Rattle & Pedal: B2B Marketing Podcast

<p>Decoding digital buying signals. Streamlining operations. Brian Wise talks about all this and more including a discussion about where AI is in the business “hype cycle.”</p> <p>The post <a href="https://rattleandpedal.com/streamlining-operations-using-ai/">Automation Domination. Lessons Learned from Efforts to Streamline and Scale 6Sense using AI with Brian Wise, CIO</a> appeared first on <a href="https://rattleandpedal.com">Rattle and Pedal</a>.</p>

<p>How many firms are using AI? What platforms are they using? How are the most effective firms using AI to drive their thought leadership programs? Jason breaks down his latest thought leadership research.</p> <p>The post <a href="https://rattleandpedal.com/ai-thought-leadership-research/">How Professional Services Firms Are Using AI in Their Thought Leadership Programs</a> appeared first on <a href="https://rattleandpedal.com">Rattle and Pedal</a>.</p>

<p>In our first video podcast, Greg Baugues shows listeners just what you can do with tools like ChatGPT, Midjourney, and more to drive your personal productivity.</p> <p>The post <a href="https://rattleandpedal.com/using-chatgpt-to-drive-personal-productivity-with-greg-baugues/">Using AI to Drive Personal Productivity with Greg Baugues</a> appeared first on <a href="https://rattleandpedal.com">Rattle and Pedal</a>.</p>

<p>Professional services firms have the most to lose and the most to gain from AI. Getting your firm and your clients ready is the first step. What does it take?</p> <p>The post <a href="https://rattleandpedal.com/ai-readiness-professional-services/">Assessing How Ready Your Firm and Your Clients Are For AI with Peter Buer and Courtney Baker of Knownwell</a> appeared first on <a href="https://rattleandpedal.com">Rattle and Pedal</a>.</p>

<p>Over 99% of AI deployments to date have been focused on personal productivity. David DeWolf shares how firms can unlock higher layers of operational and strategic value in their AI investments.</p> <p>The post <a href="https://rattleandpedal.com/unlocking-ai-professional-services-strategy-operations/">Unlocking the Real Promise of AI with David DeWolf of Knownwell</a> appeared first on <a href="https://rattleandpedal.com">Rattle and Pedal</a>.</p>

<p>From writing code to amping up call centers to a virtual wingman — Michelle Swan joins us to talk about how services firms are using AI to drive value internally and with clients.</p> <p>The post <a href="https://rattleandpedal.com/ai-it-services-use-cases/">Doomsday or New Day? How IT Services Firms Are Using AI with Michelle Swan of Tercera</a> appeared first on <a href="https://rattleandpedal.com">Rattle and Pedal</a>.</p>

<p>Jeff and Jason kick off a new series exploring current and future uses of generative AI in professional services. What are the opportunities and risks of its adoption?</p> <p>The post <a href="https://rattleandpedal.com/generative-ai-professional-services-pros-cons/">Generative AI: How Firms Are Using it Today and How They’ll Use it Tomorrow</a> appeared first on <a href="https://rattleandpedal.com">Rattle and Pedal</a>.</p>

<p>The best way to build relationships at scale is with email marketing. Acclaimed email expert, Ian Brodie, joins Jeff and Jason to share his thoughts on how to cut through the noise and “unsnooze your prospects’ inbox.”</p> <p>The post <a href="https://rattleandpedal.com/email-marketing-tips-professional-services/">Unsnoozing the Inbox: Tips on Email Marketing with Ian Brodie</a> appeared first on <a href="https://rattleandpedal.com">Rattle and Pedal</a>.</p>

<p>When you’re missing your revenue targets it’s tempting to chase shortcuts — quick fixes like an aggressive cold email outreach program. Yet, usually, success in the short term requires taking the long view.</p> <p>The post <a href="https://rattleandpedal.com/overcome-short-term-revenue-misses-with-long-term-thinking/">No Shortcuts to Growth</a> appeared first on <a href="https://rattleandpedal.com">Rattle and Pedal</a>.</p>

<p>DCM Insights founding partners, Matt Dixon and Rory Channer, share the findings of their latest research on what the top pro services partners do differently to drive business development success.</p> <p>The post <a href="https://rattleandpedal.com/professional-services-rainmaker-characteristics-research-dixon/">The Rainmaker Genome Project with Matt Dixon and Rory Channer</a> appeared first on <a href="https://rattleandpedal.com">Rattle and Pedal</a>.</p>

