Books
Articles
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Read more: Think Of Your Process As Your APIThink of the process and procedures that you need to install when you onboard new clients as your API. It’s how you connect your firm by setting up the communication, […]
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Read more: How Far Ahead Do You Need to Look?There’s a trick to driving in heavy traffic that quickly bounces back and forth between, say, 40 mph and 5 mph. I’m not talking about slow-moving stuff where you can […]
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Read more: …Including, But Not Limited ToOne night at the family dinner table, I asked one of our sons what he was looking for in a life partner. I thought it might be good to sketch […]
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Read more: Good Leaders/Managers Are BalancedYou have to move the sliders into a unique combination for each challenge. The four elements in thisillustration were just chosen at random—I’m not saying that these are the four that […]
Episodes
- Whether you call yourself an advisor or consultant (or not), David has seven core ethical principles that should govern advisory work. LINKS "Advising Clients Ethically" article on Punctuation.com
- The fact that sales people tend to talk too much is nothing new, but Blair has observed in recent client work just how profound of an effect this pervasive problem has on […]
- When it comes to qualifications for ideal clients, David doesn’t hear anyone talking about how agencies can benefit when the person across the table is someone who presses boundaries and ethically skirts […]
