February, 2024

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How to Maximize the Exit Value of Your Consulting Firm (And Why You Should Plan Now)

David A Fields

One way or another, you’re destined to leave your consulting firm. Will you maximize the value you receive upon your exit? Many consulting firm leaders treat their exit plan like dessert at a casual restaurant—ideally it caps off your experience well, but you devote scant attention to the subject until just before it matters. Perhaps … Continued The post How to Maximize the Exit Value of Your Consulting Firm (And Why You Should Plan Now) appeared first on David A.

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The Art of Reconnecting… Or, Is It Time to Walk Away? [Consulting Firm Success Practice]

David A Fields

You can easily master a valuable technique that will improve your consulting firm’s new business pipeline. However, the article also requires your participation. You’re willing to play along? Great, let’s dive in! The 1:1:1 message is incredibly effective for warming up cool connections and fanning life into almost-dead relationships. (If you’re not familiar with the … Continued The post The Art of Reconnecting… Or, Is It Time to Walk Away?

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What Is Freelance Consulting? & How To Get Your First Clients

Consulting Success

What is freelance consulting? Freelance consulting refers to offering consulting (expert advice in a particular industry) as an independent self-employed business owner instead of as an employee of a consulting firm. For example, a strategy consultant might work for a big firm like McKinsey or Bain. But a freelance strategy consultant works for themselves —.

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What Your Consulting Firm Needs to Communicate to Win More Clients

David A Fields

Prospective clients need to hear certain messages from you in order for you to build a successful consulting firm. Are you sending the right signals? Dulcinea Bious was crushed when she learned the truth. Her parents, not the Tooth Fairy, placed Oreos under her pillow. Sure, that particular wool dropped from her eyes 40 years … Continued The post What Your Consulting Firm Needs to Communicate to Win More Clients appeared first on David A.

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What Your Financial Statements Are Telling You—And How to Listen!

Speaker: David Worrell, CFO, Author & Speaker

Your financial statements hold powerful insights—but are you truly paying attention? Many finance professionals focus on the income statement while overlooking key signals hidden in the balance sheet and cash flow statement. Understanding these numbers can unlock smarter decision-making, uncover risks, and drive long-term success. Join David Worrell, accomplished CFO, finance expert, and author, for an engaging, nontraditional take on reading financial statements.

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Best Consulting Courses In 2024 (For B2B Consultants)

Consulting Success

What are the best consulting courses for B2B consultants? In this article, we’ll share our list of the best courses for consultants. Whether you want to learn how to start and grow your consulting business — or down to the nitty-gritty of how to design a consulting website that helps you attract more clients —.

B2B 130

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Use the Power of Intention for Critical Conversations

Successful Independent Consulting

As consultants, our ability to communicate effectively is vital to our success. Whether you’re meeting a potential client for the first time or you have to deliver some difficult feedback, it’s hard to over prepare. That said, I suspect most of us don’t do enough preparation for these important conversations. Sure, we may jot down our key points or put together a flawless presentation, but have we prepared our brains to seek the outcomes we desire?

Meeting 195
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How Parenthood Makes You a Better Leader with Valerie Cockerell

Consulting Matters

Parenthood: The unsung hero of leadership and consulting success Agree or disagree: How you parent reflects how you lead in the workplace. I’d hedge a bet that you agree. That’s why it’s so important to become more conscious of all the leadership skills you cultivate from raising children so that you can intentionally use them to enhance how you lead, coach, and advise others.

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The Ultimate Guide to Manufacturing Project Management: Best Practices and Strategies

Epicflow

How can manufacturers ensure the successful delivery of their complex projects under conditions of increasing uncertainty and a lack of required human resources? The solution lies in intelligent project and resource management. Read the article to gain insight into the specifics of manufacturing project management and learn useful recommendations on the effective orchestration of projects in the industry.

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How to Win Consulting Clients Fast!

David A Fields

Your consulting firm need clients fast. As in right now. In fact, yesterday would be preferable. Which marketing vehicles will help you most when you’re in a hurry? Winning clients is a bit like securing a loan: if you already have a lot in the bank, it’s easier to get more. But let’s say that … Continued The post How to Win Consulting Clients Fast!

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State of AI in Sales & Marketing 2025

AI adoption is reshaping sales and marketing. But is it delivering real results? We surveyed 1,000+ GTM professionals to find out. The data is clear: AI users report 47% higher productivity and an average of 12 hours saved per week. But leaders say mainstream AI tools still fall short on accuracy and business impact. Download the full report today to see how AI is being used — and where go-to-market professionals think there are gaps and opportunities.