<p>From automating interactions at the drive-thru to writing website content, AI is taking the world by storm. In this episode, Jason and Jeff explore the strategic marketing implications of the latest news on generative AI.</p> <p>The post <a href="https://rattleandpedal.com/generative-ai-professional-services-marketing-impact/">Behind the Headlines-AI’s Impact on Pro Service Marketing</a> appeared first on <a href="https://rattleandpedal.com">Rattle and Pedal</a>.</p>

<p>There’s an inherent dysfunction that keeps firms from reaching their full growth potential. Jason and Jeff revisit one of the podcast’s earliest episodes to discuss what’s changed. And, what’s stayed the same.</p> <p>The post <a href="https://rattleandpedal.com/professional-services-growth-limitations-bs-of-ps/">Revisiting the BS of PS: Are Things Getting Better? Or Worse?</a> appeared first on <a href="https://rattleandpedal.com">Rattle and Pedal</a>.</p>

<p>The marketing world is all “atwitter” about X. Was this rebrand a brilliant move? Or a colossal mistake? What can professional service firm leaders and marketers learn from the strategy?</p> <p>The post <a href="https://rattleandpedal.com/twitter-x-rebrand-marketing-pros-cons/">The Rebranding of Twitter to X. Brilliant Move or Colossal Mistake?</a> appeared first on <a href="https://rattleandpedal.com">Rattle and Pedal</a>.</p>

<p>Some strategy firms lack a sound business strategy. Some HR consulting firms lack effective people discipline. Why do firms struggle to apply their expertise to their own businesses?</p> <p>The post <a href="https://rattleandpedal.com/professional-services-expertise-failures/">The Cobbler’s Children Have No Shoes</a> appeared first on <a href="https://rattleandpedal.com">Rattle and Pedal</a>.</p>

<p>Jeff and Jason break down what it takes to build a truly unique professional services firm client experience and offer examples of firms leading the pack.</p> <p>The post <a href="https://rattleandpedal.com/professional-services-client-experience/">Building a Differentiated Client Experience</a> appeared first on <a href="https://rattleandpedal.com">Rattle and Pedal</a>.</p>

<p>Insourced, outsourced, and co-sourced. Jason and Jeff explore the “ins” and “outs” of the prevailing ways to develop thought leadership.</p> <p>The post <a href="https://rattleandpedal.com/thought-leadership-development-models-pro-services/">Thought Leadership Development: The Pros and Cons of 3 Proven Models</a> appeared first on <a href="https://rattleandpedal.com">Rattle and Pedal</a>.</p>

<p>From culture to rewards to the “partners’ boat fund,” Jeff and Jason explore all the reasons firms’ marketing strategies fail.</p> <p>The post <a href="https://rattleandpedal.com/reasons-professional-services-marketing-strategies-fail/">12 Reasons Your Marketing Strategy is Failing</a> appeared first on <a href="https://rattleandpedal.com">Rattle and Pedal</a>.</p>

<p>Jason breaks down how to develop a thought leadership strategy that defines the business issues your firm should own now and for the foreseeable future. And, he does it all in just five steps.</p> <p>The post <a href="https://rattleandpedal.com/thought-leadership-strategy-development-process/">Thought Leadership in 5 Steps</a> appeared first on <a href="https://rattleandpedal.com">Rattle and Pedal</a>.</p>

<p>We share professional services marketing lessons learned from Hyundai’s brand ascent, discuss marketing opportunities related to PWC’s large investment in AI, and lament China’s “crackdown” on consulting firms.</p> <p>The post <a href="https://rattleandpedal.com/pro-services-marketing-lessons-from-consumer-marketing/">Behind the Headlines: PWC’s $1B Investment in AI, China’s Consulting “Crackdown”, and Marketing Lessons from Hyundai</a> appeared first on <a href="https://rattleandpedal.com">Rattle and Pedal</a>.</p>

<p>We break down the brand of one of the world’s fastest-growing global technology services providers, Wizeline. Gain insight into the impact of a clear go-to-market strategy and relate to some challenges in solution architecture.</p> <p>The post <a href="https://rattleandpedal.com/brand-breakdown-technology-firm-wizeline/">Brand Breakdown – Wizeline</a> appeared first on <a href="https://rattleandpedal.com">Rattle and Pedal</a>.</p>

<p>Jeff breaks down how to get your firm showing up as its best self through a clear go-to-market strategy in five clear, but not always easy, steps.</p> <p>The post <a href="https://rattleandpedal.com/go-to-market-strategy-professional-services/">Building a Go-To-Market Strategy in 5 Steps</a> appeared first on <a href="https://rattleandpedal.com">Rattle and Pedal</a>.</p>

