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The Apotheosis of the Hero: Tips for getting CEOs to make Buying Decisions

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As I’ve spoken with more members of Collective54 about their Go-To-Market strategy, there is a common theme. Their primary Buyers, their Heroes, are typically C-level executives, but rarely the CEO. This is true of professional services generally, as CFOs, COOs, CIOs and CHROs dominate the landscape of Buyers. Proserv firms vary in their capability to engage and stay relevant with CEOs. If you are wondering how effective your team is at engaging CEOs, there are two leading indicators to look for.

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Screwing Up & What you Learn From It

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Growth. It’s the one constant we’re all chasing. More revenue. More Income. Higher valuation. Etc, etc,etc.
However, it doesn’t always go according to plan.
2023 saw a new high for my company as we increased revenues and income by almost 50% over the previous year. It was an exciting time that I – in my infinite wisdom – thought would go on. Because of course it would. Right?

Pro Serv Blogs

Rethinking 2026 Growth Planning: Why Brands and Pro Services Firms Need a Journey-First Strategy

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In a market where visibility is fractured and trust is earned in milliseconds, how you plan for growth in 2026 will determine whether you lead or fall behind.
From May through August, most executive teams, whether at brands or professional services firms, are knee-deep in building strategies and budgets for the coming year. But many are using outdated models: departmental budgets created in isolation, growth projections rooted in past performance and plans that treat customer experience as a byproduct rather than a priority.

Pro Serv Blogs

Why B2B Selling Needs a Transformation to ‘Trusted Advisor’

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By very definition, salespeople sell. But here is the paradox: buyers do not like being sold to. In fact, only 29% of buyers say they prefer to talk to a salesperson when making a purchase. Meanwhile, 62% would rather consult a search engine (HubSpot). That is a striking indictment of traditional sales, and the experience buyers are having with selling organizations.

Pro Serv Blogs

Operational Excellence in Conversion: The Discipline Behind a Seamless Customer Experience

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In today’s rapidly evolving financial landscape, banks and credit unions are under more pressure than ever to modernize their technology stacks and streamline operations. Whether upgrading core systems, migrating digital platforms, or integrating newly acquired entities, one constant remains: the need for disciplined, precise execution of conversion activities. At Smith Consulting Group, we’ve guided dozens of institutions through these mission-critical transformations, and we’ve seen firsthand that operational excellence is the cornerstone of successful change.

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