December, 2022

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Goal Setting for Consultants: 5-Step Checklist To Achieve Your Goals

Consulting Success

Let’s discuss goal setting for consultants — and how to actually acheive the goals you set. As an ambitious consultant, you might think that achieving your goals is about choosing your target, and simply staying the course But after running a consulting business for many years — and coaching many other consultants — I’ve discovered. Goal Setting for Consultants: 5-Step Checklist To Achieve Your Goals is a post from: Consulting Success.

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An Easy Way to Ensure Your Consulting Firm’s 2023 is Amazing

David A Fields

Heading into the new year, you probably have goals, aspirations, plans and tactics in mind for your consulting firm. You want to win more clients, earn higher fees, work less, and, in a daring twist, say “No” to bad prospects. The last thing you need is another complex initiative or competing goal on your plate. … Continued. The post An Easy Way to Ensure Your Consulting Firm’s 2023 is Amazing appeared first on David A.

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Now Is the Best Time to Raise Your Rates

Successful Independent Consulting

Thanks to inflation, everything is more expensive now. Seems like a good excuse to raise your rates, and now is the perfect time. The easiest time to raise your rate is on the cusp of something new — a new year, a new project, a new client. With the new year just around the corner, now is the time to inform your clients that your rates will be going up next year.

Policies 195
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The Disney Approach to Organizational Consulting with Harold Hill and Luis Marrero

Consulting Matters

Want to know how to become a highly effective organizational consultant…the Disney way? Today's guests are my treasured colleagues Harold Hill and Luis Marrero. The three of us worked together as internal consultants at Walt Disney World before starting our consulting and coaching businesses. I'm not going to lie – this conversation was some of the most fun I have had on the podcast.

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State of AI in Sales & Marketing 2025

AI adoption is reshaping sales and marketing. But is it delivering real results? We surveyed 1,000+ GTM professionals to find out. The data is clear: AI users report 47% higher productivity and an average of 12 hours saved per week. But leaders say mainstream AI tools still fall short on accuracy and business impact. Download the full report today to see how AI is being used — and where go-to-market professionals think there are gaps and opportunities.

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How Personal Growth Leads to Growth in Your Consulting Business with Whitney Johnson: Podcast #270

Consulting Success

The path to success may have several disruptions along the way. Although these disruptions may be an impasse, stepping back to slingshot forward can help you succeed. In today’s episode, Whitney Johnson, the founder of Disruption Advisors, takes a deep dive into how personal growth leads to growth in your consulting business. Whitney explains the. How Personal Growth Leads to Growth in Your Consulting Business with Whitney Johnson: Podcast #270 is a post from: Consulting Success.

More Trending

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ChatGPT and How AI Disrupts Industries

Harvard Business

A look back at the taxi business illustrates what OpenAI’s newest model might mean for creative work.

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Why YOU Are the Gift This Holiday

David A Fields

A lot of folks give and receive presents this time of year. Games, chocolates, electronics, more chocolates, cars (so the car advertisers would have you believe) with trunks full of chocolates. As a consulting firm leader, you’re standing at a gift-giving nexus. Your consulting practice is a veritable cornucopia of gifts. Below are a dozen … Continued.

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Howard Marks’ Memo Spotlights Major Shift in Investing Approach, Raises Behavioral Considerations

Steve Shu Consulting

Howard Marks has written a quite a remarkable memo that will be impossible for me to do the proper justice on. However, here are few key highlights from his memo : He shares perspectives having been in investing for 53 years. He has seen two major sea changes during that time. One sea change included the evolution of the bond market in the late 70s and most importantly, a shift in investor mindset to thinking about risk and return (which was not the way investors thought about investments back t

Finance 30
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Top Power Skills Every Organizational Consultant Needs

Consulting Matters

What are the top power skills that every organizational consultant ought to have? Today, I want to connect more specifically with those building an organizational consulting or coaching practice not just because of the money but because they want to make a difference. I'm sure you have personally lived through those 70-hour workweeks that took you from your hobbies and time with your family.

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Less Stress, More Success: Accounting Best Practices & Processes for 2025

Speaker: Duke Heninger, Partner and Fractional CFO at Ampleo & Creator of CFO System

Are you ready to elevate your accounting processes for 2025? 🚀 Join us for an exclusive webinar led by Duke Heninger, a seasoned fractional CFO and CPA passionate about transforming back-office operations for finance teams. This session will cover critical best practices and process improvements tailored specifically for accounting professionals.

