The Transformative Advisor podcast empowers small business advisors to forge high impact (i.e., transformative) client relationships. In addition to informative and entertaining banter between your co-hosts Joe Woodard and Ben Ross, the podcast series offers the following highly informative segments focused on small business transformation: · “Crossing the Rubicon” – Overcoming barriers for advisors in adopting transformative work · “The Deep Dive” – A highly focused look at one of the three types of transformative work: Financial Advisory, Operational Advisor and Technology Advisor · “Getting it Done” – A straight forward, practical transformative action you can take each month with one or more clients · “Around the Globe” – An update on small business trends and technology and the impact on transformative work · “Wall of Heroes” – Examples of transformative advisors (often with guest appearances) and the impact they have on their clients · “Movers and Shakers” – Published works and thought leadership in the areas of business coaching, reporting, and development · “Mail Bag” – Responses to comments and questions presented on Twitter using the hashtag #transadvisor
For the "Wall of Heroes" segment, Joe and Ben interview Pam Madytianos from Two Peas Business Advisors who talks about ways she advises clients on tec...
In this episode Joe and Ben begin, as always, with what they like and don't like - with a connection to transformation work, they take a deep dive on ...
In this episode, Joe and Ben spend time exploring how best start the advisory journey and provide the case study experience of some accountants who ar...
In this episode, Joe and Ben introduce the podcast series and the three key areas of transformation work: Financial Advisory, Operational Advisory and...