PIE-Cast

In this month's episode, TJ sits down with returning guest Tim Pierotti, the Chief Investment Officer of Bozeman-based WealthVest. Tim put out an article at the end of 2023 called Ten Variant Views for 2024 and as we just crossed into the back half of 2024, the conversation picked apart where the WealthVest team nailed their projections and where we anticipate the rest of the year leading. To listen to more from Tim and the WealthVest team, you can listen to their weekly podcast, The Weekly Bull and Bear. If you have feedback about the show, would like to be a guest, or would like to learn more about working with PIE, please contact TJ Dennis at: tdennis@profitableideas.com. You can learn more about our books, How Clients Buy and Never Say Sell, by visiting our website. Profitable Ideas Exchange - connecting powerful minds, making the world smarter and smaller.

In this month's episode, TJ sits down with Danielle Tenconi, the Chief Marketing Officer at McChrystal Group. They discuss Danielle's background and how it all centers around taking a chance on yourself, learning how to lead internally and externally, the way marketers sometimes put doubt on a story before it even goes to market, and where you simply must go eat while in Austin, TX.You can connect with and learn more about Danielle via LinkedIn. If you have feedback about the show, would like to be a guest, or would like to learn more about working with PIE, please contact TJ Dennis at: tdennis@profitableideas.com.You can learn more about our books, How Clients Buy and Never Say Sell, by visiting our website.Profitable Ideas Exchange - connecting powerful minds, making the world smarter and smaller.

In this month's episode, TJ connects with Sarah Cincotta, Director of Global Marketing at Aperian. They discuss the complicated but important nature of going through a rebrand, why using a partner in the process helped Aperian focus on the internal mission and adoption, and shared how a lot of that inpspritaiton comes from brands like Disney who have a powerful story and energy when you see their logo. You can connect with and learn more about Sarah via LinkedIn. If you have feedback about the show, would like to be a guest, or would like to learn more about working with PIE, please contact TJ at: tdennis@profitableideas.com.You can learn more about our books, How Clients Buy and Never Say Sell, by visiting our website.Profitable Ideas Exchange - connecting powerful minds, making the world smarter and smaller.

In this week's episode, TJ and Aubrey connect with Paul Grabowski, Chief Marketing & Business Development Officer at Bracewell LLP and Adjunct Professor at the University of Houston Law Center. They discuss Paul's background, ranging from professional sports to Big Law, and how it led to his current role in academia, why attorneys should think more like businesspeople, skills law students and first-year Associates should develop, and more. Aubrey and TJ also celebrate Aubrey's final episode co-hosting the podcast as she heads off to her next adventure - law school!You can connect with and learn more about Paul via his LinkedIn. If you have feedback about the show, would like to be a guest, or would like to learn more about working with PIE, please contact us at tdennis@profitableideas.com.You can learn more about our books, How Clients Buy and Never Say Sell, by visiting our website.Profitable Ideas Exchange - connecting powerful minds, making the world smarter and smaller.

In this week's episode, TJ and Aubrey connect with Dave Bayless, Co-Founder of Human Scale Business and long-time partner of PIE. They discuss the importance of "cultivating serendipity" in both personal and professional spaces, why balancing in-person and virtual engagements is essential, how to create spontaneous yet intentional interactions, and more. If you would like to connect with Dave, you can reach out to him via his LinkedIn. If you have feedback about the show, would like to be a guest, or would like to learn more about working with PIE, please contact us at adarden@profitableideas.com or tdennis@profitableideas.com.You can learn more about our books, How Clients Buy and Never Say Sell, by visiting our website.Profitable Ideas Exchange - connecting powerful minds, making the world smarter and smaller.

In this week's episode, TJ and Aubrey have PIE's President of Strategy, Jacob Parks, back on the show for the first time since 2022. They discuss the new demand for business development trainings within professional services firms, how to know your team might need one, how business development is shifting in 2024 (cough cough, AI), and much more. If you would like to connect with Jacob, you can reach out to him via his LinkedIn.  If you have feedback about the show, would like to be a guest, or would like to learn more about working with PIE, please contact us at adarden@profitableideas.com or tdennis@profitableideas.com.You can learn more about our books, How Clients Buy and Never Say Sell, by visiting our website.Profitable Ideas Exchange - connecting powerful minds, making the world smarter and smaller.

