DIY Strategic Planning: What Worked, What Didn’t. Lessons Learnt with Dianna Larkin, McCay Duff, Canada.

https://is1-ssl.mzstatic.com/image/thumb/Podcasts122/v4/7d/59/05/7d590530-b4c4-393c-0cb6-92f19132e01c/mza_2430790481410582119.jpg/600x600bb.jpg

The Authentic Advisor

Mindshop

63 episodes

2 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

https://d3t3ozftmdmh3i.cloudfront.net/production/podcast_uploaded_nologo/13232901/13232901-1652653537721-4e5355d7249c3.jpg

DIY Strategic Planning: What Worked, What Didn’t. Lessons Learnt with Dianna Larkin, McCay Duff, Canada.

The Authentic Advisor

23 minutes 57 seconds

6 months ago

DIY Strategic Planning: What Worked, What Didn’t. Lessons Learnt with Dianna Larkin, McCay Duff, Canada.

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.

Takeaways

McCay 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.

Chapters

00:10 Introduction to Strategic Planning Insights

03:12 Dianna's Entrepreneurial Journey

06:05 The Role of McCay Duff and Its Culture

08:59 Transitioning to DIY Strategic Planning

12:22 Implementing the Strategic Planning Framework

15:23 Challenges of Facilitating Your Own Retreat

18:06 Reflections on the Experience and Future Directions

21:15 Advice for Advisors on Strategic Planning