The Transformative Advisor Podcast
1) The Technology Play: An Entry Point for Building Transformative Relationships
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 m...Show More
The Technology Play: An Entry Point for Building Transformative Relationships
27:19 | Apr 29th, 2019
2) Transformation through Client Recovery
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 a...Show More
3) Embracing Financial Advisory: A Bookkeeper’s Journey
In this episode, Joe and Ben explore the best way to start the advisory journey and interview Randi Rose & Gayle Goldman from Thrive Business Services about their recent transition from bookkeeping-on...Show More
4) Starting with Why: The Compelling Case for Transformative Advisory
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 jo...Show More