14 habits of highly successful advisors

The best of the best advisors are constantly updating their skills. We’re pleased to share with you the top 14 habits of highly successful advisors from the latest Mindshop advisor workshops across the US, UK, Australia and New Zealand. Building on solid foundations, successful advisors now develop positive habits, leverage insights and tips to takeRead More

Business Leaders are honing their skills, how about you?

We’ve recently seen increasing numbers of Mindshop Business Leaders achieve Accredited Mindshop Leader (AMSL) status, with 68% of our online course completions in October being by users rather than advisors, highlighting the need for advisors to allocate time to hone their skills and capabilities to stay ahead of the game. Since August, Mindshop has seenRead More

Randall & Payne wins Best Client Project of the Year at British Accountancy Awards

Mindshop member organisation, Randall & Payne took out the Best Client Project of the Year award on October 13, 2017 at this year’s British Accountancy Awards. Over 750 guests from practices across the UK gathered at The London Hilton, Park Lane to celebrate excellence in Accountancy and Financial Management. Based in Gloucestershire UK, Randall &Read More

How to build quality contact programs to convert and retain clients

On any given day someone will have a problem that you can fix, but may not be in the right frame of mind to engage with you. Regularly remind prospects you exist so they think of you when ready with a contact program. Regular, relevant communication is key to converting prospects and growing your existingRead More

Can a business advisor be too agile?

The ability to adapt to any client need and respond appropriately is a key capability for a successful advisor, promoting customer loyalty and increasing engagement value. I’ve seen for many years that the most successful advisors facilitate effective change rather than simply consult, using their agility to deal with both short and long-term client needs.Read More