Blog:
The Competitive Advantage
February 17, 2026
“Trust” Isn’t the New Currency. It’s Always Been the Price of Admission.
I’ve read a number of articles recently with a title like, “Trust is the new currency.” There’s even a book by that name. And every time I see an article like that, I laugh! Since when is ‘trust’ a new concept in business… and especially for salespeople?
OK, I’ll admit that with AI becoming more prominent – and all of the things it can do that might be hard to describe as ‘authentic’ – trust may be more important now than it ever has been.
But a new idea? Since when was trust not a factor in sales?
Continue ReadingFebruary 10, 2026
The Biggest Mistake Seller-Doers Make on the First Sales Call
Stop showing up and throwing up!
OK, I hate that phrase – throwing up – but that’s exactly what happens during most initial sales calls. And everyone who’s been selling for more than a few months has been down this road…
After weeks of swapping emails and LinkedIn messages, a potential client finally agrees to their first ‘sales meeting’ with you. And you couldn’t be more excited! The sales prospect is a high-profile target for your firm, representing a significant amount of revenue opportunity.
You get the initial call scheduled (likely in Zoom or Teams), you prepare properly, and you’re ready to go. The call starts, you say “hello” to each other, then the buyer says to you, “So, tell me about your firm.” And you can’t wait to tell him about all the things you do… and your great team… and how awesome you are!
But here’s the thing… DON’T DO IT!
Continue ReadingJanuary 7, 2026
Why Your 2026 Sales Plan Shouldn’t Look Anything Like 2025
“If you keep doin’ what you’re doin’… you’ll keep gettin’ what you’re gettin’.”
That’s one of my favorite business (and life) philosophies. It’s the southern version of, “The definition of insanity is to keep doing the same things over and over and expecting the results to change period.” And the thing is… it’s true.
Let me ask you this… did you (and/or your firm) hit your revenue goal in 2025? Statistics being what they are… you likely fell short. It happens. So, what are you going to do about it in 2026? Or better yet… what are you going to do differently in 2026 to ensure that you reach your goals?
Continue ReadingSeptember 8, 2025
30 minutes… 4 times a year
A message for agency owners and CEOs
I was on a call this morning with the Founder and CEO of a midsize firm in our industry. We were having a conversation about sales, part of which was how they were doing with their existing clients. Evidently, pretty good… according to him. “Our clients really like the work our firm is doing for them.” Great!
I followed that up by asking if he spent any time with his clients, particularly his largest accounts. He said, “Not really.”
Continue ReadingAugust 5, 2025
Inside the Mind of a Research Buyer, Part 3
Earlier this year, I interviewed a couple of research buyers around the topic of how they connect with and buy from their agency partners. They were (and still are) among the most read blogs I’ve ever posted. Well, as a result of hosting & moderating the Insights Association’s Summer Sales Webinar Series last month – and attending the Quirks NY Event – I’ve added a few more interviews to the list. I hope you find value in their perspective…
Name: Jen Lovinus
Title: Senior Manager, MRO Insights
Company: Grainger
Years at company: 3
July 21, 2025
What Buyers Want
And I know this because they told me!
Over the past couple of weeks, I had the pleasure and privilege of hosting and moderating the Insights Association’s Sales Accelerator Series. All the presenters were terrific, including the very insightful research buyers who participated in a panel discussion on the last day.
June 24, 2025
Want More Sales Success? Slow Down!
I was having a conversation earlier this week with one of my clients about his sales process. He had what was ostensibly a two-step process: Connect with someone on LinkedIn, then get them to see his software demonstration. And while he had decent success getting connections, and even some success getting prospects to sit through a demo, not much was happening after that. My advice to him? Slow down.
May 29, 2025
Churn Baby Churn!
One of the tools we use when onboarding a new client is something we call the ‘5-Year Revenue Review.’ It’s a report that your accounting team can easily provide: Revenue by Client by Year for the past 5 years. And what you can learn from it is interesting and eye-opening.
Many business leaders regularly look at revenue year-to-date and compare it to last-year-to-date. And that’s fine. That trouble is that even if there’s overall growth, it may be hiding problems lurking beneath the surface. But when look at a 5-year report, you’ll see gaps and trends in the data that a 2-year analysis can’t reveal.
Continue Reading