Jason Mlicki, agency leader, and Jeff McKay, former global CMO, discuss growth, marketing, and life in professional services in this weekly podcast. The duo offers divergent thoughts on solving the issues practice leaders and marketers confront—or probably should—including stupid sh*t Marketing should NOT do, how Marketing ruins everything, the BS of professional services, and unleashing your Young Turks. Executive guests and industry experts join frequently to share their insights and exper ...
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The Death of Industry-First Segmentation?
37:33
37:33
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37:33In this episode, we explore how AI is changing the landscape of industry-first segmentation in professional services. Learn how firms should pivot their strategy to focus on capabilities, not just industry expertise. The post The Death of Industry-First Segmentation? appeared first on Rattle and Pedal.…
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Measuring Your Marketing (or Brand) Investments
37:33
37:33
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37:33Learn how to assess marketing effectiveness beyond metrics. We discuss the importance of brand preference for sustainable growth and aligning your marketing strategy with your firm’s strategic objectives. The post Measuring Your Marketing (or Brand) Investments appeared first on Rattle and Pedal.By Jason Mlicki & Jeff McKay
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Is PS Marketing Ahead of the Game or Behind?
39:27
39:27
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39:27Is professional services marketing behind the curve? Jeff and Jason dig into the industry’s creative, strategic, and resource challenges—and the timeless advantages it still holds. The post Is PS Marketing Ahead of the Game or Behind? appeared first on Rattle and Pedal.By Jason Mlicki & Jeff McKay
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The post The Evolution of Professional Services Marketing: A 25-Year Retrospective appeared first on Rattle and Pedal.By Jason Mlicki & Jeff McKay
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The post How AI is Changing Marketing’s Roles appeared first on Rattle and Pedal.By Jason Mlicki & Jeff McKay
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Differentiation: Is It Getting Harder? Or Easier?
43:01
43:01
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43:01From AI-enabled search to the growth of industry directories, the forces of the market are making it harder to differentiate a firm. Or are they? The post Differentiation: Is It Getting Harder? Or Easier? appeared first on Rattle and Pedal.By Jason Mlicki & Jeff McKay
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The Credibility Crisis: Its Impact on Society, Business, and Professional Services Firms—and What to Do About It
We examine the growing credibility crisis shaking society, business, and professional services. Learn how declining trust in experts and institutions is reshaping decision-making. Featuring data from Edelman, Pew, Gartner, and Deloitte, this episode offers actionable strategies to rebuild trust and drive lasting success. The post The Credibility Cr…
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How Firms and Software Companies Can Drive Business Together with Patrick Ferdig, CEO of Power of Partnering
43:34
43:34
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43:34Many of the fastest-growing firms are deeply embedded within software ecosystems. Patrick joins the show to explore the secret sauce that makes a partner strategy work. The post How Firms and Software Companies Can Drive Business Together with Patrick Ferdig, CEO of Power of Partnering appeared first on Rattle and Pedal.…
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The Tercera 30 Market Movers and Partners with Bill Magnuson, Co-Founder and CEO of Braze, and Michael Burton, Co-Founder and CEO of Stitch
40:13
40:13
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40:13What does a great software + services firm partnership even look like? Bill Magnuson of Braze and Michael Burton of Stitch show us, real-time. The post The Tercera 30 Market Movers and Partners with Bill Magnuson, Co-Founder and CEO of Braze, and Michael Burton, Co-Founder and CEO of Stitch appeared first on Rattle and Pedal.…
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A Peek Inside The Tercera 30 with Chris Barbin and Michelle Swan
46:55
46:55
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46:55Chris and Michelle join us to talk about Tercera’s strategic investments in thought leadership and break down the release of the firm’s research, the Tercera 30. The post A Peek Inside The Tercera 30 with Chris Barbin and Michelle Swan appeared first on Rattle and Pedal.By Jason Mlicki & Jeff McKay
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2025 Marketing and Growth Priorities. Are They New or Evergreen?
