January, 2023

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10 Growth Options for Your Consulting Firm in 2023

David A Fields

Your consulting firm exists to help others. You solve your clients’ problems and alleviate the symptoms plaguing them; you help them achieve their aspirations and exceed their objectives. Serving others isn’t enough, though. You probably also have a strong yearning to grow. Consultants, as a rule, are personally and professionally growth oriented.

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Why Buyers Don’t Buy: Sales Mistakes That Cost Consultants New Business

Consulting Success

Do you know why your buyers don’t buy? For the business that you win, why did you win it? And for the business you didn’t win, what made you lose it? Whether you’re a solo consultant or running a large firm, you’ll learn about sales mistakes that are costing you new business.

Sales 264
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Overcoming Entrepreneurial Burnout with Rachelle Stone and Lori Smith

Consulting Matters

If you feel guilty and lazy every time you try to relax, get overwhelmed and easily distracted, want to be more present with your family, and are exhausted, you’re not alone. Millions of intelligent, accomplished people get stuck in burnout. Having your own business isn’t a solution. The solution is to have a business you love that aligns with your total life priorities.

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Creating Buy-in & Facilitating Change Management

UPD Consulting

“Deep and sustainable change.requires changes in behavior among those who do not welcome the change.”. – Douglas B. Reeves. Addressing stakeholder resistance to a new initiative can be daunting and provoke feelings of anxiety in those trying to implement change. That said, organizations and leaders can use a few straightforward strategies to build support and tackle barriers to change for their large-scale initiatives.

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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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Coaching Vs Consulting: What’s The Difference? (With Examples)

Consulting Success

Coaching vs consulting: what are the differences and similarities? In a nutshell… A coach focuses on asking questions and helping the person that they’re working with form their own answers. They also provide accountability to the person they’re coaching. That person is an individual who may or may not be a part of an organization. Coaching Vs Consulting: What’s The Difference?

Examples 289

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Has Progress on Data, Analytics, and AI Stalled at Your Company?

Harvard Business

Four recommendations to ensure your investment strategy drives real business value.

Data 254
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Your Next Mindset Shift as a Consulting Firm Leader

David A Fields

Consulting firm leaders traverse an interesting, attitudinal path, with numerous inflection points. If you’re like the majority of leaders, your thoughts about parts of your consulting practice will shift dramatically as your firm grows. Why is knowing a typical progression important? Imagine two different teams attempt the same escape room (at different times).

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Use a Professional Email Account to Boost Perceptions, Pay, and Profit

Successful Independent Consulting

Conveying a professional image is critical to maximizing pay and profit when you’re self-employed. One of the easiest and most affordable ways to be perceived as a professional is to use a business email address. If you’re using an email that ends with @gmail, @hotmail, or @outlook, or a “fake business email” like JohnDoeConsulting@gmail.com , you’re shooting yourself in the foot.

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Applied Behavioral Economics Rule of Thumb #6: Tap Into the Power of Thinking Architecture Tools To Help People With Decisions

Steve Shu Consulting

Yesterday I outlined five primary areas of behavioral architecture that we would cover during the academic semester. Two prominent ones we covered included choice architecture (e.g., how choices are presented, such as with respect to defaults and number of choice options) and information architecture (e.g., how information is presented, such as percent of salary versus pennies for every dollar you earn).

Tools 195
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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 To Design A Customer Journey In Your Consulting Business With George Bryant: Podcast #275

Consulting Success

Consumers are an essential part of any consulting business. Ensuring they have the best customer journey will help you keep going and growing. How do you consistently deliver an excellent experience to them when they get your services? In this episode, Michael Zipursky welcomes George Bryant, the host of The Mind Of George Show. They discuss how.

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8 Reasons Why eLearning is Beneficial for an Organization

Clarity Consultants

When running a business, you want to ensure that your employees are as trained and knowledgeable as possible. And while hiring the right candidates is important, there are steps you can take to ensure that they are well-equipped for the job–like taking training courses. And while there are countless training courses, choosing the one that is the best fit for you and your business is of utmost importance.

Training 264
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10 Ways to Boost Customer Satisfaction

Harvard Business

Takeaways from an analysis of millions of consumer data points.

Analysis 253
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Three People Who Can Spot Little Things Holding Your Consulting Firm Back

David A Fields

There are a couple of little steps in your consulting firm’s normal routine that are dampening your performance. If you tweaked them just a smidge, you’d attract more prospects, encounter more opportunities, win more valuable projects, delight more of your clients, deliver higher quality in less time, endure less stress, and get along better with … Continued The post Three People Who Can Spot Little Things Holding Your Consulting Firm Back 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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Top 11 Must-Read Project Management Books

Epicflow

Becoming a competent and sought-after project manager is impossible without constant professional development. At the same time, the amount of information in any domain is unprecedentedly huge – courses, books, education websites, blogs, etc. It takes time to familiarize yourself with all these materials, and what is more, their quality isn’t always worthy.

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Applied Behavioral Economics Rule of Thumb #5: Recognize the Possibilities and Perils of Anchors

Steve Shu Consulting

Although I’m no expert in boats, whether you anchor from the bow or stern can have a big impact on outcomes. Do it the right way (based on the design of the boat), you can keep your boat roughly confined to an area. Do it the wrong way, and you could flood, capsize, or sink your boat. When the anchor is up (e.g., removed from use), there are possibilities with a skilled person taking the boat out to new destinations.

