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Succession and M&A
Developing Processes
August 23, 2026
Our Preferred Pronouns: You/Me
Every person has a voice. A lyrical way of pausing and then emphasizing particular syllables. A cheerful, joyful lilt that’s tied to a specific person. So much so that—with your […]
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: Our Preferred Pronouns: You/Me
Expertise
August 16, 2026
The Science of “Muddling Through”
You can feel the air leave the room during certain planning sessions in your conference room. Someone’s drawn a matrix and slapped “Three-Year Roadmap” across the top in all caps. […]
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: The Science of “Muddling Through”
Management
August 9, 2026
Examples of Well-Positioned Firms
I get asked for examples of well-positioned firms from clients and non-clients alike, so a few months ago I just started to collect them on a list. That list could […]
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: Examples of Well-Positioned Firms
Marketing
,
Marketing Yourself
July 26, 2026
Inside the Head of a CMO
I came accross two pieces of research, recently, and together they explain a fair bit about why working with CMOs feels different than it did even just a few years […]
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: Inside the Head of a CMO
Managing Clients
,
Marketing Yourself
July 19, 2026
You Can Be Yourself on LinkedIn
You may not think of yourself as an influencer; you really just want to own a business that doesn’t lack for clients, and people seem to think that you need […]
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: You Can Be Yourself on LinkedIn
Marketing
,
Marketing Yourself
July 12, 2026
How Proprietary Research Bolsters Positioning
I am obsessed with differentiation. Back in the early 90s, when I owned my firm, differentiation didn’t matter that much. A local client would pick a local agency, and the […]
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: How Proprietary Research Bolsters Positioning
Expertise
,
Marketing Yourself
June 28, 2026
The High Cost of Low Trust
I’ve been fascinated by the concept of trust these days, spurred in part by the erosion of trust in our public discourse. I trust my neighbors. I trust my work […]
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: The High Cost of Low Trust
Expertise
,
Marketing
June 21, 2026
Don’t Ignore Potential Acquirers
A few weeks ago I wrote about how sellable your firm is, pretending that we were on a call with you and asking all the questions that a buyer might […]
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: Don’t Ignore Potential Acquirers
Succession and M&A
June 14, 2026
Do Independent Firms Need A Board?
Punctuation serves independent firms (advertising, design, PR/PA, dev, digital, etc.) The key distinction there is “independent” firms, which really means that the principal doesn’t have a boss. So what are […]
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: Do Independent Firms Need A Board?
Finance
,
Growing Your Business
,
Management
,
Succession
June 6, 2026
How Sellable Is Your Firm?
There are a lot of edge cases that are successfully sold, so let me be upfront about that right away. But the further away you are from an edge case, […]
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: How Sellable Is Your Firm?
Succession and M&A
May 17, 2026
AI’s Impact on the Two Rooms
Many of us have seen moats disappear over the years, forcing us to rethink our value in the marketplace. We accept all these changes now, but there was genuine terror […]
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: AI’s Impact on the Two Rooms
Clients
,
Expertise
,
The Work
May 10, 2026
Doing Your Own Events Well
Even though peak-pandemic days are behind us, there’s still a deeply pent up desire for human connection, where you spend time with like-minded people, if only to see if God […]
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: Doing Your Own Events Well
Growing Your Business
,
Growth
,
Marketing
,
Marketing Yourself
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