From the Bike: The Best of R&P

Listening to past episodes of Rattle & Pedal really made me appreciate how blessed Jason and I are with phenomenal guests and listeners. Here are a few of my favorites.

Latest posts

When It’s Time to Reinvent the Firm

When It’s Time to Reinvent the Firm

At some point, the capability, service or consulting model that built your brand becomes commoditized, trite or simply out of fashion in the business world. You have stopped growing and redesigning your logo isn’t going to fix it.  It happened to actuaries at the HR...

Integrity Test

I was in a meeting recently where a leadership team was grappling with their long-term direction. They’re doing what many leadership teams must do – trying to discern how to kick-start growth in their business. It complicates things that they work in the healthcare...

How to Eliminate the Pain of CRM in Your Firm

How to Eliminate the Pain of CRM in Your Firm

Recently, I was in a meeting of senior accounting marketers. As we were discussing challenges, ALL were bemoaning the use of—or the lack of the use of—their firm’s CRM system. I heard complaints like: “It’s like pulling teeth to get our partners to use it. “ “It’s too...

When Your Market Shifts and Kills Your Strategy

When Your Market Shifts and Kills Your Strategy

How do you know when your market is shifting? It is a fundamental question that should be asked in most firms much more often than it is. Signs that your market is shifting include slowing sales, a remix of your service revenue, declining profitability, changing buyer...

A Marketing Manifesto

A Marketing Manifesto

For four weeks, I have the pleasure of being in Rochelle Moulton’s inaugural Instant Authority program with a group of talented professionals from firms big and small.  The goal of the group is to parlay our talents, experiences, and point of view into a one-of-a-kind...

The Black Eye

The Black Eye

Last weekend, I cross-trained on the hockey rink with my bicycling buddies. After nearly two hours of play, I got tangled up with an opponent and went down. While I was relieved to not need dental work or stitches, I was bloody and bruised. My wife was horrified to...

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