Podcasts about Professional services

This episode reveals how professional service firms, from accounting to consulting, can break free from the billable hour trap to command massive exit multiples. Learn the exact blueprint for transitioning your firm to a recurring revenue model that attracts private equity and ensures your business survives and thrives long after you hand over the keys. View the complete show notes for this episode. Want To Learn More?  Allocation of Purchase Price & Taxes When Selling a Business M&A Guide | The 4 Types of Buyers of Businesses Reducing Concentrations of Risk Before Selling Your Business Additional Resources: Selling your business? Schedule a free consultation today. Sign up for an Assessment and Valuation of Your Business. Courses: The Art & Science of Selling a Business Download The Art of The Exit: The Complete Guide to Selling Your Business Download Acquired: The Art of Selling a Business With $10 Million to $100 Million in Revenue If you have any topic or guest suggestions, please email them to podcast@morganandwestfield.com.  

What are the drug makers up to?And who's about to win or lose in fertility pharmacy?This final category overview takes a hard look at the shifting pharmaceutical landscape of legacy manufacturers, rising challengers, supplement disruptors, and the latest in professional services.We also dive into:Why the pharmacy “middle” may be hollowed outWhich models are positioned to scale (and which aren't)Who operators are calling when they need expert guidanceThe consultants and firms quietly shaping growth behind the scenesDive deeper into any of these topics through our Inside Reproductive Health Digest Articles:⁠Pharmacy, Pharmaceuticals, Professional Services, Supplements

The following article of the Professional Services industry is: “Leading Through Prevention: A Strategic Vision for Companies” by Fernando Lledó, CEO, Bupa Mexico. (AA1207)

The following article of the Professional Services industry is: “Why Great Decisions Fail” by Shoham Adizes, Certified Senior Associate, Adizes Institute.

The following article of the Professional Services industry is: “Resilient Leaders: The Strategic Advantage of Mexico and Region” by Marina Cigarini, Managing Partner, McKinsey & Company, México.

The following article of the Professional Services industry is: “Returning With Purpose Is What Matters in the New Work Era” by Álvaro Villar, Regional Head of sales, WeWork LATAM.

In this episode, Becky and Melissa spotlight one of the most underrated gems in the proposal world: Adobe Share for Review—the live-PDF reviewing tool that keeps your team organized without derailing your sanity. Between enthusiastic SFR praise and some truly premium BlueBeam shade (sorry to all you BlueBeam lovers out there; but fear not, you will be represented on the pod soon), the duo walks through how this simple tool can turn a chaotic review process into organized bliss. Think tidy comment panels, @ mentions that actually work, and the sheer joy of resolving a markup with one satisfying click.They also share their best hot tips, workflow hacks, and wise advice for helping even the most hesitant reviewers embrace the magic of SFR. Tune in to see how SFR can make your reviews collaborative, efficient, and—most importantly—painless.   

The following article of the Professional Services industry is: “Why Green Building Is the Future of Mexico's Real Estate” by Daniela Castro, Partner & CEO Mexico, JWA. (AA1104)

The following article of the Professional Services industry is: “Is Your Company Institutionally Ready for Strategic Capital?” by Eduardo Postlethwaite, Head of Private Equity and M&A, Actinver. (AA1107)

The following article of the Professional Services industry is: “US Real Estate: A Strategic Pillar for Latam Investors in 2026” by Iván Chomer, CEO, Dividenz. (AA1004)

