Pro Serv Podcasts

Pro Serv Podcasts

Episode 189 – A Rainmakers Journey to a $3 Million Book of Business – Member Case by Todd Stanton

This session will explore the journey to building a $3M book of business, focusing on the importance of authenticity, vulnerability, and forming deep, meaningful relationships. Participants will learn how to strategically position themselves to be chosen for work, while also incorporating business development activities they genuinely enjoy, alongside people they like. The session will also reveal one simple, daily habit—taking just 10 minutes—that has proven to generate more business than any other strategy.

Pro Serv Podcasts

Episode 188 – Mastering Pricing Strategy for Boutique Pro Serv Firms – Member Case by Brian Doyle

Join this session to gain a deep understanding of how to set, adjust, and optimize your pricing to enhance profitability, attract and retain clients, and stay competitive in the marketplace. We will explore cost-based, value-based, and competition-based pricing, helping you determine which approach aligns best with your firm’s goals and market position. You will learn how to analyze your costs and market conditions to set prices that reflect the value of your services while ensuring profitability. The session will also cover techniques for communicating your pricing effectively to clients, handling pricing objections, and implementing dynamic pricing strategies to respond to market changes.

Pro Serv Podcasts

Episode 187 – Thematic Investing: What It Is and Why Your Firm Should Care – Member Case by Mark Gartner

Join us for an in-depth session on thematic investing, a powerful strategy embraced by private equity (PE) firms to capture emerging trends and drive superior returns. Mark Gartner, Managing Director at RLH Equity will help you understand what thematic investing is, why it is gaining traction among PE firms, why you should care and what it could mean for your firm.

Pro Serv Podcasts

Episode 186 – Scaling Strategically: Portfolio of Firms vs. Scaling a Single Firm – Member Case by Peter Kang

Join us for an insightful session that explores the strategic considerations and benefits of scaling through a portfolio of firms versus scaling a single firm. This session will provide a comprehensive analysis of both approaches, helping you determine the best path to sustainable growth and market dominance. We will delve into strategies for managing risk, allocating resources, and driving innovation across multiple firms compared to focusing on a single entity.

Pro Serv Podcasts

Episode 185 – Transforming Revenue Streams: Converting Non-Recurring to Recurring Revenue – Member Case by Brick Thompson

In this session we will explore the journey of converting a non-recurring revenue business into a sustainable recurring revenue model. Brick Thompson, Founder & CEO of Blue Margin will share the challenges he faced, the steps taken to implement change, and the benefits realized from establishing a steady, predictable income stream. This session is perfect founders looking to stabilize and grow their revenue.

Pro Serv Podcasts

Episode 184 – Leveraging Offshoring Amid Rising Domestic Labor Costs – Member Case by Jamie Shanks

Join Jamie Shanks, Founder & CEO at Get Levrg, for an enlightening session on the current trends with offshoring and nearshoring. We will explore which regions are trending for which skillsets and cost differences between regions. We will delve into how to leverage offshore talent for both back office and front office work. Discover the numerous benefits of offshoring, including cost savings, access to a global talent pool, and increased operational efficiency.

Pro Serv Podcasts

Episode 183 – Leveraging AI to Increase Profits in a Pro Serv Firm – Member Case by John Arnott

In this session, John Arnott, Co-Founder and VP of Analytics & Quality at c1m.ai, will share how AI can revolutionize your business strategy and significantly increase profits. We will explore the transformative power of AI, demonstrating how it can streamline operations, enhance innovation, and drive measurable financial results across various aspects of your business. Join this session to gain a solid understanding of AI technologies and their applications in optimizing processes, improving decision-making, and boosting overall profitability.

Pro Serv Podcasts

Episode 182 – Leveraging an Expert Network – Member Case by Thom McLeod

Join us as we delve into the gripping tale of a marketing agency’s journey through the tumultuous waves of cancel culture. In the height of societal pressure, the agency’s founders, driven by fear and uncertainty, offered their employees overly generous contracts. As the dust settled, they realized the unsustainable nature of their decisions and faced the daunting task of restructuring their workforce agreements. Tune in to discover how Ryan Gill and Chris Kneeland, Partners at Cult Collective, navigated this challenging terrain, replacing idealistic contracts with market-based, realistic agreements, and emerged stronger than ever before. This episode is a testament to the power of resilience and adaptability in the face of adversity.

Pro Serv Podcasts

Episode 181 – Transitioning Leadership: A Founder’s Journey from Coach to COO – Member Case by John Sherk

Join us as we delve into the gripping tale of a marketing agency’s journey through the tumultuous waves of cancel culture. In the height of societal pressure, the agency’s founders, driven by fear and uncertainty, offered their employees overly generous contracts. As the dust settled, they realized the unsustainable nature of their decisions and faced the daunting task of restructuring their workforce agreements. Tune in to discover how Ryan Gill and Chris Kneeland, Partners at Cult Collective, navigated this challenging terrain, replacing idealistic contracts with market-based, realistic agreements, and emerged stronger than ever before. This episode is a testament to the power of resilience and adaptability in the face of adversity.

Pro Serv Podcasts

Episode 180 – Achieving a Successful Exit in Record Time – Member Case by Tim Foster

Join us as we delve into the gripping tale of a marketing agency’s journey through the tumultuous waves of cancel culture. In the height of societal pressure, the agency’s founders, driven by fear and uncertainty, offered their employees overly generous contracts. As the dust settled, they realized the unsustainable nature of their decisions and faced the daunting task of restructuring their workforce agreements. Tune in to discover how Ryan Gill and Chris Kneeland, Partners at Cult Collective, navigated this challenging terrain, replacing idealistic contracts with market-based, realistic agreements, and emerged stronger than ever before. This episode is a testament to the power of resilience and adaptability in the face of adversity.