Greg Alexander Archives - Page 13 of 20

Episode 132 – How Psychometric Talent Assessments Should be Used by Boutique Professional Service Firms – Member Case by Ted Jackson and Dr. Julie Carswell

Collective 54 / July 31, 2023

Pro serv firms are people driven businesses, therefore, getting the people decisions right is mission critical. As a result, many members are using assessment tools, or have in the past. However, the results have been mixed. In this session, learn from a PhD in organizational psychology how to improve the results you are getting from assessment tools.

Pro Serv Podcasts

Episode 131 – Why a Merger of Equals Might Be Your Best Exit Strategy – Member Case by Jonathan Wilson

Collective 54 / July 24, 2023

Some members want to exit, but they cannot. The reasons are many. For example, insufficient EBITDA, high client concentration, over-dependence on a founder, and many others. The journey to fix these issues is clear but can take many years and millions of dollars. And for some, this is unattractive. An alternative is a merger of equals. Attend this session and learn from the discussion with Collective 54 member Jonathan Wilson, President & Chief Value Creator at Dubb Value Creation, on how a merger of equals can convert an unsellable boutique into an attractive firm for many acquirers.

Pro Serv Podcasts

Episode 128 – How to Begin Building a Sales Team with Fractional Sales Talent – Member Case by Dan Morris

Collective 54 / June 26, 2023

Scaling boutiques need to build a sales team yet delay doing so because of the perceived risk and expense. In this session, member Dan Morris shows us how to reduce the risk and ease into it by leveraging fractional sales leadership. Most boutiques use fractional finance, HR, IT, and Legal executives and it may be time for you to deploy the same approach to sales.

Pro Serv Podcasts

Episode 127 – Alternative Fee Structures: How and Why to Move Away from Hourly Billing – Member Case by Sonia Miller-Van Oort

Collective 54 / June 19, 2023

Moving away from hourly billing leads to better margins, higher client satisfaction, and happier employees. Yet, many boutique founders are afraid to do it, and do not know how. In this session, member Sonia Miller-Van Oort shares how she built her 12-person law firm using alternative fee structures.

Pro Serv Podcasts

Episode 126 – Syndicated Research: A Unique Way to Productize a Service and Generate Recurring Revenue – Member Case by Michael Ellison

Collective 54 / June 12, 2023

Selling and delivering insight is at the heart of what professional service firms do. Some pro serv firms have packaged their expertise into research and sell it as a “product” via subscription. Attend this session and hear how member Mike Ellison has done this and built a 95-person firm in the process.

Pro Serv Podcasts

Episode 125 – How a Founder of a Consulting Firm Added Equity Partners to Scale Beyond a Lifestyle Firm – Member Case by Mike Braun

Collective 54 / June 5, 2023

Mike Braun started Pivotal Advisors with his brother to get off an airplane and make a living with less stress. One day he realized he wanted more than a lifestyle business. This required the recruitment of the next generation of leaders who wanted a piece of the pie. Mike masterfully created a plan to allow for equity to be shared with the new team. And in the process, he built a legacy, a firm that would last long after he and his brother were gone.

Pro Serv Podcasts

Episode 124 – How a Marketing Agency Has Removed The Founder Bottleneck – Member Case by Eric Weisgarber & Adam Diesselhorst

Collective 54 / May 29, 2023

Power members Eric Weisgarber and Adam Diesselhorst have implemented succession planning at their marketing agency, inspired in part by the Collective 54 book The Founder Bottleneck. As a result, they have identified their high-potential employees and are preparing them to take over the firm upon exit. This has allowed them to scale smoothly without the employee headaches and drama found in many firms.

Pro Serv Podcasts

Episode 123 – How a Pioneer from the SaaS Era is Jumping on the AI Wave to Re-invent his Firm – Member Case by Jeff Pedowitz

Collective 54 / May 22, 2023

Jeff Pedowitz, CEO of The Pedowitz Group, was one of the pioneers of the SaaS era by driving adoption of marketing automation technology from Eloqua, Marketo and others. This allowed his firm, The Pedowitz Group, to dominate his niche for almost two decades. Now, Jeff sees the next big wave, AI, and he shares with Collective 54 how to ride it all the way to the bank.

Pro Serv Podcasts

Episode 122 – How to Discover Why You Are Losing Deals, and What to Do About It – Member Case by Brady Jensen

Collective 54 / May 15, 2023

Win/Loss reviews are a powerful way to improve your sales results. Yet, most members are not doing them because they incorrectly think they are hard to do and require lots of time.

On this episode, Brady Jensen, Chief Executive Officer at Aggregate Insights, an expert in win/loss reviews will give members the method, tools, and templates to allow them to do this correctly, quickly, and cheaply.

Pro Serv Podcasts

Episode 121 – Data Strategy: How Boutiques Can Get a 360 Degree View of Their Business – Member Case by Aron Clymer

Collective 54 / May 8, 2023

The average boutique pro-serv firm is using 10-15 SaaS applications yet none of them talk to each other. This makes it hard to get a true 360-degree view of your firm.

On this episode, data warehousing expert and member Aron Clymer, Founder & CEO at Data Clymer, will show members how to solve this problem easily, and cost effectively.

Greg Alexander

Episode 132 – How Psychometric Talent Assessments Should be Used by Boutique Professional Service Firms – Member Case by Ted Jackson and Dr. Julie Carswell

Episode 131 – Why a Merger of Equals Might Be Your Best Exit Strategy – Member Case by Jonathan Wilson

Episode 128 – How to Begin Building a Sales Team with Fractional Sales Talent – Member Case by Dan Morris

Episode 127 – Alternative Fee Structures: How and Why to Move Away from Hourly Billing – Member Case by Sonia Miller-Van Oort

Episode 126 – Syndicated Research: A Unique Way to Productize a Service and Generate Recurring Revenue – Member Case by Michael Ellison

Episode 125 – How a Founder of a Consulting Firm Added Equity Partners to Scale Beyond a Lifestyle Firm – Member Case by Mike Braun

Episode 124 – How a Marketing Agency Has Removed The Founder Bottleneck – Member Case by Eric Weisgarber & Adam Diesselhorst

Episode 123 – How a Pioneer from the SaaS Era is Jumping on the AI Wave to Re-invent his Firm – Member Case by Jeff Pedowitz

Episode 122 – How to Discover Why You Are Losing Deals, and What to Do About It – Member Case by Brady Jensen

Episode 121 – Data Strategy: How Boutiques Can Get a 360 Degree View of Their Business – Member Case by Aron Clymer

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