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All Episodes

The Authentic Advisor — 70 episodes

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1

Poor Team Performance is Rising: What's Changed & What to Do About it. With Cameron Geddes, Australia

2

Beyond Client Advisory Services (CAS). Why Business Advisory Skills Matter More Than Ever. With Dixie McCurley, GA, United States.

3

From Elite Sport to Business: Lessons for High Performing Leaders with Neil Tunnah, The Performance Chain, Australia

4

Lessons from My Advisory Journey: The Power of Accountability & Implementation with Kym Arnold, Lincolns, Albany, Western Australia

5

High Value Referrals: How Advisors Win the 'Right' Work with Matt Heemstra, Cain Ellsworth & Co. LLP, IA, United States.

6

The reset: mitigating burnout as an advisor with Michael Burke, BCAG

7

Brand Power: How Advisors Attract More Referrals & the Right Clients with Tina Robertson, Pure Bold

8

An Advisory Growth Journey: Lessons & Case Studies with Renee Bettenay, Director, Harris Black, Australia.

9

A CIO's Perspective: Innovation Strategies for Advisory Firms with Abu Bakkar, HLB International

10

Rethinking Retirement, Why Leading Advisors are Changing the Script with Dr Chris Mason

11

Unlocking Human Performance: Modern Skills for Advisors with Samantha Shaw

12

Scaling Advisory Impact: Lessons from Large-Scale Learning Programs with Dan Gabbett, Robertson Scannell

13

Offshore Success Playbook: Practical Strategies for Building & Leading Global Offshore Teams with Dave Stonesifer, CEO, Herbein + Company

14

DIY Strategic Planning: What Worked, What Didn’t. Lessons Learnt with Dianna Larkin, McCay Duff, Canada.

15

Talent Trends: Rethinking Attraction & Retention Strategies with Andrew Thoseby, CEO, 1st Executive

16

The future of family business, how advisors can help family businesses thrive with Catherine Sayer, CEO, Family Business Association.

17

Building a second brain for increased productivity & innovation as an advisor with James Mason, Mindshop

18

How business advisors can harness AI to drive success with Andrew Cooke, Growth & Profit Solutions.

19

Scaling business advisory services in your firm with Stephen Grant, Azets

20

Delivering what customers value most, with a distinct competitive advantage with Iain Good & Jonathan Coles, Premiumisation Partners, Australia

21

Focused networking for success: How too much can be as bad as not enough with Shabir Ladha, KBH Chartered Professional Accountants.   

22

Cutting through with business advisory in a regional market with Kim Marshall, WK Advisors & Accountants

23

Unlocking Happiness and Success in Business and Life with Peter Longhurst.

24

Understanding mental health challenges & embracing vulnerability as a high performing leader with Chris Black, Purpa.

25

Accelerating internal referrals and advisory results with Kirsty Bullen

26

To sell or not to sell. The acquisition dilemma for professional service firms with Neal Morrison, McInerney Saunders, Dublin, Ireland.

27

Success on the pathway to partner – traits that drive high performers with Tony Szczepaniak, CEO, LEA Global

28

Secrets to turning around underperforming businesses with Peter Lucas

29

Leveraging Business Health Checks to Drive Advisory Revenue Growth with Lisa Wilson, Morrows.

30

Culture eats strategy for breakfast, myth or reality? With Jason Langford-Brown

31

Is Growth Good? With Rod Willers

32

Reduce waste & improve inefficiency by leveraging Mindshop tools in your firm with Lynsey Light, Kreston Reeves.

33

Clear community purpose, culture & values in a firm. Who benefits & where to start.

34

Leveraging tools & methodologies for problem solving & planning across Australia's leading business service specialist with Quinton Whitehead.

35

Balancing running an accounting firm and being an entrepreneur with Matt Sharwood

36

Leveraging diagnostics in advisory work with Simon Drum.

37

Shifts in learning and development, the four key trends critical to building capability in 2023 and beyond with JoAnn Labbie.

38

Leadership and culture, what shifts are driving client success with Nikita Tomlinson.

39

Capitalising on diverse equity opportunities whilst running a successful advisory business with Cameron McMillan

40

How advisors can help implement environmental, social & governance (ESG) strategies for clients & in their own firms: practical insights and examples with Dennis Lee

41

Advising owners how to build a successful business and personal balance sheet with Mario Vicari

42

Flip fulfilled to filled full. Ten keys to happier leaders with Nick Mayhew.

43

From accountant to partner, independent business advisor & equity holder; a career delivering client value with Al Ramos

44

Personal brands & niches in niches. Marketing shifts for accounting & advisory firms.

45

Winning higher value advisory work. What does it take to step up?

46

How firms can capitalise on client data & insight opportunities

47

Hitting coaching heights, overcoming self sabotaging behaviours & addressing hot client issues.

48

Accidental energy vampire spotting, tips for business advisor aspirants & musings on virtual v F2F delivery.

49

Discussion: LinkedIn, procrastination & is everything old new again?

50

Top global accounting trends and future opportunities for firms

51

Driving performance, a Managing Partner’s perspective

52

Systematising a high performing advisory business

53

Advisor to entrepreneur – a story of rapid growth

54

Recruiting right - how to find the ideal candidate for your business.

55

Family business succession planning, an advisors' guide to having challenging conversations

56

Attraction and retention of the best talent

57

Purpose beyond profit, connecting with your local community

58

Virtual productivity insights for independent advisors

59

Beyond the numbers, bringing your team on a business advisory journey

60

Overcoming mindset barriers

61

A master class in coaching leaders

62

Packaging and pricing advisory services

63

Scaling up advisory services in professional service firms

64

Evolutions in delivering strategic planning services for advisors.

65

Shifts in selling advisory services

66

Profiling Tools for Advisors

67

Building resilience

68

Advisory technology for professional service firms

69

Leverage in advisory firms

70

Marketing for Business Advisors