<p>We dive back into the on-again, off-again EY split, Google’s shift to integrating AI-enabled chat into its search engine, and beer marketing. Yes, beer marketing.</p> <p>The post <a href="https://rattleandpedal.com/ey-split-professional-services-implications/">Behind the Headlines: EY (again), Google AI, and the Morass of Bud Light</a> appeared first on <a href="https://rattleandpedal.com">Rattle and Pedal</a>.</p>

<p>A strong POV is the tip of the spear in differentiating a brand and building its relevance in your target market. Learn what it takes for your firm to separate itself from the crowd.</p> <p>The post <a href="https://rattleandpedal.com/creating-a-differentiated-professional-services-point-of-view/">Developing a Differentiated Point of View in 5 Steps</a> appeared first on <a href="https://rattleandpedal.com">Rattle and Pedal</a>.</p>

<p>Strategy legend Rita McGrath and Ron Boire, her partner at Valize, share a ton of insights on the issues that inhibit professional services innovation and the solutions to address them.</p> <p>The post <a href="https://rattleandpedal.com/why-professional-services-firms-cant-innovate-with-rita-mcgrath-and-ron-boire/">Why Professional Services Firms Can’t Innovate with Rita McGrath and Ron Boire</a> appeared first on <a href="https://rattleandpedal.com">Rattle and Pedal</a>.</p>

<p>In this episode, we analyze Western Advance Technologies Inc. (WATI) and cover a litany of foibles that firms, especially IT firms, should avoid in their marketing efforts.</p> <p>The post <a href="https://rattleandpedal.com/brand-breakdown-western-advanced-technologies-inc/">Brand Breakdown – Western Advanced Technologies Inc. (WATI)</a> appeared first on <a href="https://rattleandpedal.com">Rattle and Pedal</a>.</p>

<p>We dive into the deep, stormy waters of economics, banking, and pricing to make sense of a rapidly changing business environment. What can firms learn from recent events to make their own growth strategies more resilient and effective?</p> <p>The post <a href="https://rattleandpedal.com/silicon-valley-bank-implodes-goldman-sachs-fails-pricing-approaches-evolve/">Behind the Headlines-Silicon Valley Bank Implodes, Goldman Sachs Fails, Pricing Approaches Evolve</a> appeared first on <a href="https://rattleandpedal.com">Rattle and Pedal</a>.</p>

<p>Fred Reichheld, creator of Net Promoter and author of Winning on Purpose, shares how professional services firms can become truly client-centric and realize the promise of NPS.</p> <p>The post <a href="https://rattleandpedal.com/loving-your-clients-fred-reichheld-creator-of-net-promoter/">Loving Your Clients with Fred Reichheld, Bain Fellow and Creator of Net Promoter</a> appeared first on <a href="https://rattleandpedal.com">Rattle and Pedal</a>.</p>

<p>Michael Burton, CEO of upstart technology consultancy Stitch, talks about about his new firm’s value proposition, growth strategy, technology partner selection, and the benefits of declaring a strong POV.</p> <p>The post <a href="https://rattleandpedal.com/michael-burton-ceo-stitch-go-to-market-strategy/">Strong POV, Strong Partners, Strong Growth with Michael Burton, CEO of Stitch</a> appeared first on <a href="https://rattleandpedal.com">Rattle and Pedal</a>.</p>

<p>Dev Patnaik shares his 25-year journey founding and growing the world’s leading independent strategy and innovation consulting firm.</p> <p>The post <a href="https://rattleandpedal.com/driving-consulting-firm-growth/">Breaking Through Growth Ceilings with Dev Patnaik, CEO of Jump Associates</a> appeared first on <a href="https://rattleandpedal.com">Rattle and Pedal</a>.</p>

<p>In our second installment of “Brand Breakdowns,” we dissect management consulting firm, Clarkston Consulting. Learn some great stuff about industry programs and thought leadership development from this well-marketed firm.</p> <p>The post <a href="https://rattleandpedal.com/brand-breakdown-clarkston-consulting/">Brand Breakdown – Clarkston Consulting</a> appeared first on <a href="https://rattleandpedal.com">Rattle and Pedal</a>.</p>

<p>Being clear on whom you serve and why is the foundation of the success of any marketing strategy or initiative. We discuss how identifying your Ideal Client addresses a litany of problems professional services firms experience when trying to drive growth.</p> <p>The post <a href="https://rattleandpedal.com/selecting-your-ideal-client-professional-services/">Selecting Your Ideal Client In 5 Steps</a> appeared first on <a href="https://rattleandpedal.com">Rattle and Pedal</a>.</p>