If your business is built on your thinking, your insight, and your ability to diagnose problems, giving strategy away for free is not generosity. It's a broken revenue model. Too many consultants, advisors, and service-based professionals fall into the same pattern. We jump on call after call, answer “quick questions,” and unpack strategy before someone has made any real commitment. It feels productive in the moment. But the reality is different. Time gets drained. Energy disappears. Proposals get ghosted. And while we're entertaining window shoppers, the people who are actually ready to invest are waiting. In this episode, we break down the mindset shift many consultants need to make: clarity itself has value. Diagnosing problems, identifying direction, and helping someone understand what to do next is real work. Lawyers charge for advice. Doctors charge for diagnosis. Accountants charge for insight. Strategists, marketers, and consultants should too. In addition, let's unpack the larger reality happening across modern marketing and business. Why many companies misuse paid advertising, why marketing cannot fix weak products, and why the explosion of AI-driven content makes authentic positioning and human connection more important than ever. If you're a consultant, strategist, coach, or service-based entrepreneur who feels stuck chasing conversations that never convert, this episode will challenge how you think about value, boundaries, and how you position your expertise in the market. Key Topics Covered: Why letting people “pick your brain” for free undermines your business The hidden revenue cost of endless discovery calls Why chasing vanity metrics and pipeline volume can hurt real growth The difference between window shoppers and serious buyers Why clarity, diagnosis, and strategy are valuable services How consultants accidentally train clients to expect free expertise Why marketing cannot fix weak products or poor positioning When paid advertising actually works and when it doesn't Why human creativity and connection still matter in an AI-driven market How boundaries and positioning increase both revenue and respect Beyond The Episode Gems: Buy My Book, Strategize Up: The Blueprint To Scale Your Business: StrategizeUpBook.com Discover All Podcasts On The HubSpot Podcast Network Get Free HubSpot Marketing Tools To Help You Grow Your Business Grow Your Business Faster Using HubSpot's CRM Platform Support The Podcast & Connect With Troy:  Rate & Review iDigress: iDigress.fm/Reviews Follow Troy's Socials @FindTroy: LinkedIn, Instagram, Threads, TikTok Subscribe to Troy's YouTube Channel For Strategy Videos & See Masterclass Episodes Need Growth Strategy, A Keynote Speaker, Or Want To Sponsor The Podcast? Go To FindTroy.com

The following article of the Professional Services industry is: “The Expanding Role of AI in Sustainability Performance” by Antonio Vizcaya, Sustainability Consultant, Kueponi Consultoría SC. (AA0910)

The following article of the Professional Services industry is: “Mexico Mining Concession Cancellations: Legal Risks and Remedies” by Santiago Suarez Sevilla, Partner, Servicios Legales Mineros S.C. (AA0906)

The following article of the Professional Services industry is: “AI's Perfection Paradox: Authenticity Is the New Gold” by Aye Kalenok, CEO and Founder, Kala Talent.

To mark International Women's Day 2026, Part two of our special episode of CMO Series REPRESENTS brings together senior leaders from across the legal sector to focus on one thing. How firms turn intent into action for women in law. The conversation centres on advocacy and access, who is in the room when decisions are made, who gets named in the room when they are not there, and who is given real exposure to clients, leadership and opportunity. Our guests discuss how progress doesn't happen by chance. Firms must create structured pathways to influence, move beyond informal networks and back women with visible sponsorship. Flexibility and parental support also need to be real, not theoretical, if firms want talent to thrive. The episode offers practical advice on building open, transparent cultures where equity is embedded into how firms operate. We're so grateful to all of our guests for joining this special episode:  Raj Aujla, Director of Communications and Corporate Affairs, Charles Russell Speechlys Aubrey Bishai, Chief Innovation Officer, Vinson and Elkins Sarah-Jane Howitt, Business Development & Marketing Director and Partner, Weightmans LLP Susan Kurz, Chief Marketing and Client Development Officer, Calfee, Halter and Griswold LLP Laura Louw, Director of Business Development, Norton Rose Fulbright Laura Ottley, Chief Marketing Officer, Addleshaw Goddard Susanne Pugsley, Director of Business Development and Marketing, Carpmaels and Ransford Clare Quinn-Waters, Chief Growth Officer, Edwin Coe Anna Steinberg, Chief Marketing Officer, Tressler LLP Kerri Vermeylen, Chief Marketing Officer, Sidley Austin LLP

Business development (BD) can feel like a job reserved for firm leaders or dedicated rainmakers, but in reality, it touches everyone in the AEC industry. In this conversation, Wendy Simmons sits down with Middle of Six Senior Marketing Strategist, Katy Byers, to break down how BD intersects with everyone's role.Katy, a natural-born networker and connector, unpacks common barriers—lack of permission, time, or confidence—and shares practical ways to make BD more accessible and less intimidating. With the right mindset and tools like a CRM, marketers can stop reacting to RFP "opportunities" and start pre-positioning for the next win. The big takeaway? BD isn't about selling. It's about consistency, curiosity, practice (because "practice makes progress"), and making space to develop genuine relationships with your firm's clients and project partners. CPSM CEU Credits: 0.5 | Domain: 3

