“The market is moving from seeing AI as a productivity booster to seeing it as a fee-killer,” said Sarah Miller, a senior fintech analyst. “If a $60-a-month AI tool can…
Let me start with a question that makes a lot of advisors uncomfortable, usually because they already know the answer. Are you a sales organization? Not “do you sell.” Not…
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…
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.…
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…
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 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…
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…
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…
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…
