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 technology and the way she uses technology to forge meaningful, long term and high impact client

Transformation through Client Recovery - Confidently Jumping into the Fray

Mar 31st, 2019 25m 3s

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 technology advisory and challenge small business advisors to explore Zapier as a no-code way t

Transformation through Client Recovery

Mar 31st, 2019 25m 3s

Embracing Financial Advisory: A Bookkeeper’s Journey

Feb 23rd, 2019 35m 53s

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 are taking their first steps in advisory services, Randi Rose & Gayle Goldman from Thrive Busine

Starting with Why: The Compelling Case for Transformative Advisory

Jan 17th, 2019 36m 35s

In this episode, Joe and Ben introduce the podcast series and the three key areas of transformation work: Financial Advisory, Operational Advisory and Technology Advisory. Drawing from their own journey toward transformation work, Joe and Ben c

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