Podcasts about Professional services

Larry Levine on Selling in a Post-Trust World (The Price and Value Journey, Episode 149) Trust is in short supply. Clients today are more skeptical than ever, which makes trust the real differentiator for professional service providers. In this episode of The Price and Value Journey, host John Ray welcomes Larry Levine, best-selling author of […]

We are delighted to share with you the recording of our recent webinar, Professional Services in the Age of AI: Regulation, Strategy, and Real-World Impact. In this discussion, Anthony Davis (FisherBroyles), Devika Kewalramani, (FisherBroyles), Dr Robert Millard (Cambridge Strategy Group), David Shufflebotham (PepUp Consulting) and Nick Leale (CM Murray LLP) join chair Corinne Staves (CM Murray LLP) to explore the impact of technology on professional services firms, with a particular focus on regulation. Topics covered include: - How is technology reshaping professional services firms? From AI-powered research and disclosure tools to virtual client engagement, technology is now embedded in every aspect of firm strategy and operations. - What are the implications for structure, pricing, and regulation? AI is driving a shift away from traditional leverage models, elevating the role of technologists and challenging the billable hour. Value-based pricing is gaining ground and firms must rethink how they assess and compensate their partners. - What regulatory and ethical risks must firms manage? Competence, confidentiality, and supervision remain central. Firms must develop clear AI policies, invest in training and maintain strong oversight - particularly as regulatory scrutiny increases. - What practical steps should firms take now? Define your AI business case, benchmark tools, train your teams, and document compliance. The next generation of lawyers is already embracing AI - leaders must act now to stay ahead. This summary was drafted using Microsoft Copilot, as part of our ongoing exploration of how AI can support and enhance professional services. If you would like to discuss any aspect of AI in relation to your firm, or if you have any specific questions arising from this discussion, please contact Partner and non-contentious partnership specialist Corinne Staves, or Partner and leading regulatory law specialist Nick Leale. For example, CM Murray LLP can assist firms with reviewing their HR, risk management and other policies and/or their terms of business, on changes to governance and compensation systems for partners as a result of the increased adoption of technology and the regulatory implications of the use AI and technology in client service.

Ops isn't just about keeping the lights on anymore.As Aušrinė Keršanskaitė, co-founder of Operations Nation, puts it – today's ops leaders are expected to drive growth, protect culture, and build resilience. And if you've ever felt like the “glue” holding everything together without always getting recognition, this one will hit home.In this episode of The Handbook: The Operations Podcast, Aušrinė joins Harv to talk about the evolution of operations, the community she's built for ops leaders everywhere, and what it takes to step into leadership with confidence.Here's what we get into:How so many of us “fall into” operations without a playbook – and how to build one for yourselfThe loneliness of ops roles, and why communities like Operations Nation matterTraits that define a brilliant ops leader today – from resilience to influence over executionHow startups' scrappy mindset can sharpen your approach to tooling, automation, and scalingThe real opportunity with AI in ops (hint: it's not about replacing your team)Whether you're a COO, head of ops, or still figuring out your path – this conversation is packed with lessons on how to elevate your role and find support along the way.Additional Resources: 

The following article of the Professional Services industry is: “Artificial Intelligence: A Risk and Impacts Perspective” by José Concepción Arriaga Murcio, CIO, Tokio Marine Mexico.

Client experience is more than good service. In this episode of the PSM Show, Damion Morris and Deirdre Booth talk with Tim Amos, CPSM and Head of Growth at Client Savvy, about how AEC firms can design and manage client experiences that create measurable business results. Tim shares his journey from in-house marketing to leading CX strategy and explains why repeat business does not always equal loyalty. He introduces practical ways to measure client sentiment, including Net Promoter Score and share of spend, and describes how firms can use feedback to inform go/no-go decisions, increase profitability, and strengthen retention. For marketers, this conversation shows how CX can open the door to leadership. Small wins such as mapping the proposal process or implementing a client feedback program can build momentum and demonstrate the connection between marketing strategy and firm performance. The discussion also highlights findings from the SMPS Foundation's research on CX in the AEC industry. Listeners will gain a clear view of how intentional client experience shapes reputation, growth, and long-term success.

The professional services industry is evolving at record speed — is your firm ready to keep pace? In this special episode, we bring you the recording of an expert-led discussion with Bo DiMuccio, VP of Professional Services Research at TSIA, and Fortuné Alexander, VP of Product Marketing at Kantata. Together, they share forward-looking insights and practical guidance on what firms must do today to thrive in tomorrow's market.In this episode, you'll learn how to:Build a winning transformation strategyIntegrate AI into your operationsAdapt to emerging business modelsNavigate an evolving technology landscapeDrive customer success in a new eraTo learn more download a copy of the whitepaper they discussed, 3 Ways Inaction Is Holding Your Professional Services Business Back, that breaks down the real cost of standing still across three critical areas:Reactive resourcingInconsistent service deliveryInaccurate or untimely performance data Hosted on Acast. See acast.com/privacy for more information.

The following article of the Professional Services industry is: “A Simple Guide to Unlock Natural Resources Potential” by Salomon Amkie, Managing Director, Citi.

Welcome back to Season Two of the PIE-Cast, where we will be diving into The Growth Engine, A Guide to Building a World-Class Business Development Function in Professional Services. In this episode, TJ Dennis sits down with Jacob Parks, the President and Partner of Profitable Ideas Exchange and one of the four authors of The Growth Engine. Jacob talks through building a growth culture in professional services and what's missing post-pandemic, incentivization structures that work (and ones that don't work), and how AI should be used in professional services instead of how it's currently being used.If you have feedback about the show or would like to learn more about working with PIE, please contact us at: connect@profitableideas.com. You can also learn more about our previous books, How Clients Buy and Never Say Sell, by visiting our website.Profitable Ideas Exchange - connecting powerful minds, making the world smarter and smaller.

Are countless hours and inconsistent formats plaguing your project status reports? For GlideFast, managing over 500 ongoing engagements, this was a critical operational challenge. Discover the solution that transformed their process from a manual headache into a streamlined, professional, and automated system.In this episode of GlideChat, host Brett Karl, VP of Solutions & Alliances at GlideFast, sits down with Ed Shea, VP of Professional Services at GlideFast, and the leadership team from VividCharts: Co-Founder and CEO Mitch Stutler, and Head of Account Management Rob Walsh. Together, they pull back the curtain on the exact reasons GlideFast chose VividCharts to revolutionize their project management reporting directly within ServiceNow.

Yup, it's time folks - the Enterprise Month in Review is upon us. This time we'll bear down on the so-called AI disruption of professional services and research, with epic special guest Frank Scavo. We'll also get Frank's take on Brian's leadership research reveal, and why we may need a leadership detox - or detox from toxic leaders. As usual, bring your savviest and snarkiest as we share our picks and pans, along with Brian's infamous slide deck. Note: to see the slides in action, you can catch the full video replay on YouTube: https://youtube.com/live/t09j0chQ_Uc.

