As I often discuss with financial advisors, attorneys, insurance agents, bankers, realtors, accountants, digital marketers, M&A brokers, private equity bankers, and others that find business development, origination, and sales important, here’s how to be awesome! (Wow, long sentence!)
Participate in Scheduled Events and Meetings Regularly
Register at the beginning of the month for all events you plan on attending.
Own
Most business owners are used to thinking about leadership as movement. Growth, expansion, visibility, hiring, new offers, new markets, new systems. The language of business often rewards motion, and for good reason, because businesses need momentum. Businesses need decisions, and they need people willing to take action before every variable is certain.
The Economist’s article, “Vibe lawyering: AI chatbots are creating chaos in courts,” shows how AI is reshaping the legal landscape in ways few expected. Self‑represented litigants are increasingly using chatbots to draft filings, pushing the share of pro se litigants in U.S. federal civil courts from a long‑steady 11% to 17% in 2025. Shah and Levy’s research also finds
Small businesses. Large businesses. Middle market companies. Women. Men. Young business owners. Pre-retirees. Executives. High-net worth. Homeowners. Anyone. Everyone. Someone.
When I ask sales professionals, typically financial advisors, who their target market is, I often get one of these answers. The problem is these “markets” make it difficult to, um, market. (Are you going to join the affluent market association?)
Why “What Should I Delegate?” Is a Harder Question Than It Seems
For most business owners, the challenge isn’t knowing that they need support, or even the budget to afford it, but knowing where to start.
“What should I delegate?” sounds straightforward, but in practice, it is one of the more difficult decisions to make within an operating business. Not
Throw punches in bunches! Elbows in, you win! Where do you want to be – not there! Let your punches go with bad intentions! Jab, hook, cross! Move that head! Hit and don’t get hit! Keep your left up! Train hard! Set up those combinations! Win! Distance is everything. Bite down! Breathe! Yo, Adrian, I did it! Everything is off
Professional services firms often look low-risk from the outside. They may not operate heavy machinery, manage large vehicle fleets, or store hazardous materials.
But that does not mean their risk is simple.
For law firms, accounting firms, advertising agencies, consultants, and other professional services businesses, the biggest exposures often involve advice, client data, contracts, deadlines, employment practices, cyber risk, and
The issue is not simply whether employees are being paid. The issue is whether the business can prove they are being paid correctly.
Wage and hour compliance is often viewed as an HR or payroll issue. But when something goes wrong, the financial impact lands squarely on the business.
Back wages, penalties, legal fees, employee disputes, regulatory scrutiny, and reputational
Technology risk is no longer limited to software companies.
Law firms, accounting firms, consultants, marketing firms, financial advisors, engineering firms, and other professional services businesses are increasingly using technology as part of their core service delivery. Some are using AI to analyze documents, generate work product, automate client communications, review contracts, summarize financial data, support tax workflows, build client dashboards,
On Memorial Day, I did a workout called, “The Murph” at my gym.
The Murph is an intense workout that commemorates Lieutenant Michael Murphy, a Navy Seal who died in Afghanistan in 2005. Murphy was awarded the Medal of Honor and the Purple Heart posthumously.
Quite a story! Lieutenant Michael Murphy.
Separately, my mom passed away on Memorial Day