December, 2023

article thumbnail

The Consulting Project Wrap-Up Checklist

David A Fields

As the final moments of the year tick down on you and your consulting firm, you sweep your gaze across the revelers gathered nearby (or perhaps the televised shenanigans of Andy and Anderson). Wide-eyed, overtired children and adults in various states of inebriation mumble the words to Auld Lang Syne, a song no one actually … Continued The post The Consulting Project Wrap-Up Checklist appeared first on David A.

article thumbnail

How To Create An AI “Team” In Your Consulting Business With Christopher Penn: Podcast #314

Consulting Success

AI has become a trend that many businesses delve into. And to keep your business on top, you’ve got to learn how to leverage it to set yourself to success. In this episode, Christopher Penn, the co-founder of TrustInsights, talks about how to create an AI team and grow the business with it. Chris reveals.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Learning to Lead: Communicating with Clients and Teams

Tom Spencer

In consulting, one of the most coveted and highest compensated roles is that of the engagement manager (EM). This role is crucial to the functions of a consulting firm. They often have significant influence on the success of a consulting engagement, as they often interact directly with clients and oversee engagements end-to-end. Similar roles are […] The post Learning to Lead: Communicating with Clients and Teams first appeared on Tom Spencer.

article thumbnail

Flawless Consulting Summary (Book Review For Consultants)

Consulting Success

How do you — the independent consultant or consulting firm owner — get your expertise used? In this article, I’ve summarized Flawless Consulting to help you master the craft of consulting. Flawless Consulting: Book Stats Rating: 6.5/10 Read more on Amazon Subscribe to get future book reviews, notes and more Flawless Consulting By Peter Block.

article thumbnail

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.

article thumbnail

[Updated] The Easiest Source of New Consulting Clients

David A Fields

The easiest source of new business is, of course, current clients. However, setting your existing clients aside, where will you find your next, new client? Below are the best places to look. The quest for new clients to grow your consulting firm can feel like a game of hide-and-seek, where you’re the six-year-old and the … Continued The post [Updated] The Easiest Source of New Consulting Clients appeared first on David A.

More Trending

article thumbnail

You Need More Than Data to Understand Your Customers

Harvard Business

Today we have more data than ever before, yet marketers still struggle to understand their customers. That’s because today’s marketers have mistaken information for intimacy. The author, who ran strategy for Wieden+Kennedy, describes an ethnographic research campaign his team conducted on behalf of McDonald’s. They produced a cultural bible of sorts that chronicled a series of beliefs, artifacts, behavioral rituals, and language that constitute the McDonald’s fandom.

Data 279
article thumbnail

Key Technology Trends in the Construction Industry in 2024

Epicflow

At present, the construction industry is undergoing a substantial transformation. Innovations, economic uncertainty, construction workforce shortages, and other factors have forced building companies to change the way they work and deliver their projects. Read further to learn what construction trends are going to shape the industry in 2024, and how it’s expected to address current challenges and ensure sustainable growth.

article thumbnail

The ROI of eLearning: Measuring the Impact of Online Training on Organizational Success

Clarity Consultants

Having a knowledgeable and skilled workforce is often the key to business success. Without a commitment to continuous training and lifelong learning, ensuring your employees have the information and tools necessary to outperform the competition is challenging. Fortunately, eLearning makes cultivating a capable workforce simple. Here’s a look at how online training supports organizational success.

ROI 173
article thumbnail

How to Build a Magnetic Personal Consulting Brand with Joe Mechlinski: Podcast #315

Consulting Success

Build not just a brand, but a magnetic force that attracts opportunities. Today, Joe Mechlinski, the founder of Gift of Work, shows us the way to speaking, recurring revenue, and personal brand converge to reshape the future of consulting. Hear about his early struggles and how he found a unique approach to consulting that changed.

article thumbnail

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.

article thumbnail

“Colorado Pricing.” A Lucrative Fee Arrangement for Your Consulting Firm?

