drive high performers with Tony Szczepaniak, CEO, LEA Global
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.
2024-03-3127 minCREATIVO424. MATEUS RUZZARIN | ¿Existe el arte feo?, ¿Qué es arte?, La belleza y la estéticaBienvenidos a esta sección mensual en donde aprendemos filosofia con el gran Mateus Ruzzarin!
Si te gusta esta serie que por favor manifiestate en los comentarios y dale me gusta al video, l eestamos inviertiendo mucho tiempo y esfuerzo y significaria mucho para nosotros.
Mateus es un filósofo, fundador y profesor de Mindshop Knowledge Society.
En este episodio repasamos filosofía, hablamos de la estética filosófica, el nacimiento de la tragedia, los diferentes estilos de vida, el arte, la belleza y muchas cosas mas…
Links Episodio 3 (Estética Filosófica)
Lectura para este episodio: https://bit.ly/Le...
2024-03-192h 35
Better Business, Better LifeNavigating the Noise: What to Adopt and Abandon for Leadership SuccessIn this episode of the Better Business, Better Life podcast, hosts Stuart Wilkinson and Shelley Dickson discuss the relaunch of their podcast with a focus on sharing insights and lessons from their client experiences, the inclusion of guest speakers on pertinent business topics, and the importance of engaging with their audience for content ideas. They delve into a report by MindShop titled 'What to Adopt and What to Abandon' aimed at business leaders, which outlines actionable strategies for business growth and improvement. The report highlights the need for businesses to focus on their plans, strategies, and, most importantly, implementation, amidst...
2024-03-1334 minThe Authentic AdvisorSecrets to turning around underperforming businesses with Peter LucasIn 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...
2024-02-2926 minThe Authentic AdvisorLeveraging Business Health Checks to Drive Advisory Revenue Growth with Lisa Wilson, Morrows.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...
2024-01-3120 minThe Authentic AdvisorCulture eats strategy for breakfast, myth or reality? With Jason Langford-BrownCan 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 q...
2023-12-3124 minThe Authentic AdvisorIs Growth Good? With Rod WillersShould 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? An...
2023-11-3024 minThe Authentic AdvisorReduce waste & improve inefficiency by leveraging Mindshop tools in your firm with Lynsey Light, Kreston Reeves.
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.
2023-10-3118 minThe Authentic AdvisorClear community purpose, culture & values in a firm. Who benefits & where to start.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.
2023-09-3022 minThe Authentic AdvisorLeveraging tools & methodologies for problem solving & planning across Australia's leading business service specialist with Quinton Whitehead.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...
2023-08-3126 min
Building and Protecting Your Business WorthUnlocking Your Business Wealth!“Unlocking Your Business Wealth? Brian is a specialist in business growth. He is extremely passionate about helping business owners build wealth in their business so they can become financially independent in the future and enjoy the lifestyle financial freedom brings. Many business owners run their business with the focus on personal income, and the freedom of time. However, the business can also be a valuable financial asset worth much more than the salary being earned. Business wealth is an asset that can create financial independence for the business owner. Many busines...
2023-08-2821 minThe Authentic AdvisorBalancing running an accounting firm and being an entrepreneur with Matt SharwoodOwning 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 e...
2023-07-3126 minThe Authentic AdvisorLeveraging diagnostics in advisory work with Simon Drum.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 i...
2023-06-3019 minThe Authentic AdvisorShifts in learning and development, the four key trends critical to building capability in 2023 and beyond with JoAnn Labbie.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...
2023-05-3121 minThe Authentic AdvisorLeadership and culture, what shifts are driving client success with Nikita Tomlinson.
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
2023-04-3024 minThe Authentic AdvisorCapitalising on diverse equity opportunities whilst running a successful advisory business with Cameron McMillanAre 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 lear...
2023-03-3123 minThe Authentic AdvisorHow advisors can help implement environmental, social & governance (ESG) strategies for clients & in their own firms: practical insights and examples with Dennis LeeJoin 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...
