Strategy Advising Clients Through the Business Life Cycle As we progress through life, we move through a series of stages, each of which is characterized not only by increasing levels of age and maturity, but also by a set of circumstances, desires, challenges, needs – and sometimes powerful emotions. Learn more
Leadership Facilitation vs. Presentation: A Hallmark of the Skilled Advisor Think about a time when you’ve gone through a complex decision process to make a major purchase such as a house or car. Did an agent work with you through the process, asking questions, understanding your unique needs, and making recommendations accordingly? Or were you presented loads of options (relevant or not) to sort out, and then left to draw your own conclusions? Learn more
Growth Stop Selling and Start Helping When “selling” is mentioned at conference tables around the country, images of uncomfortable networking functions may emerge in professionals’ minds. An expression of fear may even be visible on many faces. Boring after-hour events full of intimidating strangers balancing cocktails and hors d’oeuvres, peering nervously around the room rarely elicit the excitement of young accountants. Learn more
Growth Marketing and Sales: Two Disciplines, One Process Thirty years ago, the AICPA revised its Code of Professional Ethics to allow advertising and solicitation, and accounting marketing was born. Ever since, firms have wrestled with how to link their marketing investments to tangible sales results. Learn more
Leadership Succession Planning Isn’t a Spreadsheet — It’s a Commitment to Conversations Private equity is reshaping the accounting profession. While some firms actively explore investment, others are navigating the ripple effects and general changes in the profession: rising consolidation, increased M&A activity, retiring partners, and growing concerns about talent shortages and leadership transitions. Learn more
OCT The Rainmaker Academy® Master Rainmaker Program Session 1 Make-Up Opportunity: October 20, 2026 Learn more