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PIE Perspectives
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Sharing our perspectives, best practices, and market insights from serving professional service firms.
Books
Learn more about our foundational philosophies for building trust and credibility, earning the right to win work, and adding additional value by scaling the diamond of opportunity.
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Never Say Sell
Never Say Sell is a sought-after sequel from readers of How Clients Buy, which dives into the secret of winning new work in professional services. Authors Tom McMakin and Jacob Parks realized…
Account Planning Training & Management—Global Legal Consulting Firm
Explore PIE PerspectivesAccount Planning Training & ManagementGoals Increase top-line growth via current client...
Business Development Audit—Global Consulting Firm
Explore PIE PerspectivesBusiness Development AuditGoals Gain an objective perspective of the strengths and weaknesses...
Business Development Training—Regional Accounting Firm
Explore PIE PerspectivesBusiness Development TrainingGoals Increase top-line growth, with a focus on current client...
Executive Community—Mid-Size Consulting Firm
To grow brand awareness, enhance client exposure, gain new market share. Recruit 50+ F500 innovation executives to a peer-to-peer network. Organize and conduct 4 by-phone group exchanges and two in-person group exchanges per year.
Summit Support—Global Consulting Firm
In wake of the 2008 financial crisis, a global consulting firm wanted to provide professional insights to key clients, and to also hear clients’ greatest concerns and challenges to better position the firm to help.
Corporate Dining Events—Big 4 Accounting Firm
Deepen and expand relationships with heads of tax in a specific industry. Provide face-to-face opportunities for their virtual roundtable members.