Jason Mlicki, agency leader, and Jeff McKay, former global CMO, discuss growth, marketing, and life in professional services in this weekly podcast. The duo offers divergent thoughts on solving the issues practice leaders and marketers confront—or probably should—including stupid sh*t Marketing should NOT do, how Marketing ruins everything, the BS of professional services, and unleashing your Young Turks. Executive guests and industry experts join frequently to share their insights and exper ...
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The Antidote to Crappy Buyer Personas with Jim Kraus
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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. The post The Antidote to Crappy Buyer Personas with Jim Kraus appeared first on Rattle and Pedal.…
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Who Should Be Your Firm’s Thought Leaders?
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Picking the right “faces” for your firm is critical to the success of your growth strategy. Jeff and Jason discuss the characteristics of the best thought leaders. The post Who Should Be Your Firm’s Thought Leaders? appeared first on Rattle and Pedal.Par Jason Mlicki & Jeff McKay
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Fortitude: The Key to Sustained Marketing Success
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In many firms, Marketing fails because leadership prematurely gives up on its strategy. In this episode, Jeff and Jason break down why firms quit too soon and how to cultivate the virtue of fortitude to drive long-term success. The post Fortitude: The Key to Sustained Marketing Success appeared first on Rattle and Pedal.…
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Intellectual Capital: How to Make an Idea Truly Transformative
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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. The post Intellectual Capital: How to Make an Idea Truly Transformative appeared first on Rattle and Pedal.Par Jason Mlicki & Jeff McKay
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Bi-centennial: A Look Back at the Hits, “Near Misses” and Lessons Learned from 200 Episodes
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Jeff and Jason look back at the “killer” insights, occasional misteps, and the most important things they’ve learned from 5 years of podcasting. The post Bi-centennial: A Look Back at the Hits, “Near Misses” and Lessons Learned from 200 Episodes appeared first on Rattle and Pedal.Par Jason Mlicki & Jeff McKay
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Referral Genealogy and Developing the Proper Referral Mindset with Brian Caffarelli
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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. The post Referral Genealogy and Developing the Proper Referral Mindset with Brian Caffarelli appeared first on Rattle and Pedal.Par Jason Mlicki & Jeff McKay
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Using Online Reviews to Drive Referrals with Katie Hollar of Clutch
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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.” The post Using Online Reviews to Drive Referrals with Katie Hollar of Clutch appeared first on Rattle and Pedal.Par Jason Mlicki & Jeff McKay
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Referrals: When and How to Ask for Them
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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. The post Referrals: When and How to Ask for Them appeared first on Rattle and Pedal.Par Jason Mlicki & Jeff McKay
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Referrals. What Are They? How to Position Yourself to Get More of Them.
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“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. The post Referrals. What Are They? How to Position Yourself to Get More of Them. appeared first on Rattle and Pedal.…
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Jeff and Jason synthesize the high points they learned from their interviews on AI. And, they recommend what firms should do now. The post AI: What to Do Now appeared first on Rattle and Pedal.Par Jason Mlicki & Jeff McKay
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How Generative AI is Making Productization More Urgent with Eisha Armstrong of Vecteris
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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. The post How Generative AI is Making Productization More Urgent with Eisha Armstrong of Vecteris appeared first on Rattle and Pedal.…
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Automation Domination. Lessons Learned from Efforts to Streamline and Scale 6Sense using AI with Brian Wise, CIO
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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.” The post Automation Domination. Lessons Learned from Efforts to Streamline and Scale 6Sense using AI with Brian Wise, CIO appeared first on Rattle and Pedal.…
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How Professional Services Firms Are Using AI in Their Thought Leadership Programs
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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. The post How Professional Services Firms Are Using AI in Their Thought Leadership Programs appeared first on Rattle and Pedal.…
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Using AI to Drive Personal Productivity with Greg Baugues
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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. The post Using AI to Drive Personal Productivity with Greg Baugues appeared first on Rattle and Pedal.Par Jason Mlicki & Jeff McKay
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Assessing How Ready Your Firm and Your Clients Are For AI with Peter Buer and Courtney Baker of Knownwell
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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? The post Assessing How Ready Your Firm and Your Clients Are For AI with Peter Buer and Courtney Baker of Knownwell appeared first on Rattle and Pedal.…
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Unlocking the Real Promise of AI with David DeWolf of Knownwell
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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. The post Unlocking the Real Promise of AI with David DeWolf of Knownwell appeared first on Rattle and Pedal.…
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Doomsday or New Day? How IT Services Firms Are Using AI with Michelle Swan of Tercera
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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. The post Doomsday or New Day? How IT Services Firms Are Using AI with Michelle Swan of Tercera appeared first on Rattle and Pedal.…
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Generative AI: How Firms Are Using it Today and How They’ll Use it Tomorrow
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Jeff and Jason kick off a new series exploring current and future uses of generative AI in professional services. What are the opportunities and risks of its adoption? The post Generative AI: How Firms Are Using it Today and How They’ll Use it Tomorrow appeared first on Rattle and Pedal.Par Jason Mlicki & Jeff McKay
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Unsnoozing the Inbox: Tips on Email Marketing with Ian Brodie
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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 post Unsnoozing the Inbox: Tips on Email Marketing with Ian Brodie appeared first on Rattle and Pedal.…
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When you’re missing your revenue targets it’s tempting to chase shortcuts — quick fixes like an aggressive cold email outreach program. Yet, usually, success in the short term requires taking the long view. The post No Shortcuts to Growth appeared first on Rattle and Pedal.Par Jason Mlicki & Jeff McKay
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The Rainmaker Genome Project with Matt Dixon and Rory Channer
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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. The post The Rainmaker Genome Project with Matt Dixon and Rory Channer appeared first on Rattle and Pedal.…
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Behind the Headlines-AI’s Impact on Pro Service Marketing
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From automating interactions at the drive-thru to writing website content, AI is taking the world by storm. In this episode, Jason and Jeff explore the strategic marketing implications of the latest news on generative AI. The post Behind the Headlines-AI’s Impact on Pro Service Marketing appeared first on Rattle and Pedal.…
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Revisiting the BS of PS: Are Things Getting Better? Or Worse?