2023-02-2822 minThe Authentic AdvisorAdvising owners how to build a successful business and personal balance sheet with Mario VicariWhile 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...
2023-01-3130 minThe Authentic AdvisorFlip fulfilled to filled full. Ten keys to happier leaders with Nick Mayhew.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, ru...
2022-12-3128 minThe Authentic AdvisorFrom accountant to partner, independent business advisor & equity holder; a career delivering client value with Al RamosWith 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 bus...
2022-11-3035 min
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Producido por Vicente Rodríguez contacto: vicenterdz114@gmail.com
Cada fin de mes Mindshop Knowledge Society abre un grupo nuevo de filosofía, si estas interesado, regístrate en https://mindshop.typeform.com/grupohpnuevo
Te recomiendo entrar a: https://linktr.ee/Mindshop y leer el "Prospectus" con calma...
2022-11-2456 min
MindCast#12. ¿Qué es Nimbus? + Taller de Pensamiento Crítico (Ligas en descripción)Compra tus boletos para Nimbus 2022: https://nimbuspay.inf.com.mx/
Como prometimos te dejamos tres elementos:
1) Nuestro Manual de Preparación para la educación continua en el primer botón en esta liga: https://linktr.ee/Mindshop
2) La liga con descuento para Nimbus Monterrey el 26 de Noviembre: https://nimbuspay.inf.com.mx/?coupon=TPCDX
3) La liga con la grabación del Taller de este Martes 1ro de Nov. De Mateus & Pepe de Migala: https://youtu.be/6ae3lgZ8dBw
Que te pareció el epi...
2022-11-192h 58
MindCast#11. ¿Qué es la inteligencia artificial? - Mindcast con Diego, Nahuel & SantiagoCompra tus boletos para Nimbus 2022 (26 de nov en Monterrey): https://nimbuspay.inf.com.mx/
Podcast con @Diego Ruzzarin @Charlas de Filosofía | Lic. Nahuel Michalski y @Santiago Armesilla
Que te pareció el episodio?
Déjanos un mensaje de voz: https://www.speakpipe.com/MindCastLetsgo
Producido por Vicente Rodríguez contacto: vicenterdz114@gmail.com
Cada fin de mes Mindshop Knowledge Society abre un grupo nuevo de filosofía, si estas interesado, regístrate en https://mindshop.typeform.com/grupohpnuevo
Te rec...
2022-10-311h 36The Authentic AdvisorPersonal brands & niches in niches. Marketing shifts for accounting & advisory firms.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!
2022-10-3127 min
MindCast#10. Nimbus 2022, viajes & ¿Cuales son las preguntas mas incomodas? - Mindcast con Sabrina & AntonioCompra tus boletos para Nimbus 2022: https://nimbuspay.inf.com.mx/
Que te pareció el episodio?
Déjanos un mensaje de voz: https://www.speakpipe.com/MindCastLetsgo
Producido por Vicente Rodríguez contacto: vicenterdz114@gmail.com
Cada fin de mes Mindshop Knowledge Society abre un grupo nuevo de filosofía, si estas interesado, regístrate en https://mindshop.typeform.com/grupohpnuevo
Te recomiendo entrar a: https://linktr.ee/Mindshop y leer el "Prospectus" con calma.
Si t...
2022-10-171h 50
MindCast#9. Nimbus 2022 & ¿Como debería de ser la política en México? - Mindcast con Pepe de MigalaSi quieres comprar boletos para Nimbus 2022 (26 nov) usa esta liga: https://nimbuspay.inf.com.mx/
Que te pareció el episodio?
Déjanos un mensaje de voz: https://www.speakpipe.com/MindCastLetsgo
Producido por Vicente Rodríguez contacto: vicenterdz114@gmail.com
Cada fin de mes Mindshop Knowledge Society abre un grupo nuevo de filosofía, si estas interesado, regístrate en https://mindshop.typeform.com/grupohpnuevo
Te recomiendo entrar a: https://linktr.ee/Mindshop y leer el "Prospectus" con calma.
Si te gusta lo que lees, busca "Registro" para regis...
