Scaling up advisory services in professional service firms episode artwork

EPISODE · Mar 31, 2021 · 25 MIN

Scaling up advisory services in professional service firms

from The Authentic Advisor · host Mindshop

In 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 departments and seniority levels, from school leavers through to partners and the executive management team. Use of smart technology has also been a foundation of how David and his team have scaled up advisory work especially through the pandemic, from offering online coaching and training to pivoting to online workshops. He talks about overcoming early challenges and shares what he would have done differently to avoid mistakes made in implementing advisory services. If you or your firm are looking to create or scale up your business advisory offering then this is the podcast for you!

In 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 departments and seniority levels, from school leavers through to partners and the executive management team. Use of smart technology has also been a foundation of how David and his team have scaled up advisory work especially through the pandemic, from offering online coaching and training to pivoting to online workshops. He talks about overcoming early challenges and shares what he would have done differently to avoid mistakes made in implementing advisory services. If you or your firm are looking to create or scale up your business advisory offering then this is the podcast for you!

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Scaling up advisory services in professional service firms

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In 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...

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