Yup, it's time folks - the Enterprise Month in Review is upon us. This time we'll bear down on the so-called AI disruption of professional services and research, with epic special guest Frank Scavo. We'll also get Frank's take on Brian's leadership research reveal, and why we may need a leadership detox - or detox from toxic leaders. As usual, bring your savviest and snarkiest as we share our picks and pans, along with Brian's infamous slide deck. Note: to see the slides in action, you can catch the full video replay on YouTube: https://youtube.com/live/t09j0chQ_Uc.

Welcome back to the Alt Goes Mainstream podcast.Today's episode is with one of the executives who has helped to build one of the industry's leading alternative asset managers.We sat down in Permira's London office with Co-CEO Dipan Patel to discuss the firm's evolution and how the business has grown to over €80B in AUM.Dipan brings a deep background in private equity investing to bear as he and his Co-CEO Brian Ruder now lead the firm through its next phase of growth.Dipan joined Permira from Gores Group and is Co-Managing Partner and Co-CEO of the firm. He serves on Permira Holdings Limited Board and Permira's Investment Committee and Executive Committee. He's focused on technology and services investing, working on deals such as Renaissance Learning, Informatica, Axiom, AllTrails, Ancestry, LegalZoom, and more.Dipan and I had a thought-provoking conversation about what it takes to build and run a scaled alternative asset manager and how to differentiate a firm and a culture. We discussed:The founding story of Permira and the evolution of the firm since spinning out of Schroder Ventures in 1996.How the firm's beginnings have shaped the culture that has been built and how that culture has permeated how they make investment decisions, work with companies, founders, and LPs.How would an LP underwrite Permira's culture?How the firm's European heritage helps as an investor.The opportunity set in Europe.The investment culture at Permira and how its structure and set up helps investment processes and decision-making.Why software buyouts have become a larger part of the buyout investing landscape.How AI is impacting software investing and how AI is impacting services businesses.Why the firm has expanded into credit.The thought process behind launching a wealth solutions business, Permira Wealth, and how it reflects the culture of the firm.Thanks Dipan for coming on the show to share the evolution of Permira and your expertise and wisdom in private markets.A word from AGM podcast sponsor, Ultimus Fund SolutionsThis episode of Alt Goes Mainstream is brought to you by Ultimus Fund Solutions, a leading full-service fund administrator for asset managers in private and public markets. As private markets continue to move into the mainstream, the industry requires infrastructure solutions that help funds and investors keep pace. In an increasingly sophisticated financial marketplace, investment managers must navigate a growing array of challenges: elaborate fund structures, specialized strategies, evolving compliance requirements, a growing need for sophisticated reporting, and intensifying demands for transparency.To assist with these challenging opportunities, more and more fund sponsors and asset managers are turning to Ultimus, a leading service provider that blends high tech and high touch in unique and customized fund administration and middle office solutions for a diverse and growing universe of over 450 clients and 1,800 funds, representing $500 billion assets under administration, all handled by a team of over 1,000 professionals. Ultimus offers a wide range of capabilities across registered funds, private funds and public plans, as well as outsourced middle office services. Delivering operational excellence, Ultimus helps firms manage the ever-changing regulatory environment while meeting the needs of their institutional and retail investors. Ultimus provides comprehensive operational support and fund governance services to help managers successfully launch retail alternative products.Visit www.ultimusfundsolutions.com to learn more about Ultimus' technology enhanced services and solutions or contact Ultimus Executive Vice President of Business Development Gary Harris on email at gharris@ultimusfundsolutions.com.We thank Ultimus for their support of alts going mainstream.Show Notes00:00 Introduction to our Sponsor, Ultimus01:55 Welcome Back to the Alt Goes Mainstream Podcast02:03 Introduction to Permira and our guest, Dipan Patel03:47 Discussion on Distributions and Market Conditions04:19 Selling A-Grade Businesses in Current Market05:03 Flight to Quality in Times of Stress06:07 Reflecting on Career and Lessons Learned06:29 Early Career Experiences at Arthur Andersen and Lehman Brothers07:29 Impact of Early Career on Leadership Style09:04 Challenges in Today's Investment Environment10:15 Underwriting in Unpredictable Times10:45 Locating Good Companies for Investment14:31 Importance of Market Leadership14:59 Partnering with Founders and Executive Teams16:22 Permira's Co-Leadership Model19:49 Investment Decision Process at Permira21:02 Underwriting Character in Executives22:54 Permira's Organizational Character and Culture23:29 Understanding Organizational Culture23:54 Thriving in Chaos: The Concept of Anti-Fragility24:51 Capital Flows in Private Markets25:26 Developing Investment Theses25:54 Strategic Exit Channels26:24 Supply Creates Its Own Demand27:24 The Necessity of Access to Private Markets28:10 Managing Stress Moments in Private Markets28:50 Navigating Industry Evolutions29:20 Focusing on Core Strengths30:09 Balancing Growth and Differentiation31:21 Investing in Growth and Buyout Businesses32:26 Synergies Between Growth and Mature Businesses33:38 Risk Spectrum in Investments34:27 Understanding Runway and Market Position35:42 Disruption vs. Destruction in AI36:49 Investing in Platform Shifts37:58 Control and Duration in Private Equity39:08 The Role of AI in Incumbent Success40:25 Cultural Adaptability to AI42:21 Specialism vs. Generalism in Investing43:56 Professional Services and AI45:27 Future Investment Ideas46:34 Mission Critical Investing47:28 Conclusion and Final ThoughtsEditing and post-production work for this episode was provided by The Podcast Consultant.

