strategic consultant to:  

 ~ serial CEOs & CTOs in software, Internet, technology & digital media
~ experienced consultants in all fields to maximize their practices

Elements of successful pitch deck for your referral sources

Aug 14, 2013

You have been invited to present to a room filled with excellent referral sources, perhaps in one company, or in a networking group.  You don’t know them, but you want them to share their clients and contacts with you for new projects. I often help my clients by...

Working smart # 17: Refining your ideal client profile

Jun 27, 2013

This is the task that successful companies and consultants mark as a priority, and most others neglect:  defining, testing and refining your ideal client profile. Your product or service or consultancy is serving a specific market, and that market must be defined.  ...

Working Smart #16: Pitch your results first

Jun 20, 2013

Pitching your results is the best way to close a new client. We spend a lot of time working on our pitches to gain new clients.  We delineate our services’ features and benefits.  We tell our histories and stories of our mission and our passion.  As we get more...

Selling your books during public speaking — 10 tactics

Jun 13, 2013

Often it is appropriate to offer our books or other collateral for sale when speaking in public.  Here are some tips on the best handling of the sales. Preparation:  What to take: an assistant (or the venue’s host) who has agreed to handle the selling activity...

Working smart # 14: Long-term care insurance: not just for the aged

May 3, 2013

I admit I have a great aversion to paying for insurance.  That said, I have always spent a great deal of my annual expenses for lots of coverage.  As I have always been an independent consultant and entrepreneur, I have never had the (phantom) assurance of a larger...

Working smart # 13: time & calendar management in 15 tactics

Apr 26, 2013

Managing your calendar to support the efficiencies of your work life is a learned skill.  There are tactics for controlling your time, your calendar, your clients and your work/life balance.  You can learn them, adapt them to your own particular preferences, and then...

Working smart # 12: Disability insurance and why independents need it

Apr 19, 2013

Lots of us sign up for life insurance, while few of us will pay for disability insurance, even though we are seven times more likely to be disabled for the short- or long-term, than we are to die.  As independents, consultants and entrepreneurs, we are at much greater...