2022-10-132h 21
MindCast#8. ¿Cómo debería de ser el cine? - Mindcast con Ofelia & Paúl¿Qué te pareció el episodio?
Déjanos un mensaje de voz: https://www.speakpipe.com/MindCastLetsgo
Producido por Vicente Rodríguez contacto: vicenterdz114@gmail.com
Cada fin de mes Mindshop Knowledge Society abre un grupo nuevo de filosofía, si estas interesado, regístrate en https://mindshop.typeform.com/grupohpnuevo
Te recomiendo entrar a: https://linktr.ee/Mindshop y leer el "Prospectus" con calma.
Si te gusta lo que lees, busca "Registro" para registrarte sin compromiso a una de nuestras clase de muestra donde explico todo con calma.
Saludos,
M...
2022-10-1259 min
Diego Ruzzarin96. 2041 y La Piedra Filosofal | Ruzzarin BrosEste es el link del video sobre el que hablamos al inicio:https://www.youtube.com/watch?v=1C7GJDetjjo&ab_channel=NationalCommitteeonU.S.-ChinaRelationsRecordatorio:Cada fin de mes Mindshop Knowledge Society abre un grupo nuevo de filosofía, si estas interesado, regístrate en https://mindshop.typeform.com/grupohpnuevo Te recomiendo entrar a: https://linktr.ee/Mindshop y leer el "Prospectus" con calma. Si te gusta lo que lees, ahí mismo te puedes registrar a una clase de muestra. Saludos, M...
2022-10-121h 06Diego Ruzzarin94.Confluencia Humanismo y Futuro | Ruzzarin BrosÚnete al grupo de estudio más grande de Latinoamérica:https://www.somosconfluencia.com/shar...Cada fin de mes Mindshop Knowledge Society abre un grupo nuevo de filosofía, si estas interesado, regístrate en https://mindshop.typeform.com/grupohp... Te recomiendo entrar a: https://linktr.ee/Mindshop y leer el "Prospectus" con calma. Si te gusta lo que lees, ahi mismo te pueded registrar a una clase de muestra. Hosted on Acast. See acast.com/privacy for more information.
2022-10-1148 min
MindCast#7. ¿Cómo formar grupos de estudio? - Mindcast con Eliot Zea AlvaradoQue te pareció el episodio?
Déjanos un mensaje de voz: https://www.speakpipe.com/MindCastLetsgo
Producido por Vicente Rodríguez contacto: vicenterdz114@gmail.com
Cada fin de mes Mindshop Knowledge Society abre un grupo nuevo de filosofía, si estas interesado, regístrate en https://mindshop.typeform.com/grupohpnuevo
Te recomiendo entrar a: https://linktr.ee/Mindshop y leer el "Prospectus" con calma.
Si te gusta lo que lees, busca "Registro" para registrarte sin compromiso a una de nue...
2022-10-0740 minThe Authentic AdvisorWinning higher value advisory work. What does it take to step up?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...
2022-09-3025 min
MindCast#6. ¿Filosofía desde niños? - Mindcast con Oly y AlexQue te pareció el episodio?
Déjanos un mensaje de voz: https://www.speakpipe.com/MindCastLetsgo
Producido por Vicente Rodríguez contacto: vicenterdz114@gmail.com
Cada fin de mes Mindshop Knowledge Society abre un grupo nuevo de filosofía, si estas interesado, regístrate en https://mindshop.typeform.com/grupohpnuevo
Te recomiendo entrar a: https://linktr.ee/Mindshop y leer el "Prospectus" con calma.
Si te gusta lo que lees, busca "Registro" para registrarte sin compromiso a una de nue...
2022-09-271h 04Diego Ruzzarin90. Ruzzarin Bros | Tokyo Drift.Volvimos Ruzzarin Bros, Mateus desde Cambridge Cada fin de mes Mindshop Knowledge Society abre un grupo nuevo de filosofía, si estas interesado, regístrate en https://mindshop.typeform.com/grupohp... Te recomiendo entrar a: https://linktr.ee/Mindshop y leer el "Prospectus" con calma. Si te gusta lo que lees, ahi mismo te pueded registrar a una clsse de muestra. Saludos, Mateus Bolson Ruzzarin Link Tree: https://linktr.ee/MindshopInstagram: https://www.instagram.com/mindshop.ks/ Email: mi...