In this episode of “Building the Premier Accounting Firm,” host Roger Knecht interviews Eric Gordon, Vice President of Professional Services at B10 Energy, about real estate accounting, tax strategies, and career insights. Gordon shares his journey from aspiring dentist to accounting professional, offering advice on commercial real estate acquisitions, cost segregation, and tax-saving strategies like Historically Significant Items (HSI) and Renewable Energy Tax Credits (RETC). This episode provides actionable insights for accounting professionals looking to expand their service offerings and better advise their clients. In This Episode: 00:00 Introduction to Eric Gordon 04:18 Accounting in Commercial Real Estate 10:11 Maximizing Real Estate Investments 14:55 Historically Significant Items (HSI) 19:24 Renewable Energy Tax Credits 25:19 Collaborating with Tax Professionals 30:37 Capital Gains & 1031 Exchange 37:58 Conclusion and Resources Key Takeaways: Advise clients on essential financial aspects of commercial real estate acquisitions, including income projection and vacancy rates. Utilize cost segregation studies to accelerate depreciation and maximize tax benefits for real estate owners. Explore HSI charitable giving strategies for high-income clients to preserve historical documents and save on taxes. Consider renewable energy tax credits as a transferable option for C corporations with significant tax liabilities. Build a team of experts to better serve clients and offer comprehensive tax planning and advisory services. Featured Quotes: Eric Gordon “Somehow, to 700 students, Norm made accounting seem cool.” Eric Gordon “I think cost segregation is the eighth wonder of the world. If you own real estate, you need to look at that.” Eric Gordon “Our firm exists to be an asset to CPA firms out there. We don't do any prep and file of any tax returns for clients.” Behind the Story: Eric Gordon's journey began with aspirations of becoming a dentist, but a single accounting class changed everything. Inspired by a professor who taught accounting for free, Eric switched his major and eventually landed at Deloitte. His audit background proved invaluable in commercial real estate, where he honed his skills in due diligence and asset acquisition. Now, as VP at B10 Energy, he helps accounting professionals leverage tax strategies like HSI and RETC to better serve their clients. Conclusion: Thank you for joining us for another episode of Building the Premier Accounting Firm with Roger Knecht. For more information on how you can establish your own accounting firm and take control of your time and income, call 435-344-2060 or schedule an appointment to connect with Roger's team here. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.   Offers: Free exclusive consultation with Eric to see what option best suits your needs. Simply visit www.b10cap.com and fill out the Contact Us form, or call 833.210.2278.   Get a FREE copy of these books all accounting professionals should use to work on their business and become profitable.  These are a must-have addition to every accountant's library to provide quality CFO & Advisory services as a Profit & Growth Expert today: “Red to BLACK in 30 days – A small business accountant's guide to QUICK turnarounds” – This is a how-to guide on how to turn around a struggling business into a more sustainable model. Each chapter focuses on a crucial aspect of the turnaround process - from cash flow management to strategies for improving revenue. This book will teach you everything you need to become a turnaround expert for small businesses. “in the BLACK, nine principles to make your business profitable” – Nine Principles to Make Your Business Profitable – Discover what you need to know to run the premier accounting firm and get paid what you are worth in this book, by the same author as Red to Black – CPA Allen B. Bostrom. Bostrom teaches the three major functions of business (marketing, production and accounting) as well as strategies for maximizing profitability for your clients by creating actionable plans to implement the nine principles. “Your Strategic Accountant” - Understand the 3 Core Accounting Services (CAS - Client Accounting Services) you should offer as you run your business. Help your clients understand which numbers they need to know to make more informed business decisions. “Your Profit & Growth Expert” - Your business is an asset. You should know its value and understand how to maximize it. Beginning with the end in mind helps you work ON your business to build a company you can leave so that it can continue to exist in your absence or build wealth as you retire and enjoy the time, freedom, and life you want and deserve. Follow the Turnkey Business plan for accounting professionals.  This is the proven process to start and build the premier accounting firm in your area.  After more than 40 years we've identified the best practices of successful accountants and this is a presentation we are happy to share.     Also learn the best practices to automate and nurture your lead generation process allowing you to get the bookkeeping, accounting and tax clients you deserve.  GO HERE to see this presentation and learn what you can do today to identify and engage with your ideal clients.   Check it out and see what you can do to be in business for yourself but not by yourself with Universal Accounting Center.   It's here you can become a:   Professional Bookkeeper, PB Professional Tax Preparer, PTP Profit & Growth Expert, PGE   Next, join a group of like-minded professionals within the accounting community.  Register to attend GrowCon and Stay up-to-date on current topics and trends and see what you can do to also give back, participating in relevant conversations as they relate to offering quality accounting services and building your bookkeeping, accounting & tax business.   The Accounting & Bookkeeping Tips Facebook Group The Universal Accounting Fanpage Topical Newsletters: Universal Accounting Success The Universal Newsletter   Lastly, get your Business Score to see what you can do to work ON your business and have the Premier Accounting Firm. Join over 70,000 business owners and get your score on the 8 Factors That Drive Your Company's Value.   For Additional FREE Resources for accounting professionals check out this collection HERE!   Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don't want to miss.   Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe.   Also, let us know what you think of the podcast and please share any suggestions you may have.  We look forward to your input: Podcast Feedback   For more information on how you can apply these principles to start and build your accounting, bookkeeping & tax business please visit us at www.universalaccountingschool.com or call us at 8012653777  

Ops Quickies – snackable episodes on tech, tools, and systems.

IMPACT OF AI IN THE BLUE CHIP GRADUATE CAREER   In the before times, the passport to comfortable middle class prosperity was go to a good University, get a 2.1 or above, and apply to a graduate scheme with a blue chip organisation. Most attractive were the global professional services firms - McKinsey, Accenture, PwC, KPMG, BCG and the rest. With the advent of AI replacing a great deal of the knowledge related tasks previously performed by graduate entry into these firms, is this path no longer as viable as it once was?     Lets deep dive:   - State of the blue chip graduate recruiting market - What is the volume of intake 2020-2025? - What type of work might we have expected from early entry employees in PS? - How much of this is 'exposed' to AI disintermediation? - Does AI have a different impact rather than direct replacing the task? - What do PS firms expect from early entry talent in 2025 and beyond? - How can early entry talent best position for a future in PS? - How will Management Consultancy itself change over time?   All this and more, with Yazad Dalal, Chief Growth Officer (Joveo), Marketa Simkova, Partner, Head of People, Performance, Culture - KPMG Middle East & Sophie Jablansky, Senior PM (Veris Insights)from within the Professional Services and Management Consultancy sector.   We are on Friday 12th Sep, 2pm BST - follow the channel here (recommended) and save your spot for this demo by clicking on the green button.     Ep329 is sponsored by our friends Joveo   As the global leader in AI-powered recruitment marketing and candidate engagement, we are transforming talent attraction and recruitment media buying for the world's largest and smartest employers, staffing businesses, RPOs, and recruitment advertising agencies.   Want to find out more?   Speak to one of our team today.

The following article of the Professional Services industry is: “Cartels and Compliance: Why Supply Chain Needs Fast Attention” by Ivan Szymanski, Partner, Vázquez Tercero & Zepeda.

