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The Podcast that will help you grow, scale, and exit your professional services firm.
Episodes
Friday Jul 07, 2023
Friday Jul 07, 2023
In this session, member Ken Yager shares how he discovered that his traditional client was not going to get his firm to reach its full potential. Ken shares how he changed his ideal client profile, and as a result, has significantly improved his margins. Attend this session and learn how to adjust your target client profile as your firm progresses along its lifecycle.
Friday Jun 23, 2023
Friday Jun 23, 2023
Scaling boutiques need to build a sales team yet delay doing so because of the perceived risk and expense.
In this session, member Dan Morris shows us how to reduce the risk and ease into it by leveraging fractional sales leadership. Most boutiques use fractional finance, HR, IT, and Legal executives and it may be time for you to deploy the same approach to sales.
Friday Jun 16, 2023
Friday Jun 16, 2023
Moving away from hourly billing leads to better margins, higher client satisfaction, and happieremployees. Yet, many boutique founders are afraid to do it, and do not know how.
In this session, member Sonia Miller-Van Oort shares how she built her 12-person law firm using alternative fee structures.
Friday Jun 09, 2023
Friday Jun 09, 2023
Selling and delivering insight is at the heart of what professional service firms do. Some pro serv firms
have packaged their expertise into research and sell it as a “product” via subscription. Attend this
session and hear how member Mike Ellison has done this and built a 95-person firm in the process.
Friday Jun 02, 2023
Friday Jun 02, 2023
Member Mike Braun started Pivotal Advisors with his brother to get off an airplane and make a living with less stress. One day he realized he wanted more than a lifestyle business. This required the recruitment of the next generation of leaders who wanted a piece of the pie. Mike masterfully created a plan to allow for equity to be shared with the new team. And in the process, he built a legacy, a firm that would last long after he and his brother were gone.
Friday May 26, 2023
Friday May 26, 2023
Power members Eric Weisgarber and Adam Diesselhorst have implemented succession planning at their marketing agency, inspired in part by the Collective 54 book The Founder Bottleneck. As a result, they have identified their high potential employees and are preparing them to take over the firm upon exit. This has allowed them to scale smoothly without the employee headaches and drama found in many firms.
Friday May 19, 2023
Friday May 19, 2023
Member Jeff Pedowitz was one of the pioneers of the SaaS era by driving adoption of marketing automation technology from Eloqua, Marketo and others. This allowed his firm, The Pedowitz Group, to dominate his niche for almost two decades. Now, Jeff sees the next big wave, AI, and he shares with Collective 54 how to ride it all the way to the bank.
Friday May 12, 2023
Friday May 12, 2023
Win/Loss reviews are a powerful way to improve your sales results. Yet, most members are not doing them because they incorrectly think they are hard to do and require lots of time.
In this session, member Brady Jensen, and expert in win/loss reviews will give members the method, tools, and templates to allow them to do this correctly, quickly, and cheaply.
https://www.collective54.com
Friday May 05, 2023
Friday May 05, 2023
The average boutique pro-serv firm is using 10-15 SaaS applications yet none of them talk to each other. This makes it hard to get a true 360-degree view of your firm.
In this session, data warehousing expert and member Aron Clymer will show members how to solve this problem easily, and cost effectively.
https://www.collective54.com
Friday Apr 28, 2023
Friday Apr 28, 2023
Building a sales team inside of a consulting firm is hard. However, it is a requirement if a firm is going to scale beyond a Founder led lifestyle business. Adding to the difficulty, is the need to go through an expensive and time-consuming trial and error period. It takes patience and many experiments before a firm figures out what works for them.
Listen to this episode and hear from Collective 54 member, Scott Arias, how he figured out the model that worked for him. Scott is a war hero, and he has applied what he learned in the Navy to go from $0 to $20+ million in just 14 years. Members are encouraged to attend the exclusive Q&A session with Scott and his more about his inspiring story.