November, 2022

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Secrets of Consulting Excellence

Consulting Matters

Ready to take your place as a trusted advisor and strategic partner to the C-Suite? Today, I am sharing my secrets to working with the C-Suite in this first episode of my new Organizational Consulting 101 Series. More and more people want to leave corporate to start their own consulting or coaching businesses for so many reasons: They want control over their career, time, and earning power.

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Inflation vs. Recession. The Fee Trap for Consulting Firms

David A Fields

Oh wow, you’re a contestant on the new game show, Set Your Fees! Let’s listen in on the cheesy announcer. He seems to be giving you a choice of three doors.… “Door #1 is sponsored by Recession. Faced with uncertain revenues and reluctant prospects? Lower your consulting firm’s fees, to help you lock in projects! … Continued. The post Inflation vs.

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Every Solopreneur Should Know Their Why

Successful Independent Consulting

Solopreneurship is not the right career choice for everyone. You have to do things you’ve never done before and push your boundaries, all while trying to earn a living. It takes courage, persistence and grit because fear, uncertainty, and doubt—FUD—is always lurking, trying to coax you back to the safety of a “real job.” That’s why it’s extra important to understand why you’re taking the path of self-employment.

Exercises 195
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Planning Your 2023 Projects and Projections

Kai Davis

As a friend reminded me this morning, there are only 31 days left in 2022 ( ). What do you want your 2023 to look like in terms of projects, clients, and projected revenue? Here’s how I approach answering that question and plotting out my projects and projections for the coming year. Projecting Projects and Profit. In addition to the habit of doing an annual review ( [link] ), I think it’s helpful to sit down and plan out what you want next year’s projects, projections, and profits to look like.

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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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Celebrate This Year’s Wins to Set Up Next Year’s Successes

Makarios Consulting

It’s that time of year again – the time when leaders review the past year, frequently introducing the task with phrases like “What are the lessons learned?” or “Where can we do better?” or even “Let’s sit down and do a postmortem.” Such sober reflection is important – critical, in fact, for business success. But to really end the year well and set yourself up for a great start in the new year, we encourage you to pair reflection with its oft-neglected sibling: celebration.

Meeting 77

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How to Best Manage an L&D Project

Clarity Consultants

When you’re overseeing a learning and development (L&D) project, ensuring it heads in the right direction every step of the way is essential. If you’re regularly running into issues during that journey – be it missing deadlines, going over budget, or not achieving the desired outcome – revamping your approach is essential. Fortunately, embracing the right best practices makes a significant difference, and most aren’t difficult to implement.

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Bad Data Is Sapping Your Team’s Productivity

Harvard Business

Mislabeled, missing, or incorrect information creates more work for everyone.

Data 249
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Exactly How Much Effort to Put Into Your Consulting Firm’s Proposals

David A Fields

Good news: your consulting firm has been asked to submit a proposal by Phil Yerwiech, CEO of herb eradication giant, Thyme Begone. Bad news: developing that proposal will consume time, and you’re already busy. What’s the most effort your consulting firm should invest in developing the proposal and/or proposal presentation? It depends. Before we establish … Continued.

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Cornell University AEM 6150 Spring 2023 – Applied Behavioral Economics in Finance and Marketing

Steve Shu Consulting

The fall semester has really flown by. We’re in the final stretch. Thanks to all of the students in my research methods class. What hasn’t killed you has made you stronger. Lol. I am already mentally trying to prepare for spring teaching. Here’s a short pitch slide for students considering taking my AEM 6150 course on applied behavioral economics.

Finance 39
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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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Be Solopreneur Savvy: Insist on a 1099, not a W-2

Successful Independent Consulting

"As a solopreneur, does it matter how I get paid?” Absolutely! In the U.S., being paid on a 1099 tax basis as a business instead of on a W-2 tax basis like a temp worker makes a huge difference to your profitability for two key reasons: You can pay less tax. You can save more for retirement. Here’s how I figured this out. Several years ago, as a solopreneur I did my taxes two ways using TurboTax software.

Software 195
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Never Cold Call Again: How to Get More Referrals for Your Consulting Practice

Consulting Success

Wondering how to get more referrals for your consulting practice? In his book Permission Marketing, Seth Godin explains that there are two forms of marketing: Interruption Marketing: the old, intrusive marketing methods where you interrupt your potential client. Permission Marketing: marketing methods where you draw potential clients in — inviting them to listen to your.

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The Pair of Hands Trap: What Keeps Consultants From Strategic Client Partnership

Consulting Matters

Today I'll discuss the positioning traps that hold consultants back from their impact and earning potential. To set the context for what I mean by positioning traps – I need to take you back in time to 1997 when m y mentor and professor told me – people don't get what you do and what you can offer as an organizational consultant. His feedback was impactful; I will share what he taught me to do and the powerful results!

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How Bullying Manifests at Work — and How to Stop It

Harvard Business

It’s a systemic problem that requires systemic solutions.

How To 232
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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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The ONLY Thing You Need to Start a Consulting Firm

David A Fields

As a consulting firm leader you encounter youngsters and corporate folks who gaze on your practice with admiration and ask you what it takes to start a consulting firm. Your answer can be refreshingly simple. A simple Google search reveals 13.83 bazillion gurus and marketers who offer tidy packages and courses for startup consultants. They … Continued.