Most insights teams still operate like order-takers, not strategic partners.Sinead Jefferies, SVP of Professional Services at Zappi and former Chair of the Market Research Society, bridges C-suite strategy with operational research excellence, transforming how organizations embed consumer truth into decision-making.You'll discover her "know your audience" framework for speaking the language of business leaders, the cultural shift from project-based to connected insights that changes how marketing perceives research, and why reading the room matters more than statistical significance when influencing senior stakeholders.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Most leadership breakdowns are not failures of intelligence or strategy. They are emotional failures.In this episode of the Leadership AI Podcast, Maggie Sass, Ph.D., Executive Vice President of Product, Research, and Professional Services at TalentSmart EQ, explores how emotional intelligence functions as the operating system beneath strategy, coaching, and decision-making.Together, we unpack what it really means to treat leadership as daily emotional behavior, especially in high-pressure environments like healthcare.In this conversation, we discuss:why leadership is fundamentally emotional, not just technicalhow limbic “hijacks” happen under pressure and how to recoverthe four core EQ skills and how they build on each otherdelivering feedback that creates learning, not defensivenessbuilding habits through tiny experiments and simple cuesscaling EQ through assessments, onboarding, and certificationsnavigating generational differences around emotions at worka simple five-minute morning and evening practice to strengthen EQIf you care about leadership performance that holds under pressure, this episode is for you.Be sure to follow Maggie Sass, Ph.D. on LinkedIn for practical insights on emotional intelligence and organizational performance.

The following article of the Professional Services industry is: “Hybrid and EVs: ESG Levers Transform Mobility, Insurance” by Juan Ignacio González Gómez, Director General, HDI Seguros México (AA2605)

The following article of the Professional Services industry is: “Strategic Healthcare Transformation: From Volume to Value” by César Marrón, Independent Contributor, Independent Contributor (AA2601)

The following article of the Professional Services industry is: “Mexico's 2025 Energy Reform: CNE Oversight, Midstream Regulation” by Ariel Garfio, Partner, Von Wobeser y Sierra (AA2609)

For this hilarious episode of The Short(er) List, we let AI take the driver's seat. We had it write the script, so we figured—why stop there? Here is the episode summary, pasted straight from the robot:Here you go — a fun, friendly, slightly irreverent two‑paragraph summary that captures the vibe of the episode and makes people want to listen:In this delightfully chaotic episode of The Short(er) List, host Becky Ellison, along with Producer/Guest, Kyle Davis, fully surrender to the robot overlords … at least for seven minutes. We handed the mic (and the script) to AI and agreed to perform whatever it wrote for us—jokes, segues, propaganda‑level coffee endorsements and all. Along the way, we break down the pros and cons of AI in AEC marketing, riff on the weird accuracy of the script (how did it know Becky's job title?), and loudly reaffirm that robots may be speedy, but they are NOT funny. Yet. Together, we explore the promise, pitfalls, and pure absurdity of AI‑generated content while trying very hard not to become AI slop ourselves.But it's not all chaos and robot teasing—we actually cover some helpful stuff too. We dig into how AI can speed up repetitive marketing tasks, brainstorm ideas, and save coordinators' sanity. We keep it real, we keep it human, and we may panic a little about how good AI is getting. If you've ever wondered whether AI is a friend, a frenemy, or just that coworker you politely nod at from across the room, this episode is your snack‑sized deep dive. Tune in, laugh with us, and decide for yourself whether the future of AI is brilliant, terrifying, or both.

Your numbers might look healthy.Revenue's up. Projects are flowing. The pipeline feels… fine.But underneath? Margins are eroding. Cash is tighter than you'd like. And no one's totally confident in the data they're using to make decisions.In this episode of The Handbook, Harv Nagra sat down with finance and business ops advisor Robert Patin to unpack what's really going on beneath the surface of many professional service businesses right now – and why operational maturity is the difference between surviving and thriving.Here's what we dive into:

The following article of the Professional Services industry is: “Mining: God's Gift or Ecological Sin? Pope Leo Weighs In” by Adrián Juárez, CEO, CTA Consultoría y Tecnología Ambiental (AA1803)

The following article of the Professional Services industry is: “Mexican Peso Risk in Plain Sight: Positioning for USMCA 2026” by Jorge Bauer, CEO, Finanz Butik (AA2401)

The following article of the Professional Services industry is: “Labor Mobility: How AI Is Transforming Hiring in Latin America” by Alejandra Martínez, Marketing Insights Manager, Pandapé México (AA2403)

The following article of the Professional Services industry is: “The Rise of Armchair Economists: Today, Everyone Is a Market Guru” by Laura Coronado, Profesor and Researcher at the Schoool of Global Studies, Universidad Anahuac (AA2405)

The following article of the Professional Services industry is: “New Climate Transition Bond Guidelines: Late — and Right on Time” by Arturo Palacios, Deputy Director, Carbon Trust (AA2406)

