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.
Why Your Organization Should be Coaching Your People to Achieve High Performance
Mary Herrmann, executive coach and practice leader from Bravanti, a global leadership firm, shares how we leaders can get the most out of our coaches and why your organization should be coaching your people to achieve high performance.
Conscious Leadership with Dolores Stevens from The Conscious Leadership Group
We spelunk the internal caverns of leaders' minds with Dolores Stevens from The Conscious Leadership Group. Dolores teaches us how to become more effective leaders by living more self-aware, overcoming our fears, and developing more freedom to realize our potential.
The Toughest Job in Professional Services with Scott Kost from Eide Bailly
Scott Kost, Technology Leader from Eide Bailly, chronicles life as a practice leader and coaches us on how to "get to the work that matters" and bring out our teams' full potential.
The Global State of the Accounting Industry with Giles Brake of Alliott Global Alliance
Giles Brake, CEO of Alliott Global Alliance, an international alliance of independent professional firms, shares insights on the global state of owner-managed accounting firms. The war for talent continues, firms are turning away business, succession planning is a...
Why Professional Services SaaS Ambitions Often Fail with Mark Littlewood
Mark Littlewood, CEO of the Business of Software, joins us to talk about the state of the software business -- where it's been, where it's going, and why professional services firms' software ambitions often fail.
Creating Multi-generational Value: Lessons from Family Business with Kristi Daeda, CEO of The Family Business Consulting Group
Kristi Daeda, CEO of The Family Business Consulting Group, shares lessons professional services firms can take away from family businesses to turn a founder's blood, sweat, and tears into multi-generational value and a legacy.
Big Thoughts on Creating Value From Serial Founder, Jay Laabs
Jay Laabs, CEO of Spaulding Ridge, shares hard-learned lessons from life as a serial founder, acquirer, and board member of professional services firms. From defining value to measuring what matters most to firing clients, Jay offers priceless advice for his peers...
Adapting Your Business Model to Maximize Value with Mark Stach
Mark Stach, Chief Services Officer from ESG SaaS-provider Sphera, shares when, why, and how firms should change their business models to maximize value for clients and the firm.
Determining and Driving a Firm’s Core Value-A Turnaround Expert’s View
Jeff Hyland from turnaround expert, CR3, tells us how CR3 determines a firm's core value and why inertia is the greatest threat to long-term value creation for both healthy and at-risk firms.
Creating and Realizing Value in the AEC Industry
Steve Gido from ROG Partners, a leading valuation firm, talks about macro and micro trends impacting the creation and realization of value in the AEC industry.
The Investor’s Perspective on Value with Tercera’s Michelle Swan
Michelle Swan joins us to talk about the objective and subjective value drivers that her growth-equity firm, Tercera, uses to evaluate firms. We learn that value is often in the eye of the beholder.
Is the Unified Commercial Engine Organizational Structure Right for Professional Services Firms?
The Unified Commercial Engine used by Smart Technologies is an intuitive and innovative approach to organizing the sales and marketing function. We discuss the pros and cons of using it in professional services firms.
Blowing Up Sales and Marketing with the Unified Commercial Engine
What would happen if you blew up sales and marketing altogether? As it turns out, Jenna Pipchuk and Jeff Lowe of Smart Technologies did just that. And amazing things started to happen.
Applying Conversational Intelligence with Revenue.io CEO, Howard Brown
Conversational Intelligence is the "game tape" for high-performance salespeople. Learn from industry leader, Revenue.io's CEO, Howard Brown how to apply this game-changing technology to your revenue generation efforts.
Unleashing the Power of Sales and Marketing Tech with Dan Gottlieb from Gartner – Pt 2
We discuss more tech roll-up chaos and answer the question, "Is Saletech the new Martech?"
Unleashing the Power of Sales and Marketing Tech with Dan Gottlieb from Gartner – Pt 1
We discuss revenue-tech stacks, virtual selling, data stories, tech roll-up chaos, and what it all means to those responsible for leading growth in a B2B environment.
Lightning in a Bottle-What It Feels Like When a Sales Team Fires On All Cylinders
Enverus Chief Sales Officer, David Ranucci, shares what it feels like for a firm to have the organizational alignment that moves a market. Learn what your firm needs to do to empower Sales to sell like the "good ol' days" referred to in brand histories.
Florian Heinrichs from Consultancy, Client Friendly, talks Marketing and Pro Services Life
Flo Heinrichs, long-time R&P listener, former Accenture marketer turn consultant, joins us from Germany to talk entrepreneurship, juxtapose big and small firm life, and banter in true R&P fashion.
The Evolution of Modern Sales Training with Shayne Jackson from Gartner
Shayne Jackson from Gartner shares insights on the evolution of sales training: what it takes to get into Gartner's new Sale Training Magic Quadrant, what to look for in a training vendor, and how to ensure an ROI on this huge investment in your people.
Scott Brinker, Chiefmartec and HubSpot’s VP Platform Ecosystem, Riffs on the Sales and Marketing Trends of the 2020s
Scott Brinker joins us to discuss the Martech trends and patterns exponentially impacting sales and marketing organizations. Learn how to competitively position your firm's tech to exploit them and drive broader firm success.
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.