Your firm is leaving millions on the table—35% of single-practice clients walk away, while those using multiple services stay. Stop the bleed: discover how to break cross-selling barriers and turn collaboration into your firm’s biggest profit driver.

At many traditional firms, financial measurement focuses on lagging indicators like topline revenue, realization, and net profit. These are critical indicators, but firms that want to take a meaningful step forward need to pay just as much attention to a leading indicator known as pipeline forecasting.

Referrals are one of the most effective ways to generate new business leads. When someone refers you to a potential customer, they are essentially vouching for your credibility and expertise. But building a strong network of referral sources takes time and effort. In this article, we’ll share four tips to help you build better business referral sources.

As a seller-doer, finding high-value leads is crucial to your career growth and the success of your firm. High-value prospects are those who are most likely to convert and become long-term clients.  Finding these prospects can be challenging, especially if you don’t know where to start. The following are some proven strategies for identifying high-value leads and converting them into loyal clients.

If you’re a seller-doer, you know that generating business development leads is essential to growing your book of business and the firm. However, not all sales leads are created equal, and it’s important to understand the difference between good and bad leads.

Let’s face it, the mundane business of keeping on top of business development can be tedious.

That’s why we specifically designed the PipelinePlus Platform to make business development simple, fast, and engaging. Here are the top five ways.