The following article of the Professional Services industry is: “Why Your Hiring Process is Delaying Your Market Growth” by Matias Fernandez, Chairman & CEO, Acute Talent (AA2420)

The following article of the Professional Services industry is: “AI and Incompetence a Dangerous Combination” by Jaime Castro Palma, General Manager, BPF (AA2308)

What does it take to run a successful business? In this episode of The Shortlist, Wendy Simmons and Melissa Richey unpack one of their most-referenced books: Traction by Gino Wickman.They explore how the Entrepreneurial Operating System (EOS) provides a practical framework for clarity, accountability, and growth, specifically for AEC leaders and small to mid-sized firms.In this episode, we dive into the six key components of the system—Vision, People, Data, Issues, Process, and Traction—alongside essential tools like the VTO, Rocks, the Accountability Chart, and Level 10 Meetings. We also explore the specific marketing impact of this framework, discussing how EOS helps teams shift from reactive task management to proactive, quarterly priorities.Whether you fully adopt the system or just borrow a few tools, this conversation offers tangible ways to align your team and gain real momentum.CPSM CEU Credits: 0.5 | Domain: 6

Today's podcast is a first for the Voice of Insurance as this is the first time I have had an interview with a sitting Lady Mayor of London. Sue Langley or, the Right Honourable, the Lady Mayor, Dame Susan Langley, DBE, to give her her full and formal title, has worked in the insurance industry for 28 years, with senior roles at Hiscox, within the Corporation of Lloyd's and latterly as Chair of the board of Gallagher UK. I have known her for over 20 of those years and throughout that time she has always been strong, direct, completely straightforward and down to earth. So that's why it was such a pleasure to meet her in her incredibly high-profile, but often misunderstood 800-year-old role. Many of us might go our whole careers working in the City of London but remaining almost wholly ignorant of the workings of some of its most longstanding institutions. So our talk demystifies what the Lord or Lady Mayor position means in 2026 and reveals how Sue discovered the path to becoming its 697th incumbent. Ostensibly an apolitical role, nonetheless the modern Mayoralty has tremendous soft influence in the corridors of power, and as the UK's effective ambassador for Financial and Professional Services, Sue gets to travel the globe representing all of us. In this podcast we will learn what's on top of Sue's agenda for her year in post and I am sure what she says will give all the insurance practitioners listening plenty of good cheer. I am also pleased to report that holding this great office hasn't changed Sue in the slightest, in fact it is Sue who is doing a lot to make the role more relatable and relevant to our times. Sue is also a physical representation of how the past decade has witnessed the Insurance sector stand up and be counted and start to take its rightful place in the Civic affairs of the City and country in which it trades. Sue certainly won't be the last Lord or Lady Mayor to be sourced from within the Insurance community and we should take a lot of encouragement from this. So listen on to what is a really informal, enjoyable and enlightening discussion. NOTES & LINKS: More information on Sterling 20 can be found here: https://www.gov.uk/government/news/britains-biggest-pension-funds-back-regional-growth-drive And you can get involved in the Lord Mayor's Appeal here: https://www.thelordmayorsappeal.org/ We thank our naming sponsor AdvantageGo: https://www.advantagego.com

In this delightfully chaotic, laugh-filled bonus episode of The Short(er) List, we dive deeper into a hot topic in proposal document creation: InDesign Books. Designers Becky Ellison and Lauren Jane Peterson unpack when and why to use them, share tips to keep you sane, confess the joys and terrors of page numbering, and honor the sacred role of the all‑powerful ‘Keeper of the Book'. They also share real‑world war stories from huge AEC proposals, swap workflow hacks, and do their best to make sense of managing multiple people editing multiple files.And because this is The Short(er) List, expect tangents including reading recommendations, animals, Lauren Jane's incredible hair, and whether InDesign files have souls. (JK… kind of). It's nerdy, it's fun, and there's something for everyone, whether you're trying to stay up on InDesign best practices or just have a laugh with MO6's graphic designers. And it makes a great companion to Episode 76: InDesign Rumble (Part 2)!

PJ Veldhuizen from Gillan and Veldhuizen Inc explains how small and medium enterprises can thrive through strategic partnerships.