In this week's episode, TJ and Aubrey remember the life and legacy of our friend and colleague, Matt Ulrich. They discuss some of their favorite memories of Matt, and then welcome several PIE Packmates onto the show to share some of theirs as well. Matt Ulrich was a gentle giant who possessed significant business acumen and brought a passion for mentorship to our team and community. He is dearly missed as a great friend and colleague.If you have feedback about the show, would like to be a guest, or would like to learn more about working with PIE, please contact us at adarden@profitableideas.com or tdennis@profitableideas.com.You can learn more about our books, How Clients Buy and Never Say Sell, by visiting our website.Profitable Ideas Exchange - connecting powerful minds, making the world smarter and smaller.

In this month's episode, Aubrey and TJ sit down with Partner at Von Wobeser y Sierra, Pablo Jimenez, to discuss how business development differs in the legal industry. We talk about what best practices law firms can incorporate to scale effectively, the role teamwork and trust plays in effective business development, key takeaways from PIE's recent business development workshop with their team, and more. You can follow Jonathan via his LinkedIn here.If you have feedback about the show, would like to be a guest, or would like to learn more about working with PIE, please contact us at adarden@profitableideas.com or tdennis@profitableideas.com.You can learn more about our books, How Clients Buy and Never Say Sell, by visiting our website.Profitable Ideas Exchange - connecting powerful minds, making the world smarter and smaller.

In this month's episode, Aubrey and TJ sit down with Co-Founder and Managing Partner of Zinovo, Jonathan Distad, to discuss the different considerations companies should make when adopting a CRM.  We talk about what makes a good CRM, how that may change depending on your industry, takeaways from Dreamforce, how the emergence of generative AI may change the CRM playing field, and much more. You can follow Jonathan via his LinkedIn here.If you have feedback about the show, would like to be a guest, or would like to learn more about working with PIE, please contact us at adarden@profitableideas.com or tdennis@profitableideas.com.You can learn more about our books, How Clients Buy and Never Say Sell, by visiting our website.Profitable Ideas Exchange - connecting powerful minds, making the world smarter and smaller.

In this month's episode, Aubrey and TJ sit down for a solo episode to talk about the two books that are foundational to our business at PIE: How Clients Buy and Never Say Sell. We talk about how business development in professional services is different and share some of our favorite takeaways from the books.  If you have feedback about the show, would like to be a guest, or would like to learn more about working with PIE, please contact us at adarden@profitableideas.com or tdennis@profitableideas.com.You can learn more about our books, How Clients Buy and Never Say Sell, by visiting our website.Profitable Ideas Exchange - connecting powerful minds, making the world smarter and smaller.

In this month's episode, Aubrey and TJ sit down with Wealthvest's Chief Investment Officer, Tim Pierotti, to talk about the current economic environment and what many are calling the "most anticipated recession." We talk about what is really going on with the market and economy, whether or not inflation is cooling off, and other macroeconomic issues and trends he is seeing. To listen to more from Tim and the Wealthvest team, you can listen to their weekly podcast, The Weekly Bull and Bear.If you have feedback about the show, would like to be a guest, or would like to learn more about working with PIE, please contact us at adarden@profitableideas.com or tdennis@profitableideas.com.You can learn more about our books, How Clients Buy and Never Say Sell, by visiting our website.Profitable Ideas Exchange - connecting powerful minds, making the world smarter and smaller.

In this month's episode, Aubrey and TJ sit down with NetDocuments' General Counsel and Privacy Officer Matt Hemmert to chat about the topic dominating headlines everywhere: Generative AI. We talk about what the technology is (and what it isn't), what questions leaders should be asking as they evaluate the use of this technology, as well as some best practices leaders can incorporate right now to ensure they are using the technology safely. If you have feedback about the show, would like to be a guest, or would like to learn more about working with PIE, please contact us at adarden@profitableideas.com or tdennis@profitableideas.com.You can learn more about our books, How Clients Buy and Never Say Sell, by visiting our website.Profitable Ideas Exchange - connecting powerful minds, making the world smarter and smaller.

This month, Aubrey and TJ sit down with Arjun Davda, a proud Calgarian and the Senior Director of Business Development for Western Canada at Publicis Sapient. They discuss the impact of taking a relationship-first approach to business development, how authenticity builds trust and longevity in client relationships, how sellers can “think more like a client,” and the power of partnering with a third party on business development efforts. More importantly, they discuss the current state of the NHL playoffs (a sensitive subject for Arjun). If you have feedback about the show, would like to be a guest, or would like to learn more about working with PIE, please contact us at adarden@profitableideas.com or tdennis@profitableideas.com.You can learn more about our books, How Clients Buy and Never Say Sell, by visiting our website.Profitable Ideas Exchange - connecting powerful minds, making the world smarter and smaller.

