“One problem is that discounts attract the wrong clients for your firm. When you lead with a price reduction, you're quite literally signaling to a prospect that price is the primary factor they should be weighing in their decision.”

“She recommends offering discounted services, not free, in exchange for a case study or testimonial from people in your network.”

“Working with activists… buying back shares at a discount, selling off non-core assets… shrinking the denominator improves returns”

“One of my most favorite things for client service is just using Otter transcripts, which we may migrate to zoom, getting so many insights around what clients are asking for sentiment of clients.”

“We use our data… renewal dates and policies… and then most of our outreach is cold call… we’re doing about 300 to 400 matches a month”