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June 25, 2023

A Checklist for Responsible Growth

I can’t imagine why growth in revenue isn’t good, as would be growth in your expertise and capabilities. But I think we should be a little more neutral about growth […]

Growing Your Business, Growth

June 19, 2023

Quit Overthinking Your Own Content Plan

It would be a mistake to imagine that your own self-doubt is unique, thinking that the people who share things publicly are more self-confident or less fragile. I’ve never measured […]

Expertise, Growing Your Business, Growth, Managing Clients, Marketing, Marketing Yourself

June 12, 2023

Should You Be Present, Prominent, or Dominant?

I decided to write this article four years ago and I have made zero progress on it until today. But its continued presence in my “ready to write” folder is […]

Clients, Expertise, Growing Your Business, Growth, Management, Managing Clients, Managing People, Succession, Succession and M&A

June 4, 2023

How To Run Your Firm In Uncertain Times

I’ll talk with 3-4 prospective clients and 15-20 clients every week, and I like to ask them how things are going. I also try to stay in touch with larger […]

Benchmarking, Clients, Developing Processes, Management, Managing Clients, Managing People

May 20, 2023

Incongruities Of What We Say…and Do

Okay, let’s have a little fun. But let’s do it at your expense, and not mine. That’ll be even more fun! Picture this. You finally go to the dentist, reluctantly. […]

Clients, Expertise, Management, Managing Clients, Managing People, Marketing, Marketing Yourself

May 14, 2023

Pros + Cons of Having a Partner

I’m collecting stories from my career, and when I can’t get fired anymore, I’m going to write them up (anonymized, of course). One of the funniest was years ago in […]

Management, Managing People

May 8, 2023

The Two Main Reasons Your Firm May Not Be As Profitable As You’d Like

I don’t think I need to spend much ink supporting the idea of making a profit. A hobby costs you money, a job delivers a fixed amount of money for […]

Benchmarking, Clients, Developing Processes, Finance, Managing Clients, Marketing, Marketing Yourself

April 30, 2023

Five Questions Your Salesperson Should Be Able To Answer

Many factors yield a successful new business strategy. A few of those include: So after marketing delivers those opportunities, it’s the role of sales to: But let’s say that I […]

Expertise, Growing Your Business, Growth, Managing Clients, Marketing, Marketing Yourself

April 23, 2023

Weave Your Past Experience Into One (Of Many) Options for Success

You should not feel trapped by your career success. I harbor this core belief that’s likely to strike you as pretty odd, but I hope you’ll let me explain: You […]

Expertise, Growing Your Business, Growth, Management, Managing Clients, Managing People

April 17, 2023

Four Penultimate Signals To Watch For

To be frank, part of the reason I’m writing this article is because I just love that “penultimate” word. It means “second to last”, which means that there’s just one […]

Management, Managing People, Succession, Succession and M&A

April 10, 2023

Different Ideas For Your Website

I probably wouldn’t look at so many websites of potential clients except that I enjoy doing that, right before I get on the phone with them. Sometimes I’ll then reference […]

Marketing, Marketing Yourself, Processes

April 2, 2023

When Do You Need To Bring In A CFO?

A better opening question might be “Do you need a CFO?” We frequently get different forms of this question, and the answer is nuanced. A Chief Financial Officer (CFO) is […]

Benchmarking, Developing Processes, Finance

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