Deep Client Relationships Drive Growth with Khalid Mokhtarzada | Episode 233
Apple PodcastsSpotify Episode Summary Khalid shares how his firm built a referral engine by prioritizing authentic client engagement and delivering […]
the boutique
Clarity Pays: How Narrowing Focus Drives Margin, Growth, and Referrals with Nick Anderson | Episode 232
Apple PodcastsSpotify Episode Summary Nick Anderson led a transformation at OneAccord by doing what most firms resist—cutting services, defining a
Moving Up-Market: How to Win and Keep Enterprise Clients with Justin Wasserman and Jimmy Leppert | Episode 231
Apple PodcastsSpotify Episode Summary Founders looking to scale beyond $5–10 million often hit a wall: their existing model works in
Humans + Agents: Building a Collaborative AI Knowledge Base with John Ikosipentarhos | Episode 230
Apple PodcastsSpotify Episode Summary Founders know AI has potential, but what does early success really look like when humans and
Ten Years, Ten Lessons: Scaling with Grit, Focus, and Reinvention with Josh Miramant | Episode 229
Apple PodcastsSpotify Episode Summary What does it take to build a durable firm in a competitive, constantly changing market like
Escaping the Rainmaker Trap: How to Build a Scalable Sales Engine Without You with Robin Way | Episode 228
Apple PodcastsSpotify Episode Summary The number one reason boutique professional services firms stall, or fail to sell, is because the
The Rising Cyber Risk for Boutique Firms: A Practical Guide to Protection with Luke Johnson | Episode 227
Apple PodcastsSpotify Episode Summary Cyberattacks are no longer just an enterprise problem. As boutique professional services firms adopt more tech-enabled
AI at Risk: How to Adopt Agentic AI Without Compromising Security with Don Goldstein | Episode 226
Apple PodcastsSpotify Episode Summary In this episode, cybersecurity veteran Don Goldstein, Partner of 5Q and longtime CISO, joins us to
Passing the Torch: A Management Buyout Success Story with Pivotal Advisors | Episode 225
Apple PodcastsSpotify Episode Summary What happens when a founder’s vision is carried forward by the team they helped build? In
Designing Leadership: Getting the Right People in the Right Roles from Growth to Exit with Sel Watts | Episode 224
Apple PodcastsSpotify Episode Summary In this episode, Sel Watts, founder of wattsnextpx, outlines how leadership team design must evolve as