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July 13, 2025

Understanding the Trade-Offs in Your Decisions

We didn’t understand trade-offs during the pandemic, and we still don’t understand them. My fascination with trade-offs is what drives my avid listening habits around podcasts of leading economists, because […]

Finance, Management

July 6, 2025

Repeating Yourself as an Expert

My grandfather always wanted to live to 100, and so he did. I helped organize a “memorial service” for him—while he was still alive—because what’s the point of a memorial […]

Clients, Expertise

June 28, 2025

How Your New Biz System Helps in an Acquisition

Alright, I’ve probably already confused you with the title. The idea that your marketing plan is essential to your firm’s success surely isn’t new, but you’ve been thinking about that […]

Succession and M&A

June 22, 2025

Discovering Your Unique Ability

Just like it’s hard to figure out your own positioning because you can’t read the label from inside the jar, it can also be difficult to understand your unique strengths […]

Expertise

June 15, 2025

Trapped by Success

You can be trapped by failure, feeling like you have few options, but you can also be trapped by success. What needs to happen for you to change something big […]

Management

June 8, 2025

When A Key Employee Wants Equity

I’m going to talk about a scenario that doesn’t happen very often—maybe a half dozen times over your entire life—but which has short- and long-term implications if you handle it […]

Succession

June 1, 2025

What I Learned from the Race Track

The deeper your professional expertise, the broader your life outside of work needs to be. It provides context, it grounds you, and it stops you from being one of those […]

Management

May 25, 2025

Q/A: Tackling the Final Burning Issues

Here’s the final installment of unanswered questions from a recent webinar. The questions we didn’t get to were also excellent, and so here you go. This follows Part 1 and […]

Benchmarking, Clients, Expertise, Growth

May 18, 2025

Adapting to a Modern Workforce

In years past, it was difficult clients that wore you out and planted the seed that maybe it was time to move on. But now it’s something else. But first […]

Growth, Management

May 10, 2025

Should Your Marketing Follow a Playbook?

The next wave of effective professional service marketing is going to be driven by authenticity (wrapped around a desire to really help people). All the marketing forces around us are […]

Marketing

May 3, 2025

The Ladder of Lead Generation

I’ve learned a lot of things by co-hosting the 2Bobs podcast that Blair Enns and I do together. Each episode, whether I’m the one interviewing or being interviewed by Blair, […]

Marketing

April 27, 2025

Don’t Be Too Cautious…or Too Reckless

I always find it fascinating to see how different principals approach “margin of error” in running their firms. I know some who never want a client bigger than ten percent […]

Benchmarking, Clients, Finance, Management, Marketing

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