Recorded live at NRF 2026: Retail's Big Show, The RETHINK Retail Podcast features Fritz Finlay, Head of Production at RETHINK Retail, in conversation with Will Burghes, Head of Professional Services at Rockerbox & DoubleVerify. The discussion focuses on how retail media measurement is evolving as brands and retailers move beyond impressions and clicks toward outcome-based metrics that matter to the business. Key insights from the episode include: - Why impressions and clicks are no longer enough for measuring retail media success - How retailers and brands are shifting toward revenue, incrementality, and ROAS - The role of verification, fraud prevention, and brand suitability as table stakes - How retail media networks, CTV, and walled gardens should be measured - Where AI fits into the future of advertising measurement, and where human judgment still matters With retail media networks growing rapidly, this episode breaks down what “good measurement” actually looks like in 2026 and how retailers can prioritize smarter budget decisions without waiting for perfect data.

Sign up for Practi, a new platform that helps law firms use subscription billing.Here are the top 5 takeaways from this episode:1. The Transformation Economy is the Future of Professional Services. Professional services are evolving beyond commodities → goods → services → experiences to transformations. Clients will pay for meaningful life/business changes (opening a business, planning legacy, scaling to $1M) rather than just deliverables. Transformations subsume all previous economic levels and are best monetized through subscriptions.2. Subscription vs. Recurring Revenue: A Critical Distinction. There's a fundamental difference between recurring (predictable repeat billing) and reoccurring (periodic invoicing). True subscription models create 5-10x higher business valuations and require upfront payment, automation, and a membership mindset—not just monthly invoicing for the same service.3. Nature of Work Trumps Scope of Work. Instead of selling defined scopes (hours, tasks, deliverables), professionals should sell nature of work (bookkeeper vs. controller vs. CFO; pair of hands vs. expert vs. collaborator). This shifts focus from transactional outputs to strategic relationships and enables premium subscription pricing.4. The Billable Hour Persists Due to Inertia, Profitability, and Technology Gaps. Despite decades of criticism, hourly billing survives because: (1) it's still profitable enough, (2) switching requires overcoming massive inertia, and (3) existing legal/accounting tech is built to optimize billable hours rather than enable alternative models. Bottom-up transformation (solo practitioners first) is more feasible than top-down.5. AI Won't Replace Human Expertise—It Will Enhance It. While AI can handle execution (like robotic surgery or document drafting), clients will still want human subject matter experts for consultation, strategy, and decision-making. The key is “prescription before diagnosis”—professionals must diagnose before prescribing solutions, and AI should augment rather than replace that consultative relationship.__________________________Want your question to be answered on a future show? Fill out this short survey.Check out Threshold.Sign up for Paxton, my all-in-one AI legal assistant, helping me with legal research, analysis, drafting, and enhancing existing legal work product.Get Connected with SixFifty⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, a business and employment legal document automation tool.Sign up for ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Gavel⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, an automation platform for law firms.Visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Law Subscribed⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ to subscribe to the weekly newsletter to listen from your web browser.Prefer monthly updates? Sign up for the Law Subscribed Monthly Digest on LinkedIn.Check out ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Mathew Kerbis'⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ law firm ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Subscription Attorney LLC⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.Want to use the subscription model for your law firm? Click here to sign up for a new platform that helps law firms use subscription billing. Get full access to Law Subscribed at www.lawsubscribed.com/subscribe

Are you ready to celebrate? A well-executed anniversary campaign isn't just about looking back, it's about celebrating your success and reinforcing your relevance in the present. In this episode of The Shortlist, Wendy Simmons, Lauren Jane Peterson, and Grace Takehara dive into how AEC firms can leverage anniversary campaigns with intention and foresight.This episode explores the strategic value of commemorating firm milestones—whether it's 5 or 50 years—and transforming celebrations into high-visibility marketing engines. The MO6 team breaks down the entire process, from early-stage strategy and messaging to best practices for asset creation and thoughtful execution.Whether you're planning the announcement of exciting new leadership or kicking off a centennial celebration, this episode will inspire fresh ways to make your firm's story resonate. Listen in and turn your next milestone into a marketing advantage.CPSM CEU Credits: 0.5 | Domain: 5

AI is moving fast in professional services firms. And while most conversations focus on efficiency gains and new tools, the harder questions are around risk – ownership, liability, and what happens when AI use goes wrong.In this episode of The Handbook, Harv Nagra is joined by Sharon Toerek, a leading expert on IP and legal risk in the creative and consulting space, to unpack what AI really changes for operations leaders – and what needs to be in place to protect your businessHere's what they dive into:

