New Client Pathways: Survey Findings

View/Download PDF In April 2020, while we were in the early stages of the COVID-19 work-at-home period, I conducted a market survey via LinkedIn to better understand where new client business originates. For a long time I had a been working on a hypothesis I called New Client Pathways. From my own experience and observations  [...]

New Client Pathways: Survey Findings2020-05-05T17:13:48+00:00

Strengthening Client Relationships: 3 Things You Can Do Today

Hi, friends: Seeing an image of two colleagues having coffee seems so distant today.  I have missed these personal, one-on-one interactions the most during this global COVID-19 pandemic.   When we get back to the new normal, I hope that I won't take these seemingly simple aspects of life for granted. Those of us in professional [...]

Strengthening Client Relationships: 3 Things You Can Do Today2020-04-22T17:19:35+00:00

New Client Pathways: A Quick Market Survey

  Hi, friends and colleagues: I am reaching out to invite you to participate in a quick survey that I'm conducting for my new book, How To Win Client Business, scheduled for publication by Wiley in Q1/2021.  This anonymous survey is focused on understanding the most common pathways for new client business in consulting and professional [...]

New Client Pathways: A Quick Market Survey2020-04-01T20:48:15+00:00

Book Announcement: How To Win Client Business

  Hi, friends: I'm very excited to announce that I have a new book scheduled for publication with Wiley in early 2021.  The title of my new book is How To Win Client Business.  My target readers are mid-career professionals (consulting, accounting, law, engineering, finance, marketing, etc.) with aspirations of becoming partner in his/her firm.  [...]

Book Announcement: How To Win Client Business2020-02-11T19:28:11+00:00