Touch the same piece of information more than twice – fix the workflow. That's the kind of CFO-meets-COO thinking we get into in this episode of The Handbook, where Harv sits down with Lindsey Head to connect the dots between finance, ops, tech, and people – and what really changes when you standardise how the business runs. Lindsey helped scale a PR agency from 5 to 125 people and $750k to $25m in revenue, leading finance, ops, HR, tech, legal and M&A along the way – so she's seen where the cracks form, and how to close them.Here's what we dive into:• The case for “non-billable” hires early – why dedicated new-business and ops roles pay for themselves, and a simple admin-as-%-of-revenue rule of thumb (aim for ~7–8%).• Systems thinking > shiny tools – map the ideal information flow first, then pick tech to automate it. If you're touching the same data repeatedly, the process is broken.• Change management that actually works – phase rollouts, involve users early, test, train, and measure adoption before you “go live.”• Multi-entity without the migraines – standardise what you can across entities, respect local nuance (currency, tax, PTO), and use partners/EORs when expanding fast.• Run the business by the numbers – utilisation, gross margin by client, and labour % tell the truth; AI can accelerate FP&A and reporting, but you still sanity-check the outputs.If you're feeling buried under tools, processes, and hiring questions, Lindsey's final nudge is simple: pause, map “how it's going” vs “how it should go,” and focus this quarter on the single change that unlocks the most leverage.Additional Resources: 

In this episode, Craig Jeffery talks with Garry Capers of Deluxe about what really drives successful treasury implementations. They explore the roles of people, process, planning, and change management, going well beyond the technology itself. How can teams ensure smoother go-lives, user adoption, and long-term impact? Listen in for practical insights and leadership-level strategy.  

Welcome to the flagship episode of the Jeep Talk Show! Join hosts April and the crew as they dive into the latest Jeep news, upcoming Jeep events, and share some hilarious banter about life as Jeep enthusiasts. From CEO updates to DIY repairs vs. professional services, we're covering it all!

What does it take to build a law firm that challenges the traditional model—and thrives? In this episode, I sit down with the leaders from Hive Legal, a values-led firm that has reimagined what it means to work in legal services. From purpose-driven strategy to radical flexibility, this conversation explores how a commitment to trust, innovation, and team alignment has shaped their success. We dive into the realities of leading with integrity, building psychological safety, and creating an environment where people genuinely want to show up, collaborate, and grow. Whether you're leading a professional services team or rethinking how your workplace shows up in the world—this episode offers practical insight and inspiration. In this episode, we cover: How Hive Legal redefined flexibility before it became a trend Why trust is a daily practice, not a policy The role of courageous conversations in driving clarity and connection Leading through disruption with purpose and intentionality How distributed leadership works when values are shared Building culture that supports wellbeing and high performance What happens when you treat people like adults—and mean it What struck me most was how clearly this team lives their values—not just words, but as a daily practice. When you create a culture based on trust and flexibility, you get teams who show up with energy, ownership, and a real sense of belonging. Hive Legal is proof that building thriving cultures isn't fluffy—it's strategic. If this episode sparked something in your own leadership practice or team culture, I'd love to hear your reflections. 

The following article of the Professional Services industry is: “The Intuition Paradox: Why Data Complements Trained Instinct” by Víctor Moctezuma, CEO, iLab.

In this Self-Publishing Advice Conference highlight, Martin Cavannagh of Reedsy moderates a panel with editor Rebecca Heyman, designer Danna Mathias Steele, and marketeer Ricardo Fayet. The session examines the role of professional services in the success of self-published books, focusing on how expert editing, design, and marketing can increase sales and long-term profitability. The discussion also outlines how Reedsy's marketplace connects authors with established industry professionals and includes case studies of authors who improved their publishing results through professional partnerships. This is a post from SelfPubCon (The Self-Publishing Advice Conference), an online author event run free twice yearly in association with the Alliance of Independent Authors. Find more author advice, tips, and tools at our Self-publishing Author Advice Center, with a huge archive of nearly 2,000 blog posts and a handy search box to find key info on the topic you need. And, if you haven't already, we invite you to join our organization and become a self-publishing ally. You can do that at http://allianceindependentauthors.org.

The following article of the Professional Services industry is: “10 Actions to Transcend, Using Your Corporate Influence” by Adrián Carrillo Hurtado, Growth Business Development Manager (LATAM), Forliance.

In this episode of The PSM Show, co-host Damion Morris welcomes Allison Tivnon, strategic advisor, author, and City Councilor for Beaverton, Oregon. Allison has spent nearly two decades guiding AEC firms through the complexities of marketing, planning, and leadership. Damion and Allison explore why so many strategic plans lose momentum after the retreat and how to create alignment that lasts. They discuss the importance of involving marketing in the process, the role of a skilled facilitator, and how to make sure vision translates into action. Guest Bio: Allison Tivnon has dedicated her career to city and regional planning, partnering with municipalities, DOTs, and regional governments on behalf of urban planners, transportation engineers, economists, and policy analysts. She presents for SMPS, ACEC, and AGC, and is the author of Marketing at Low Tide: How to Recession-Proof Your Marketing Department. She also serves as a City Councilor for the City of Beaverton, Oregon. Learn more about Allison at AEC Pursuit Strategies or connect with her on LinkedIn.

Welcome back to Season Two of the PIE-Cast, where we will be diving into The Growth Engine, A Guide to Building a World-Class Business Development Function in Professional Services. In this episode, TJ Dennis sits down with Andi Baldwin, the CEO of Profitable Ideas Exchange and one of the four authors of The Growth Engine. Andi talks through building a growth culture in professional services and why it should be democratized, gives even MORE sports analogies (we cant help ourselves) and how it pertains to a sales-to-delivery handoff, and the necessity that is a CRM system for your business.If you have feedback about the show or would like to learn more about working with PIE, please contact us at: connect@profitableideas.com. You can also learn more about our previous books, How Clients Buy and Never Say Sell, by visiting our website.Profitable Ideas Exchange - connecting powerful minds, making the world smarter and smaller.

When businesses talk about “productizing,” they often picture cookie-cutter scopes and rigid templates. But according to Brian Kessman, that's missing the point.Brian is the founder of Lodestar Consulting, and he's spent 25 years helping agencies and consultancies scale without burning out teams or eroding margins. His approach isn't about productizing services – it's about productizing value.In this episode of The Handbook: The Operations Podcast, Brian and Harv dig into what that really means, and how it can transform both your client relationships and your bottom line.Here's what we cover:The difference between productizing services (deliverables) vs. productizing value (outcomes)Why improving operations alone won't fix a business model that's not designed to scaleHow to spot patterns in your expertise and codify them into structured solutionsWhy productization doesn't kill creativity – it actually creates more space for itSmarter ways to think about pricing, from fixed fees to value-based modelsBrian also shares case studies from consultancies and agencies that have reframed their offers around outcomes – unlocking higher margins, more predictable delivery, and stronger authority with clients.If you've ever felt stuck between reinventing the wheel on every project or being forced into commoditized work, this episode is for you.Additional Resources: 