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There’s an inherent dysfunction that keeps firms from reaching their full growth potential. Jason and Jeff revisit one of the podcast’s earliest episodes to discuss what’s changed. And, what’s stayed the same. The post Revisiting the BS of PS: Are Things Getting Better? Or Worse? appeared first on Rattle and Pedal.…
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The Rebranding of Twitter to X. Brilliant Move or Colossal Mistake?
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The marketing world is all “atwitter” about X. Was this rebrand a brilliant move? Or a colossal mistake? What can professional service firm leaders and marketers learn from the strategy? The post The Rebranding of Twitter to X. Brilliant Move or Colossal Mistake? appeared first on Rattle and Pedal.Par Jason Mlicki & Jeff McKay
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The Cobbler’s Children Have No Shoes
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Some strategy firms lack a sound business strategy. Some HR consulting firms lack effective people discipline. Why do firms struggle to apply their expertise to their own businesses? The post The Cobbler’s Children Have No Shoes appeared first on Rattle and Pedal.Par Jason Mlicki & Jeff McKay
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Building a Differentiated Client Experience
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Jeff and Jason break down what it takes to build a truly unique professional services firm client experience and offer examples of firms leading the pack. The post Building a Differentiated Client Experience appeared first on Rattle and Pedal.Par Jason Mlicki & Jeff McKay
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Thought Leadership Development: The Pros and Cons of 3 Proven Models
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Insourced, outsourced, and co-sourced. Jason and Jeff explore the “ins” and “outs” of the prevailing ways to develop thought leadership. The post Thought Leadership Development: The Pros and Cons of 3 Proven Models appeared first on Rattle and Pedal.Par Jason Mlicki & Jeff McKay
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12 Reasons Your Marketing Strategy is Failing
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From culture to rewards to the “partners’ boat fund,” Jeff and Jason explore all the reasons firms’ marketing strategies fail. The post 12 Reasons Your Marketing Strategy is Failing appeared first on Rattle and Pedal.Par Jason Mlicki & Jeff McKay
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Thought Leadership in 5 Steps
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Jason breaks down how to develop a thought leadership strategy that defines the business issues your firm should own now and for the foreseeable future. And, he does it all in just five steps. The post Thought Leadership in 5 Steps appeared first on Rattle and Pedal.Par Jason Mlicki & Jeff McKay
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Behind the Headlines: PWC’s $1B Investment in AI, China’s Consulting “Crackdown”, and Marketing Lessons from Hyundai
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We share professional services marketing lessons learned from Hyundai’s brand ascent, discuss marketing opportunities related to PWC’s large investment in AI, and lament China’s “crackdown” on consulting firms. The post Behind the Headlines: PWC’s $1B Investment in AI, China’s Consulting “Crackdown”, and Marketing Lessons from Hyundai appeared firs…
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We break down the brand of one of the world’s fastest-growing global technology services providers, Wizeline. Gain insight into the impact of a clear go-to-market strategy and relate to some challenges in solution architecture. The post Brand Breakdown – Wizeline appeared first on Rattle and Pedal.Par Jason Mlicki & Jeff McKay
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Building a Go-To-Market Strategy in 5 Steps
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Jeff breaks down how to get your firm showing up as its best self through a clear go-to-market strategy in five clear, but not always easy, steps. The post Building a Go-To-Market Strategy in 5 Steps appeared first on Rattle and Pedal.Par Jason Mlicki & Jeff McKay
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Behind the Headlines: EY (again), Google AI, and the Morass of Bud Light
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We dive back into the on-again, off-again EY split, Google’s shift to integrating AI-enabled chat into its search engine, and beer marketing. Yes, beer marketing. The post Behind the Headlines: EY (again), Google AI, and the Morass of Bud Light appeared first on Rattle and Pedal.Par Jason Mlicki & Jeff McKay
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Developing a Differentiated Point of View in 5 Steps
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A strong POV is the tip of the spear in differentiating a brand and building its relevance in your target market. Learn what it takes for your firm to separate itself from the crowd. The post Developing a Differentiated Point of View in 5 Steps appeared first on Rattle and Pedal.Par Jason Mlicki & Jeff McKay
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Why Professional Services Firms Can’t Innovate with Rita McGrath and Ron Boire
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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. The post Why Professional Services Firms Can’t Innovate with Rita McGrath and Ron Boire appeared first on Rattle and Pedal.…
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Brand Breakdown – Western Advanced Technologies Inc. (WATI)
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In this episode, we analyze Western Advance Technologies Inc. (WATI) and cover a litany of foibles that firms, especially IT firms, should avoid in their marketing efforts. The post Brand Breakdown – Western Advanced Technologies Inc. (WATI) appeared first on Rattle and Pedal.Par Jason Mlicki & Jeff McKay
