Founders, managing partners and CEOs on how they built their firm, how clients actually find them, and what they would do differently.
There is no cost to come as a guest.
Who comes on the show
Founders, managing partners and CEOs of firms that sell expertise, not products. They own the client relationships, they made the early hires, and they are the audience too.
Strategy, operations, or a niche few people understand. The edge is how you see a client’s problem.
Wealth, advisory and outsourced finance, where the relationship is the product.
Boutique banks and advisors who live from mandate to close.
Implementation partners, AI and cyber firms that sell expertise, not software.
Agencies that win the retainer, keep the client and grow the team.
Firms that find the hire who changes a company, mandate after mandate.
Practices moving from compliance work to the advice clients actually value most.
Coaches and trainers who turned a method into a firm.
A few quick questions about you and your firm, so we can tailor the episode to you.
Your Podcast Manager researches you in depth and sends you the interview structure to approve.
One 45-minute conversation from your desk. Sometimes live on LinkedIn & YouTube.
Two weeks later, on every podcast platform, with assets made for you to share.
Practitioners from banking, sales and marketing, so every conversation is led by someone who has sat in a similar seat.
Former corporate banker and PwC treasury consultant. In 2022 he launched a podcast from inside a Big 4 firm, and its very first guest became a client. In 2023 he co-founded GHA Marketing to help professional services firms win clients through podcasting.
Based in Houston, by way of France.
Master sales trainer for 38 years. He founded Dennis Black & Associates after seven years in sales, management and training at Xerox, and has since trained more than 160,000 mortgage, real estate and financial services professionals.
Played basketball for San José State. Also hosts Selling Is an Art, Not a Science.
Community & Partnerships Manager at CharityHowTo, where she has hosted more than 100 live webinars with tech partners from Microsoft to early-stage startups. Ten years in B2B sales, marketing and partnerships.
Off the clock: coffee, surfing and travel.