I’ve spent the last couple of decades believing the surest way for any team, tribe, enterprise or community to realize its mission is to identify and build around a set of shared values. 

The premise is simple. A group will rarely agree on everything. The identification of a set of common values provides a framework against which strategy, investments and actions can be tested.

Does a particular direction run counter to shared values? If so, it threatens the mission, and should be abandoned or reconstituted.

Shared values are the fabric of culture.

But it turns out I have been cutting the conversation short

Strong groups (of any ilk) intuitively understand that alignment around what we share is the initial hurdle to be cleared in pursuit of any goal. Shared values unite us.
Continue Reading What Do We Value Most?

Succession planning for many firms is what the preparation of a Last Will and Testament is to a majority of individuals. Who wants to take time today to consider the (distant) end to something?

It is easy to move both of these future focused opportunities to the back burner — until urgency takes over.
Continue Reading It’s Time To Rethink Succession Planning

If you secretly fear your approach to business development is underperforming, you are not alone. In fact, you’re among a majority of law, accounting and consulting professionals and firms I know.

I know there is little comfort in numbers in this case; but this prompts a question: when will the lack of results from the way it’s always been done finally push rethinking the conversation? 
Continue Reading Will Your Investments In Business Development Pay Off?

Strategic planning involves identifying specific goals and defining the action steps necessary to realize those goals. The squishier the goals (a lofty business term, I know) the more difficult it is to map goal-oriented actions. This approach to planning a critical initiative had better come with a hefty dose of luck.

Continue Reading A Better Roadmap for Strategic Lateral Pursuits

The life expectancy of “no-one-saw-this-coming” as an explanation for stalled business development is going to run out soon. Or at least, wear thin.

So for everyone who still has a practice to grow, here is a 4-step plan for the last 4 months of a year none of us saw coming. Buckle up…we’ll make it a speed round (because time is wasting).

Continue Reading A 4-Step BizDev Plan For The Last 4 Months of This Year

This post was originally written for and published by CMO-Whisperer.com.

Even if you aren’t familiar with the setup, you know this is a joke. Marketing and sales can barely stand to be in the same conference room on some days. No way they’re going to drop into a happy hour together. Even if it’s virtually, via Zoom.

Here’s the punchline: While marketing and sales squabble over resources, debate who should be held responsible and who should get credit, the leverage and growth to be gained in alignment is lost.

And that’s no joke. 

Continue Reading A Marketer and a Salesperson Walk Into a Bar…