<p>We discuss if the management industry is a hot mess, do firms need a CMO who is a brand marketer or a performance marketer, what life is like for channel partners when activist investors attack a core partner, and how ChatGPT will change the world and your industry.</p> <p>The post <a href="https://rattleandpedal.com/behind-the-headlines-management-consulting-influence-performance-marketing-and-chatgpt/">Behind the Headlines-Management Consulting Influence, Performance Marketing, Salesforce, and ChatGPT</a> appeared first on <a href="https://rattleandpedal.com">Rattle and Pedal</a>.</p>

<p>Challenger Sale author, Matt Dixon, shares how to overcome client indecision with findings from his latest book, JOLT Effect, covering the research of 2.5M sales interactions.</p> <p>The post <a href="https://rattleandpedal.com/overcoming-client-indecision-jolt-effect-matt-dixon/">Overcoming Client Indecision with Matt Dixon, Co-Author of The Challenger Sale and JOLT Effect.</a> appeared first on <a href="https://rattleandpedal.com">Rattle and Pedal</a>.</p>

<p>Moviri becomes the first firm to be assessed in our new episode format, “Brand Breakdowns.” We analyze this software development firm’s market face from top to bottom to discern what’s working and what could use some work.</p> <p>The post <a href="https://rattleandpedal.com/brand-breakdown-moviri/">Brand Breakdown – Moviri</a> appeared first on <a href="https://rattleandpedal.com">Rattle and Pedal</a>.</p>

<p>Jeff and Jason break down how to build a system that proactively opens conversations with prospective clients.</p> <p>The post <a href="https://rattleandpedal.com/5-steps-to-a-high-performance-lead-generation-program/">5 Steps to a High-Performance Lead Generation Program</a> appeared first on <a href="https://rattleandpedal.com">Rattle and Pedal</a>.</p>

<p>Mazen Ghalayini from West Monroe joins us to talk about the firm’s “Be digital.” positioning and what it takes to lead in a high-performance firm.</p> <p>The post <a href="https://rattleandpedal.com/mazen-ghalayini-from-west-monroe-on-being-digital/">Being Digital with Mazen Ghalayini from West Monroe</a> appeared first on <a href="https://rattleandpedal.com">Rattle and Pedal</a>.</p>

<p>We dive “Behind the Headlines” and discuss the strategic implications of EY’s noteworthy split-up of its consulting and audit businesses. What does it mean to consulting practices in and beyond the accounting industry?</p> <p>The post <a href="https://rattleandpedal.com/the-strategic-implications-of-an-ey-split/">Behind the Headlines-The Strategic Implications of an EY Split</a> appeared first on <a href="https://rattleandpedal.com">Rattle and Pedal</a>.</p>

<p>Bryan Graiff, Private Equity Practice Leader from Armanino shares what it takes to grow a respected regional accounting firm into a national one. We cover strategy, people, M&A, integration, adaptability, and lots more.</p> <p>The post <a href="https://rattleandpedal.com/growing-from-a-regional-accounting-firm-to-a-national-firm/">Getting Your Firm to the National Level with Bryan Graiff from Armanino</a> appeared first on <a href="https://rattleandpedal.com">Rattle and Pedal</a>.</p>

<p>We introduce our new “In 5 Steps” episode format. In our pilot, we tackle the hairy challenge of creating a memorable solution architecture, so you don’t have to hear a client say, “I didn’t know you did that.” after they hire your competitor instead of your firm.</p> <p>The post <a href="https://rattleandpedal.com/professional-services-solution-architecture-in-5-steps/">Solution Architecture in 5 Steps</a> appeared first on <a href="https://rattleandpedal.com">Rattle and Pedal</a>.</p>

<p>Mary Herrmann, executive coach and practice leader from Bravanti, a global leadership firm, shares how we leaders can get the most out of our coaches and why your organization should be coaching your people to achieve high performance.</p> <p>The post <a href="https://rattleandpedal.com/mary-herrmann-why-your-organization-should-be-coaching-your-people-to-achieve-high-performance/">Why Your Organization Should be Coaching Your People to Achieve High Performance</a> appeared first on <a href="https://rattleandpedal.com">Rattle and Pedal</a>.</p>

