Claim OwnershipThe Authentic Advisor
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‘The Authentic Advisor’ interviews are packed with practical ideas, insights, and frank observations on what works (and what does not) when delivering high performance business advisory. Mindshop’s Managing Director, James Mason interviews senior independent and professional service firm business advisors from across the world. Exploring important advisory topics from creating leverage and building capability to marketing advisory services and how to be the best problem solver in the room, this podcast series is a ‘must listen’ for those who want to set themselves apart in a cluttered market.
65 Episodes
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With 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 practical tactics for rebuilding clarity, improving client selection, using diagnostics to get to root causes, and designing an advisory model that actually works. A fast, actionable conversation for any advisor looking to reset and lift their performance in the year ahead.Key TakeawaysAnnual reviews help set the stage for the upcoming year.Mindset plays a significant role in an advisor's success.Time management and focus are essential for productivity.The 'Friday Roar' is an effective strategy for weekly reflection.Self-reflection is key to understanding what works and what doesn't.Building mental fitness can help combat burnout.Surrounding yourself with positive influences is important.Setting clear goals and a vision is vital for long-term success.Chapters00:00 Burnout & Change Fatigue03:04 Opportunities in Challenging Markets05:59 Importance of Annual Reviews08:54 Mindset & Behaviours Sabotaging Advisors12:03 Strategies to Maintain Focus & Energy14:58 The Friday Roar: A Weekly Review Process17:59 Practical Interventions for Burnout21:06 Key Strategies for 2026 and Beyond
Unpacking 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 success.TakeawaysBranding is a trust multiplier for advisors.Clarity and consistency in messaging are crucial.Investing in brand awareness is essential for success.Storytelling enhances brand differentiation.Audit your online presence regularly.Align brand messaging with market positioning.Visibility creates familiarity, which breeds trust.Strong brands lower acquisition costs and increase pricing power.Chapters00:00 The Power of Branding in Business Advisory03:04 Understanding Personal Branding and Trust06:04 Brand as a Trust Multiplier08:51 Strategic Branding Process11:55 Aligning Brand Messaging with Market Needs14:49 Authenticity and Clarity in Branding17:58 Building Emotional Connections through Storytelling21:04 The Importance of Brand Reach24:01 Practical Steps for Branding Success
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 language internally helps in building capabilities.Self-mastery is a prerequisite for effective leadership in advisory.Meeting clients where they are is key to successful advisory relationships.Directors must be on board with the firm's advisory strategy.Utilising Mindshop tools internally boosts confidence and effectiveness.Embracing authenticity in advisory practices leads to better client relationships.Chapters00:00 Introduction to the Journey of Business Advisory03:02 Building a Culture of Client Focus06:01 Navigating the Advisory Transition08:49 Implementing Advisory Strategies11:58 Developing Advisory Skills Across the Firm15:02 Client Success Stories and Meeting Needs18:03 Practical Actions for Scaling Advisory ServicesContinuous improvement and learning are vitalfor scaling advisory services.
Drawing 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 and evolve in a rapidly changing landscape.Takeaways• Innovation is a continuous improvement process.• Standing still isn't an option for organisations.• Innovation should be part of the culture.• Always consult your clients in innovation.• Don't be afraid to try something new.• Innovation is not a special event.• AI is ingrained in what we're starting to do.• We need to redefine roles in advisory services.• Make innovation practical for everyone.• Risk-taking is essential for innovationChapters00:00 Introduction to Innovation in Professional Services02:35 The Continuous Journey of Innovation05:42 Balancing Innovation and Client Relevance07:52 Trends in Innovation: AI and ESG10:05 Implementing Innovation: Strategies and Frameworks12:12 Building a Culture of Innovation15:13 Staying Grounded: External Insights and Trends18:57 The Role of AI in the Future of Advisory24:14 Avoiding Innovation Traps and Embracing Risk
In 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 and life. The conversation explores: Maintaining momentum and avoiding the "crash-and-burn" of retiring too soon. Blending purpose, flexibility, and enjoyment through “seamless living”. How Chris has refired his career by building future-ready skills like change success and AI. Creating space for the next generation while continuing to offer value and wisdom. Setting meaningful personal KPIs and incorporating sabbaticals into your lifestyle. Chris also unpacks the power of why wisdom is becoming more valuable than ever in the age of cheap knowledge, and how advisors can navigate their next chapter with clarity and impact. If you’re an advisor or leader contemplating your next move, or simply seeking more balance while staying professionally sharp, this is a must-listen.
Unlocking 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.
Dan 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 scale advisory beyond traditional models and deliver measurable value.