2022-09-2752 min
MindCast#5. ¿Qué es una conversación? - Mindcast con Luis Juárez BlancoQue te pareció el episodio?
Déjanos un mensaje de voz: https://www.speakpipe.com/MindCastLetsgo
Producido por Vicente Rodríguez contacto: vicenterdz114@gmail.com
Cada fin de mes Mindshop Knowledge Society abre un grupo nuevo de filosofía, si estas interesado, regístrate en https://mindshop.typeform.com/grupohpnuevo
Te recomiendo entrar a: https://linktr.ee/Mindshop y leer el "Prospectus" con calma.
Si te gusta lo que lees, busca "Registro" para registrarte sin compromiso a una de nue...
2022-09-1557 min
MindCast#4. Filosofía, Pandemia & Globalización - Mindcast con Erasmo Marín Villegas.Que te pareció el episodio?
Déjanos un mensaje de voz: https://www.speakpipe.com/MindCastLetsgo
Producido por Vicente Rodríguez contacto: vicenterdz114@gmail.com
Cada fin de mes Mindshop Knowledge Society abre un grupo nuevo de filosofía, si estas interesado, regístrate en https://mindshop.typeform.com/grupohpnuevo
Te recomiendo entrar a: https://linktr.ee/Mindshop y leer el "Prospectus" con calma.
Si te gusta lo que lees, busca "Registro" para registrarte sin compromiso a una de nue...
2022-09-0549 min
MindCast#3. Inteligencia Artificial Aplicada - Mindcast con Jonathan PalafoxQue te pareció el episodio? Déjanos un mensaje de voz: https://www.speakpipe.com/MindCastLetsgo
Liga del proyecto SonIA: soysonia.mx
Les dejo las ligas de Lee:
Liga de Amazon: https://a.co/d/2uT4LsJ
Instagram: https://instagram.com/pipitaybolita_editorial?igshid=YmMyMTA2M2Y=
Producido por Vicente Rodríguez contacto: vicenterdz114@gmail.com
Cada fin de mes Mindshop Knowledge Society abre un grupo nuevo de filosofía, si estas interesado, registrate en http...
2022-08-311h 02The Authentic AdvisorHow firms can capitalise on client data & insight opportunitiesWith 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...
2022-08-3122 min
MindCast#2. Terror Mental - MindCast con Milo Magaña.Que te pareció el episodio? Déjanos un mensaje de voz: https://www.speakpipe.com/MindCastLetsgo Sigan a Milo en https://www.instagram.com/notmilomalo/ Producido por Vicente Rodríguez contacto: vicenterdz114@gmail.com Cada fin de mes Mindshop Knowledge Society abre un grupo nuevo de filosofía, si estas interesado, registrate en https://mindshop.typeform.com/grupohpnuevo Te recomiendo entrar a: https://linktr.ee/Mindshop y leer el "Prospectus" con calma. Si te gusta lo que lees, busca "Registro" para registrarte sin compromiso a una de nuestras clase de muestra donde explico todo con calma. Saludos, Mateus Bolson Ruzzari...
2022-08-291h 04
MindCast#1. Los Demonios del Divorcio - MindCast con Lee Iwan Andrade.Que te pareció el episodio? Déjanos un mensaje de voz: https://www.speakpipe.com/MindCastLetsgo
Les dejo las ligas de Lee: Liga de Amazon: https://a.co/d/2uT4LsJInstagram: https://instagram.com/pipitaybolita_editorial?igshid=YmMyMTA2M2Y=
Producido por Vicente Rodríguez contacto: vicenterdz114@gmail.com
Cada fin de mes Mindshop Knowledge Society abre un grupo nuevo de filosofía, si estas interesado, registrate en https://linktr.ee/mindshop Te recomiendo leer el "Prospectus" con calma, ahi encontraras un botón.
