Secret Tradecraft of Elite Advisors

Secret Tradecraft of Elite Advisors

David has a brand new book, Secret Tradecraft of Elite Advisors: Covert Techniques for a Remarkable Practice. In it he reveals exactly how he manages engagements with his clients, and he’s nervous about how it will be received.

Links

Secret Tradecraft of Elite Advisors: Covert Techniques for a Remarkable Practice

The Business of Expertise: How Entrepreneurial Experts Convert Insight to Impact + Wealth

Read the transcrtipt and episode notes at http://2bobs.com/podcast/secret-tradecraft-of-elite-advisors

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How to Make Referrals

How to Make Referrals

In part one of a two-part discussion about developing a business referral strategy, Blair is surprised to hear that David wants to cover how and why we can get better at giving away business, before talking about how to get more referrals.

2 Aug 202326min

Do You Even Need New Business People?

Do You Even Need New Business People?

Blair runs through one of his constraint driven exercises with David by having us imagine running our business with nobody dedicated to the various functions under the banner of new business.

19 Juli 202323min

Predictive Traits of Successful Owners

Predictive Traits of Successful Owners

David has observed six common characteristics of agency principals that can affect whether or not their business succeeds.

5 Juli 202324min

Six Barriers to New Business Success

Six Barriers to New Business Success

Even after understanding and trying to adopt the philosophies from Win Without Pitching, Blair sees many creative firms struggling to increase profit because of these six obstacles involving their people and processes.   Links Mastering the Value Conversation The Complexities of Commission Culture Innoficiency in Your Agency The Enemy Within The Complex Battle for Margin Debriefing After a New Business Call Is Your Firm Addicted to New Business? Who’s Going to Own This?

21 Juni 202328min

Ten Questions I Want to Ask You

Ten Questions I Want to Ask You

This is your intervention and David has some tough questions about the important decisions you should be making to manage and grow your creative firm.   LINKS "The Four Types of Employees at Your Firm"

7 Juni 202332min

Qualities of the World’s Best Project Managers

Qualities of the World’s Best Project Managers

David feels like project managers get a bad rap and has tried to raise their profile within creative firms. So he’s gathered a list of traits from the best project managers he’s met in the hundreds of agencies he’s worked with over the years. Links “Understanding Account People”

24 Maj 202329min

CRM and the Mistakes to Avoid

CRM and the Mistakes to Avoid

A lot has changed since Blair wrote his article about seven mistakes he sees creative firms make with CRM years ago, and David wants to know why Excel isn’t a good tool for managing sales leads.

10 Maj 202327min

Why We Suck at Negotiating

Why We Suck at Negotiating

Blair has six challenges creative agencies face when it comes to being compensated for the actual value they generate for their clients.

26 Apr 202332min

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