Accelerating internal referrals and advisory results with Kirsty Bullen

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The Authentic Advisor

Mindshop

63 episodes

4 days ago

‘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.

Entrepreneurship

Business

RSS

All content for The Authentic Advisor is the property of Mindshop and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.

Entrepreneurship

Business

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Accelerating internal referrals and advisory results with Kirsty Bullen

The Authentic Advisor

23 minutes 1 second

1 year ago

Accelerating internal referrals and advisory results with Kirsty Bullen

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.