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TRUSTED ADVISOR | PROFESSIONAL SERVICES Everyone Thinks They’re a Trusted Advisor. Here’s the Test. I had a conversation last week that I haven’t
Most professionals assume stalled deals come down to price. In reality, why buyers stall in the sales process has very little to do with
Tuesday, March 3, 2026 | For: Attorneys, CPAs, Financial Advisors, Professional Services Turn on the news for five minutes. Markets shifting. Political whiplash.
If you’re a fan of The Princess Bride, you know the line. Inigo Montoya, exasperated, finally says what we’ve all wanted to say to
You became a professional because you’re excellent at what you do. Fractional CFO. Consultant. Attorney. Strategic advisor. You solve complex problems. You create transformation.
I’ve been teaching referral-based revenue since 2003. 23 years. Same methodology. No pivots. No chasing trends. While everyone else was jumping from cold calling
If you read Tuesday’s post about the trust recession, you know that buyers have fundamentally changed how they evaluate professional services. They’re more skeptical,
Most professionals think their pipeline problem is a visibility problem. Get in front of more people. Post more content. Refine the pitch. Run more
A Referral Gets You a Meeting. Influence Gets You a Client. You’ve heard it a thousand times: “Referrals are the best source of new
Let’s address the elephant in the room: “sell” is technically a four-letter word. But it’s not one of the bad ones, despite what your
Whether you’re building a referral network or launching your fractional practice, we’ll help you create a strategy that fits your style and brings results.
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