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Learn how FastWill went from a simple digital will service to a full-fledged SaaS platform revolutionizing estate planning for financial advisors and clients alike.   In this episode of Sharkpreneur, Seth Greene speaks with Zach Tsakiris, founder of FastWill.com. He shares how he expanded his digital estate planning platform into a successful SaaS business that now serves thousands of clients. Starting in the financial services sector, Zach saw the need for an affordable and efficient estate planning solution for mid-tier clients and professionals. He discusses building a SaaS platform for financial advisors, insurance brokers, and clients, offering an easy way to create wills and trusts. Zach outlines the key decisions, partnerships, and strategies that have fueled FastWill's growth and success in a competitive market.   Key Takeaways: → The initial inspiration behind turning FastWill into a SaaS platform. → Key challenges business founders face when scaling and how to overcome them. → The value of a seamless user experience in attracting both clients and professionals. → Why FastWill's SaaS model is a game-changer for estate planning professionals. → The importance of constantly evolving your product to meet user needs and market demands.   Born in Dallas and based in Manhattan, Zach Tsakiris became a top financial advisor in estate planning. He founded FastWill to simplify the process for clients and advisors. As the world goes digital, he envisions estate planning's future online and aims to make FastWill the industry leader.   Connect With Zach: Website Instagram Facebook LinkedIn Learn more about your ad choices. Visit megaphone.fm/adchoices

Enterprises are rethinking go-to-market from the ground up. And the foundation is clean, unified, orchestrated data. In this episode, Brian Aggerbeck shares how leading companies are using Data-as-a-Service (DaaS) to build centralised architectures that fuel GTM at scale, without adding more tools or noise. From composable systems to AI-readiness, this is a masterclass in what's next for RevOps, data leaders, and modern growth teams.

Welcome back to Season Two of the PIE-Cast, where we will be diving into The Growth Engine, A Guide to Building a World-Class Business Development Function in Professional Services. In this episode, TJ Dennis sits down with returning guest Erika Flowers, the Chief Client Officer and Partner at Profitable Ideas Exchange. Erika is one of the four authors of The Growth Engine and she talks through what an Ideal Client Profile (ICP) looks like and why it matters, gives us a few sports analogies that help paint a picture of working as a team in business, and why professional services need to find their niche. If you have feedback about the show or would like to learn more about working with PIE, please contact us at: connect@profitableideas.com. You can also learn more about our previous books, How Clients Buy and Never Say Sell, by visiting our website. Profitable Ideas Exchange - connecting powerful minds, making the world smarter and smaller.

Here's a question that'll drive you absolutely crazy: How do you sell professional services without giving away everything for free? That's the burning question from Laura and Adam, attorneys who are struggling with the classic professional services dilemma. Their intake team and attorneys want to showcase their expertise by giving away everything for free during sales conversations. Meanwhile, they're also trying to figure out what kind of salesperson they need to hire to sell high-value legal services effectively. If you're nodding your head right now, you're not alone. This is the most common trap I see professional service providers fall into, and it's bleeding them dry while their competitors who keep their mouths shut are crushing them in conversion rates. The Professor Problem: Why Being Smart Is Making You Broke Laura nailed it when she described their current approach as "professorial." They show their talents and knowledge, thinking, "How can they not want to hire us because we're so brilliant?" But here's the brutal, kick-you-in-the-gut truth: The more you teach on sales calls, the lower your closing ratio becomes. Period. No exceptions. The less information you give, the higher your closing ratio goes. This isn't just theory—it's what I've learned from years of training consultants and professional service providers. When practitioners get on sales calls, it's incredibly hard not to show all our cards or teach people during the conversation. But you're not running a free consultation. You're running a sales process. Why Information Is Your Leverage—Not Your Gift Here's what Laura and Adam's team needs to understand: Information is your leverage. Are you going to give your leverage away for free? The key is teaching your intake team how to ask questions and bring the person through a process. You're connecting with prospects, learning about them, getting them talking about their fears, helping them articulate what they want, and then building a quick value bridge to why they should sign with your firm. Then—and only then—do you ask for the commitment. When prospects start fishing for free legal advice, you shut it down fast with this exact response: "That's a really, really good question. And that's exactly why we need to get you booked with an attorney so that you can sit down with a professional who can walk you through that strategy. Let's go ahead and get you signed up." The High-Stakes Hire: What to Look for in Professional Services Salespeople When you're selling high-value services instead of products, you need a special type of salesperson. Here are the three make-or-break qualities that will determine whether your hire is a rockstar or a disaster: They Need to Be Street Smart - Not book-smart—street-smart. They need to think on their feet because you've got different types of people coming to you with different cases. If someone is used to just following a script, they're not the right person for you. High Emotional Intelligence with Outcome Drive - This is the tricky balance. They need high emotional intelligence to quickly connect with people and build relationships. But they also need enough outcome drive to ask for the commitment and not let people off the hook. You're essentially running a one-call close. A person comes in, you take them through the journey, and then you ask them to make a commitment. If they don't commit on that call, your chances of signing them as a client go down exponentially over time. The Goldilocks Zone - If you hire someone too far on the outcome-driven side, they'll be pushy schmucks who pressure people, strongarm prospects, and destroy your reputation. You'll end up with buyers' remorse and angry clients. If you hire someone too relationship-driven with too much empathy, they'll have great conversations and make wonderful friends—but they won't convert anybody into customers.

Ops Quickies – snackable episodes on tech, tools, and systems.

Industrial Talk is onsite at Hexagon LIVE and talking to Dilraj Kahai and Eric Shufelt with 21Tech about "Data is gold and key to success". Scott Mackenzie hosts an industrial podcast featuring Dilraj and Eric from 21 Tech, discussing asset management and AI solutions. They highlight the challenges of integrating AI into asset management due to incomplete and dirty data. 21 Tech's approach involves developing AI point solutions to automate processes and clean data incrementally, making it more manageable for clients. They focus on public sector industries like transit, utilities, and public works, offering pre-built solutions to expand market reach. Eric Shufelt emphasizes the importance of understanding client needs and processes to ensure successful implementations and continuous improvement of systems. Action Items [ ] @Scott MacKenzie - Follow up with Eric Shufelt on LinkedIn to discuss 21 Tech's professional services offerings and how they can help organizations improve their asset management processes. [ ] @Scott MacKenzie - Connect with Dilraj Kahai and Eric Shufelt to learn more about 21 Tech's approach to leveraging AI and Hexagon's software to solve industry-specific challenges. [ ] Explore opportunities to collaborate with 21 Tech on bringing AI-powered asset management solutions to the transportation, utilities, and public works sectors. Outline Introduction and Welcome to Industrial Talk Podcast Scott Mackenzie introduces the Industrial Talk Podcast, emphasizing its focus on industry innovations and trends. Scott welcomes the audience and highlights the importance of the industrial sector, including manufacturing, oil and gas, and data. Scott introduces the guests, Dilraj and Eric, from 21 Tech, and praises their contributions to the industry. The podcast aims to celebrate industry professionals and their contributions to solving daily problems. Introduction of Guests and Initial Discussion Scott Mackenzie introduces Dilraj and Eric, highlighting their roles and contributions to the industry. Dilraj introduces Eric Schmidt, Vice President of Professional Services at 21 Tech, as a brilliant mind in asset management. Dilraj and Eric discuss the progress and changes in the industry since their last conversation. Scott Mackenzie refers to the current industrial landscape as an "industrial Renaissance," indicating the rapid advancements and changes. Challenges in Asset Management and AI Integration Dilraj discusses the challenges companies face in integrating AI into asset management, particularly the issue of incomplete and dirty data. 21 Tech has developed AI solutions to automate processes and clean up data, making it more efficient and reliable. Scott Mackenzie and Dilraj discuss the importance of clean data in making informed decisions and avoiding bad decisions based on dirty data. 21 Tech's AI solutions help automate data entry and ensure pristine data, saving time and improving efficiency. Addressing Historical Data and Incremental AI Solutions Dilraj explains how 21 Tech addresses the issue of historical data, either by starting clean from now or using AI to clean up old data. The AI solutions provide incremental steps to clean data, making the process less overwhelming and more manageable. Scott Mackenzie and Dilraj discuss the importance of having clean data for accurate insights and decision-making. 21 Tech's approach helps organizations incrementally improve their data quality without...