David A Fields

If your consulting firm’s offerings are suited for it, Colorado Pricing could increase your revenue and profitability while smoothing out the up/down cycle of consulting. 2-Constraint vs. 1-Constraint Consulting Projects Quite a lot of consulting consists of discrete, one-and-done projects. For instance, Cadbunny’s chocolate chips are melting, so they hire your consulting firm for $150K. … Continued The post “Colorado Pricing.

article thumbnail

Self discipline: write down key takeaways

Consultants Mind

What is your key takeaway? At the end of each class, I ask that all students spend 2-3 minutes thinking of their key takeaway. This helps us to reflect on what we learned. It also allows me (the teacher) to see if there is any confusion or things to clarify. Since I teach a lot of students x a lot of classes = that’s a lot of “key takeaways.” For this semester, it was 4,500.

article thumbnail

The Hard Questions to Ask When Planning Your Strategy

Harvard Business

Many managers view strategy as a complex subject, but at its essence it boils down to three questions: Where are we now? Where do we want to go? What is a credible path to get there? To successfully use these questions to chart a course, people must be brutally honest with themselves about where they are now. Once a company understands its present situation, it can chart a path to creating a truly differentiated offering that can create economic value.

Strategy 254
article thumbnail

Plan for 2024 While Enjoying the Holidays with Stephanie Anderson Ladd

Consulting Matters

Tips to prepare your business for a restful holiday season and a prosperous new year Imagine this: It’s January. You re-engage with your business and client work excited and ready to create greater success and impact in the new year. You look back on your time off and smile at the memories you created. You were fully present with all the holiday festivities and took advantage of your well-deserved downtime (i.e., the reason you became an entrepreneur in the first place, right?

article thumbnail

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.

article thumbnail

The Year 2023 in Epicflow: Company Updates, New Features, and Plans for 2024

Epicflow

Following our tradition, we’re excited to sum up and share everything that happened to the Epicflow team in 2023: our clients’ and team’s achievements, new features, and plans for 2024. Read further to learn about our AI developments, what topics we discussed at our webinars, the names of our prominent guests, and why it’s better to start later to deliver earlier!

Company 130
article thumbnail

SEO For Consultants: How To Write Content That Attracts Clients

Consulting Success

Search engine optimization (SEO) is the BEST marketing method for consultants. Over the last several years, we’ve published hundreds of articles on our consulting blog. Many of them have ranked 1st for competitive keywords. For example, here’s an article we wrote on “consulting fees” that is the first organic result — outranking a multi-billion-dollar company.

article thumbnail

[Join In!] 3rd Intergalactic Consulting Haiku Contest

David A Fields

David’s vacation:He’s off in ArgentinaLet’s play with Haiku! (Author’s admission:Most of these haiku are onesI’ve published before.) (For those who don’t know…Haiku: three lines; syllables:five, seven then five.) A new prospect calls.Excited, I ask questionsthen quote a high fee. One more week gone, andthe proposal isn’t signedShould I call again?

article thumbnail

Recruiters You Should Meet to Staff for Success

Harmonious Workplaces

These professionals stand out as some of the best I’ve met in the biz When I worked as an executive or a consultant advising C-suite leaders and business owners, many of them complained about their inability to attract and recruit talent. More than that, they typically do not have the resources to conduct effective talent searches, so their employees in HR or other departments carry a heavy burden of extra time-consuming and sometimes tedious work — oftentimes outside of the scope of their posit

article thumbnail

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.

article thumbnail

8 Essential Qualities of Successful Leaders

Harvard Business

Becoming a great leader is a journey of continuous learning and growth. It’s a process — one that thrives on embracing challenges, seeking feedback, fostering connections, and cultivating understanding. In this article, the author outlines the eight most essential leadership qualities, according to Harvard Business School professor Linda Hill, one of the world’s top experts on leadership.

article thumbnail

How to Start Your Coaching Business from Scratch in Less than 90 Days with Kimberly Bolton

Consulting Matters

Spoiler alert: You don’t need a ton of entrepreneurial experience to launch your own consulting or coaching business If you’re like a lot of aspiring consulting or coaching business owners, you may have thought, “I’d love to become my own boss, but I don’t have enough entrepreneurial experience or skills!” And if that’s you, you’re not alone!