48:54
48:54
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48:54From changing regulations to AI and finding better ways to connect with clients, Jeff and Jason set strategic priorities for professional services firms in 2025. The post 2025 Marketing and Growth Priorities. Are They New or Evergreen? appeared first on Rattle and Pedal.By Jason Mlicki & Jeff McKay
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CROs, CCOs, CXOs? The Changing Role of the CMO with Denise Dahlhoff of The Conference Board
51:32
51:32
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51:32There are some new members hanging around the C-Suite of a lot of corporations. How’d they get there and why? Denise Dahlhoff shares her latest research unpacking the trend and what it means. The post CROs, CCOs, CXOs? The Changing Role of the CMO with Denise Dahlhoff of The Conference Board appeared first on Rattle and Pedal.…
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Winning the Battle for Mindshare When the Competitor is a Bot
46:55
46:55
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46:55AI is changing both how clients seek solutions to problems and how they vet firms to hire. Jeff and Jason wrestle with these changes and offer a clear path forward for firm leaders and marketers. The post Winning the Battle for Mindshare When the Competitor is a Bot appeared first on Rattle and Pedal.…
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Marketing Channels: Which Ones are the Right Ones for Your Firm
47:44
47:44
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47:44SEO, podcasts, conferences, advertorials, blogs … so many marketing channels to choose from. But which ones are right for MY firm? The post Marketing Channels: Which Ones are the Right Ones for Your Firm appeared first on Rattle and Pedal.By Jason Mlicki & Jeff McKay
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Why People Don’t Understand Data and What to Do About It with Bill Shander
47:41
47:41
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47:41Data visualiation expert Bill Shander joins the show to talk about why people don’t understand data, how to increase the data literacy of your teams, and how to shape a compelling POV using data. The post Why People Don’t Understand Data and What to Do About It with Bill Shander appeared first on Rattle and Pedal.…
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Segmentation: The Marketing Foundation Firms Seldom Get Right
54:18
54:18
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54:18It’s the essence of strategy and the basis of everything—culture, hiring, IP, marketing, sales and client service—Segmentation. Most firms get it wrong. Here’s how to get it right. The post Segmentation: The Marketing Foundation Firms Seldom Get Right appeared first on Rattle and Pedal.By Jason Mlicki & Jeff McKay
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The Antidote to Crappy Buyer Personas with Jim Kraus
52:41
52:41
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52:41Most buyer personas are little more than fictional avatars. Jim Kraus, President of the Buyer Persona Institute, shows us how to develop a persona that helps you truly understand the buyer and buying process you’re hoping to affect. The post The Antidote to Crappy Buyer Personas with Jim Kraus appeared first on Rattle and Pedal.…
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Who Should Be Your Firm’s Thought Leaders?
1:01:24
1:01:24
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1:01:24Picking the right “faces” for your firm is critical to the success of your growth strategy. Jeff and Jason discuss the characteristics of the best thought leaders. The post Who Should Be Your Firm’s Thought Leaders? appeared first on Rattle and Pedal.By Jason Mlicki & Jeff McKay
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Fortitude: The Key to Sustained Marketing Success
48:03
48:03
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48:03In many firms, Marketing fails because leadership prematurely gives up on its strategy. In this episode, Jeff and Jason break down why firms quit too soon and how to cultivate the virtue of fortitude to drive long-term success. The post Fortitude: The Key to Sustained Marketing Success appeared first on Rattle and Pedal.…
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Intellectual Capital: How to Make an Idea Truly Transformative with Art Zards
52:02
52:02
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52:02Jason and Jeff welcome expert speaking advisor, Art Zards, to explain why some ideas break through and transform the world around us. And, why others die before the applause even ends. The post Intellectual Capital: How to Make an Idea Truly Transformative with Art Zards appeared first on Rattle and Pedal.…
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Bi-centennial: A Look Back at the Hits, “Near Misses” and Lessons Learned from 200 Episodes
43:47
43:47
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43:47Jeff and Jason look back at the “killer” insights, occasional misteps, and the most important things they’ve learned from 5 years of podcasting. The post Bi-centennial: A Look Back at the Hits, “Near Misses” and Lessons Learned from 200 Episodes appeared first on Rattle and Pedal.By Jason Mlicki & Jeff McKay
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Referral Genealogy and Developing the Proper Referral Mindset with Brian Caffarelli
48:03
48:03
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48:03Brian 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.By Jason Mlicki & Jeff McKay
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Using Online Reviews to Drive Referrals with Katie Hollar of Clutch
44:08
44:08
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44:08Katie 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.By Jason Mlicki & Jeff McKay
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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.By Jason Mlicki & Jeff McKay
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Referrals. What Are They? How to Position Yourself to Get More of Them.
