Our Story â The Fly on the Wall
When Jason and Jeff met for the first time in 2012 at an Association of Management Consulting Firms conference in Chicago, we were just like our listeners, marketers and managing partners learning and sharing ideas on how to drive growth in a professional services firm.
After a few short conversations, we realized we shared what Jeff refers to as Simpatico, a mutual worldview about marketingâs strategic value, professional services being an absolutely great place to work, and that professional services marketing needed to take its game up several notches. Over the following 6 years, we developed a relationship through hours-long phone conversations about everything from branding to sales, martech, stupid marketing fads, breakout ideas, client wins and losses, family and football.
A Difference in Perspectives
Jason brought an agency perspective that reflected decades working with a wide range of clients on a range of brand and digital marketing challenges. Jeffâs view reflected life in family business operations and a career as a CMO of top consulting firms. The conversations were robust, fun, and sometimes heated! At the end of each call, we would bemoan the fact that we had not recorded the conversation and captured all the ideas that surfaced. We wondered what a fly on the wall might think of it all.
In 2018, we made a decision to hit record and turned those conversations into Rattle & Pedal. With over 125 episodes and counting, Rattle & Pedal leads listeners through all topics related to marketing and growing professional services firms. We welcome firm leaders and other experts to share their experiences driving sustainable growth and value creation. And, we usually have a good laugh or two along the way. Itâs that virtual coffee chat about marketing and firm growth you always wanted.
The Hosts
Jason Mlicki
As Principal of Rattleback, Jason Mlicki has been advising professional services firms on how to unlock growth for over 20 years. He writes about value creation strategies, thought leadership development and digital marketing at Rattleback.com. In addition to Rattle & Pedal, he co-produces the annual conference, Profiting From Thought Leadership which brings together the worldâs top thought leadership practitioners to share best practices, learn from each other, and grow their careers.
His agency has worked with a variety of notable clients including Dale Carnegie, Emerson, Jump Associates, GE Capital, Infosys, L.E.K. Consulting, The Ohio State University, Verizon and Wendyâs. He earned an M.B.A. from The Ohio State University and a B.S. in Mathematics from Denison University.
When heâs not working, youâll find him with his family on the tennis courts, playing golf, or traveling all over the United States and Europe.
Jeff McKay
Jeff is the founder and CEO of Prudent Pedal which provides consulting, coaching, and Fractional CMO services to professional services and SaaS firms.
His teams and strategies have helped the worldâs top professional services firms achieve industry-leading growth rates, optimize marketing investment, and maximize brand value. He was the SVP of Marketing at Genworth Financial, the Global Marketing Leader at Hewitt Associates, and held senior roles at Towers Perrin and Andersen. AND, he can never forget his âKarate Kidâ time selling spark plugs and software in the family-owned auto parts business that turned a brat into a businessman. He earned an M.B.A. from Saint Louis University and a B.S. in Marketing from Illinois State University. He sits on the advisory board of the Salvation Army and helps individuals going through a tough stage of life as a Stephen Ministry leader.
When not working, heâs spending time with family, perfecting his âpedal strokeâ with his Tower Racing cycling teammates, reading a book, or restoring some object to its former glory.
Our Great Guests
The sharpest minds and thought leaders in professional services and B2B.
They are proven executives from top firms, leaders of emerging firms, sales and marketing experts, leadership gurus, and young turks. Many are clients, former employees, co-workers, and friends. Many are listeners themselves.
We personally invite each of them on the show. We look for people with unique stories and compelling points of view. None of our guests is a shrinking violet. They have opinions and they share them. Just like us.
The Tercera 30 Market Movers and Partners with Bill Magnuson, Co-Founder and CEO of Braze, and Michael Burton, Co-Founder and CEO of Stitch
What does a great software + services firm partnership even look like? Bill Magnuson of Braze and Michael Burton of Stitch show us, real-time.
A Peek Inside The Tercera 30 with Chris Barbin and Michelle Swan
Chris and Michelle join us to talk about Tercera's strategic investments in thought leadership and break down the release of the firm's research, the Tercera 30.
CROs, CCOs, CXOs? The Changing Role of the CMO with Denise Dahlhoff of The Conference Board
There are some new members hanging around the C-Suite of a lot of corporations. How'd they get there and why? Denise Dahlhoff shares her latest research unpacking the trend and what it means.
