Professional Services

International expert and consultant David Maister offers a brilliant and accessible guide to every management issue at play in professional firms. Professional firms differ from other business enterprises in two distinct ways: first, they provide highly customized services and thus cannot apply many of the management principles developed for product-based industries. Second, professional services are highly personalized, involving the skills of individuals.

As Darwin famously observed, the beaks of each generation of Galapagos Island finches change to accommodate shifting food resources, allowing the birds to survive by adapting their capabilities to the new environment. Today's business people should take note: In the post-crisis economy, traditional career strategies spell professional extinction, but the fluid new "gig economy" offers tremendous potential for anyone willing to adapt.

How Clients Buy is the much-needed guide to selling your services. If you're one of the millions of people whose skills are the "product," you know that you cannot be successful unless you bring in clients. The problem is, you're trained to do your job-not sell it. No matter how great you may be at your actual role, you likely feel a bit lost, hesitant, or "behind" when it comes to courting clients, an unfamiliar territory where you're never quite sure of the line between under- and over-selling. This book comes to the rescue with real, practical advice for selling what you do.

Productize draws on the 25+ years of experience that Eisha Armstrong has in successfully creating, launching and growing productized services. Eisha knows what works and what doesn't and she is passionate about making sure organizations learn from each other and avoid reinventing the wheel.

I’ve written this book because selling your business is quite possibly the biggest financial transaction of your entire life, and you’ve never done it before and will likely never do it again, and you really need to be smart about this. I recently did a quick study on the likelihood that a firm in a particular, narrow vertical would have a successful exit—defined as someone else purchasing, for real money, a majority of your firm’s equity.

In Soft Skills for the Professional Services Industry: Principles, Tasks, and Tools for Success, renowned auditing professional, valuator, and author Andreas Creutzmann delivers an essential guide for professionals seeking to upgrade and refine their soft skills. From public speaking to problem solving, digital literacy, and intercultural fluency, the author discusses concrete strategies and practical techniques for professionally trained and credentialed experts to expand their skillset, augment their leadership abilities, and even find more fulfillment in their work.

We are in the golden era of boutiques. The business models of your clients are being disrupted. This makes it virtually impossible for them to have all the required expertise in-house. They are looking for external expertise. They have big budgets to spend. Clients are buying from boutiques in record numbers. The sun is shining. Time to make hay.

The Customer Success Manager has become a critical asset to organizations across the business landscape. As the subscription model has spread from the cloud and SaaS to more sectors of the economy, that pivotal role will only grow in importance. That's because if you want to compete and thrive in this new environment, you need to put the customer at the center of your strategy. You need to recognize you're no longer selling just a product. You're selling an outcome.  

Years ago, developing and sustaining a book of business was not as big a problem for accountants, attorneys, financial planners, and other professionals as it is today. Clients were more loyal to the firms they worked with, and unlikely to shop your services, compare rates, or jump ship. Times have changed! And if you don't change along with them...well, you're not going to enjoy yourself or have as much control over your career as you deserve. Believe it or not, you can enjoy the process of expanding your client base. 

You’ve spent years training to be an expert in your field. Years hunched over books and articles, writing essays late into the night on the science and art of your chosen profession. Through hard work and determination, alongside lots of experience, you’ve now become pretty good at it. So good in fact, that you have been asked to stop doing it all the time. You’ve been asked to be a manager.

In recent years, professional services providers have had to rethink their sales methods and adapt to profound changes in the way clients buy services. In response, Winning the Professional Services Sale argues for fundamental changes in the seller's mindset and sales strategies. Rather than pressing the sale, salespeople must help clients buy - the way that works best for each client. This new approach gives buyers what they now want in a services seller: a consultative problem solver, change agent, and solution integrator, all rolled into one. 

How to Win Client Business When You Don't Know Where to Start provides a masterclass in teaching the practical techniques and concrete strategies that professional services providers were never taught in school or on the job. Pragmatic lessons take the place of the vaguely defined principles found in competing books to turn listeners from sales novices into rainmakers.

Never Say Sell explains how to scale individual engagements into long-term business relationships. Cowritten by Tom McMakin, the coauthor of How Clients Buy and expert in account development, and colleague Jacob Parks, this book provides insights into how key rainmakers at firms like Accenture and IBM drive growth from existing relationships. Never Say Sell is a business development guide for professional service providers like consultants, accountants, and lawyers, whether they are sole proprietors or members of account teams tasked with expanding key accounts.

What if the struggle of launching an e-commerce business—finding products, creating professional content, managing operations—is completely unnecessary in the AI era? While you're agonizing over product photography, spending days writing descriptions, wondering how to handle customer service without hiring expensive staff, and watching competitors with bigger budgets dominate your market, early adopters have discovered how to use AI to build e-commerce businesses that generate six figures annually with minimal teams and sustainable profit margins.

The Growth Engine describes the main challenge professional services firms face as they grow and shows how to develop a scalable business development effort, covering everything from CRM systems and metrics around utilization, to service development and expansion, to account planning and cross-selling, to winning new clients, to team structure and roles, and to performance management.

Are you part of the skilled trades? Whether you’re an HVAC service technician, plumber, electrician, or in any profession that provides essential home services, this book is for you.

More and more professional services firms are “productizing” their services to grow and scale. But successfully marketing and selling standardized services or products is very different from marketing and selling traditional professional services. Commercialize, a follow-on book to Productize, explores why commercializing new ideas is the most significant stall point when B2B services organizations productize. The book then outlines how the most successful firms commercialize packaged services and new products and get to revenue impact fast and efficiently.

In a world where the legal landscape is rapidly transforming, The Power of AI for Legal Professionals is your essential guide to staying ahead. Whether you're a lawyer, paralegal, judge, or legal operations expert, this practical and empowering resource reveals how artificial intelligence is reshaping the delivery of legal services, and how you can harness it for efficiency, accuracy, and competitive advantage.

You don’t have to start from scratch to build something great. If you’re a next-generation professional in a growing field—technology, healthcare, legal, financial, tax, veterinary, sustainability consulting, or beyond—you may already be facing a career-defining choice: Should I start my own firm? Or should I buy into the one I helped build? Acquiring Your Future Through a Succession Plan is your guide to doing the latter—smarter, sooner, and with far more upside than you might think. Succession planning is not about waiting your turn.

This book is your step-by-step guide to building something bigger—something durable. With 50 succinct, hard-hitting lessons, you’ll learn how to create a business that is valuable, profitable, investable, and able to grow well beyond your career. Unlike selling to a third party, succession planning is a gradual transition of ownership and leadership—often over 10 to 20 years. If done right, it can change not just your exit, but your entire approach to building and leading your firm.