Jeff and Jason look back at the "killer" insights, occasional misteps, and the most important things they've learned from 5 years of podcasting.
Examining strategies and innovations that fuel business expansion and market share for professional service firms.
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.
AI: What to Do Now
Jeff and Jason synthesize the high points they learned from their interviews on AI. And, they recommend what firms should do now.
How Generative AI is Making Productization More Urgent with Eisha Armstrong of Vecteris
For years firms have pursued productization strategies to drive efficiency or create repeatable revenue. AI is making the need to productize one of survival. Learn why and how to respond.
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."
How Professional Services Firms Are Using AI in Their Thought Leadership Programs
How many firms are using AI? What platforms are they using? How are the most effective firms using AI to drive their thought leadership programs? Jason breaks down his latest thought leadership research.
Using AI to Drive Personal Productivity with Greg Baugues
In our first video podcast, Greg Baugues shows listeners just what you can do with tools like ChatGPT, Midjourney, and more to drive your personal productivity.
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?