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Read more about the article You Can Wreck a Referral Without Ever Touching the Steering Wheel:  Understanding Multi-Generational Referrals When You Are Given One

You Can Wreck a Referral Without Ever Touching the Steering Wheel: Understanding Multi-Generational Referrals When You Are Given One

  • Post published:February 4, 2026

One of the things that came up recently in my private client coaching work was painfully insightful:  People still don’t understand the depth of what I am trying to communicate…

Continue ReadingYou Can Wreck a Referral Without Ever Touching the Steering Wheel: Understanding Multi-Generational Referrals When You Are Given One
Read more about the article The Transition from Expert to Advisor: How Smart Professionals Enter Exit Planning the Wrong Way

The Transition from Expert to Advisor: How Smart Professionals Enter Exit Planning the Wrong Way

  • Post published:January 27, 2026

One of the most common and least discussed problems in professional services is this: What happens after you decide what you want to do? You’ve got credentials. You’ve got experience.…

Continue ReadingThe Transition from Expert to Advisor: How Smart Professionals Enter Exit Planning the Wrong Way
Read more about the article The #1 Reason You Aren’t Getting Enough Referrals: The Way You Use Time

The #1 Reason You Aren’t Getting Enough Referrals: The Way You Use Time

  • Post published:January 20, 2026

Most owners of professional services firms will say referrals are their best source of business. They’re right. Referral clients convert faster, stay longer, generate more lifetime value, and are generally…

Continue ReadingThe #1 Reason You Aren’t Getting Enough Referrals: The Way You Use Time
Read more about the article You Can’t Conduct an Orchestra Over Email

You Can’t Conduct an Orchestra Over Email

  • Post published:January 13, 2026

If you read last week’s post, “You Don’t Have a Growth Problem. You Have a Role Problem”, this is the part that makes some people uncomfortable. Because once you see…

Continue ReadingYou Can’t Conduct an Orchestra Over Email
Read more about the article The Quiet Revolution Happening in Professional Services Firms

The Quiet Revolution Happening in Professional Services Firms

  • Post published:January 6, 2026

For years, professional services firm owners have been told the same thing: Systemize more. Delegate faster. Get out of the work. And on paper, it makes sense. But here’s what…

Continue ReadingThe Quiet Revolution Happening in Professional Services Firms
Read more about the article The Paradox of Being Human on Social Media

The Paradox of Being Human on Social Media

  • Post published:December 23, 2025

I want to talk about something that feels obvious, and yet almost nobody is doing well. Being human on social media. That sentence alone should feel strange. Social media was…

Continue ReadingThe Paradox of Being Human on Social Media
Read more about the article The Hidden Shift B2B Buyers Made — And Why Your Firm Must Respond

The Hidden Shift B2B Buyers Made — And Why Your Firm Must Respond

  • Post published:December 16, 2025

The latest 2025 B2B Buyer Experience Report from 6sense reveals a fundamentally changed buying landscape — one where buyers decide long before you ever get a call. For elite professional…

Continue ReadingThe Hidden Shift B2B Buyers Made — And Why Your Firm Must Respond
Read more about the article Why Your Next Hire Must Be a Referral Concierge

Why Your Next Hire Must Be a Referral Concierge

  • Post published:December 9, 2025

If you run a successful professional services firm and you are approaching or already past seven figures, pause for a moment and take a breath. Think about the lifetime value…

Continue ReadingWhy Your Next Hire Must Be a Referral Concierge
Read more about the article The Journey of Referrals: Transforming Leaders and Firms Through Ideal Client Acquisition

The Journey of Referrals: Transforming Leaders and Firms Through Ideal Client Acquisition

  • Post published:December 2, 2025

Referrals have a way of bringing us back to the same place, but with new eyes. Three decades into this work, I am right back at the beginning, only at…

Continue ReadingThe Journey of Referrals: Transforming Leaders and Firms Through Ideal Client Acquisition
Read more about the article Gratitude and Reflection: A Thanksgiving Message

Gratitude and Reflection: A Thanksgiving Message

  • Post published:November 25, 2025

Thanksgiving always sneaks up on me. Every year, I tell myself I’m not going to write the typical holiday newsletter, and every year I end up writing one anyway. I…

Continue ReadingGratitude and Reflection: A Thanksgiving Message
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