Insights

Insights

  • Our Preferred Pronouns: You/Me

    Read more: Our Preferred Pronouns: You/Me

Books

  • Selling Your Professional Service Firm

    A Primer

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  • Secret Tradecraft of Elite Advisors

    Secret Tradecraft of Elite Advisors

    Covert Techniques For A Remarkable Practice

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  • Financial Management of a Marketing Firm

    Financial Management of a Marketing Firm

    A Manual

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  • The Business of Expertise

    The Business of Expertise

    How Entrepreneurial Experts Convert Insight to Impact + Wealth

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Articles

  • 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. You’re trying to keep a straight face, but you know how “the best laid plans” and all that last in your firm: by Tuesday, you’ll…

    Read more: The Science of “Muddling Through”
  • 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 be thousands of entries long, because there are more well-positioned firms than there ever have been. That’s good, because there’s been a strong movement in…

    Read more: Examples of Well-Positioned Firms
  • 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 ago. The first is Boathouse’s fifth annual survey of CEOs about their marketing leaders. The second is a study called “Confessions of a CMO,” in…

    Read more: Inside the Head of a CMO

Episodes

  • In a recent article, David discloses the questions all creative agency principals need to answer whenever they are ready to find the right buyer and successfully navigate the merger and acquisition (M&A) […]
  • Blair and David are hearing all kinds of people talking about how their positioning needs adjustment because of AI. Blair does see an issue developing for many creative firms, but more with […]
  • David recommends regular in-person company-wide gatherings for remote workers as an opportunity for creative agencies to help build their organization's culture in our post-pandemic economy where online video meetings continue to fill […]
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