The Antidote to Crappy Buyer Personas with Jim Kraus
Most buyer personas are little more than fictional avatars. Jim Kraus, President of the Buyer Persona Institute, shows us how to develop a persona that helps you truly understand the buyer and buying process you're hoping to affect.
Intellectual Capital: How to Make an Idea Truly Transformative with Art Zards
Jason and Jeff welcome expert speaking advisor, Art Zards, to explain why some ideas break through and transform the world around us. And, why others die before the applause even ends.
Referral Genealogy and Developing the Proper Referral Mindset with Brian Caffarelli
Brian shares how to think about referrals, trace the genealogy of our best referral partners, and balance the critical push/pull of both giving and asking for them.
Using Online Reviews to Drive Referrals with Katie Hollar of Clutch
Katie shares the methodology that online marketplaces like Clutch use to publish client reviews and suggests how firms can leverage them to drive a "flywheel through referrals."
Automation Domination. Lessons Learned from Efforts to Streamline and Scale 6Sense using AI with Brian Wise, CIO
Decoding digital buying signals. Streamlining operations. Brian Wise talks about all this and more including a discussion about where AI is in the business "hype cycle."
Assessing How Ready Your Firm and Your Clients Are For AI with Peter Buer and Courtney Baker of Knownwell
Professional services firms have the most to lose and the most to gain from AI. Getting your firm and your clients ready is the first step. What does it take?
Unlocking the Real Promise of AI with David DeWolf of Knownwell
Over 99% of AI deployments to date have been focused on personal productivity. David DeWolf shares how firms can unlock higher layers of operational and strategic value in their AI investments.
Doomsday or New Day? How IT Services Firms Are Using AI with Michelle Swan of Tercera
From writing code to amping up call centers to a virtual wingman -- Michelle Swan joins us to talk about how services firms are using AI to drive value internally and with clients.
Unsnoozing the Inbox: Tips on Email Marketing with Ian Brodie
The best way to build relationships at scale is with email marketing. Acclaimed email expert, Ian Brodie, joins Jeff and Jason to share his thoughts on how to cut through the noise and "unsnooze your prospects' inbox."
The Rainmaker Genome Project with Matt Dixon and Rory Channer
DCM Insights founding partners, Matt Dixon and Rory Channer, share the findings of their latest research on what the top pro services partners do differently to drive business development success.
Why Professional Services Firms Can’t Innovate with Rita McGrath and Ron Boire
Strategy legend Rita McGrath and Ron Boire, her partner at Valize, share a ton of insights on the issues that inhibit professional services innovation and the solutions to address them.
Loving Your Clients with Fred Reichheld, Bain Fellow and Creator of Net Promoter
Fred Reichheld, creator of Net Promoter and author of Winning on Purpose, shares how professional services firms can become truly client-centric and realize the promise of NPS.
Strong POV, Strong Partners, Strong Growth with Michael Burton, CEO of Stitch
Michael Burton, CEO of upstart technology consultancy Stitch, talks about about his new firm's value proposition, growth strategy, technology partner selection, and the benefits of declaring a strong POV.
Breaking Through Growth Ceilings with Dev Patnaik, CEO of Jump Associates
Dev Patnaik shares his 25-year journey founding and growing the world's leading independent strategy and innovation consulting firm.
Overcoming Client Indecision with Matt Dixon, Co-Author of The Challenger Sale and JOLT Effect.
Challenger Sale author, Matt Dixon, shares how to overcome client indecision with findings from his latest book, JOLT Effect, covering the research of 2.5M sales interactions.
Being Digital with Mazen Ghalayini from West Monroe
Mazen Ghalayini from West Monroe joins us to talk about the firm's "Be digital." positioning and what it takes to lead in a high-performance firm.
Getting Your Firm to the National Level with Bryan Graiff from Armanino
Bryan Graiff, Private Equity Practice Leader from Armanino shares what it takes to grow a respected regional accounting firm into a national one. We cover strategy, people, M&A, integration, adaptability, and lots more.
Rattle & Pedal: The Dynamics of Divergent Views
Jason and Jeff join John Tyreman, host of “Podcasting in Professional Services,” to share the origins, evolution, and aspirations of Rattle & Pedal. Learn how their consulting backgrounds and podcasting journeys have intertwined and keep one another sharp.