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How Consultants Build A Fearless Culture With Gustavo Razzetti: Podcast #268

Consulting Success

The workplace is never fixed, especially after the pandemic; it forces individuals to shift and adapt. Businesses that refuse to adapt are left behind. This episode with Gustavo Razzetti, the author of Remote Not Distant, enlightens us on how consultants build a fearless culture. He addresses the areas of culture to connect you with your. How Consultants Build A Fearless Culture With Gustavo Razzetti: Podcast #268 is a post from: Consulting Success.

Culture 278
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Instructional Design and ROI

Clarity Consultants

A fundamental part of determining training options for a workforce is to ensure a suitable return on investment (ROI). Typically, the goal is to generate enough value from a learning program to offset any associated costs, functionally leading to a net gain. In many cases, determining the ROI of training solutions and programs is initially challenging.

ROI 246
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Bringing Caste into the DEI Conversation

Harvard Business

As companies increase their global footprint, they must also expand their definition of DEI.

Company 254
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The Optimal Revenue Mix for Your Consulting Firm in 2023

David A Fields

You have probably set a revenue target for your consulting firm for the coming year. Good on you! Now, position your consulting firm for an even better year by considering the mix of your revenue. Your consulting firm’s revenue mix is simply the composition of the dollars (or euros, pounds, shekels, yuan, etc.) your firm … Continued. The post The Optimal Revenue Mix for Your Consulting Firm in 2023 appeared first on David A.

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PowerPoint Best Practices for Creating Stellar Presentations

Mastering data visualization in PowerPoint will help accelerate your career because it positions you as someone who can present data that drives business decisions forward. think-cell's PowerPoint Best Practices eBook was created specifically for professionals aiming to master the art and science of data-driven storytelling. What’s inside: Practical Insights: Uncover valuable tips for crafting engaging and persuasive presentations.

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Update on Behavioral Economics Advisory

Steve Shu Consulting

A short update separate from my academic work: I expect to have a somewhat rare opening in 2023-2026 to take on a behavioral economics advisory relationship with a new client in retirement, wealth management, or investment management. Please feel free to contact me to discuss further.

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Top Solutions Every Consultant Ought To Know

Consulting Matters

Today, I'm sharing the top solutions that every consultant should know. Do you have a goal of growing a high-impact, high-income consulting business? Do you want the control it will give you over your career, to make great use of your experience, and to make a difference? Here's the problem – especially if you're brand new, you probably have a misconception of what a consultant does.

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How To Find The Joy In Consulting Sales With Rene Rodriguez: Podcast #269

Consulting Success

Keynote speaking requires a unique skill set. It’s not an easy job, but how can you find joy in speaking and consulting in sales? Here to share his story is Rene Rodriguez. Rony is a best-selling author, keynote speaker, leadership advisor, and transformational speaker coach. In this episode with host Michael Zipursky, he shares insights. How To Find The Joy In Consulting Sales With Rene Rodriguez: Podcast #269 is a post from: Consulting Success.

Sales 246
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The Best Project Management Tools for L&D

Clarity Consultants

Learning and development (L&D) professionals rarely handle projects entirely independently. Instead, it’s far more common to work as part of a larger L&D project team. As a result, having reliable tools to coordinate efforts, track deliverables, and streamline communication is typically essential. While there are plenty of project management software solutions that can work well for any industry, they may not include functionality that L&D teams may need to tackle projects.

Tools 201
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Savings Consultants Are Needed in Today's Market More Than Ever

Savings Consultants are needed in today’s market more than ever. With an increase in expenses, businesses are looking for opportunities to save. Often unknown to businesses are savings in expense reduction, specialized tax savings, specialized savings including medical underpayments, health benefits cost reduction, zero cost processing, and more. Blue Coast Savings, with over 20 years in business, assists Savings Consultants in helping these companies move toward more profitable businesses.

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ChatGPT Is a Tipping Point for AI

Harvard Business

The ability for anyone to produce pretty good text and code on command will transform work.

Data 50
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What Your Consulting Effort is Worth to Clients. A Surprising Analysis

David A Fields

Should your consulting firm be rewarded for your hard work on behalf a client? The simple answer is: No. The more nuanced answer is, “Mostly not.” We’ll get to that in a minute. The confusion between effort and money-owed runs rampant on both sides of the consulting table. Clients often believe they are paying for … Continued. The post What Your Consulting Effort is Worth to Clients.

