Saying yes feels good. It’s helpful, it’s human—and it’s how your firm quietly bleeds to death. 😵 In this episode, John and Mark dive into the real power of saying NO: qualifying hard, protecting your pipeline, and choosing clients and marketing efforts that actually move your firm forward. Plus, they explore the cognitive traps (hello, sunk cost fallacy and FOMO) that keep you from doing it. 00:00 Introduction 02:06 Welcome 03:21 Qualification 08:16 Cognitive Biases 10:48 FOMO 14:25 No Kee...
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Saying yes feels good. It’s helpful, it’s human—and it’s how your firm quietly bleeds to death. 😵 In this episode, John and Mark dive into the real power of saying NO: qualifying hard, protecting your pipeline, and choosing clients and marketing efforts that actually move your firm forward. Plus, they explore the cognitive traps (hello, sunk cost fallacy and FOMO) that keep you from doing it. 00:00 Introduction 02:06 Welcome 03:21 Qualification 08:16 Cognitive Biases 10:48 FOMO 14:25 No Kee...
What's Broken About BizDev in Accounting? + 2025 AAM Summit Recap
Breaking BizDev
40 minutes
5 months ago
What's Broken About BizDev in Accounting? + 2025 AAM Summit Recap
In this episode of Breaking BizDev, John and Mark dive into the complexities of business development within the accounting industry, like the steep challenges of differentiation, pricing models, and the annual scramble leading up to tax day. John shares his extensive experience with accounting firms and highlights insights gathered from the 2025 Association for Accounting Marketing (AAM) Summit Conference in Phoenix, AZ. The episode features quick interviews with sales and marketing profess...
Breaking BizDev
Saying yes feels good. It’s helpful, it’s human—and it’s how your firm quietly bleeds to death. 😵 In this episode, John and Mark dive into the real power of saying NO: qualifying hard, protecting your pipeline, and choosing clients and marketing efforts that actually move your firm forward. Plus, they explore the cognitive traps (hello, sunk cost fallacy and FOMO) that keep you from doing it. 00:00 Introduction 02:06 Welcome 03:21 Qualification 08:16 Cognitive Biases 10:48 FOMO 14:25 No Kee...