<p>Over 1.4M lifetimes of content were added to the world in 2020 alone. How will your thought leadership stand out? Jeff and Jason discuss 5 ways services firms can cut through the noise.</p> <p>The post <a href="https://rattleandpedal.com/thought-leadership-cut-through-the-noise/">Cutting Through the Noise</a> appeared first on <a href="https://rattleandpedal.com">Rattle and Pedal</a>.</p>

<p>We dive into why thought leadership promotional campaigns fail. Jason offers advice on how to get yours on the right track through proper goal setting. We expose the wisdom of long-term thinking and short-term actions.</p> <p>The post <a href="https://rattleandpedal.com/thought-leadership-campaign-strategy/">Building a Thought Leadership Campaign Strategy</a> appeared first on <a href="https://rattleandpedal.com">Rattle and Pedal</a>.</p>

<p>We spelunk the internal caverns of leaders’ minds with Dolores Stevens from The Conscious Leadership Group. Dolores teaches us how to become more effective leaders by living more self-aware, overcoming our fears, and developing more freedom to realize our potential.</p> <p>The post <a href="https://rattleandpedal.com/how-to-be-a-more-effective-leader-dolores-stevens-the-conscious-leadership-group/">Conscious Leadership with Dolores Stevens from The Conscious Leadership Group</a> appeared first on <a href="https://rattleandpedal.com">Rattle and Pedal</a>.</p>

<p>Scott Kost, Technology Leader from Eide Bailly, chronicles life as a practice leader and coaches us on how to “get to the work that matters” and bring out our teams’ full potential.</p> <p>The post <a href="https://rattleandpedal.com/toughest-job-in-professional-services-with-scott-kost/">The Toughest Job in Professional Services with Scott Kost from Eide Bailly</a> appeared first on <a href="https://rattleandpedal.com">Rattle and Pedal</a>.</p>

<p>Today’s revenue or tomorrow’s? Speed or quality? Existing clients or new ones? Jason and Jeff dive into the 5 tensions firms face when it comes to developing effective thought leadership strategy.</p> <p>The post <a href="https://rattleandpedal.com/5-tensions-of-thought-leadership-strategy/">Navigating the 5 Tensions of Thought Leadership Strategy</a> appeared first on <a href="https://rattleandpedal.com">Rattle and Pedal</a>.</p>

<p>Jason shares the findings of his latest collaborative research on thought leadership marketing and previews his upcoming best practices conference.</p> <p>The post <a href="https://rattleandpedal.com/research-client-perspective-thought-leadership/">What Clients Have to Say About Your Firm’s Thought Leadership</a> appeared first on <a href="https://rattleandpedal.com">Rattle and Pedal</a>.</p>

<p>Giles Brake, CEO of Alliott Global Alliance, an international alliance of independent professional firms, shares insights on the global state of owner-managed accounting firms. The war for talent continues, firms are turning away business, succession planning is a priority, and innovations are taking hold.</p> <p>The post <a href="https://rattleandpedal.com/the-state-of-the-accounting-industry/">The Global State of the Accounting Industry with Giles Brake of Alliott Global Alliance</a> appeared first on <a href="https://rattleandpedal.com">Rattle and Pedal</a>.</p>

<p>Mark Littlewood, CEO of the Business of Software, joins us to talk about the state of the software business — where it’s been, where it’s going, and why professional services firms’ software ambitions often fail.</p> <p>The post <a href="https://rattleandpedal.com/professional-services-saas-productization-failures/">Why Professional Services SaaS Ambitions Often Fail with Mark Littlewood</a> appeared first on <a href="https://rattleandpedal.com">Rattle and Pedal</a>.</p>

<p>Kristi Daeda, CEO of The Family Business Consulting Group, shares lessons professional services firms can take away from family businesses to turn a founder’s blood, sweat, and tears into multi-generational value and a legacy.</p> <p>The post <a href="https://rattleandpedal.com/creating-multi-generational-value-in-professional-services/">Creating Multi-generational Value: Lessons from Family Business with Kristi Daeda, CEO of The Family Business Consulting Group</a> appeared first on <a href="https://rattleandpedal.com">Rattle and Pedal</a>.</p>

<p>Jay Laabs, CEO of Spaulding Ridge, shares hard-learned lessons from life as a serial founder, acquirer, and board member of professional services firms. From defining value to measuring what matters most to firing clients, Jay offers priceless advice for his peers trying to create more valuable firms.</p> <p>The post <a href="https://rattleandpedal.com/creating-a-more-valuable-professional-services-firm-with-jay-laabs/">Big Thoughts on Creating Value From Serial Founder, Jay Laabs</a> appeared first on <a href="https://rattleandpedal.com">Rattle and Pedal</a>.</p>