Episode 240 – From Chaos to Cruise Control: How Hiring the Right COO Can Transform a Firm– A Member Case with Lori Turner-Wilson
Many founders wait too long to hire their #2—or worse, they hire the wrong one. In this session, a Collective […]
Pro Serv Podcasts
Episode 239 – From Startup to Standout: How One Founder Used Authority to Build an Enduring Firm– A Member Case with Adam Witty
Adam Witty launched Advantage Media at 22 with no corporate track record, no funding, and no fallback plan. Two decades
Episode 238 – Proposals That Win: How Boutiques Create Urgency and Position Themselves as Market Leaders– A Member Case with Perceptis
Every boutique founder faces five types of competitors: doing nothing, internal resources, other boutiques, market leaders, and “other” solutions. Proposals
Episode 237 – When to Expand Your Service Lines: Breaking the Short-Term Engagement Trap to Drive Growth– A Member Case with The Maker Group
Most boutiques launch with a single high-margin service line, but that model often hits a ceiling. In this episode, members
Episode 236 – From AI Assistant to Digital Staffer: Scaling Boutique Firms with Agentic AI – A Member Case with Alex Bratton
Most boutique firms are experimenting with AI assistants, but few have operationalized AI in a way that drives measurable business
Episode 235 – Transforming Revenue Streams, Part 2: Hardening Recurring Revenue – A Member Case with Brick Thompson
Last year, Brick Thompson, Founder & CEO of Blue Margin, shared how his firm left behind project work to launch
Episode 234 – From Aha Moment to Breakthrough Growth – Member Case with Justin Nassiri
Justin Nassiri, Founder & CEO of Executive Presence, shares how a few pivotal decisions reshaped his firm’s trajectory and revealed
Episode 233 – Deep Client Relationships Drive Growth – Member Case with Khalid Mokhtarzada
Khalid shares how his firm built a referral engine by prioritizing authentic client engagement and delivering consistent value. He explains
Episode 232 – Clarity Pays: How Narrowing Focus Drives Margin, Growth, and Referrals – Member Case with Nick Anderson
Nick Anderson led a transformation at OneAccord by doing what most firms resist—cutting services, defining a narrow client profile, and
Episode 231 – Moving Up-Market: How to Win and Keep Enterprise Clients – Member Case with Justin Wasserman and Jimmy Leppert
Founders looking to scale beyond $5–10 million often hit a wall: their existing model works in the lower middle market