Referral Genealogy and Developing the Proper Referral Mindset with Brian...
Brian shares how to think about referrals, trace the genealogy of our best referral partners, and balance the critical push/pull of both giving and asking for them. The post Referral Genealogy and...
View ArticleBi-centennial: A Look Back at the Hits, “Near Misses” and Lessons Learned...
Jeff and Jason look back at the “killer” insights, occasional misteps, and the most important things they’ve learned from 5 years of podcasting. The post Bi-centennial: A Look Back at the Hits, “Near...
View ArticleIntellectual Capital: How to Make an Idea Truly Transformative
Jason and Jeff welcome expert speaking advisor, Art Zards, to explain why some ideas break through and transform the world around us. And, why others die before the applause even ends. The post...
View ArticleFortitude: The Key to Sustained Marketing Success
In many firms, Marketing fails because leadership prematurely gives up on its strategy. In this episode, Jeff and Jason break down why firms quit too soon and how to cultivate the virtue of fortitude...
View ArticleWho Should Be Your Firm’s Thought Leaders?
Picking the right “faces” for your firm is critical to the success of your growth strategy. Jeff and Jason discuss the characteristics of the best thought leaders. The post Who Should Be Your Firm’s...
View ArticleThe Antidote to Crappy Buyer Personas with Jim Kraus
Most buyer personas are little more than fictional avatars. Jim Kraus, President of the Buyer Persona Institute, shows us how to develop a persona that helps you truly understand the buyer and buying...
View ArticleSegmentation: The Marketing Foundation Firms Seldom Get Right
It’s the essence of strategy and the basis of everything—culture, hiring, IP, marketing, sales and client service—Segmentation. Most firms get it wrong. Here’s how to get it right.The post...
View ArticleWhy People Don’t Understand Data and What to Do About It with Bill Shander
Data visualiation expert Bill Shander joins the show to talk about why people don’t understand data, how to increase the data literacy of your teams, and how to shape a compelling POV using data.The...
View ArticleMarketing Channels: Which Ones are the Right Ones for Your Firm
SEO, podcasts, conferences, advertorials, blogs … so many marketing channels to choose from. But which ones are right for MY firm?The post Marketing Channels: Which Ones are the Right Ones for Your...
View ArticleWinning the Battle for Mindshare When the Competitor is a Bot
AI is changing both how clients seek solutions to problems and how they vet firms to hire. Jeff and Jason wrestle with these changes and offer a clear path forward for firm leaders and marketers.The...
View ArticleCROs, CCOs, CXOs? The Changing Role of the CMO with Denise Dahlhoff of The...
There are some new members hanging around the C-Suite of a lot of corporations. How’d they get there and why? Denise Dahlhoff shares her latest research unpacking the trend and what it means.The post...
View Article2025 Marketing and Growth Priorities. Are They New or Evergreen?
From changing regulations to AI and finding better ways to connect with clients, Jeff and Jason set strategic priorities for professional services firms in 2025.The post 2025 Marketing and Growth...
View ArticleA Peek Inside The Tercera 30 with Chris Barbin and Michelle Swan
Chris and Michelle join us to talk about Tercera’s strategic investments in thought leadership and break down the release of the firm’s research, the Tercera 30.The post A Peek Inside The Tercera 30...
View ArticleThe Tercera 30 Market Movers and Partners with Bill Magnuson, Co-Founder and...
What does a great software + services firm partnership even look like? Bill Magnuson of Braze and Michael Burton of Stitch show us, real-time.The post The Tercera 30 Market Movers and Partners with...
View ArticleHow to Hire Agencies for Results NOT Deliverables
In this episode, Jason and Jeff discuss different types of agency-client relationships and offer perspective from both sides on how both agencies and the companies who hire them can have a better...
View ArticleAre You Managing a Brand? Or Minding a Legacy?
When you’re trying to build a legacy you’re focused farther out than meeting this year’s numbers. You’re focused on shaping how the marketplace views what it is you do. In this episode, Jason and Jeff...
View ArticleCoining the Key Speech: A Conversation with CEO Gil Hantzsch of MSA
Gil Hantzsch, CEO of MSA Professional Services, joins Jason Mlicki to talk about the key speech he delivered to his employees to share his vision for the firm while in the midst of a rebrand.The post...
View ArticleStupid Sh*t Marketing Should Not Do
Pardon our language, but we’ve come across a lot of things that get thrown on marketing’s plate in professional services firms that simply shouldn’t be there. They’re either a waste of resources, they...
View ArticleSmart Sh*t Marketing Should Do
Last week we talked about the stupid things marketing shouldn’t be doing in professional services firms. So what are the smart things marketing should be doing to help their firm grow? Let’s take a...
View ArticleMoving from Stupid to Smart
Feel like you’re stuck doing stupid stuff and wondering how to move to the smart list? This episode wraps up the series on stupid and smart things for marketing to do. Jason and Jeff offer advice for...
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