Si te gusta lo que lees, busca "Registro...
2022-08-1729 min
Building Brand YouBBY Show Down Under Series: Healthy Business with James MasonWelcome to Building Brand You™, the podcast that helps you accelerate your success by unlocking your greatest asset – you.
KEY TAKEAWAYS:
Your personal brand is how you show up for people. It's how they experience you, not what you think of yourself.
Core values it's like the bedrock and the stable backbone to everything you do as a business.
You've got to just keep evolving who you are, and being okay to be authentic with, what and who that is, What and where do I want to go a...
2022-08-101h 04
Building Brand YouBBY Show Down Under Series: Healthy Business with James MasonWelcome to Building Brand You™, the podcast that helps you accelerate your success by unlocking your greatest asset – you. KEY TAKEAWAYS: Your personal brand is how you show up for people. It's how they experience you, not what you think of yourself. Core values it's like the bedrock and the stable backbone to everything you do as a business. You've got to just keep evolving who you are, and being okay to be authentic with, what and who that is, What and where do I want to go as an individual, and...
2022-08-101h 04The Authentic AdvisorHitting coaching heights, overcoming self sabotaging behaviours & addressing hot client issues.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...
2022-07-3121 min
The Authentic AdvisorAccidental energy vampire spotting, tips for business advisor aspirants & musings on virtual v F2F delivery.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!
2022-06-3019 min
The Authentic AdvisorDiscussion: LinkedIn, procrastination & is everything old new again?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 them...
2022-05-3122 min
The Authentic AdvisorTop global accounting trends and future opportunities for firmsAs 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...
2022-05-0125 min
The Authentic AdvisorDriving performance, a Managing Partner’s perspectiveHelen’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...
2022-03-3123 min
The Authentic AdvisorSystematising a high performing advisory businessWhat'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.
2022-02-2827 min
The Authentic AdvisorAdvisor to entrepreneur – a story of rapid growthAs 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.
2022-01-3125 min
The Authentic AdvisorRecruiting right - how to find the ideal candidate for your business.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...
2021-12-3126 min
The Authentic AdvisorFamily business succession planning, an advisors' guide to having challenging conversationsOften for the head of a family business, work is intrinsic to their sense of self, the foundation of their relationships, status and position in the community and the question of succession planning is one that's avoided until too late. Harry Kras has been facilitating in the challenging but rewarding family business niche for over 25 years and he shares his story, approach and insights with Mindshop’s James Mason in this fascinating podcast. Listen to Harry's thoughts on what it takes to be a great family business facilitator, why trust and communication are key and what a great opportunity ad...
2021-11-3026 min
The Authentic AdvisorAttraction and retention of the best talentAttraction and retention of good staff is already a challenge. Then add an alleged post-pandemic 'great resignation' and it's looking insurmountable. One firm going against the tide is US firm Herbein + Co, Inc enjoying low turnover rates and high levels of unsolicited employment applications in contrast to many in the accounting world. In this podcast, Herbein's Managing Partner David Stonesifer shares the strategies and culture making a difference in their firm with Mindshop Founder and Chairman Dr Chris Mason. Dave talks about the importance of mutual respect, having an understanding that sometimes life gets in the way and why...
2021-10-3124 min
The Authentic AdvisorPurpose beyond profit, connecting with your local communityFor Neil Sinclair and the team at WK Advisors and Accountants based in New Zealand's South Island, the concept of community purpose is more than 'ticking a box' as part of their strategic plan, it's part of who they are and is in the firm's DNA. Talking to Mindshop's Managing Director, James Mason, Neil shares how the 'WK Effect' evolved from a genuine desire to help the local community to becoming a lighthouse guiding everything they do, and every decision they make.
Neil talks about the unexpected (but not unwelcome) side benefits of this philosophy, from...