This month, TJ and Aubrey sit down with a couple of leaders from PIE's client, ZS. During their conversation with Sarah Jarvis (Principal at ZS) and Bora Erdemli (Associate Principal at ZS), they ask questions such as: What does it mean to be your authentic self? How can leaders cultivate a culture in which employees feel safe to show up as themselves? And much more. If you have feedback about the show, would like to be a guest, or would like to learn more about working with PIE, please contact us at adarden@profitableideas.com or tdennis@profitableideas.com.You can learn more about our books, How Clients Buy and Never Say Sell, by visiting our website.Profitable Ideas Exchange - connecting powerful minds, making the world smarter and smaller.

This month, TJ and Aubrey sit down with PIE Chief Growth Officer Matt Ulrich to discuss opportunities for the year and how it stacks up to past years, where our clients are focusing, and how companies can leverage economic uncertainty. For more thought leadership, including our CEO's Recession Playbook, you can visit our blog here.If you have feedback about the show, would like to be a guest, or would like to learn more about working with PIE, please contact us at adarden@profitableideas.com or tdennis@profitableideas.com.You can learn more about our books, How Clients Buy and Never Say Sell, by visiting our website.Profitable Ideas Exchange - connecting powerful minds, making the world smarter and smaller.

To kick off the new year, this month, TJ and Aubrey sit down with PIE CEO Tom McMakin to discuss the elephant in the room: economic uncertainty. We discuss what trends we are seeing in the market, Tom's best practices for how companies can navigate (and even harness) economic uncertainty, and much more. To read Tom's Recession Playbook, you can visit our blog here.If you have feedback about the show, would like to be a guest, or would like to learn more about working with PIE, please contact us at adarden@profitableideas.com or tdennis@profitableideas.com.You can learn more about our books, How Clients Buy and Never Say Sell, by visiting our website.Profitable Ideas Exchange - connecting powerful minds, making the world smarter and smaller.

In this week's episode, TJ and Aubrey chat about some of the key highlights from PIE's year, including a big announcement we are so excited to share! Then, we re-share our first episode, where we interviewed PIE's CEO Tom McMakin about where PIE has been and where we are going. To learn more about our company and work, you can visit our blog here.If you have feedback about the show, would like to be a guest, or would like to learn more about working with PIE, please contact us at adarden@profitableideas.com or tdennis@profitableideas.com.You can learn more about our books, How Clients Buy and Never Say Sell, by visiting our website.Profitable Ideas Exchange - connecting powerful minds, making the world smarter and smaller.

In this week's episode, TJ and Aubrey sit down with their colleagues, Gianna Vanata (Director) and Richard Wagner (Associate Director) to discuss one of PIE's most recent service offerings: the Metaverse. We discuss what the Metaverse really is, the variety of applications it has, its implications for business, and the question many of us are asking: will VR replace in-person gatherings? To learn more about our work in VR and the Metaverse, you can visit our blog here.If you have feedback about the show, would like to be a guest, or would like to learn more about working with PIE, please contact us at adarden@profitableideas.com or tdennis@profitableideas.com.You can learn more about our books, How Clients Buy and Never Say Sell, by visiting our website.Profitable Ideas Exchange - connecting powerful minds, making the world smarter and smaller.

In this week's episode, TJ and Aubrey sit down with One Valley Community Foundation's Community Engagement Manager, Tanya Andreasen. We discuss Tanya's work with One Valley, why local funding, resources, and conversation is so important, PIE's recent partnership with One Valley on affordable housing in the Gallatin Valley, and much more. To learn more about One Valley, you can visit their website here.If you have feedback about the show, would like to be a guest, or would like to learn more about working with PIE, please contact us at adarden@profitableideas.com or tdennis@profitableideas.com.You can learn more about our books, How Clients Buy and Never Say Sell, by visiting our website.Profitable Ideas Exchange - connecting powerful minds, making the world smarter and smaller.

