James Mason

Member Since: Feb 18th 2016

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Bio

James Mason has been managing director of Mindshop since 2000, where he oversees the advisory training, coaching, resources development, and growth needs of business leaders and advisors.

James Mason

Managing Director Mindshop

Nov 28th 2018

4 Effective Ways to Win & Retain Clients

Are you walking the walk or just talking the talk? A flashy marketing campaign is doomed to fail if your transparency and genuineness don’t...

Practice Excellence

Sep 12th 2018

6 Insights on Being an Agile Advisor

If you or your firm are engaged in advisory services, staying relevant to clients by being adaptable and agile should be the key focus for...

Practice Excellence

Feb 12th 2018

The Five Phases of Business Advisory Success

The term ‘Advisor’ or ‘Business Advisor’ seen on a growing number of firm websites often causes confusion to customers, prospects and...

Practice Excellence

Nov 3rd 2017

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. When it comes...

Clients

Oct 10th 2017

Can an Advisor Be Too Agile?

The ability to adapt to any client need and respond appropriately is a core trait of a successful advisor, promoting customer loyalty and...

Practice Excellence

Aug 30th 2017

The ‘Seven Wastes’ Process to Improving Client Profitability

A common problem for clients at any stage of growth, in any industry, is a decline in profitability. Negative changes in the bottom line...

Clients

Jun 5th 2017

Does Your Firm Have a True Competitive Edge?

What is the one unique thing about your business that’s hard for your competition to replicate. You know, that compelling reason why...

Practice Excellence

May 2nd 2017

How to Coach Clients in an Online World

For many accounting professionals working on advisory services, business coaching is a logical extension, especially for those who have...

Clients

Feb 28th 2017

How to Avoid the ‘Busy’ Mindset

For most accountants, as quickly as each new calendar year kicks into full steam so too does the annual “busy” mindset. Email responses...

Practice Excellence

Jan 30th 2017

10 Must-Have Capabilities for Business Advisors

Business leaders will buy advisory services firstly from someone who’s a great strategic thinker and secondly from someone who can...

Practice Excellence

4 Effective Ways to Win & Retain Clients

6 Insights on Being an Agile Advisor

The Five Phases of Business Advisory Success

How to Build Quality Contact Programs to Convert and Retain Clients

Can an Advisor Be Too Agile?

The ‘Seven Wastes’ Process to Improving Client Profitability

Does Your Firm Have a True Competitive Edge?

How to Coach Clients in an Online World

How to Avoid the ‘Busy’ Mindset

10 Must-Have Capabilities for Business Advisors

How to Maximize Business Refunds Now

Is Expense Management Due for Consolidation?

What to Know About Mortgage Forgiveness Tax Breaks

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