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LinkedIn Consultant Profile Template: Use This To Attract Clients

Consulting Success

Do you want to write a LinkedIn consultant profile that helps you win new business? LinkedIn gives you an incredible opportunity to network and attract potential clients for your consulting business. There is no other social network with the same access to B2B decision-makers. If you haven’t generated interest from potential consulting clients with your.

B2B 263
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What Employees Need from Leaders in Uncertain Times

Harvard Business

It’s one thing to lead through a normal range of uncertainty with its ups and downs. But how do you lead when the inflections, disruptions, dislocations, and other threat conditions pile up, as they have in the last few years? While the leader has little to no control over the external competitive environment, they have astonishing influence over the internal performance environment, including employee engagement, morale, and productivity.

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Black History Month: A Call for Real Change

UPD Consulting

As another Black History Month draws to a close, it’s worth reflecting on the purpose of this annual celebration. Yes, the commemoration of Black pioneers like Frederick Douglass or Maya Angelou is important. But it’s also necessary to ask: what actions are truly being taken to honor their legacies? It’s a question that resonates in the equity space as well.

Resources 105
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How to Cultivate an Adventure Mindset with Laura Prescott

Consulting Matters

Say Bye-Bye to Entrepreneurial Fear & Self-Doubt and Hello to an Adventure Mindset Have you ever found yourself paralyzed by fear or doubt as you stand at the brink of launching your own consulting or coaching business or taking your success to the next level? You’re not alone. I recently read that 70% of entrepreneurs struggle with self-doubt , often leading to missed opportunities or stunted growth.

How To 156
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PowerPoint Best Practices for Creating Stellar Presentations

Mastering data visualization in PowerPoint will help accelerate your career because it positions you as someone who can present data that drives business decisions forward. think-cell's PowerPoint Best Practices eBook was created specifically for professionals aiming to master the art and science of data-driven storytelling. What’s inside: Practical Insights: Uncover valuable tips for crafting engaging and persuasive presentations.

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Top 5 Manufacturing Trends for 2024: What’s New?

Epicflow

How is the manufacturing landscape going to look like in the near future? In a few words, the industry is going to evolve in three major areas: implementing recent technological advancements (Industry 4.0), finding ways to address post-pandemic challenges, and meeting sustainability requirements. Let’s take a closer look at these and other manufacturing trends that are going to impact the industry in 2024.

Trends 130
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How Large Companies Prepare for Project Management Challenges

PM Alliance

Big companies may enjoy some advantages when it comes to planning and executing projects. They’re likely to have larger budgets and more staff available to drive priority initiatives forward than smaller organizations. They might have more influence to negotiate favorable vendor terms and schedules. But while large businesses typically have access to the resources necessary to move large, complex, high-risk, and highly impactful projects to completion, some elements of the enterprise environment

Company 103
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The Most Effective Marketing Campaigns For Consultants With Natalie Kaminski: Podcast #319

Consulting Success

In our industry, you can’t just market to sell. When the value add is high, you need to actually build trusting relationships with your clients. This episode’s guest is proof of this. Natalie Kaminski, the Co-founder and CEO of JetRockets, has not only started her company but also grew it over time. Now, she has.

Marketing 263
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Internal Buy-In Will Make or Break Your Growth Strategy

Harvard Business

Too often, organizations bring in outside firms to develop their growth strategies — resulting in a smart plan without the motivation, skills, and resources to get it done. Instead, the author argues, organizations should involve all stakeholders — including those who will need to execute the growth strategy — in its conception and development. Doing this well requires trusting your team, incorporating a strong educational component in your strategy work, giving the process ample time, and incor

Strategy 254
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Savings Consultants Are Needed in Today's Market More Than Ever

Savings Consultants are needed in today’s market more than ever. With an increase in expenses, businesses are looking for opportunities to save. Often unknown to businesses are savings in expense reduction, specialized tax savings, specialized savings including medical underpayments, health benefits cost reduction, zero cost processing, and more. Blue Coast Savings, with over 20 years in business, assists Savings Consultants in helping these companies move toward more profitable businesses.

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9 Essential Questions to Help Tackle Tough People Issues

Makarios Consulting

People issues plague business. As a leader, you have the primary responsibility to deal with them – and deal with them you must, because such issues never resolve on their own! People problems come in various stripes. There are the toxic superstars: people who produce phenomenally for your company, yet are abrasive to work with. There are the well-meaning non-performers: people who are giving it a go, but don’t seem to get anywhere.