2021-09-3021 minThe Authentic AdvisorVirtual productivity insights for independent advisorsPaul Hopwood hasn't had a face to face meeting in 18 months and that's the way he (and his clients) like it. Mindshop Expert, chartered accountant, and independent advisor of over 20 years, Paul talks to Mindshop's James Mason about the lack of downsides to working virtually, (apart from the toll on your eyesight). Working with over 60 retainer-based clients, Paul reveals how he has increased his productivity 400% and suggests virtual training and coaching are actually better than face to face. Learn what technology, tools and processes Paul uses and what he's going to revert to (or not) when we get back to 'nor...
2021-08-3125 minThe Authentic AdvisorBeyond the numbers, bringing your team on a business advisory journeyBusiness advisory conversations come naturally to some. But bringing a wider accounting team with differing levels of interest and aptitude on an advisory journey requires structure, tenacity and planning to successfully turn informal chats into commercialised services. Wendy Davies, Director Business Advisory at Nexia Perth, Australia talks to Mindshop's Managing Director about busy accountants, why 'taking your own medicine' is key to confidence and how to enthuse and educate your team. Sharing tips on building problem solving skills, Wendy talks about blending advisory into compliance delivery at the individual level to accelerate referrals, ensure authenticity and engage with clients...
2021-07-3124 min
Diego RuzzarinLa inteligencia artificial no cabe en nuestro cerebrito | Ruzzarin BrosRegresamos con otra edición de RUZZARIN BROS, esta ocasión hablamos con Carlos Gershenson de Aprendizaje automatizado y Redes Neuronales.Carlos GershensonInstagram: instagram.com/cgershenDiego RuzzarinInstagram: instagram.com/diegoruzzarinMateus Bolson RuzzarinLink Tree: https://linktr.ee/MindshopInstagram: @mindshop.ks https://www.instagram.com/mindshop.ks/Email: mindshop.cafe@gmail.comCada fin de mes Mindshop Knowledge Society abre un grupo nuevo de filosofía, para más información entrar a: https://linkt...
2021-07-131h 20
Diego RuzzarinCarlos Madrid le da OTRA lección de Materialismo Filosófico a los Ruzzarin Bros | Ruzzarin BrosMatemáticas, filosofía, aborto, humanismo, transhumanismo y más, en otra plática de los Ruzzarin Bros con Carlos Madrid.Carlos M. Madrid CasadoDiego RuzzarinInstagram: instagram.com/diegoruzzarin Mateus Bolson RuzzarinLink Tree: https://linktr.ee/MindshopInstagram: @mindshop.ks https://www.instagram.com/mindshop.ks/Email: mindshop.cafe@gmail.comCada fin de mes Mindshop Knowledge Society abre un grupo nuevo de filosofía, para más información entrar a: https://linktr.ee/Mindshop y busca...
2021-07-011h 38The Authentic AdvisorOvercoming mindset barriersThis compelling episode charts Angela Grogan's successful journey from taking shorthand as a receptionist to becoming partner of an accounting firm and then making a leap of faith to go out on her own as an independent business advisor. Angela reveals how having a great mindset helped her overcome challenges of juggling family and the risks of setting up on her own to achieve her goal of becoming an integral part of her clients' businesses. Touching on practical ways advisors can overcome typical mindset barriers of being 'too busy' and 'lacking capacity' so they can break the habits holding...
2021-06-3021 min
Diego RuzzarinLa Industria del Entretenimiento |Ruzzarin Bros FT. Rovzar BrosWE ARE BACK esta vez con unos invitados especialesBilly y Fernando RovzarFernando Rovzar: @elrovzarBilly Rovzar: @billyrovzarhttps://www.thelemonstudios.com/Diego Ruzzarin: @diegoruzzarinMateus Bolson Ruzzarin:Link Tree: https://linktr.ee/MindshopInstagram: @mindshop.ks Email: mindshop.cafe@gmail.comCada fin de mes Mindshop Knowledge Society abre un grupo nuevo de filosofía, para más información entrar a: https://linktr.ee/Mindshop y buscar "Inscripciones".Ahí también puedes leer el "P...
