Episodes

We dive “Behind the Headlines” and discuss the strategic implications of EY’s noteworthy split-up of its consulting and audit businesses. What does it mean to consulting practices in and beyond the accounting industry? The post Behind the Headlines-The Strategic Implications of an EY Split appeared first on Rattle and Pedal.

Bryan Graiff, Private Equity Practice Leader from Armanino shares what it takes to grow a respected regional accounting firm into a national one. We cover strategy, people, M&A, integration, adaptability, and lots more. The post Getting Your Firm to the National Level with Bryan Graiff from Armanino appeared first on Rattle and Pedal.

We introduce our new “In 5 Steps” episode format. In our pilot, we tackle the hairy challenge of creating a memorable solution architecture, so you don’t have to hear a client say, “I didn’t know you did that.” after they hire your competitor instead of your firm. The post Solution Architecture in 5 Steps appeared first on Rattle and Pedal.

Mary Herrmann, executive coach and practice leader from Bravanti, a global leadership firm, shares how we leaders can get the most out of our coaches and why your organization should be coaching your people to achieve high performance. The post Why Your Organization Should be Coaching Your People to Achieve High Performance appeared first on Rattle and Pedal.

Over 1.4M lifetimes of content were added to the world in 2020 alone. How will your thought leadership stand out? Jeff and Jason discuss 5 ways services firms can cut through the noise. The post Cutting Through the Noise appeared first on Rattle and Pedal.

We dive into why thought leadership promotional campaigns fail. Jason offers advice on how to get yours on the right track through proper goal setting. We expose the wisdom of long-term thinking and short-term actions. The post Building a Thought Leadership Campaign Strategy appeared first on Rattle and Pedal.

We spelunk the internal caverns of leaders’ minds with Dolores Stevens from The Conscious Leadership Group. Dolores teaches us how to become more effective leaders by living more self-aware, overcoming our fears, and developing more freedom to realize our potential. The post Conscious Leadership with Dolores Stevens from The Conscious Leadership Group appeared first on Rattle and Pedal.

Scott Kost, Technology Leader from Eide Bailly, chronicles life as a practice leader and coaches us on how to “get to the work that matters” and bring out our teams’ full potential. The post The Toughest Job in Professional Services with Scott Kost from Eide Bailly appeared first on Rattle and Pedal.

Today’s revenue or tomorrow’s? Speed or quality? Existing clients or new ones? Jason and Jeff dive into the 5 tensions firms face when it comes to developing effective thought leadership strategy. The post Navigating the 5 Tensions of Thought Leadership Strategy appeared first on Rattle and Pedal.

Jason shares the findings of his latest collaborative research on thought leadership marketing and previews his upcoming best practices conference. The post What Clients Have to Say About Your Firm’s Thought Leadership appeared first on Rattle and Pedal.

Giles Brake, CEO of Alliott Global Alliance, an international alliance of independent professional firms, shares insights on the global state of owner-managed accounting firms. The war for talent continues, firms are turning away business, succession planning is a priority, and innovations are taking hold. The post The Global State of the Accounting Industry with Giles Brake of Alliott Global Alliance appeared first on Rattle and Pedal.

Mark Littlewood, CEO of the Business of Software, joins us to talk about the state of the software business — where it’s been, where it’s going, and why professional services firms’ software ambitions often fail. The post Why Professional Services SaaS Ambitions Often Fail with Mark Littlewood appeared first on Rattle and Pedal.

Kristi Daeda, CEO of The Family Business Consulting Group, shares lessons professional services firms can take away from family businesses to turn a founder’s blood, sweat, and tears into multi-generational value and a legacy. The post Creating Multi-generational Value: Lessons from Family Business with Kristi Daeda, CEO of The Family Business Consulting Group appeared first on Rattle and Pedal.

Jay Laabs, CEO of Spaulding Ridge, shares hard-learned lessons from life as a serial founder, acquirer, and board member of professional services firms. From defining value to measuring what matters most to firing clients, Jay offers priceless advice for his peers trying to create more valuable firms. The post Big Thoughts on Creating Value From Serial Founder, Jay Laabs appeared first on Rattle and Pedal.

Mark Stach, Chief Services Officer from ESG SaaS-provider Sphera, shares when, why, and how firms should change their business models to maximize value for clients and the firm. The post Adapting Your Business Model to Maximize Value with Mark Stach appeared first on Rattle and Pedal.

Jeff Hyland from turnaround expert, CR3, tells us how CR3 determines a firm’s core value and why inertia is the greatest threat to long-term value creation for both healthy and at-risk firms. The post Determining and Driving a Firm’s Core Value-A Turnaround Expert’s View appeared first on Rattle and Pedal.

Steve Gido from ROG Partners, a leading valuation firm, talks about macro and micro trends impacting the creation and realization of value in the AEC industry. The post Creating and Realizing Value in the AEC Industry appeared first on Rattle and Pedal.

Michelle Swan joins us to talk about the objective and subjective value drivers that her growth-equity firm, Tercera, uses to evaluate firms. We learn that value is often in the eye of the beholder. The post The Investor’s Perspective on Value with Tercera’s Michelle Swan appeared first on Rattle and Pedal.

We pivot to our new series, Creating a more valuable firm. In this episode, we talk about the definition of value and the value-creating levers leaders can pull to systematically enhance their firms. The post The Importance of Creating a Valuable Firm appeared first on Rattle and Pedal.

Brian Caffarelli from Hewitt joins us again to share how to select key accounts, align your firm, and begin pursuing your ideal targets. The post Moving Beyond Just a List: Developing a Strategic Key Account Program appeared first on Rattle and Pedal.

The Unified Commercial Engine used by Smart Technologies is an intuitive and innovative approach to organizing the sales and marketing function. We discuss the pros and cons of using it in professional services firms. The post Is the Unified Commercial Engine Organizational Structure Right for Professional Services Firms? appeared first on Rattle and Pedal.

Whether selling candy bars or complex B2B solutions, you need a sales plan. Jeff Bishop shares how to set your sales strategy in motion with actionable sales planning guidance. The post Moving from a Reactive to Proactive Sales Strategy appeared first on Rattle and Pedal.

What would happen if you blew up sales and marketing altogether? As it turns out, Jenna Pipchuk and Jeff Lowe of Smart Technologies did just that. And amazing things started to happen. The post Blowing Up Sales and Marketing with the Unified Commercial Engine appeared first on Rattle and Pedal.

Conversational Intelligence is the “game tape” for high-performance salespeople. Learn from industry leader, Revenue.io’s CEO, Howard Brown how to apply this game-changing technology to your revenue generation efforts. The post Applying Conversational Intelligence with Revenue.io CEO, Howard Brown appeared first on Rattle and Pedal.