Have you ever tried running a business like it's a utility function? Today's guest has. CJ is joined by Michaela Lehr, a seasoned FP&A leader and former CFO of ActionIQ, who breaks down how CFOs can pull levers like growth, retention, margin, and cash runway to maximize value without blowing something up. Michaela explains how not all growth is created equal and why how you grow matters as much as how much you grow. She talks about gross margin as the most sensitive area of the P&L and how to communicate with engineers about their impacts on it. The conversation also covers the rise of “experimental recurring revenue” in AI-first products, why investors are obsessed with net dollar retention, the risks of over-servicing customers, looking out for your own finance team, and what it means to budget in the real world when everything changes after board approval.—LINKS:Michaela Lehr on LinkedIn: https://www.linkedin.com/in/michaela-lehr-2908996/ActionIQ: https://www.uniphore.com/actioniqCJ on X (@cjgustafson222): https://x.com/cjgustafson222Mostly metrics: Loveable: https://lovable.devCanva: https://www.canva.comConcourse: https://www.concourse.co—TIMESTAMPS:(00:00) Preview and Intro(02:20) Sponsor – Rillet | Pulley | Brex(07:33) What It Means To Run a Company Like a Utility Function(10:45) An Example of Optimising for This Utility Function Regarding AI Spend(15:36) Sponsor – Aleph | RightRev | Navan(19:35) Less Visible but High-Impact Levers That Drive Revenue(22:15) Gating Headcount Based on Performance Milestones(25:09) Cloud Costs as a Hidden Lever(27:30) Why How You Grow Matters As Much as How Much You Grow(30:08) Professional Services as a Necessary Investment(32:43) What ERR (Experimental Recurring Revenue) Is(36:39) Margin As the Most Sensitive Area of the P&L(38:13) Communicating With Engineers About Gross Margin(41:56) Why Investors Care So Much About Net Dollar Attention(43:53) Making Sure Your Upsells Don't Mask a Churn Problem(44:40) What Over-Servicing Your Customer Looks Like(46:58) Why the “Just Give Me My Budget” Mindset Doesn't Work(49:23) Brokering the Budget With Execs in Real Time(51:38) Looking Out for Your Own Team as a CFO(56:26) The First Sign of an Erosion of Trust(59:50) Finance's Role in Upholding Capital-T Truth(1:01:31) Long-Ass Lightning Round: A COVID-Era Multitasking Mistake(1:02:06 ) Advice to Younger Self(1:04:07) Michaela's Favorite Finance Tool(1:04:17) Craziest Expense Story—SPONSORS:Rillet is the AI-native ERP modern finance teams are switching to because it's faster, simpler, and 100% built for how teams operate today. See how fast your team can move. Book a demo at https://www.rillet.com/metrics.Pulley is the cap table management platform built for CFOs and finance leaders who need reliable, audit-ready data and intuitive workflows, without the hidden fees or unreliable support. Switch in as little as 5 days and get 25% off your first year: https://pulley.com/mostlymetrics.Brex offers the world's smartest corporate card on a full-stack global platform that is everything CFOs need to manage their finances on an elite level. Plus, they offer modern banking and treasury as well as intuitive expenses and accounting automation, bill pay, and travel. Find out more at https://www.brex.com/metricsAleph automates 90% of manual, error-prone busywork, so you can focus on the strategic work you were hired to do. Minimize busywork and maximize impact with the power of a web app, the flexibility of spreadsheets, and the magic of AI. Get a personalised demo at https://www.getaleph.com/runRightRev automates the revenue recognition process from end to end, gives you real-time insights, and ensures ASC 606 / IFRS 15 compliance—all while closing books faster. For RevRec that auditors actually trust, visit https://www.rightrev.com and schedule a demo.Navan is the all-in-one travel and expense solution that helps finance teams streamline reconciliation, enforce policies automatically, and gain real-time visibility. It connects to your existing cards and makes closing the books faster and smarter. Visit https://navan.com/runthenumbers for your demo.#UtilityFunction #FPandA #BusinessStrategy #GrossMargin #NetDollarRetention This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit www.mostlymetrics.com

During the month of August, we will be enjoying some summer weather and taking a break from recording new episodes. To satiate your thirst we will be re-releasing the hottest episodes of the year, every week, for you to enjoy with a Mai Tai by the pool like David will be.In this episode of the FocusCore Podcast, host David Sweet interviews Roop Kaistha, the head of Asia Pacific at AMS, about the evolving landscape of talent acquisition in Asia, particularly in Japan. With nearly two decades of experience, Roop shares her career journey, insights on the challenges and opportunities in talent acquisition, and the importance of relationship-building in recruitment. The latest FocusCore Salary Guide is here: 2025 Salary Guide In this episode you will hear:The importance of being market ready for Asian markets particularly in communication method choicesThe future of hybrid work vs in office only and the challenge of keeping engagement levels up The role of technology and AI in recruitment and some of Roop's favourite toolsThe future trends in recruitment in AsiaParticipate in our 2026 Salary Survey here: 2026 Salary SurveyAbout Roop:Roop brings two decades of experience working across multiple markets, spending the last 15 years in Outsourcing and Talent Acquisition. She has a proven track record in the strategic management of large scale RPOs and MSPs across Asia Pacific. She has held various roles including Solution Design, Implementation, running the Innovation Centre for Asia Pacific and, most recently, as Regional Head of RPO and Professional Services.Roop was appointed as Regional Managing Director of APAC in 2022. She heads the APAC leadership team, driving APAC's growth strategy and business plan objectives. Roop ensures the firm continues to exceed the expectations of clients across Asia, and to deliver further growth in this vital region.Connect with Roop: https://www.weareams.com/ https://www.linkedin.com/in/roopkaistha/ Connect with David Sweet:LinkedIn: https://www.linkedin.com/in/drdavidsweet/ Twitter: https://twitter.com/focuscorejp Facebook: https://www.facebook.com/focuscoreasiaInstagram: https://www.instagram.com/focuscorejp/ Website: https://www.japan.focuscoregroup.com/

