EPISODE · Jul 31, 2021 · 24 MIN
Beyond the numbers, bringing your team on a business advisory journey
from The Authentic Advisor · host Mindshop
Business 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 on a deeper level.
What this episode covers
Business 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 on a deeper level.
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Beyond the numbers, bringing your team on a business advisory journey
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