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referrals

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 From Test Drive to Turbo Boost: Why Referrals Are Even More Important for Ideal Client Acquisition in an AI World

From Test Drive to Turbo Boost: Why Referrals Are Even More Important for Ideal Client Acquisition in an AI World

  • Post published:November 18, 2025

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…

Continue ReadingFrom Test Drive to Turbo Boost: Why Referrals Are Even More Important for Ideal Client Acquisition in an AI World
Read more about the article The Most Human Company Wins: Why Referrals Matter More Than Ever in the Age of AI

The Most Human Company Wins: Why Referrals Matter More Than Ever in the Age of AI

  • Post published:November 4, 2025

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…

Continue ReadingThe Most Human Company Wins: Why Referrals Matter More Than Ever in the Age of AI
Read more about the article Navigating Marketing in the Age of AI: Understanding Your Two Customers

Navigating Marketing in the Age of AI: Understanding Your Two Customers

  • Post published:October 7, 2025

I’ve been reading Mark Schaefer’s new book, How AI Changes Your Customers: A Marketer’s Guide to Humanity’s Next Chapter. It’s a powerhouse read because, whether we like it or not,…

Continue ReadingNavigating Marketing in the Age of AI: Understanding Your Two Customers
Read more about the article Hitting Singles: The Key to Effective Collaboration

Hitting Singles: The Key to Effective Collaboration

  • Post published:September 9, 2025

When professionals collaborate, too many step up to the plate swinging for a home run. Whether you’re a high-end financial advisor, a successful M&A professional, or a CPA, the temptation…

Continue ReadingHitting Singles: The Key to Effective Collaboration
Read more about the article Accelerating Client Engagement Through Owned Media and Referrals

Accelerating Client Engagement Through Owned Media and Referrals

  • Post published:September 4, 2025

In a recent newsletter, I promised to unpack how owned media, the PESO model, and word-of-mouth referrals fit together in today’s AI-driven landscape. Here’s the short answer: referrals are still…

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Read more about the article Technology is Undefeated. But So Are Referrals.

Technology is Undefeated. But So Are Referrals.

  • Post published:August 26, 2025

Technology is undefeated. AI will change how we all do business. But referrals are undefeated too. Here’s the reality: people have always chased what’s faster, cheaper, and more convenient. AI…

Continue ReadingTechnology is Undefeated. But So Are Referrals.
Read more about the article Integrating Owned Media and Referral Strategy: When “Can I Borrow Your Car?” Meets the PESO Model

Integrating Owned Media and Referral Strategy: When “Can I Borrow Your Car?” Meets the PESO Model

  • Post published:August 12, 2025

Over the weekend, I was listening to Mark Schaefer’s Marketing Companion podcast. His guest, Gini Dietrich (author of Spin Sucks), was unpacking the PESO model: Paid, Earned, Shared, Owned media.…

Continue ReadingIntegrating Owned Media and Referral Strategy: When “Can I Borrow Your Car?” Meets the PESO Model
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Strategic Referral Team (SRT) helps professional service firms create ideal client acquisition growth through collaboration, strategy, and systems.

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