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 Takeaways

Building 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.

Chapters

00:00 Introduction to the Journey of Business Advisory

03:02 Building a Culture of Client Focus

06:01 Navigating the Advisory Transition

08:49 Implementing Advisory Strategies

11:58 Developing Advisory Skills Across the Firm

15:02 Client Success Stories and Meeting Needs

18:03 Practical Actions for Scaling Advisory Services

Continuous improvement and learning are vitalfor scaling advisory services.

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