Metrics 98
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Bill Lee’s Guide to Turning Consulting and Coaching Clients into Raving Fans

Consulting Matters

Unsure about how to build long-term client relationships and referral sources to new clients? Here’s what you need to know. Picture this: All your hard work getting clients has paid off. Not only did you land the work but now this client is working with you time and time again. And even better, they are so excited about working with you that they cannot help but refer you to others!

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Fight Ageism, Fuel Growth with Inclusive Hiring & Retention

Harmonious Workplaces

Age Bias Hurts Your Business I’ll just say it, “Job hunting sucks!” For people in the EEOC-protected class of workers over the age of 40 — those Gen Xers and Baby Boomers — the problem compounds. Studies show that employment rates sharply drop after the age of 45 (OECD/Generation, 2023). I’m writing this article around my 48th birthday. Since I’ve shown a little grey in my beard, I can verify from my experience that some hiring managers do not look favorably on older workers, especially job seek

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Lead Management: Fostering Good Habits in the Workplace

Tom Spencer

In the previous article , I introduced the concepts of boss and lead management, and it seems clear-cut that the latter is superior and preferable. In this article, I explore why managers might struggle to implement lead management and fall back into the bad habits of boss management. Scenario – The Tardy Employee Consider a classic situation that is bound to occur in any workplace — the tardy employee.

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TOOLS and METHODOLOGIES for developing DECISION SUPPORT PACKAGES

This White Paper targets opportunities for Management to develop proficiency in the Decision Framing and Analyses element of input to Decision, & Risk Analyses for Major Project Funding Decisions.

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Secrets Of Profitable Pricing For Consultants With Bill Wilson: Podcast #320

Consulting Success

Your pricing structure may not be as profitable as it should be. And that is what we will address today! In this episode, Bill Wilson shares his insights to unlock the secrets of a profitable pricing business that drives success. He also talks about the common pitfalls during sales calls and how you dodge them.

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The Lingering Cost of Instant Fashion

Harvard Business

Consumers should understand the side effects of business models — particularly the privatization of profit and the socialization of costs, including human and environmental harm.

Fashion 254
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Ship Decisions: Use Value to Decide When to Experiment and When to Finalize

Johanna Rothman

As a consultant, I create many kinds of information products: both writing and speaking. I use the ideas of experiments and finalization to decide what to ship and when. That allows me the most flexibility in my product development. However, too many organizations don't differentiate between what they need to ship as experiments and when to finalize the product.

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J. Jeff Kober’s Insider Secrets Behind Disney’s Performance Excellence

Consulting Matters

A deep dive into the strategies behind the Disney magic (and how to use them to enhance your consulting or coaching success) Want to know a secret? Many people think that what has led to Disney’s incredible success over the years is its unique creativity. And while there are departments that are extremely creative, it’s Disney’s intentionality in their approach to everything that they do is the real reason for its long-term success.

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Why You Need to Use Case Studies in Sales and Marketing (and How to Start Now)

Case studies are proof of successful client relations and a verifiable product or service. They persuade buyers by highlighting your customers' experiences with your company and its solution. In sales, case studies are crucial pieces of content that can be tailored to prospects' pain points and used throughout the buyer's journey. In marketing, case studies are versatile assets for generating business, providing reusable elements for ad and social media content, website material, and marketing c

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Harmony & Rythm in Organizational Development

Harmonious Workplaces

Parallels between shared music-making and OD In the dynamic world of organizational development (OD), business leaders oftentimes find themselves on a continuous quest to find innovative and effective strategies for fostering teamwork, navigating change, and enhancing employee well-being. My journey into finding the keys to unlocking transformational OD began in an unlikely setting — my high school band program.

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Boss vs Leader: Two Distinct Management Approaches

Tom Spencer

No one likes a tyrannical, controlling, and disempowering boss. A heavily top-down approach might have worked in the past but this style of boss management is increasingly ineffective and alienating to employees. In the modern workplace, the best managers have instead embraced a more empowering and collaborative method known as lead management. While most companies are already adopting a version of lead management, it is pertinent to keep this distinction fresh in our minds, particularly as we s

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The Future Of AI In Consulting

Consulting Success

A lot of people are scared about what AI will do to their jobs and how it will impact the future. My belief is that it will have a profound impact on certain aspects of life and work, and consulting and consultants will be part of that. This isn’t something to be scared of or.