In this episode of the Thread Podcast, host Justin Vandehey sits down with Neal McCoy, VP of Customer Success and Professional Services at BigCommerce, to unpack where customer value most often breaks down after a deal is closed — and how companies can fix it.Neal shares insights from nearly a decade building CS and PS at BigCommerce, explaining why customers don't buy software to “solve problems,” but to make or save money. The conversation explores how unclear value realization creates friction during onboarding, why sales-to-CS handoffs fail, and how AI is reshaping customer success through better context, automation, and voice-of-the-customer insights at scale. Key Takeaways & HighlightsCustomers buy software to make money, save money, or both — not just to solve surface-level problemsMisalignment on value realization is the #1 reason onboarding and CS struggle post-saleSales teams often assume customers understand value — they usually don'tThe earlier value is quantified and documented in the sales cycle, the stronger the post-sale executionAI can eliminate manual handoff friction by summarizing calls, emails, and deal context automaticallyTraditional CS metrics like surveys and NPS are statistically weak; voice of the customer at scale is the futureCustomer success leaders must act as the primary conduit for customer insight back into product and GTMPersonalization at scale requires cohort-based learning, not one-size-fits-all onboardingFewer deals with clearer value often outperform higher-volume pipelines long termThe best salespeople optimize for customer outcomes, not just closed deals Chapters & Timestamps00:00 – Welcome & Introduction Justin introduces Neal McCoy and his background across military, fintech, digital engagement, and ecommerce.02:00 – Neal's Career Path & BigCommerce Journey How Neal helped build CS and professional services as BigCommerce moved upmarket.04:30 – Where Customer Value Breaks Down Post-Sale Why customers trade one set of problems for another when value isn't clearly defined.06:45 – What CS Wishes Sales Would Hand Off (But Rarely Does) The missing context that makes or breaks onboarding and adoption.09:15 – AI's Role in Fixing the Sales-to-CS Handoff How AI can summarize deal context and remove the burden from sellers.11:45 – Voice of the Customer vs. Traditional CS Metrics Why surveys fail and how AI unlocks insight from unstructured customer data.14:30 – Personalization at Scale in Ecommerce Onboarding Using cohort-based success models across industries, regions, and merchant types.17:15 – The Biggest Misconception Sales Leaders Have About Post-Sale Why focusing on value may reduce conversions but increase long-term growth.20:00 – The Future of CS, PS, and AI at BigCommerce How AI is changing delivery models, expertise, and customer expectations.22:30 – Closing Thoughts & What's Next Neal's outlook on AI, value delivery, and helping merchants succeed long-term.

Welcome to the very first minisode of The Short(er) List, our new spinoff series where Shortlist favorite Becky Ellison takes all the too‑silly, too‑real, too-extra conversations that don't fit in the regular Shortlist episodes, and serves them up in bite-sized podcast treats. In this introductory minisode, Becky chats with Wendy Simmons, Middle of Six founder and host of The Shortlist (plus our modest but heroic producer Kyle Davis) about everything from TV confessions, to podcast addictions and soothing end of day affirmations. We also manage to reflect on creativity, leadership, trust, and what it means to work with a team full of “weird little pirates” sailing a surprisingly successful ship. If you want to laugh, feel seen, or just hang out with your favorite Middle of Sixers for a few minutes, tune in – you'll feel like you're sitting at the lunch table with the chillest and funnest AEC marketers in the game.

In this episode of our Future of the Firm podcast, Fiona Czerniawska, Source CEO, sits down with Head of Content, Emma Carroll, to tackle one of the most pressing issues on firm agendas today: the impact of AI on the pricing of professional services.  We consider the following questions and more:  What's worrying firms about the use of AI in their operating models and the impact on pricing in particular? Will the efficiency gains of AI shrink the market and result in a catastrophe for firms? How does Source's new AI impact model work, what does it deliver for firms, and why is this insight needed now? What does our data tell us about how the size of the tax market (for example) could change? Is focusing solely on efficiency the biggest mistake a firm can make in the age of AI? If you are a consulting leader thinking about how to price your AI-enabled services and how to model future market sizes then this conversation provides the insight you need to plan effectively.   If you'd like to discover more about how AI could reshape your own firm, contact us. We'd be happy to share our research into the impact AI might have on the tax market. Or we could explore a custom study to understand how other capabilities and lines of business may be set to change along with the implications for your firm. 

