What's Inside... 3 Ways to Strengthen Culture Schedule Your Fall Retreat Working Together 1. 3 Ways to Strengthen Culture Over past few months, we've focused on driving growth across 6 pillars. We will close this series with — People & Culture. Business Development Technology & Infrastructure Products & Services Finances Marketing & Communications People & Culture I've seen that you can have the best strategy in the world, but if your culture doesn’t exist to support it, then it’s likely to...
about 1 month ago • 1 min read
What's Inside... 4 Marketing Must Haves Schedule Your Spring Retreat Working Together in 2026 1. 4 Marketing Must Haves Over past few months, we've focused on driving growth across 6 pillars. We are in the final stretch with — Marketing & Communications. Business Development Technology & Infrastructure Products & Services Finances Marketing & Communications People & Culture For professional services firms, marketing is not sales. Marketing attracts. Business development creates the...
about 2 months ago • 2 min read
It's hard to believe that it's been over 6 months since book launch! You can now read it for free on Kindle Unlimited. Read on Kindle Unlimited Here Over the past 6 months... It's been fun to see what format readers prefer — e-book, paperback, or hard cover — and why. It's been encouraging to hear from readers how it's shaping their journey. And it's been fun to explore the world of creating a product. It's quite different than delivering services, and I've learned a great deal. I could not...
about 2 months ago • 1 min read
What's Inside... 5 Ways to Boost Cash Flow Schedule Your Spring Retreat Working Together in 2026 1. 5 Ways to Boost Cash Flow Happy spring! I hope each of you enjoyed a break and some time away. It's hard to believe Q1 is already over. Over the last 3 months, we've focused on a growth strategy across 6 pillars. Q2 will focus on the remaining 3 pillars starting with — Finances. Business Development Technology & Infrastructure Products & Services Finances Marketing & Communications People &...
2 months ago • 2 min read
What's Inside... Growth by Acquisition Schedule Your Spring Retreat Working Together in 2026 1. Growth by Acquisition Lately, we've focused on grounding a firm's growth strategy across 6 pillars. You can review thoughts on the first two pillars via the links below. Today, we'll discuss one way to grow your firm's services — Acquisition. Business Development Technology & Infrastructure Products & Services Marketing & Communications People & Culture Finance One client recently acquired another...
3 months ago • 2 min read
What's Inside... Technology as a Priority Schedule Your Spring Retreat Working Together in 2026 1. Technology as a Priority When everything is a priority, nothing is a priority. That's why your firm's growth strategy needs to be grounded in a focused set of shared priorities, typically around 6 Pillars of Growth: Products & Services Marketing & Communications Technology & Infrastructure People & Culture Business Development Finance A few weeks ago, I shared about my work advising an attorney...
3 months ago • 2 min read
What's Inside... Making BD a Priority Schedule Your Spring Retreat Working Together in 2026 1. Making BD a Priority Business development is one priority of your firm's growth strategy. Last fall, I shared reflections of the managing partner of a growing law firm. This year, I am advising one of the firm's attorneys as he develops and implements his Practice Area account plan. To start, we took a step back. What is BD? What isn't BD? BD is – Finding and creating new growth opportunities...
4 months ago • 1 min read
What's Inside... Prioritize Client Experience Schedule Your Spring Retreat Working Together in 2026 1. Prioritize Client Experience Happy New Year! I hope you enjoyed a rejuvenating holiday season & 2026 is off to a great start. After almost a month back in the trenches, the holidays seem distant! I had a wonderful time disconnecting and returned to a note from one business service provider that my annual premium was set to increase by 19.33%. Whoa! So, I made some calls. Call #1. Couldn't...
5 months ago • 2 min read
What's Inside... Top 5 of 2025 Harvard Authors’ Bookshelf — 2025 Holiday Reading List Ways to Work Together in 2026 1. Top 5 of 2025 As 2025 winds down, I looked at the data (as I love to do!). Below are the top 5 most-read newsletters of the year — Visualize Your Strategy Lawyer to Leader Lawyer to Leader - Part 2 Everyone's a Data Company 4 Strategies to Boost Cash Flow My hope is that the content is clear, concise, and helpful to grow your business. I'm signing off to rest & rejuvenate....
6 months ago • 1 min read