51:00
51:00
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51:00“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.…
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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.By Jason Mlicki & Jeff McKay
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How Generative AI is Making Productization More Urgent with Eisha Armstrong of Vecteris
40:34
40:34
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40:34For 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.…
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Automation Domination. Lessons Learned from Efforts to Streamline and Scale 6Sense using AI with Brian Wise, CIO
46:37
46:37
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46:37Decoding 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.…
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How Professional Services Firms Are Using AI in Their Thought Leadership Programs
42:24
42:24
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42:24How 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.…
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Using AI to Drive Personal Productivity with Greg Baugues
58:00
58:00
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58:00In 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.By Jason Mlicki & Jeff McKay
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Assessing How Ready Your Firm and Your Clients Are For AI with Peter Buer and Courtney Baker of Knownwell
39:57
39:57
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39:57Professional 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.…
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Unlocking the Real Promise of AI with David DeWolf of Knownwell
45:43
45:43
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45:43Over 99% of AI deployments to date have been focused on personal productivity. David DeWolf shares how firms can unlock higher layers of operational and strategic value in their AI investments. The post Unlocking the Real Promise of AI with David DeWolf of Knownwell appeared first on Rattle and Pedal.…
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Doomsday or New Day? How IT Services Firms Are Using AI with Michelle Swan of Tercera
55:25
55:25
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55:25From writing code to amping up call centers to a virtual wingman — Michelle Swan joins us to talk about how services firms are using AI to drive value internally and with clients. The post Doomsday or New Day? How IT Services Firms Are Using AI with Michelle Swan of Tercera appeared first on Rattle and Pedal.…
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Generative AI: How Firms Are Using it Today and How They’ll Use it Tomorrow
38:51
38:51
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38:51Jeff and Jason kick off a new series exploring current and future uses of generative AI in professional services. What are the opportunities and risks of its adoption? The post Generative AI: How Firms Are Using it Today and How They’ll Use it Tomorrow appeared first on Rattle and Pedal.By Jason Mlicki & Jeff McKay
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Unsnoozing the Inbox: Tips on Email Marketing with Ian Brodie
55:25
55:25
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55:25The best way to build relationships at scale is with email marketing. Acclaimed email expert, Ian Brodie, joins Jeff and Jason to share his thoughts on how to cut through the noise and “unsnooze your prospects’ inbox.” The post Unsnoozing the Inbox: Tips on Email Marketing with Ian Brodie appeared first on Rattle and Pedal.…
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When you’re missing your revenue targets it’s tempting to chase shortcuts — quick fixes like an aggressive cold email outreach program. Yet, usually, success in the short term requires taking the long view. The post No Shortcuts to Growth appeared first on Rattle and Pedal.By Jason Mlicki & Jeff McKay
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The Rainmaker Genome Project with Matt Dixon and Rory Channer
59:40
59:40
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59:40DCM Insights founding partners, Matt Dixon and Rory Channer, share the findings of their latest research on what the top pro services partners do differently to drive business development success. The post The Rainmaker Genome Project with Matt Dixon and Rory Channer appeared first on Rattle and Pedal.…
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Behind the Headlines-AI’s Impact on Pro Service Marketing
24:52
24:52
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24:52From automating interactions at the drive-thru to writing website content, AI is taking the world by storm. In this episode, Jason and Jeff explore the strategic marketing implications of the latest news on generative AI. The post Behind the Headlines-AI’s Impact on Pro Service Marketing appeared first on Rattle and Pedal.…
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Revisiting the BS of PS: Are Things Getting Better? Or Worse?