This is one of my favorite conversations that I wanted to replay this week. If you are in any post sales Customer Success, or Account Management world, you have most likely heard of this week's guest. This week's guest started his journey studying Information Systems and Software Engineering before making the shift into Professional Services, Support, and Customer Success. At the time of recording, he was an Executive VP of Corporate Market and Chief Customer Officer at Higher Logic. Now, he is the CEO of Balboa Solutions, where they help their clients maximize the value of the Pendo platform to power adoption, enablement, and user analytics.This week's guest is the heart of Mount Pleasant, South Carolina, Mr. Jay Nathan. In this week's episode, we discussed:Customer Centric MindsetNatural Curiosity For CustomersLessons From Duke Energy (Large Enterprises and Heavy Process)The Start of The Largest CS CommunityUsing Your Own ProductMuch More! Please enjoy this week's episode with Jay Nathan.____________________________________________________________________________I am now in the early stages of writing my first book! In this book, I will be telling my story of getting into sales and the lessons I have learned so far, and intertwine stories, tips, and advice from the Top Sales Professionals In The World! As a first time author, I want to share these interviews with you all, and take you on this book writing journey with me! Like the show? Subscribe to the email: https://mailchi.mp/a71e58dacffb/welcome-to-the-20-podcast-communityI want your feedback!Reach out to 20percentpodcastquestions@gmail.com, or find me on LinkedIn

Seven clear-eyed predictions on how AI is reshaping professional services—and what firm leaders need to do now to protect relevance, reputation, and growth. The post Seven Strategic Shifts Professional Services Leaders Can't Ignore in the AI Era appeared first on Rattle and Pedal.

Season 5 of The Shortlist kicks off with a fan-favorite: InDesign Rumble (Part 2). Wendy Simmons, Becky Ellison, and Lauren Jane Peterson continue their spirited conversation on how AEC marketers actually use Adobe InDesign, workarounds and all.This episode explores how even seasoned designers evolve their skills in a tool most learned on the fly. The MO6 team dives into efficiency-boosters like automation, AI features, data merge, CC Libraries, and paragraph styles. They also call out "common pitfalls" found in inherited files, from hand-built tables to overbuilt parent pages, and discuss when a quick workaround becomes a project liability.The takeaway? There's rarely one "right" way to work. Whether you're an InDesign expert or a self-proclaimed "level 6," this episode will spark new ideas to streamline your next pursuit. Listen in to unlock major gains in efficiency and clarity.CPSM CEU Credits: 0.5 | Domain: 4

Winston Weinberg is the CEO and Co-Founder of Harvey, the leading professional services platform engineered with AI for law, tax, and finance. Winston has raised over $980M for Harvey from Sequoia, a16z, GV, Elad Gil and more with a last round price of $9.2BN post-money. Before founding Harvey in August 2022, Winston was an attorney at O'Melveny & Myers LLP, specializing in antitrust and securities litigation.  AGENDA: 04:10 #1 Thing Every Founder Needs to Do Everyday 05:33 Must Do Daily Routines and Productivity Tips for CEOs 12:45 How to Get Sequoia and a16z Term Sheets 15:06 Why VCs Suck at Helping Companies Hire? 27:01 What No One Understands About Enterprise AI Adoption 38:06 AI's Impact on Professional Services 39:26 Future of Law Firms: Do They Die? 43:38 What Everyone Should Know That No One Tells You About Hiring in Europe 47:08 I Have Massive Trust Issues… 54:17 Biggest Lessons on Effective Deal-Making  59:20 Cold Emailing OpenAI and It Leading to a Term Sheet 01:02:33 Quick Fire Round Try NEXOS.AI for yourself with a 14-day free trial: https://nexos.ai/20vc  

Can AI really reorder how business works - not just automate tasks, but redefine entire markets? In this episode, Frazer Anderson sits down with two leading thinkers - Conor Twomey and Ray Wang. They discuss: How AI exponentials fundamentally rewrite productivity and what that means for founders, enterprises, and investors competing with legacy incumbents. The evolving state of enterprise AI adoption - from prototypes to production‑scale agent workflows that transform business outcomes and unit economics. Why scaling enterprise AI depends less on model quality and more on your data foundation, internal coordination, and ability to operationalize agents across real workflows. — Conor Twomey is an accomplished executive with over 15 years of experience in addressing complex data challenges for leading global corporations. He is currently an AI Co-Founder at Stealth Startup. Conor is the former Head of AI Strategy at KX, a pioneer in real-time data analytics and decision intelligence. Under his leadership, KX successfully transitioned from a time-series database company to the Enterprise AI platform of choice for large-scale AI implementations. Before this role, Conor managed a 400-person organization encompassing Presales, Professional Services, Support, Managed Services, and Customer Success Management. Renowned for his insights on data and AI, Conor is a sought-after speaker and contributor on frontier technology topics, including Data, Analytics, Machine Learning, AI, and Generative AI. — Ray Wang, a tech luminary, is the Co-Founder & Chairman of Constellation Research, a Bestselling Author, and a Keynote speaker. Renowned for his insights into digital transformation and enterprise technology, Ray's expertise stems from influential roles at Altimeter Research and Forrester Research. His bestselling books, including "Disrupting Digital Business" and "Everybody Wants to Rule the World," delve deep into the impact of digital technologies on business models.

