EPISODE · Sep 30, 2020 · 15 MIN
Leverage in advisory firms
from The Authentic Advisor · host Mindshop
In 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.
What this episode covers
In 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.
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Leverage in advisory firms
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