2021-06-251h 25The Authentic AdvisorA master class in coaching leadersOver the past decades, Dr Chris Mason has guided the success of thousands of senior advisors and business leaders from major corporates to micro businesses. In this latest ‘Authentic Advisor’ podcast from Mindshop he shares his experiences with Mindshop’s Managing Director, James Mason on how he’s currently delivering significant value by coaching over 140 senior leaders from around the world. In this master class in coaching leaders, Chris touches on how he is tackling the current reoccurring challenges faced by leaders whilst ensuring he is fully leveraged and efficient. He discusses how to avoid common pitfalls, the importance of build...
2021-05-3122 minThe Authentic AdvisorPackaging and pricing advisory servicesHow do you go about pricing and packaging your high value advisory services? Should you offer monthly retainer pricing, project or hourly rates? Independent business advisor and Mindshop Expert, Russell Cummings based on the Gold Coast, Australia shares his experiences on this hot topic gathered over the past 35 years with Mindshop’s Managing Director, James Mason in the latest ‘Authentic Advisor’ podcast. Delving into the pros and cons of advisory pricing approaches and discussing why he favours value pricing to give the advisor flexibility whilst getting the best outcome for the client, Russell lifts the lid on exactly what he inc...
2021-04-3022 minThe Authentic AdvisorScaling up advisory services in professional service firmsIn episode 8 of ‘The Authentic Advisor’ podcast, James Mason Managing Director of Mindshop is joined by David Smith, Managing Partner of MHA Henderson Loggie, Chartered Accountants, Tax and Business Advisors a 110 year old firm with four offices across Scotland. David shares his journey in growing MHA Henderson Loggie’s advisory businesses, exploring how the development of four Growth Hubs supported by one to one coaching became a conduit for further advisory work and firm-wide referrals. David outlines the internal development activities that have underpinned the success of building advisory capabilities, not only within the dedicated advisory team, but across all de...
2021-03-3125 min
The Authentic AdvisorEvolutions in delivering strategic planning services for advisors.Michael Burke is an independent advisor who works with business leaders to develop and implement high performing strategies, through strategy development, implementation coaching and executive problem solving.
In this episode Mike and James Mason, Managing Director of Mindshop take a deep dive into the evolution of delivering strategic planning support services as an advisor to align with the changing times.
Packed with information, Mike talks about how to apply agile tactics to strategy development with clients, encouraging incubation of ideas and using the agile concepts of minimum viable product, pivot or persevere and contrarian thinking. Mike talks about how creativity...
2021-02-2823 min
The Authentic AdvisorShifts in selling advisory servicesMike Boyle, Mindshop's resident sales scientist from Sales Shift Australia joins James Mason, Mindshop's Managing Director to talk all things sales for advisors. With a long career in direct sales, sales management and consulting, Mike helps clients boost their sales performance through training, coaching and leadership strategy development.
Discussing what selling advisory actually means in the current environment and how the market has changed over recent years, Mike touches on the critical shift advisors need to make from 'being right', with a focus on technical capabilities to being a facilitator with the attributes needed to problem solve for clients, all...
2021-01-3119 min
The Authentic AdvisorProfiling Tools for AdvisorsThere are a multitude of business and personal profiling tools out there, with 25 years' experience in the market, Susannah Brade-Waring, Managing Director of Aspirin Business Solutions, UK talks to Mindshop's Managing Director James Mason about why she selects particular profiling tools over others, the benefits they provide and how best to integrate them as part of a wider advisory business model.
Discussion moves to the fundamentals of profiling, the different uses for personality profiling tools versus Motivational Maps® and how to align them with to Mindshop's five phases of business advisory. Susannah talks about how profiling can assist in gathering d...
2020-12-3120 min
The Authentic AdvisorBuilding resiliencePsychologist, coach, author and speaker Dr Darryl Cross joins Mindshop's Managing Director James Mason to discuss how advisors and their clients can build resilience to succeed in both their personal and professional lives. Dr Cross is a clinical and organisational psychologist with a career spanning government and academic roles, he subsequently established a private practise to deliver management consulting to help leaders, individuals and family businesses.