50:01
50:01
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50:01There’s an inherent dysfunction that keeps firms from reaching their full growth potential. Jason and Jeff revisit one of the podcast’s earliest episodes to discuss what’s changed. And, what’s stayed the same. The post Revisiting the BS of PS: Are Things Getting Better? Or Worse? appeared first on Rattle and Pedal.…
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The Rebranding of Twitter to X. Brilliant Move or Colossal Mistake?
23:57
23:57
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23:57The marketing world is all “atwitter” about X. Was this rebrand a brilliant move? Or a colossal mistake? What can professional service firm leaders and marketers learn from the strategy? The post The Rebranding of Twitter to X. Brilliant Move or Colossal Mistake? appeared first on Rattle and Pedal.By Jason Mlicki & Jeff McKay
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Some strategy firms lack a sound business strategy. Some HR consulting firms lack effective people discipline. Why do firms struggle to apply their expertise to their own businesses? The post The Cobbler’s Children Have No Shoes appeared first on Rattle and Pedal.By Jason Mlicki & Jeff McKay
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Building a Differentiated Client Experience
32:15
32:15
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32:15Jeff and Jason break down what it takes to build a truly unique professional services firm client experience and offer examples of firms leading the pack. The post Building a Differentiated Client Experience appeared first on Rattle and Pedal.By Jason Mlicki & Jeff McKay
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Thought Leadership Development: The Pros and Cons of 3 Proven Models
33:04
33:04
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33:04Insourced, outsourced, and co-sourced. Jason and Jeff explore the “ins” and “outs” of the prevailing ways to develop thought leadership. The post Thought Leadership Development: The Pros and Cons of 3 Proven Models appeared first on Rattle and Pedal.By Jason Mlicki & Jeff McKay
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12 Reasons Your Marketing Strategy is Failing
33:07
33:07
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33:07From culture to rewards to the “partners’ boat fund,” Jeff and Jason explore all the reasons firms’ marketing strategies fail. The post 12 Reasons Your Marketing Strategy is Failing appeared first on Rattle and Pedal.By Jason Mlicki & Jeff McKay
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Jason breaks down how to develop a thought leadership strategy that defines the business issues your firm should own now and for the foreseeable future. And, he does it all in just five steps. The post Thought Leadership in 5 Steps appeared first on Rattle and Pedal.By Jason Mlicki & Jeff McKay
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Behind the Headlines: PWC’s $1B Investment in AI, China’s Consulting “Crackdown”, and Marketing Lessons from Hyundai
37:51
37:51
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37:51We share professional services marketing lessons learned from Hyundai’s brand ascent, discuss marketing opportunities related to PWC’s large investment in AI, and lament China’s “crackdown” on consulting firms. The post Behind the Headlines: PWC’s $1B Investment in AI, China’s Consulting “Crackdown”, and Marketing Lessons from Hyundai appeared firs…
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We break down the brand of one of the world’s fastest-growing global technology services providers, Wizeline. Gain insight into the impact of a clear go-to-market strategy and relate to some challenges in solution architecture. The post Brand Breakdown – Wizeline appeared first on Rattle and Pedal.By Jason Mlicki & Jeff McKay
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Building a Go-To-Market Strategy in 5 Steps
40:25
40:25
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40:25Jeff breaks down how to get your firm showing up as its best self through a clear go-to-market strategy in five clear, but not always easy, steps. The post Building a Go-To-Market Strategy in 5 Steps appeared first on Rattle and Pedal.By Jason Mlicki & Jeff McKay
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Behind the Headlines: EY (again), Google AI, and the Morass of Bud Light
38:10
38:10
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38:10We dive back into the on-again, off-again EY split, Google’s shift to integrating AI-enabled chat into its search engine, and beer marketing. Yes, beer marketing. The post Behind the Headlines: EY (again), Google AI, and the Morass of Bud Light appeared first on Rattle and Pedal.By Jason Mlicki & Jeff McKay
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Developing a Differentiated Point of View in 5 Steps
33:40
33:40
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33:40A strong POV is the tip of the spear in differentiating a brand and building its relevance in your target market. Learn what it takes for your firm to separate itself from the crowd. The post Developing a Differentiated Point of View in 5 Steps appeared first on Rattle and Pedal.By Jason Mlicki & Jeff McKay
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