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Driving Early Business Advisory Success

Kirsty Bullen
Campbell Tyson
New Zealand

Effectively leveraging Mindshop support is paramount for driving business advisory success. Here are some tips from accredited Mindshop Problem Solver, Kirsty Bullen, Director, Campbell Tyson.

Tips for Leveraging Mindshop

1. Embrace the Now, Where, How Framework

Utilise the “Now, Where, How” framework in all problem solving situations until it becomes second nature. This methodology not only enhances client delivery but also fosters a team culture of effective problem-solving.

2. Learn From Fellow Mindshop Advisors

Use every opportunity to learn from other Mindshop advisors, whether by ensuring regular catchups with your mentor or attending the conferences. Practicing the skills in a supportive environment and discussing successes and learnings are invaluable for building the confidence to deliver the services yourself.

3. Drive Referrals Through Proof of Impact

We have found the following strategy really effective.

  • Use Mindshop tools, workshops, processes internally to tailor them and gather feedback.
  • Conduct test cases with a “friendly” such as a local business association, a cooperative client or a referral partner.
  • Refine your delivery based on feedback and market it to a wider audience, including existing clients and new prospects

4. Trust the Workshop Material

The strength of Mindshop lies in the “just in time” learning approach. The meticulously crafted slides, examples and materials allow you to deliver confidently with minimal preparation time.


5. Adopt a Learning and Growth Mindset

Don’t wait for perfection or the right time – “just do it”. Embrace every delivery as an opportunity to learn and refine your skills. You don’t have to have all of the answers… facilitating conversations and providing tools to help clients navigate issues is key – sometimes they may leave with questions (rather than answers) and a plan as to how to find the answers.

Why Mindshop?

‘We have looked at and used a multitude of other tools and networks over the years without success. While we are only at the start of our advisory journey with Mindshop, we have found the mechanisms for “just in time learning”, the quality of the information and tools available, and the support amongst members of the network to be invaluable in driving our early advisory success. The feedback from clients and our team alike has been incredible.’ – Kirsty Bullen, Director, Campbell Tyson

Campbell Tyson’s Advisor Success Playbook

Here’s how Kirsty Bullen at Campbell Tyson is leveraging Mindshop to achieve business advisory success.

Business Advisory Services Offered

Kirsty leverages Mindshop’s prebuilt advisory services & tools to deliver:
1. Business Health Checks.
2. Strategic Planning.
3. Business & Personal Improvement Workshops.

Effective Marketing Strategies

Kirsty rebrands Mindshop’s thought leadership resources & diagnostics to promote business advisory services to prospects, she:
1. Hosts regular workshops and is developing ‘lunch & learn’ events.
2. Promotes personal brand via social channels.
3. Seeks referrals & testimonials from clients.

Capability Building Activities

Kirsty continuously builds business advisory capabilities by completing Mindshop courses & attending training events, she:
1. Is an accredited Mindshop Problem Solver.
2. Offers regular workshop events.
3. Consistently attends Mindshop training rounds & conferences.
4. Demonstrates capability via online social channels.

About Campbell Tyson

At over 100 years old, Campbell Tyson Chartered Accountants prides itself on empowering provincial businesses with expert advice and personalised solutions to achieve sustainable growth.

Location: Pukekohe, South Auckland, New Zealand
Joined Mindshop: 2022
www.ct.co.nz

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