In an uncertain, volatile world full of stresses, now compounded by a global pandemic, resilience has never been so vital. Dr Cross discusses how adapting well in the face of adversity, tragedy, threats or...
2020-11-3016 min
The Authentic AdvisorAdvisory technology for professional service firmsIn this 'must listen' podcast for those in accounting firms who want to provide exceptional advisory services through the effective use of technology, James Mason is joined by Dixie McCurley, Co-Founder and President of Trusted CFO Solutions based in Atlanta, USA. Dixie shares her decade long experience in the provision of virtual CFO services and reveals the key elements to her success. Starting in corporate accounting Dixie moved to CPA firms where her specialty was setting up accounting systems for SME's. After co-founding Trusted CFO Solutions over a decade ago she reveals her secrets to becoming the heart beat of...
2020-10-3117 min
The Authentic AdvisorLeverage in advisory firmsIn the second episode of 'The Authentic Advisor' podcast series, Mindshop's Managing Director, James Mason interviews Craig Stanmore, CEO of Enspira Financial, an advisory and accounting firm based in Sydney, Australia. James and Craig discuss the different ways business advisors can improve efficiency and capacity and how using various technologies can assist in 'unlocking the numbers' to problem solve for clients. The conversation then turns to how creating capacity through leverage does not necessarily bring automatic business advisory success, as capability, business acumen and experience are mandatory to build trusted client/advisor relationships.
2020-09-3015 min
The Authentic AdvisorMarketing for Business AdvisorsIn the inaugural episode of 'The Authentic Advisor' Mindshop's Managing Director, James Mason interviews James Atkins, Director of Vantage Strategy, who shares his experience and ideas on marketing insights to create cut through in a cluttered business advisory market. James works with boards as an advisor and director, he is Chairman of Big 4 Holiday Parks and Greening Australia, is a non-executive director of the .au Domain Administration, the Connective Group and Circus Oz.
2020-08-2716 min
Pro Business ChannelJeff Plank of HLB Gross Collins Talks Profit Enhancement, Tech Start-ups, Mindshop and MoreJeff Plank of HLB Gross Collins Talks Profit Enhancement, Tech Start-ups, Mindshop and MoreJeffrey Plank, Director of Consulting ServicesHLB Gross CollinsJeff has been with HLB Gross Collins for 14 years and is their Director of Consulting Services.HLB Gross Collins is a full service Certified Public Accounting and Consulting firm provides traditional accounting & audit services and specialized technical guidance for international tax, estate, and business consulting.Jeff graduated with an MBA from University of Chicago Booth School of Business and perhaps even more notable, he is a graduate of the...
2018-07-1224 min
Pro Business ChannelJeff Plank of HLB Gross Collins Talks Profit Enhancement, Tech Start-ups, Mindshop and MoreJeff Plank of HLB Gross Collins Talks Profit Enhancement, Tech Start-ups, Mindshop and More
Jeffrey Plank, Director of Consulting Services
HLB Gross Collins
Jeff has been with HLB Gross Collins for 14 years and is their Director of Consulting Services.
HLB Gross Collins is a full service Certified Public Accounting and Consulting firm provides traditional accounting & audit services and specialized technical guidance for international tax, estate, and business consulting.
Jeff graduated with an MBA from University of Chicago Booth School of Business and perhaps even more notable, he is a graduate of the United States Military Academy at West Point.
Jeff man...
2018-07-1224 min
Business Developers NetworkJeff Plank of HLB Gross Collins Talks Profit Enhancement, Tech Start-ups, Mindshop and MoreJeff Plank of HLB Gross Collins Talks Profit Enhancement, Tech Start-ups, Mindshop and MoreJeffrey Plank, Director of Consulting ServicesHLB Gross CollinsJeff has been with HLB Gross Collins for 14 years and is their Director of Consulting Services.HLB Gross Collins is a full service Certified Public Accounting and Consulting firm provides traditional accounting & audit services and specialized technical guidance for international tax, estate, and business consulting.Jeff graduated with an MBA from University of Chicago Booth School of Business and perhaps even more notable, he is a graduate of...
2018-07-1229 min