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Behind the Headlines-Silicon Valley Bank Implodes, Goldman Sachs Fails, Pricing Approaches Evolve
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We dive into the deep, stormy waters of economics, banking, and pricing to make sense of a rapidly changing business environment. What can firms learn from recent events to make their own growth strategies more resilient and effective? The post Behind the Headlines-Silicon Valley Bank Implodes, Goldman Sachs Fails, Pricing Approaches Evolve appeare…
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Loving Your Clients with Fred Reichheld, Bain Fellow and Creator of Net Promoter
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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. The post Loving Your Clients with Fred Reichheld, Bain Fellow and Creator of Net Promoter appeared first on Rattle and Pedal.…
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Strong POV, Strong Partners, Strong Growth with Michael Burton, CEO of Stitch
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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. The post Strong POV, Strong Partners, Strong Growth with Michael Burton, CEO of Stitch appeared first on Rattle and Pedal.…
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Breaking Through Growth Ceilings with Dev Patnaik, CEO of Jump Associates
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Dev Patnaik shares his 25-year journey founding and growing the world’s leading independent strategy and innovation consulting firm. The post Breaking Through Growth Ceilings with Dev Patnaik, CEO of Jump Associates appeared first on Rattle and Pedal.Par Jason Mlicki & Jeff McKay
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Brand Breakdown – Clarkston Consulting
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In our second installment of “Brand Breakdowns,” we dissect management consulting firm, Clarkston Consulting. Learn some great stuff about industry programs and thought leadership development from this well-marketed firm. The post Brand Breakdown – Clarkston Consulting appeared first on Rattle and Pedal.…
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Selecting Your Ideal Client In 5 Steps
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Being clear on whom you serve and why is the foundation of the success of any marketing strategy or initiative. We discuss how identifying your Ideal Client addresses a litany of problems professional services firms experience when trying to drive growth. The post Selecting Your Ideal Client In 5 Steps appeared first on Rattle and Pedal.…
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Behind the Headlines-Management Consulting Influence, Performance Marketing, Salesforce, and ChatGPT
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We discuss if the management industry is a hot mess, do firms need a CMO who is a brand marketer or a performance marketer, what life is like for channel partners when activist investors attack a core partner, and how ChatGPT will change the world and your industry. The post Behind the Headlines-Management Consulting Influence, Performance Marketin…
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Overcoming Client Indecision with Matt Dixon, Co-Author of The Challenger Sale and JOLT Effect.
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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. The post Overcoming Client Indecision with Matt Dixon, Co-Author of The Challenger Sale and JOLT Effect. appeared first on Rattle and Pedal.…
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Moviri becomes the first firm to be assessed in our new episode format, “Brand Breakdowns.” We analyze this software development firm’s market face from top to bottom to discern what’s working and what could use some work. The post Brand Breakdown – Moviri appeared first on Rattle and Pedal.Par Jason Mlicki & Jeff McKay
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5 Steps to a High-Performance Lead Generation Program
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Jeff and Jason break down how to build a system that proactively opens conversations with prospective clients. The post 5 Steps to a High-Performance Lead Generation Program appeared first on Rattle and Pedal.Par Jason Mlicki & Jeff McKay
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Being Digital with Mazen Ghalayini from West Monroe
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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. The post Being Digital with Mazen Ghalayini from West Monroe appeared first on Rattle and Pedal.Par Jason Mlicki & Jeff McKay
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Behind the Headlines-The Strategic Implications of an EY Split
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We dive “Behind the Headlines” and discuss the strategic implications of EY’s noteworthy split-up of its consulting and audit businesses. What does it mean to consulting practices in and beyond the accounting industry? The post Behind the Headlines-The Strategic Implications of an EY Split appeared first on Rattle and Pedal.…
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Getting Your Firm to the National Level with Bryan Graiff from Armanino
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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. The post Getting Your Firm to the National Level with Bryan Graiff from Armanino appeared first on Rattle and Pedal.…
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Solution Architecture in 5 Steps
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We introduce our new “In 5 Steps” episode format. In our pilot, we tackle the hairy challenge of creating a memorable solution architecture, so you don’t have to hear a client say, “I didn’t know you did that.” after they hire your competitor instead of your firm. The post Solution Architecture in 5 Steps appeared first on Rattle and Pedal.…
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