Offshoring 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 TakeawaysHerbein CPAs has grown from $30 million to $60 million in five years. The offshore team in the Philippines supports all service lines of the firm. AI is not currently shifting the strategy for the offshore team. Cultural understanding is crucial for successful integration. Regular visits to the offshore team help break down barriers. The offshore team works US hours during tax season to stay integrated. Legal registration in the Philippines was a lengthy process. Clients generally respond positively to the offshore team concept. Cultural differences must be acknowledged and respected. Leasing employees to smaller firms is a growing opportunity. Chapters 00:03 Introduction to Offshore Teams 01:49 The Journey of Herbein CPAs 02:26 Building the Offshore Team 04:39 AI and Its Impact on Strategy 06:12 Challenges of Setting Up an Offshore Team 09:42 Cultural Integration and Team Alignment 12:30 Choosing the Philippines for Offshore Operations 14:10 Common Pitfalls in Offshore Team Setup 16:01 Future of Offshore Teams in the Firm
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.TakeawaysMcCay Duff focuses on a people-centric culture to retain talent.The firm has a strong history of succession planning.Dianna transitioned to a DIY approach for strategic planning retreats.Using a structured framework helped guide the planning process.Pre-work and spaced sessions improved engagement and productivity.Facilitating her own retreat presented unique challenges.Dianna learned the importance of balancing facilitation and participation.The experience built confidence in her advisory capabilities.Continuous learning and applying tools is key for growth.Chapters00:10 Introduction to Strategic Planning Insights03:12 Dianna's Entrepreneurial Journey06:05 The Role of McCay Duff and Its Culture08:59 Transitioning to DIY Strategic Planning12:22 Implementing the Strategic Planning Framework15:23 Challenges of Facilitating Your Own Retreat18:06 Reflections on the Experience and Future Directions21:15 Advice for Advisors on Strategic Planning
Taking 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.
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.
In 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 maintaining authenticity in a cluttered information landscape.
00:10 Introduction to the Second Brain Concept
01:12 Understanding the Need for a Second Brain
07:02 Implementing the Second Brain Framework
09:15 The CODE Method: Capture, Organise, Distil, Express
17:39 Practical Tips for Advisors
22:33 Final Thoughts on Productivity and Innovation
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.
Host 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 are passionate about business advice.
Create time for learning and internal promotion. Support from external training organisations is crucial.
Encourage a culture where mistakes are seen as learning opportunities.
Demonstrate capability to build internal referrals.
Focus on deeper conversations with clients during compliance meetings.
The future of accounting lies in advisory services.
Accountants must evolve to meet client expectations.
Internal champions are essential for driving change.
Continuous improvement is key to success in advisory.
Timecodes
00:10 Introduction to Business Advisory Services
04:46 Stephen Grant’s Business Advisory Journey
08:07 Launching the Boost Business Advisory Initiative
12:51 Balancing Advisory with Existing Responsibilities
16:55 Transforming Internal Mindsets
25:28 The Future of Advisory Services
28:02 Key Takeaways for Success in Advisory
In 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 what they value most.
Alignment within teams can significantly impact profitability.
Research doesn't have to be expensive; simple conversations can yield insights.
Identifying what not to do is as important as knowing what to do.
Continuous alignment with customer values is essential for success.
Facilitating discussions can help bridge gaps in understanding.
Investing time in understanding customer needs is vital.
A strong business DNA drives innovation and customer loyalty.
Chapters
00:00 Introduction to Premiumisation Partners
03:01 Defining Competitive Advantage
06:35 Understanding Customer Value
11:06 Identifying Competitive Advantage
15:10 Aligning Team Perspectives
18:46 Challenging Internal Perceptions
22:28 Cascading Strategy into Business
24:54 Final Tips for Advisors
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.
In 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.
Key Take Aways
Building a successful business advisory service in a regional market requires authenticity and a focus on customer needs.
Regional businesses often face challenges such as poor vintage and droughts, but there are also opportunities for improvement.
High cadence sprints, where quick catch-ups are combined with longer sessions, can be effective in addressing immediate challenges and driving progress.
Collaboration and sharing ideas with other businesses in workshops can lead to valuable insights and solutions.
Investing in oneself, being open to learning, and having a growth mindset are key to personal and professional development as an advisor.
Chapters
00:10 Introduction and Background
03:34 Challenges and Opportunities in Regional Areas
08:02 High Cadence Sprints: Addressing Immediate Challenges
10:11 Collaboration and Idea Sharing in Workshops
13:57 Investing in Oneself: The Key to Advisory Success
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 and the role of authenticity in building trust with clients.
Chapters
00:00 The Keys to Happiness and Success in Business and Life
03:04 The Journey from Accounting to Advisory
08:13 The Impact of Core Values and Client-Centricity
14:44 The Role of Core Values in Business Success
25:12 Final Tips for Advisors
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 empathy and vulnerability.
• Practical strategies for mitigating negative impacts of mental health challenges include building emotional intelligence, setting boundaries, and creating a third space for mental well-being.
• Investing in mental health awareness and well-being programs within organisations can have a positive return on investment, both financially and socially.
Chapters
00:45 The Journey of Purpa and Understanding Mental Health Challenges
03:45 The Impact of Mental Health on Business Performance
06:31 Drivers of Mental Health Challenges and Accelerating Factors
09:19 The Role of Leaders in Addressing Mental Health Challenges
11:45 Practical Strategies for Mitigating Negative Impacts of Mental Health Challenges
23:06 Future Outlook: Mental Health Challenges in usiness Leadership
Kirsty 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.
Chapters
00:10 Introduction and Background of the Firm
06:35 Getting Others to Refer the Firm
13:05 Cultivating Super Referrers
Takeaways
Internal referrals and word-of-mouth are key for business growth.
Using Mindshop tools brings consistency to advisory services.
Workshops and business health checks provide value to clients.
Cultivating referral relationships and storytelling are effective strategies for accelerating referrals.
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