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Talk at Hong Kong University of Science and Technology on Behavioral Finance

Steve Shu Consulting

In March 2023, I will be guest speaking to DBA students at Hong Kong University of Science and Technology about implementing behavioral finance initiatives in corporations, an area that I have worked in for more than a third of my three-decade-some working career. Much thanks to Prof. Anirban Mukhopadhyay for inviting me. While the details are still to be worked, I plan to cover a number of case studies relative to retirement, FinTech, wealth management, and investment management firms.

Finance 30
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Project Management: What an L&D Professional Needs to Know

Clarity Consultants

During a typical workday for learning and development (L&D) professionals, handling projects is often part of the equation. As a result, understanding critical aspects of project management is essential for everyone working in the field. By focusing on the primary components of project management, it’s easier to cover all of the necessary cases.

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How To Build An Elite Consulting Business With Brian Oulton: Podcast #265

Consulting Success

Everybody strives hard to become successful. But what does a successful consulting look like? In today’s episode, Brian Oulton, a top consulting coach, reveals everything. He shares his path of business development through pivoting from the challenges he faced. As a consultant, Brian discusses that you must market some potential clients. Because marketing and sales.

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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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How To Explain What You Do with Clarity and Confidence

Consulting Matters

Have you ever gotten tongue tied when someone asks you what you do? I know I have! Today, I’m wrapping up my "Brand You" series by sharing tips and a script that gets people curious and excited about what you do. "What do you do?" Is one of the first questions people ask, literally everywhere you go - networking events abound. And each time you go to the grocery store, meet neighbors, go to the kids' soccer match, attend holiday parties, it is a chance to meet clients or people who know yo

How To 156
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How Great Leaders Communicate

Harvard Business

Four strategies to motivate and inspire your team.

Strategy 230
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10 Rules to be Happier as a Consulting Firm Leader

David A Fields

You don’t have to run a consulting firm, you know. You could return to a corporate role or enter an entirely different profession like law, accounting or dairy farming. If you’re going to lead a consulting practice, consulting should make you happy. Just sayin’. Most consultants I encounter seem to enjoy the profession. After all, … Continued.

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Epicflow Updates: Advanced Task and Load Management with a Task List’s Group Tab

Epicflow

Our mission is to simplify multi-project resource management, help project teams be maximum efficient, and let companies grow by intaking more orders and delivering their initiatives faster and cheaper. Task and workload analysis is an essential element of efficient resource management in a multi-project environment, which is why we’ve enhanced some of our Task List features.

Groups 147
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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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The Four Most Prevalent Models for Instructional Design

Clarity Consultants

When you’re creating new training or coursework, choosing an instructional design model is typically essential. The selected methodology gives you a core framework, guiding the process and ensuring critical steps aren’t overlooked. While there is a wide array of options, specific strategies are more commonly used than others. Here’s a look at the four most prevalent models for instructional design. 1.

Analysis 147
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How To Create Winning Consulting Strategies With Roger Martin

Consulting Success

Want to learn how to create winning consulting strategies? Then this episode is for you! Roger Martin, a trusted strategy advisor to CEOs worldwide, shares his journey and tips on navigating various scenarios and personalities to achieve a successful outcome for your consulting strategy. Join us in learning from his next-level experiences and what makes.

Strategy 264
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Stop Boring Strategic Plan Updates

Leadership Planning with Liz Weber CMC

An association executive director asked during a recent coaching conversation, “Am I doing something wrong, or why are the strategic plan review meetings I hold with my senior staff so boring? My Director of Operations said yesterday, ‘It feels as if all we’re doing is tracking stuff so we can mark it off this […]. The post Stop Boring Strategic Plan Updates appeared first on Weber Business Services, LLC.

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The Emotional Labor of Being a Leader

Harvard Business

Many organizations fail to adequately prepare leaders for — or support them in — this critical part of the job.

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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 Decider vs. The Critic

CaseInterview.com

Any time a decision needs to be made, two roles often emerge. There’s the role of the decider versus the role of the critic. Anybody can be a critic. If a critic criticizes and is wrong, rarely does anybody go back and blame the critic. For the critic, there is no downside to criticizing. A critic only has to say your idea stinks. He doesn’t have to come up with a better idea.

Policies 103
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Creating a Work Breakdown Structure: What You Need to Know

Epicflow

Initial project phases play an important role for the success of further project management work. One of the essential activities as part of these phases is developing a work breakdown structure that becomes the basis for other project management documents and processes. . What are the other functions of a work breakdown structure and how to create a comprehensive WBS that will contribute to a seamless project work?

Resources 130
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Faster Management Decisions Can Lead to More Ease and Better Results, Part 4

Johanna Rothman

If we want more ease and better results, we need to be able to change when the world changes. Yet, we don't always notice these changes, so we don't create options and experiment. Too often, we feel as if the world drags us down. We double-down on what we've been doing. Instead, we need to generate options and see where we might experiment. When we do, and we learn something, we might feel better about our circumstances and become more open to change.