Analysis 221
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Working Draft of Artificial Intelligence (AI) Notice for University Classes

Steve Shu Consulting

Based on the recent ChatGPT events that have rocked the world, here’s a baseline working draft of an AI notice that I will use in some of my classes at Cornell. It presumes that AI will be used more and more over time and that as teachers we’ll have to figure out how to balance the performance and educational integrity tradeoffs. “Students may use artificial intelligence (AI) technologies for support purposes with their writing assignments and projects (e.g., fine-tuning language) but not for wr

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Top 5 Must-Have Capabilities of a Multi-Project Resource Management Solution

Epicflow

Selecting a resource management solution suitable for work in a multi-project setting is a responsible mission. Its features should help project and resource managers address all the complexity of managing shared resources and facilitate their efficient utilization. . What functionality should you pay attention to when choosing a multi-project resource management solution?

Resources 130
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TOOLS and METHODOLOGIES for developing DECISION SUPPORT PACKAGES

This White Paper targets opportunities for Management to develop proficiency in the Decision Framing and Analyses element of input to Decision, & Risk Analyses for Major Project Funding Decisions.

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What To Do After Consulting: How To Become An Entrepreneurial Consultant

Consulting Success

If you’ve been working at a consulting firm, and are now ready to strike out on your own, you might be wondering what you should do with all of your consulting experience. Maybe you’re feeling tired of being a road warrior, traveling to and from client sites at the expense of time with your family? What To Do After Consulting: How To Become An Entrepreneurial Consultant is a post from: Consulting Success.

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Upskilling your Organization to Increase Engagement and Retention with Expert Instructional Designers

Clarity Consultants

When you hire new employees, you evaluate their prior experience, compare their skills to your needs, and decide to add them to your organization. There is a match between what they offer and what the company needs. But talented individuals are only satisfied in one place for a short time. They seek opportunities to take on increasingly complex challenges, enhance their skills and make a more significant contribution to the organization.

Training 130
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Toward Fairer Data-Driven Performance Management

Harvard Business

Companies are awash in people analytics — but that data rarely translates into trustworthy markers of performance.

Data 246
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Planning – Not an Optional Extra!

Effective Managers

Planning is not an optional activity for managers. And whether you are managing a front-line team or the Head of an organization, you are a manager. The head of the organization has the strategic plan which is also their personal plan. Everyone else in the organization who is accountable for a team must also have a plan. Why? Without a plan, the manager of a team is like a paper boat in a creek.

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Why You Need to Use Case Studies in Sales and Marketing (and How to Start Now)

Case studies are proof of successful client relations and a verifiable product or service. They persuade buyers by highlighting your customers' experiences with your company and its solution. In sales, case studies are crucial pieces of content that can be tailored to prospects' pain points and used throughout the buyer's journey. In marketing, case studies are versatile assets for generating business, providing reusable elements for ad and social media content, website material, and marketing c

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The Fastest Way to a Promotion

CaseInterview.com

The easiest way to get promoted is to do the following: 1) Choose an employer that’s growing and in constant demand for new people. 2) Master your own job. 3) Develop preliminary competence in the job above you. 4) Volunteer to do the least enjoyable parts of the job above you ( before you’re promoted). Let me explain why each step is important. 1) Choose an employer that’s growing and in constant demand for new people.

Software 111
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Eating an Elephant One Bite At a Time: Deliverables in Project Management

Epicflow

We all know how difficult it can be to approach a large new endeavor. For example, standing in the middle of a messy house may seem overwhelming, but if you tidy the rooms one by one, the cleaning up will turn out to be quite manageable. . The same is with project work – the final outcome should be divided into smaller pieces of work (deliverables), each of which will contribute to achieving the end project goal.

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Driving Social Change Through Your Consulting Business with Kindred Motes: Podcast #267

Consulting Success

Did you know that there are a lot of ways for marketers and consultants to create massive impact and help make the world a better place? In this episode, Kindred Motes shares his journey in philanthropy and how he realized that individuals across different industries could use their skills and expertise to drive social change. He is. Driving Social Change Through Your Consulting Business with Kindred Motes: Podcast #267 is a post from: Consulting Success.