Most service businesses don't stall because of a lack of talent or ambition. They stall because the business quietly outgrows the systems it was built on.In this episode of The Handbook, Harv Nagra sits down with Jason Swenk – agency founder turned advisor who's spent two decades helping agencies and consultancies scale with more confidence and less chaos. After building and selling his own eight-figure agency, Jason codified the patterns he kept seeing into an eight-system framework for predictable growth.We unpack why so many leadership teams feel stuck, what actually breaks as businesses scale, and how operators can help reset the foundations before things start to crack.Here's what we get into:Why clarity, positioning, and offering are the foundations everything else depends onHow to move from reactive growth to a more deliberate, scalable operating modelThe difference between prospecting and sales – and why skipping steps causes pain laterHow delivery, ops, and leadership systems protect margins and give leaders time backWhat it really means to transition from founder mode to CEO modeWhether you're an Ops Director, COO, or part of a leadership team trying to break through a growth ceiling, this conversation is a strong reminder that maturity isn't about working harder – it's about building the right systems at the right time.Additional Resources:

Show Notes: Bruno Strunz, lawyer, keynote speaker, and author of How to Sell Value in the Legal Market, shares his background, including his career path as a lawyer, including making partner and working for Volkswagen, and his extensive experience working with various companies and firms in both the legal departments and sales departments.  Business Development for Professional Services Firms Bruno discusses his focus on business development for professional services firms, by selling in a structured and data-driven manner. Since 2018, he has been helping firms with what they have called the commoditization of quality and how to stand out in this competitive landscape. Bruno explains that his company initially focused on working with law firms for the last two years; they also started working with different types of professional services firms, including law firms, service orientated businesses,  and consultancy companies. A Bespoke Approach to Business Development Bruno explains his approach to business development, starting with a diagnostic to understand the client base, churn, revenue generation, and distribution channels over the previous three years. He highlights the importance of expanding within existing client bases rather than focusing solely on new client acquisition. Bruno discusses the common challenges law firms face, such as low CRM adoption and the need for better data-driven decision-making. He emphasizes the importance of using CRM platforms effectively to improve sales processes and decision-making. Best Practice Approach for Growth Bruno outlines a best practice approach for growing within existing clients, starting with an 80/20 analysis to identify strategic clients. He looks at each business unit and asks if they have an account management plan for each unit, which means power mapping, stakeholder mapping, who's part of the decision-making process, assessing relationships, and understanding client goals for 2026. Bruno discusses the need for a SWOT analysis within specific accounts and the importance of looking for expansion opportunities. He highlights the challenges of client feedback in Latin America and the importance of guiding clients through their decision-making process. Differentiation in a Commoditized Market Bruno addresses the issue of differentiating in a commoditized market, where technical quality is no longer a competitive advantage. He emphasizes the importance of early engagement in the B2B buying cycle to avoid commoditization. Bruno discusses the role of relationship management, networking initiatives, and top-of-mind awareness in becoming the vendor of choice. He highlights the importance of bringing new insights and improving client experience to stand out in a competitive market. Client Success Stories Bruno shares a success story of working with a client in crisis management, focusing on educating the market and reframing their storytelling. He explains how the client successfully converted a multi-million dollar project during a major crisis. Bruno discusses another success story involving a proprietary framework to deep dive into client offerings and identify specific pain points. He highlights the importance of segmenting target lists, prioritizing outreach efforts, and bringing new ideas to clients. Bruno emphasizes the importance of consistency and discipline in business development strategies. Timestamps: 04:11: Business Development Strategies for Law Firms 10:43: Building a Programmatic Approach to Client Growth  14:49: Differentiating in a Commoditized Market  20:01: Success Stories and Client Impact 29:34: Final Thoughts and Contact Information  Links: LinkedIn: https://www.linkedin.com/in/brunostrunz/ Website: https://strunz.com.br/ This episode on Umbrex: https://umbrex.com/unleashed/episode-628-bruno-strunz-how-to-sell-value-in-professional-services/ Unleashed is produced by Umbrex, which has a mission of connecting independent management consultants with one another, creating opportunities for members to meet, build relationships, and share lessons learned. Learn more at www.umbrex.com. *AI generated timestamps and show notes.  

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