In this episode, we explore how AI is changing the landscape of industry-first segmentation in professional services. Learn how firms should pivot their strategy to focus on capabilities, not just industry expertise.
Growth
Examining strategies and innovations that fuel business expansion and market share for professional service firms.
Measuring Your Marketing (or Brand) Investments
Learn how to assess marketing effectiveness beyond metrics. We discuss the importance of brand preference for sustainable growth and aligning your marketing strategy with your firm's strategic objectives.
Is PS Marketing Ahead of the Game or Behind?
Is professional services marketing behind the curve? Jeff and Jason dig into the industry’s creative, strategic, and resource challenges—and the timeless advantages it still holds.
How Firms and Software Companies Can Drive Business Together with Patrick Ferdig, CEO of Power of Partnering
Many of the fastest-growing firms are deeply embedded within software ecosystems. Patrick joins the show to explore the secret sauce that makes a partner strategy work.
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.
2025 Marketing and Growth Priorities. Are They New or Evergreen?
From changing regulations to AI and finding better ways to connect with clients, Jeff and Jason set strategic priorities for professional services firms in 2025.
Bi-centennial: A Look Back at the Hits, “Near Misses” and Lessons Learned from 200 Episodes
Jeff and Jason look back at the "killer" insights, occasional misteps, and the most important things they've learned from 5 years of podcasting.
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.
Referrals: When and How to Ask for Them
If you want to actively pursue a referral strategy, when should you ask? And what should you say? Jeff and Jason dive into the mechanics of asking for referrals.
Referrals. What Are They? How to Position Yourself to Get More of Them.
"Do good work and good things follow." It's the typical referral strategy of most firms. But it's woefully incomplete. Jeff and Jason dig deep into what a referral is and how to earn more of them.