Before you kick off your next website project, take a beat—because there's a lot you can do ahead of time to make the process smoother, more strategic, and ultimately more successful. To wrap up Season 4 of The Shortlist, Wendy Simmons is joined by Kyle Davis and Lauren Jane Peterson to break down the things you should tackle before your website project officially begins.They walk through practical steps like confirming your Google Analytics setup, gathering project descriptions and photos, and doing a little web-stalking of sites you admire. Plus, they emphasize the importance of aligning your brand messaging and having up-to-date photography, bios, and team headshots on hand before you dive into the actual website build.Whether you're just dreaming about a new website or have your kick-off on the schedule, these tips will help you plan more effectively, streamline content collection, and get stakeholder buy-in. Trust us, your future self will thank you for the prep work.CPSM CEU Credits: 0.5 | Domain: 2

Why You’re Really Afraid to Raise Your Prices with John Ray (The Price and Value Journey, Episode 141) Are you afraid to raise prices? You’re not alone. Raising your prices isn't just a financial move. It's an emotional decision that can stir up fear, doubt, and second-guessing. In this solo episode of The Price and […]

From the outside, M&A can seem like a clean transaction – a new parent company, a logo change, a cheerful announcement.But inside? The reality is messier. Integration. Culture clashes. Reporting headaches. And a long list of decisions that determine whether the deal actually works.Dom Hawes has lived both sides. After his own agency was acquired (badly), he went on to build Selbey Anderson – a marketing services group backed by private equity, designed from day one to scale through M&A.In just 30 months, he led the acquisition of 11 agencies, growing the group to £22M in revenue. In this episode, he pulls back the curtain on how that actually happens – and what too many people get wrong.Here's what we dive into:Why leadership – not just profit – is the #1 factor Dom looks for in an acquisitionThe red flags that make him walk away (including founders who say “I'm not a numbers person”)What makes integration hard – and how to avoid derailing moraleThe systems decision Dom regrets – and how it made integration and reporting harder later onHow to be “sale-ready” in today's tougher marketWhether you're looking to sell or simply sharpen up your ops, this one's a must-listen.Additional Resources:Follow Dom Hawes on LinkedIn: https://www.linkedin.com/in/dominichawes/ Check out Selby Anderson: https://selbeyanderson.com/ Follow Harv on LinkedIn: https://www.linkedin.com/in/harvnagra/ Get the key takeaways from the podcast in your inbox. Subscribe to The Handbook: The Operations Newsletter: https://www.scoro.com/podcast/#handbook This podcast is brought to you by Scoro, where you can manage your projects, resources and finances in a single system.

When we talk about the future of enterprise software, AI is front and center. But behind the buzzwords, real transformation is happening in how businesses plan, execute, and deliver professional services. In this episode, I sat down with Raju Malhotra, Chief Product and Technology Officer at Certinia, to explore how AI is shifting from theory to practice in high-scale environments. Certinia, a native ISV on Salesforce, is helping global tech and service firms like Cisco, Siemens, and PwC automate their services operations. With over two million users and six million active projects, the platform isn't just adding AI for the sake of it. It's embedding it directly into workflows to solve tangible business challenges. Raju shares a clear framework for understanding how different types of AI are being implemented. Predictive AI is already deeply integrated into enterprise processes. Generative AI is gaining traction for simplifying content and communication. Agentic AI, the most recent frontier, enables digital agents to complete complex tasks independently within enterprise guardrails. What stood out in our conversation was the emphasis on outcomes over features. Raju makes a compelling case for starting every technology decision by understanding the customer's goals. Certinia's approach avoids chasing trends for the sake of headlines. Instead, the focus is on delivering results like improved margins, higher resource utilization, and smarter project delivery. We also discussed Certinia's early adoption of Salesforce's Agent Force and how their team works closely with Salesforce engineering to align on AI strategy. Rebranding their ERP Cloud to Financial Management Cloud was another move that reflects their sharper focus on services-centric financials, rather than trying to be everything to everyone. There's a clear message in this conversation. Innovation in AI must be matched with investment in performance, latency, scale, and user experience. For any tech leader navigating the AI landscape, Raju's insights provide a grounded, real-world guide. How are you aligning your AI investments with measurable business outcomes?

Alan Whitman challenges firm leaders to embrace uncomfortable questions as catalysts for organizational transformation. His central thesis: we are already advisors, trapped not by capability but by inherited paradigms that no longer serve our evolving purpose.Jason and Alan discuss how advisory and compliance were once integrated, but now we've artificially separated them. Modern firms must position traditional services as support structures for advisory work, not the primary focus. This requires asking: "Is this really our highest and best use to the organization?"Some specific reflection points from this episode are how many leaders are actively questioning their status quo versus simply going through the motions? The "ShoShin" approach—embracing beginner's mind when facing major changes—demands we start from scratch rather than incrementally adjust failing systems. Begin with uncomfortable questions that challenge existing assumptions. Evaluate whether you're accumulating clients or strategically building practice. Assess which non-negotiables could most transform your firm's trajectory.As a reminder, transformation is not about perfection, but about courageous, intentional movement toward our highest organizational potential. We are architects of possibility, constantly redesigning our structures to align with our evolving vision of what professional services can become.

NautobotGPT is a new AI assistant for Nautobot that helps engineers with network automation, answers questions, recommends tooling, and delivers working code. We discuss the user experience of NautobotGPT with Matthew Schwen, Associate Director of Network Automation at Humana, CoFounder and CTO of PortalCX; and Brad Haas, VP of Professional Services at Network to Code.... Read more »

NautobotGPT is a new AI assistant for Nautobot that helps engineers with network automation, answers questions, recommends tooling, and delivers working code. We discuss the user experience of NautobotGPT with Matthew Schwen, Associate Director of Network Automation at Humana, CoFounder and CTO of PortalCX; and Brad Haas, VP of Professional Services at Network to Code.... Read more »

In this episode of The Shortlist, we're spotlighting the Society for Marketing Professional Services (SMPS) and all the value it brings to AEC marketers. Host Wendy Simmons is joined by Senior Marketing Strategists Grace Takehara and Katy Byers for a fun and reflective conversation about how to get the most out of SMPS, regardless if you're a long-time member or just SMPS-curious.Grace and Katy swap stories about how they found SMPS, the connections they've made, and the professional growth that's come along the way. From practical tips on easing into your first event, to favorite memories from SMPS conferences, they share their suggestions for getting involved.SMPS offers countless ways to build your network, gain leadership experience, and grow your career—from roundtables and education sessions to national conferences and casual socials. This episode is full of ideas and inspiration to help you make the most of your membership and feel confident stepping into new opportunities.