Examples 195
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Employee Hiring Strategies For Consulting Business Owners With Brian McComak: Podcast #271

Consulting Success

Choosing the right person to work with you is critical in business. It can be the factor that will drive your business into success or chaos. In this episode, Brian McComak, the CEO and Founder of Hummingbird Humanity, dives deep into employee hiring strategies for consulting business owners. He discusses the repositioning of Hummingbird to. Employee Hiring Strategies For Consulting Business Owners With Brian McComak: Podcast #271 is a post from: Consulting Success.

Strategy 262
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L&D for the New Workplace

Clarity Consultants

Learning and development (L&D) in the workplace is essential for maintaining a capable workforce. It provides opportunities to enhance the knowledge of employees, as well as upskill them to manage future needs. Plus, training is typically a significant part of the onboarding process, ensuring new hires have sound footing before they begin handling responsibilities associated with their roles.

Training 263
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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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8 Strategies for Chief Data Officers to Create — and Demonstrate — Value

Harvard Business

Because the role is poorly understood, CDOs need to show how they add value to their organizations.

Data 50
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What Your Consulting Firm REALLY Wants from a Referral

David A Fields

Are referrals the primary (or only) source of new clients for your consulting firm? Yes. (I can say this confidently, because virtually every consulting firm derives most of its new clients from referrals.) Therefore, it’s worth digging into the whole topic of referrals. Alas, it turns out that there are too many nuances, critical elements … Continued.

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Setting Priorities in a Multi-Project Environment: What You Need to Know

Epicflow

In our hectic world, where you have many irons in the fire, prioritization is the only key to getting things done successfully. The same is true for project management. When you have a dozen projects in the pipeline, you won’t be able to deliver them all successfully without determining what matters most for the moment. However, setting the right priorities can put things in perspective.

Resources 147
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Applied Behavioral Economics Rule of Thumb #4: Embrace the Beauty of Reciprocity

Steve Shu Consulting

This Sunday morning, I tried to spend time thinking about how I could help people. Could I help someone to get a job? Perhaps make a valuable introduction for someone? Give them an insight? I wrote some messages to take action. It felt good to apply energy to that type of effort. Reciprocity is a powerful influence on behavior. The idea is that when you give to someone, they are more likely to be receptive to giving something back in the future.

Journal 195
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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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Exit Strategies To Transition From Employee To Consulting With Dr. Nika White: Podcast #274

Consulting Success

Do you want to transition from employee to consultant? Do you want to know the best exit strategies for doing so? In this episode, Dr. Nika White shares her experiences building a successful consulting business and what it took her to make such a transition. She’s here to help many people who are just starting to. Exit Strategies To Transition From Employee To Consulting With Dr.

Strategy 246
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How to Change Your Training Programs for the “New Normal”

Clarity Consultants

As a result of the pandemic, an increasing number of employees work remotely, either entirely or at least part of the time. As a result, in-person training isn’t as efficient of a solution. Instead, companies need solutions that allow them to introduce materials and knowledge to disperse workforces. Additionally, they need to take steps to ensure engagement, leading to better knowledge retention.

Training 130
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Where Is Tech Going in 2023?

Harvard Business

Six trends that will define the next year, according to McKinsey experts.

McKinsey 249
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What Clients REALLY Want to Know About Your Consulting Firms’ Approach

David A Fields

May Bezold, EVP of the Post-Revelry division at Back2Work, Inc., has asked your consulting firm for a proposal. You know from experience that if you share too little of your approach, a prospect like May won’t sign. However, sharing too much detail also leads to problems. What’s the right amount of information to share about … Continued. The post What Clients REALLY Want to Know About Your Consulting Firms’ Approach appeared first on David A.

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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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Managing Resources in a Multi-Project Environment: Common Challenges and Ways to Solve Them

Epicflow

Efficient resource management is at the heart of efficient delivery of projects and business performance in general. But in a multi-project environment, it can be incredibly challenging to allocate and manage employees in such a way that they have a balanced workload, are productive, and ensure seamless delivery of all projects. . What resource management challenges are typical for a multi-project setting?

Resources 130
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Rule of Thumb #3: Build a Behavioral Team in Touch with Their Feelings

Steve Shu Consulting

Our waitress pleasantly asked, “Would you like small or vacation sized cocktail?”. These were potent words that nudged my wife and I to select 16oz versus 12oz drinks just the other day. We’ve been in the Caymans on vacation, on a “Cay-vay-tion”. More than thirty years ago, I principally thought like a traditional engineer. 12oz is 1.5 cups. 16 oz is 2 cups.

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Cybersecurity For Consultants & Small Consulting Firms: Action Plan

Consulting Success

Across all industries, cyber-attacks are on the rise. “Supply chain” risk has been singled out as one of the biggest threats. And as consultants, we’re part of that supply chain. (Listen to the podcast version of this in-depth article here) The reason why it’s such a big risk? Most solo consultants and small firms invest. Cybersecurity For Consultants & Small Consulting Firms: Action Plan is a post from: Consulting Success.