Cutting through with business advisory in a regional market with Kim Marshall, WK Advisors & Accountants

In this episode, James Mason interviews Kim Marshall from WK Advisors and Accountants in Christchurch, New Zealand, about her insights on cutting through with business advisory services in a regional market. Kim shares her background and journey to becoming an advisor, including her experience managing a sheep and beef farm while doing advisory work. She discusses the challenges and opportunities in regional areas, such as poor vintage and droughts, and how she helps clients focus on customer needs to improve their businesses. Kim also talks about the importance of being authentic, investing in oneself, and having a growth mindset. 

Key Take Aways

• Building a successful business advisory service in a regional market requires authenticity and a focus on customer needs. 

• Regional businesses often face challenges such as poor vintage and droughts, but there are also opportunities for improvement. 

• High cadence sprints, where quick catch-ups are combined with longer sessions, can be effective in addressing immediate challenges and driving progress. 

• Collaboration and sharing ideas with other businesses in workshops can lead to valuable insights and solutions. 

• Investing in oneself, being open to learning, and having a growth mindset are key to personal and professional development as an advisor. 

Chapters

00:10 Introduction and Background 

03:34 Challenges and Opportunities in Regional Areas 

08:02 High Cadence Sprints: Addressing Immediate Challenges 

10:11 Collaboration and Idea Sharing in Workshops 

13:57 Investing in Oneself: The Key to Advisory Success