How To 156
article thumbnail

Endings and Beginnings

Chad Barr

As the year draws to a close, many of us reflect on the past months, taking stock of our triumphs and missteps. The media floods our screens with retrospectives, highlighting the achievements and challenges of both the famous and the unsung. But amidst this deluge of recollections, we must ask ourselves: What truly resonates with us? What personal milestones have we marked, and what aspirations do we hold for the year ahead?

Travel 98
article thumbnail

Consultants: Strive To Be BOLD With Melissa Vela-Williamson: Podcast #316

Consulting Success

Embrace the essence of boldness. In this episode, we have Melissa Vela-Williamson to discuss the art of being BOLD. Get ready to unlock the secrets to standing out in your industry and fueling business growth. In this episode with Melissa, you’ll learn how to: Elevate your brand to stand out in your industry. Capitalize on.

article thumbnail

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.

article thumbnail

Give Yourself the Gift of Writing Ease in the New Year

Johanna Rothman

Want to write better and faster and with more ease? Register for the Q1 2024 Free Your Inner Nonfiction Writer workshop. That page has all the details. Free yourself from all the old rules that prevent you from writing fast and well. Never have the blank page problem. Instead, create ease with your writing. You do the homework. I offer feedback. You choose which feedback to take and then we do it again.

article thumbnail

Change Readiness?—?Essential but Oft-Omitted

Harmonious Workplaces

Change Readiness — Essential but Oft-Omitted Want lasting change? Is your organization ready for it? During the month of October, I had the pleasure of learning Organizational Development (OD) and Change Leadership from The Drucker School of Management at Claremont Graduate University. Our trainer, Alan Landers , a consultant with more than 40 years of experience, discussed a wide variety of topics, including change management models, the history of OD and change management, and theories based o

Culture 98
article thumbnail

Charting the Emerging Geography of AI

Harvard Business

As the AI power centers emerge and shift around the world, they will shape which AI applications are prioritized, which societies and sectors of the economy get the most benefits, what data are used to train algorithms, and which biases get included and which get neutralized — and how we balance accelerating AI innovation against building in safeguards.

Training 254
article thumbnail

How to Record a Podcast Remotely or Long-Distance [2024]

Buzzsprout

Remote recording allows you to book guests that would be difficult to interview in person. Remote recordings also make it easier to: record video of your podcast have multiple people on your podcast at one time safely interview guests during periods of social distancing This guide breaks down four ways to conduct long-distance interviews, so you can ace your next remote recording session!

How To 95
article thumbnail

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

article thumbnail

9 Tips Project Teams Can Use to Keep Busy Stakeholders Engaged

PM Alliance

Does it seem like project stakeholders routinely ignore messages coming from your team? They don’t, of course, but it’s easy to see why people don’t read every e-mail or respond promptly to new messages. The volume of communications flowing through businesses today can be overwhelming. Stakeholders’ traditional phone and email channels now sit alongside discussions happening through online collaboration tools, instant messaging, texts, and video conferences.

article thumbnail

Embracing Diversity in Global Management Consulting

Tom Spencer

Stepping into a room filled with consultants hailing from diverse corners of the world, a vibrant tapestry of perspectives unfolds before you. Their differences aren’t just acknowledged – they’re celebrated. This scene encapsulates a shifting paradigm in management consulting, where the ascendancy of cultural diversity and inclusion is shaping our collective approach to the challenges […] The post Embracing Diversity in Global Management Consulting first appeared on Tom Spencer

article thumbnail

Johanna’s 60 Seconds of WIP for December 14, 2023

Johanna Rothman

My 60 seconds of WIP. Yes, I fully expect to cycle on this opening. Or, it will be in a different part of the story. I often realize where this chunk goes after I start to write. (Fiction or nonfiction.) The transcript: I’m Johanna Rothman, and this is 60 Seconds of Johanna’s WIP for December 14, 2023, where I read an excerpt of just a minute of some writing in progress.