In this week's episode, TJ and Aubrey sit down with PIE Board Member Walt Shill, who is a seasoned operating executive, having worked as a Partner at McKinsey, leading Accenture's Global Strategy Practice, and most recently leading Environmental Resource Management as their Global Commercial Officer. We discuss Walt's background, how he landed on the PIE Board, the importance of storytelling in business, and much more.If you have feedback about the show, would like to be a guest, or would like to learn more about working with PIE, please contact us at adarden@profitableideas.com or tdennis@profitableideas.com.You can learn more about our books, How Clients Buy and Never Say Sell, by visiting our website.Profitable Ideas Exchange - connecting powerful minds, making the world smarter and smaller.

In this week's episode, TJ and Aubrey sit down with their colleague Yetta Stein, who is a Director at PIE and leads the JDEB Initiative for our company. We discuss what Diversity, Equity, and Inclusion (DEI) really means for a company, how companies can get started, what the future of DEI (or JDEB, as PIE knows it) looks like for our company, and much more. If you have feedback about the show, would like to be a guest, or would like to learn more about working with PIE, please contact us at adarden@profitableideas.com or tdennis@profitableideas.com.You can learn more about our books, How Clients Buy and Never Say Sell, by visiting our website.Profitable Ideas Exchange - connecting powerful minds, making the world smarter and smaller.

In this week's episode, TJ and Aubrey sit down with three of their PIE Packmates - Susie Krueger, Director, Partner & Client Development Lead, Allison Hupp, Director, and Jeannette Osterweil, Associate Director. We discuss the recent success PIE had a live event in Boston, how to trust your team, becoming a true partner to our clients, and much more. If you have feedback about the show, would like to be a guest, or would like to learn more about working with PIE, please contact us at adarden@profitableideas.com or tdennis@profitableideas.com.You can learn more about our books, How Clients Buy and Never Say Sell, by visiting our website.Profitable Ideas Exchange - connecting powerful minds, making the world smarter and smaller.

In this week's episode, TJ and Aubrey sit down with PIE's Director of Technology, Aimee Chang, and Director & Partner, Cavin Segil. We discuss how PIE has evolved its business technology over the years, how it equips us to be the best partner to our clients, and how they would define a "state of utopia" for business technology.If you have feedback about the show, would like to be a guest, or would like to learn more about working with PIE, please contact us at adarden@profitableideas.com or tdennis@profitableideas.com.You can learn more about our books, How Clients Buy and Never Say Sell, by visiting our website.Profitable Ideas Exchange - connecting powerful minds, making the world smarter and smaller.

In this week's episode, TJ and Aubrey sit down with Managing Director and Chief Operating Officer at PIE, Stephanie Cole. We discuss PIE's Mission, Vision, and Values (MVV), why they were created, how they have guided the company's work, and why MVV's can be so impactful in an organization's growth and evolution. If you have any feedback on the show, would like to be a guest, or would like to learn more about working with PIE, please contact us at adarden@profitableideas.com or tdennis@profitableideas.com.Profitable Ideas Exchange - connecting powerful minds, making the world smarter and smaller.

In this week's episode, TJ and Aubrey sit down with Managing Director, Partner, and Chief Strategy Officer at PIE, Andi Baldwin. We discuss how PIE keeps its employees engaged and culture thriving in times of growth, best practices around change management, and how the hybrid work environment has shifted the company.If you have any feedback on the show, would like to be a guest, or would like to learn more about working with PIE, please contact us at adarden@profitableideas.com or tdennis@profitableideas.com.Profitable Ideas Exchange - connecting powerful minds, making the world smarter and smaller.

In this week's episode, TJ and Aubrey sit down with PIE's President Jacob Parks (affectionately known around the office as JP). We discuss how PIE has changed in his almost two decades with the company, why relationship building is key for business success, what it means to "deliver the lagniappe," and much more. If you have any feedback on the show, would like to be a guest, or would like to learn more about working with PIE, please contact us at adarden@profitableideas.com or tdennis@profitableideas.com.Profitable Ideas Exchange - connecting powerful minds, making the world smarter and smaller.

In this week's episode, TJ and Aubrey sit down with PIE's CEO Tom McMakin. We discuss what brought him to his role here at PIE, how PIE partners with professional services firms, how he has led the organization through a time of rapid growth, and what his vision is for the future of the company.  If you have any feedback on the show, would like to be a guest, or would like to learn more about working with PIE, please contact us at adarden@profitableideas.com or tdennis@profitableideas.com. Profitable Ideas Exchange - connecting powerful minds, making the world smarter and smaller.