Insights

Insights

  • Responding to an Interested Buyer

    Read more: Responding to an Interested Buyer

Books

  • Selling Your Professional Service Firm

    A Primer

    Buy Now
  • Secret Tradecraft of Elite Advisors

    Secret Tradecraft of Elite Advisors

    Covert Techniques For A Remarkable Practice

    Buy Now
  • Financial Management of a Marketing Firm

    Financial Management of a Marketing Firm

    A Manual

    Buy Now
  • The Business of Expertise

    The Business of Expertise

    How Entrepreneurial Experts Convert Insight to Impact + Wealth

    Buy Now

Articles

  • Q/A: Staffing, Culture, Careers, Finance, AI

    This is Part 2. Click here for Part 1. About two dozen great questions surfaced in response to a LinkedIn post stating that I was going to do a Q/A […]

    Read more: Q/A: Staffing, Culture, Careers, Finance, AI
  • Q/A: Positioning + Marketing

    This is Part 1. Click here for Part 2. About two dozen great questions surfaced in response to a LinkedIn post stating that I was going to do a Q/A […]

    Read more: Q/A: Positioning + Marketing
  • Marketing Needs More Sonder

    Okay, I’m going to admit right up front that using a word that’s only been around since 2012 to plead for a return to better marketing is a bit odd, […]

    Read more: Marketing Needs More Sonder

Episodes

  • As we are hearing about more firms that are closing during these challenging times, David offers some guidance to help cut through the confusion when our worst fears in our business become […]
  • As Blair continues to encourage expert practice owners to price the client and not the service, he and David discuss the pros and cons of four levels of pricing authority they should […]
  • David thinks principals should build their firms as if they were going to sell it while Blair’s advice is to run it as if you’ll never sell it. Being aware of options […]
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