success

Pro Serv Blogs

Sharing Thanks After Thanksgiving: A Weekly Ritual

Our winter holiday season has almost passed us by, and hopefully some of us got to enjoy the time with family and friends over stories, laughs, good food and some much-deserved rest. Even though the holiday starts with Thanksgiving (although my wife would say it really starts with Halloween, her favorite holiday), and turkey and stuffing is well since in the rear-view mirror, let’s not forget what the intent of the Thanksgiving holiday is. Let’s try to actively remember the intent of that holiday every week.

Pro Serv Blogs

Strategy Isn’t the Race. Momentum Is.

Most professional services firms don’t lose because they lack strategy. They lose momentum—often before the year even begins.
For CEOs, this shows up in familiar ways: leadership teams stuck in planning mode, decisions deferred until January, and organizations waiting for “clarity” while the market moves on. By the time the year officially starts, speed has already been lost.

Pro Serv Blogs

Why Q1 (2026) Success Starts in December — Not January

Most boutique firms don’t lose momentum in March or April.
They lose it in January.
Research from Gartner shows that 67% of annual plans fail by the end of Q1, often because teams enter the new year without clarity or focus. And Harvard Business Review reports that 85% of leadership teams spend less than one hour per month discussing strategy, which means many firms start January reacting, not executing.

Pro Serv Blogs

LinkedIn’s Value Crisis: Why Executives Are Questioning Their Investment

The platform feels broken, but pulling back might be the bigger mistake. A marketing director told me last week that her team constantly asks themselves about “the true and current value of LinkedIn.” Her team is still posting, still investing time, still showing up consistently. But internally, the conversation has changed. They used to ask, “How do we do more on LinkedIn?” Now they ask, “Should we keep doing this at all?” Every planning meeting circles back to whether the investment makes sense.

Pro Serv Blogs

Navigating Tension

Every leader who’s flown a kite understands the paradox: grip the string too tightly and you’ll snap it; let it go slack and the kite plummets. The same delicate equilibrium defines every thriving professional services firm. Too much internal tension creates rigid hierarchies, excessive oversight, competing agendas left to fester which result in your best people burn out or break away.

Pro Serv Blogs

Leverage or Learn: Why Expert Partnerships Can Beat the Learning Curve

There’s an irony that every professional services owner eventually faces: we built our businesses by providing expertise to clients who need specialized knowledge, yet when it comes to growing our own firms, we often resist seeking that same level of expertise for ourselves. We’ll spend months trying to figure out complex marketing strategies, stumble through people management challenges, or wrestle with operational inefficiencies—all while charging our clients premium rates for the exact same type of specialized guidance in our own domains.

Pro Serv Blogs

Make Your First 90 Days with AI Automations & Agents a Success

A simple, repeatable plan to pick wins, launch pilots and measure impact.
You don’t need a lab or a giant budget to start. You need a clear why, a short list of high-impact problems, and a fast way to test. Here’s the formula I’ve used for my company and clients that you can run as a visionary founder or owner to build your “getting started” roadmap.