Brian shares how to think about referrals, trace the genealogy of our best referral partners, and balance the critical push/pull of both giving and asking for them.

The post Referral Genealogy and Developing the Proper Referral Mindset with Brian Caffarelli appeared first on Rattle and Pedal.

Katie shares the methodology that online marketplaces like Clutch use to publish client reviews and suggests how firms can leverage them to drive a “flywheel through referrals.”

The post Using Online Reviews to Drive Referrals with Katie Hollar of Clutch appeared first on Rattle and Pedal.

If you want to actively pursue a referral strategy, when should you ask? And what should you say? Jeff and Jason dive into the mechanics of asking for referrals.

The post Referrals: When and How to Ask for Them appeared first on Rattle and Pedal.

“Do good work and good things follow.” It’s the typical referral strategy of most firms. But it’s woefully incomplete. Jeff and Jason dig deep into what a referral is and how to earn more of them.

The post Referrals. What Are They? How to Position Yourself to Get More of Them. appeared first on Rattle and Pedal.

Jeff and Jason synthesize the high points they learned from their interviews on AI. And, they recommend what firms should do now.

The post AI: What to Do Now appeared first on Rattle and Pedal.

For years firms have pursued productization strategies to drive efficiency or create repeatable revenue. AI is making the need to productize one of survival. Learn why and how to respond.

The post How Generative AI is Making Productization More Urgent with Eisha Armstrong of Vecteris appeared first on Rattle and Pedal.

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.”

The post Automation Domination. Lessons Learned from Efforts to Streamline and Scale 6Sense using AI with Brian Wise, CIO appeared first on Rattle and Pedal.

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.

The post How Professional Services Firms Are Using AI in Their Thought Leadership Programs appeared first on Rattle and Pedal.

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.

The post Using AI to Drive Personal Productivity with Greg Baugues appeared first on Rattle and Pedal.

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?

The post Assessing How Ready Your Firm and Your Clients Are For AI with Peter Buer and Courtney Baker of Knownwell appeared first on Rattle and Pedal.