Resources for prudent managers
Resources for top management of Professional service firms
Browse through these resources available for free. We’re creating these tools and resources for top management of the following professions: accounting and finance, law, engineering and design, tech, marketing, creative, and consulting.
Published articles in professional service journals and magazines
- FPA’s Journal of Financial Planning: Designing Service Offerings with Client Motivations and Value Elements in Mind
- LMA’s Strategies & Voices: Beneath the Service: What Law Firm Clients Really Buy
- CPA Journal: Marketing approach to Talent management
- ABA Journal: Why Differentiation is your firm’s Responsibility
- LMA’s Strategies & Voices: How to Identify and Fire Unprofitable Clients
- Accounting Today: Identifying Best-fit clients at a CPA firm
Publicly available Webinars
- NYSSCPA: Tech Session: Identifying and Dealing with Bad-Fit Clients
- YouTube recording: Part 1 of 2: How to identify Bad-Fit Clients at a Professional service firm
- YouTube recording: How to choose the right Website for your Professional Service firm
YouTube videos
- Eight Sales Rep types and a crazy prediction about a new book
- Jobs-to-be-done (JTBD) framework: know when it Works & Fails
- How to think about positioning your professional service firm
- Why employee training often fails
- Vision & Mission and firm’s Financial performance
- Powerful Mission, Vision & Purpose statements
- Going fully Remote v getting back to Office
- Marketing content-channels
- Third component of good Positioning
- Seven ways to create a professional website