100 Proven Ways to Acquire and Keep Clients for Life with Richard Weylman (The Price and Value Journey, Episode 138) In this compelling episode of The Price and Value Journey, host John Ray interviews Richard Weylman, international bestselling author of 100 Proven Ways to Acquire and Keep Clients for Life. Despite being orphaned at age […]

The 2026 National Defense Authorization Act is making its way through committee. This annual bill is always closely watched by defense contractors, and they're paying especially close attention this year. Here with some specific details is the CEO of the Professional Services council, Jim Carroll.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Special Episode: Modern Therapist's Consumer Guide on Relias Curt and Katie talk with Candace Wallace, Chief Customer Officer at Relias, about how this tech-enabled platform supports therapist training, infrastructure, and regulatory compliance. Candace explains how Relias helps practices of all sizes reduce admin burdens, improve staff retention, and compete in a changing behavioral health landscape. This episode is part of our Modern Therapist Consumer Guide, where we explore tools and services designed for therapists and their clients. About Our Guest:Candace Wallace is the Chief Customer Officer at Relias, overseeing Customer Success, Renewals, Support, and Professional Services. Since joining in 2013, she's led several key teams and now focuses on delivering customer value at scale. With degrees in Archaeology and Religion from Baylor University, Candace's career path includes both compliance consulting and a deep commitment to healthcare systems transformation. Key Takeaways: Relias reduces administrative burdens to improve patient care Solutions are tailored to solo, small, and large practices alike Training, leadership development, and compliance tracking in one platform Helps therapist-led organizations stay competitive and grow sustainably Started with small providers—continues to focus on accessible, effective tools For full show notes and transcripts, visit:https://www.mtsgpodcast.com Join the Modern Therapist Community:Linktree Creative Credits:Voice Over by DW McCannMusic by Crystal Grooms Mangano

Sarah Edwards talks about how professional services firms can use AI to streamline project delivery and drive better results. Sarah is Chief Product Officer at Kantata, an innovative project management solution tailored for professional services. She drives solutions that improve collaboration and guide teams toward more efficient and successful outcomes. Host, Kevin Craine Want to be a guest? https://DigitalTransformationPodcast.net/guest Do you want to be a sponsor? https://www.digitaltransformationpodcast.net/sponsor

Award season can sneak up fast, but with the right planning, your next submittal doesn't have to be a scramble. In this episode of The Shortlist, host Wendy Simmons chats with Julie Flattery and Lauren Jane Peterson, two experienced AEC marketers who have led dozens of award submissions from inside architecture firms.They break down what makes a submission truly compelling, starting with early planning and thoughtful project selection. From evaluating ROI to capturing project data before it disappears, the best submittals start long before the deadline. Julie and Lauren Jane also share practical advice on quantifying impact, crafting standout narratives, and aligning content with what jurors care most about, including innovation, sustainability, and community value.Whether you're chasing an AIA award or crafting a marketing win, this episode is your roadmap for award submittal success—without the last-minute chaos.CPSM CEU Credits: 0.5 | Domain: 2

Today, I am talking with Kelsey Kelly who is Manager of Learning and Employee Experience at Point B, a small professional services firm. In this conversation Kelsey and I dive into the real-world challenges and opportunities of building impactful learning cultures—especially within professional services firms that demand both continuous client value and employee growth. With experience spanning HR, military service, banking, and consulting, Kelsey shares lessons from her journey and how she's driving holistic learning, employee experience, and leadership development with a lean team and limited resources.Subscribe to our weekly updates and monthly talent development newsletter here. Order Own Your Career Own Your Life on AmazonApply to Join us in the Talent Development Think Tank Community!This episode is sponsored by LearnIt, which is offering a FREE trial of their TeamPass membership for you and up to 20 team members of your team. Check it out here.Also iSpring Suite, an eLearning authoring tool that offers thousands of assets, quizes, and role play simulations. They are offering our listeners a free trial here. Connect with Andy here: Website | LinkedInConnect with Kelsey Kelly here: LinkedInIn this episode, Kelsey shares:Her winding path from accounting to HR to becoming an L&D champion—with key moments that revealed the "fun side of HR" and her passion for helping people grow.Why learning in professional services is both rewarding and tricky, with experts who love billable work—and how to position learning as both a personal and business imperative.How she scaled L&D at Point B with a drastically reduced team—leveraging partnerships (like Learnit), learning ecosystems, and creative problem-solving to provide meaningful development at scale.Strategies for shaping employee experience: building manager communities, creating branded programs (like the Empower Manager Exchange), and amplifying leadership through hubs and local adaptation.The pivotal role of onboarding, integrating with talent acquisition, and working cross-functionally to deliver welcoming, effective experiences for every new hire—no matter where they are.Practical leadership development tactics: focusing on relevance, adaptability, and community; supporting both current and next-generation leaders; and embracing constant change—even if it means pivoting or retiring programs.On measuring impact: Why authentic conversations, continuous feedback, and genuine connection with employees matter as much as hard metrics—and how being “human-centered” means...

AGNTCY - Unlock agents at scale with an open Internet of Agents. Visit https://agntcy.org/ and add your support. What if AI could actually be trusted in healthcare, law, or even car repair? In this episode, Andy Kurtzig, founder and CEO of Pearl (formerly JustAnswer), reveals how his platform is solving the biggest problems in AI: hallucinations, liability, and monetization. Pearl blends large language models with real human experts across 700+ categories—so users get AI speed and human-verified accuracy. Whether you're a doctor, mechanic, or just someone with a question, Pearl offers fast, affordable, and expert-backed answers—without the risk of misinformation. If you're building in AI, working in a regulated industry, or just curious about the future of trusted automation—this episode is for you.   Check out Pearl, AI Enhanced Human Expertise: https://www.pearl.com/ Stay Updated: Craig Smith on X: https://x.com/craigss Eye on A.I. on X: https://x.com/EyeOn_AI (00:00) Introduction  (03:20) Why Pearl Focuses on High-Stakes Industries   (06:10) How Pearl Reduces AI Hallucinations with Human Trust Scores   (10:11) Pearl.com's Ideal Customers (14:14) Solving AI Liability with Platform Protection   (23:27) The Three Big Problems in AI: Risk, Quality, and Monetization   (29:00) Why Human-in-the-Loop Is the Future of AI   (33:26) Pearl's API: Bringing Verified Experts to Any App   (39:27) Building Trust in AI Through Human Validation   (41:03) The Road Ahead for Pearl and Human-Centered AI