The Quiet Revolution Happening in Professional Services Firms
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…
The Hidden Shift B2B Buyers Made — And Why Your Firm Must Respond
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…
Why Your Next Hire Must Be a Referral Concierge
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…
The Journey of Referrals: Transforming Leaders and Firms Through Ideal Client Acquisition
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…
From Test Drive to Turbo Boost: Why Referrals Are Even More Important for Ideal Client Acquisition in an AI World
The shift has already happened. Buyers are moving from search behavior to answer behavior. This shift will keep accelerating as AI becomes the primary way people look for information and…
Navigating Sales in an AI-Driven Marketplace: The Power of Referrals
Let’s be honest. None of us really knows how sales will evolve as artificial intelligence becomes part of everything we do. We don’t know which algorithms will decide which advisors,…
The Most Human Company Wins: Why Referrals Matter More Than Ever in the Age of AI
Let’s get right to it. We’re standing on the edge of a massive shift in how business is done. Artificial intelligence is now part of every client’s daily experience, personally…
The Dichotomy of Sales as an Owner
After finally catching up on sleep, there’s a fresh sense of clarity and readiness this morning. Let’s get straight to what matters most for owners of professional services firms, whether…
Mastering Ideal Client Acquisition for Owners of Professional Services Firms
Ideal client acquisition is the only sustainable growth path for serious professional advisors. Let’s be honest…you are already successful and for you to personally invest time in business development it…
The Importance of Continuous Prospecting in Professional Services
Every advisor learns this lesson eventually, some the hard way. Recently, I relearned it myself. For several months, I’d been holding a spot for a potential client. We went back…