The Principal Podcast
The Principal Podcast is where founders, Managing Partners, and CEOs of professional services firms share how they build, grow, and lead businesses that last. Each episode goes deep on the real strategies behind firm growth, from winning clients and building trust, to scaling teams and staying ahead in a competitive market. Hosted by a team of seasoned professionals with backgrounds across consulting, marketing, and business growth, The Principal Podcast brings diverse perspectives to every conversation. Guests come from across the professional services world: management consulting, financial services, investment banking, IT services, marketing, PR, staffing, and accounting. If you run or...
How to Turn Your Expertise Into a Firm That Scales With Dr. David Rock
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Dr. David Rock has spent nearly three decades building a business at the intersection of neuroscience, leadership, and organizational change. He coined the term “NeuroLeadership” and built the NeuroLeadership Institute around the idea of using science to make organizations better for humans.
What started as Results Coaching Syst...
How to Scale a Specialized Firm Through Deep Industry Expertise With James Harris
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James Harris has spent nearly two decades in the retail industry, including sales and national account roles before moving into independent consulting and eventually founding High Impact Analytics in 2010.
High Impact was built around a specialized problem: helping consumer brands navigate major retailers and make better decisions...
How to Grow a Firm Through Better Marketing & Client Relationships With Wayne Mullins
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Growing a professional services firm takes more than attracting new clients. It requires earning trust, delivering consistent results, and building relationships that generate repeat business and referrals.
Wayne Mullins is the founder of Ugly Mug Marketing, an agency he started in 2009. Having worked with clients across 91 industries...
How to Scale a Niche Professional Services Firm With Garth Larson
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Garth Larson is the Co-Founder and CEO of FIRST Educational Resources, a professional services firm serving school districts through consulting, coaching, professional development, events, publishing, and other specialized solutions.
Since launching the firm in 2014, Garth and his team have worked with more than 2,500 school districts around the...
How to Make Your Firm Indispensable to Clients With Louise Cantrill
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Louise Cantrill is Managing Partner at Skylite Associates, a UK-based professional services firm specialising in leadership development, executive coaching, workforce transformation, and career transitions. With over 30 years of experience, Louise has worked with organisations ranging from SMEs to major international businesses, managing multimillion-pound strategic accounts and complex client engagements.<...
How to Scale a Firm Without Becoming the Bottleneck Through Delegation With Tricia Sciortino
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For founders and CEOs of professional services firms, growth often creates a difficult problem: the more successful the firm becomes, the more decisions, client relationships, and responsibilities start flowing through the leader.
Tricia Sciortino has spent more than 15 years solving that problem at scale. She joined BELAY...
How to Stay Relevant for 30+ Years in Professional Services With Damian Goldvarg
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Damian Goldvarg has been building Goldvarg Consulting Group since 1995. What began as his work in organizational development has grown into an international professional services business spanning leadership development, executive coaching, training, team coaching, and professional certifications.
Along the way, Damian has worked with Fortune 100 companies, governments, nonprofits...
How to Turn Client Relationships Into Repeat Revenue With Nick Boulton
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Nick Boulton has spent more than 20 years building Client Server, a specialist technology recruitment consultancy serving startups, scale-ups, software businesses, consultancies, hedge funds, investment banks, and other technology-led organisations. His route into the industry was unconventional: before recruitment, Nick played professional county cricket and worked as a senior game...
How to Build Authority and Win More Clients Through PR With David Barkoe
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David Barkoe has spent more than 25 years in PR and communications, working across media relations, thought leadership, influencer marketing, crisis communications, and brand strategy. In 2014, he co-founded Carve Communications and has since built the firm around a simple idea: operate as a true partner to clients rather than just...
How to Build a Proactive Advisory Firm That Clients Keep Coming Back To With Michael Coronado
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Michael Coronado has spent more than 30 years across technology, finance, accounting, and advisory services. Since 2003, he has led Pronto Advisors, helping clients move beyond reactive tax preparation toward year-round financial and tax planning.
Pronto Advisors works particularly closely with real estate investors, developers, construction professionals, and business...
How to Make Your Firm Hard to Replace With Molley Ricketts
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Molley Ricketts has spent more than 20 years in recruiting, workforce strategy, and professional services. In 2015, she founded Incipio Workforce Solutions, where she and her team help organizations tackle challenges across recruiting, HR outsourcing, employer branding, leadership development, employee retention, workforce alignment, and organizational change.
What makes Molley’s...
How to Turn Your Network Into a Growth Engine With Marilyn McSweeney
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Professional services firms are built on expertise, but expertise alone rarely creates a business that lasts. Clients need to trust you with problems that matter, and have a reason to keep coming back.
Marilyn McSweeney has spent more than 25 years building that kind of trust in executive...
How to Build a Firm That Thrives Beyond the Founder With Andrea Nunez
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Andrea Nunez has spent nearly 20 years helping CEOs, executive teams, and boards navigate growth, leadership transitions, and organizational change. Today, she leads The Genysys Group, a professional services firm focused on strategy, executive coaching, leadership development, succession planning, governance, and organizational transformation.
Her work sits at the...
How to Turn Relationships Into Revenue With Steve “The Hurricane” Weiss
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Steve “The Hurricane” Weiss has spent more than two decades in healthcare sales, marketing, networking, and business development. Before starting his own firm, he led marketing, sales, public relations, and referral development for healthcare organizations, giving him firsthand experience with the growth problems his clients now hire him to solv...
How to Build a Professional Services Firm Through Profitable Client Relationships With John Reed
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John Reed has spent more than two decades at the intersection of professional expertise, sales, marketing, and client development. He began his career as a practicing attorney before moving into sales and sales leadership at Thomson Reuters, eventually combining those experiences to build a consulting business focused specifically on...
How to Build a Firm Around Problems Clients Actually Need Solved With Phil Ratcliffe
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Phil Ratcliffe has spent more than 30 years working across corporate real estate, facilities management, project delivery, and advisory. Before joining Code Advisory as a Director in 2023, he spent more than 20 years at Procore UK, including several years leading the business as Managing Director.
Today, Phil works with...
How to Grow a Firm by Staying Ahead of Client Demand With Matthias Muehlbauer
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Matthias Muehlbauer has spent the last decade working across consulting, entrepreneurship, sustainability, and strategy in Australia, Japan, and the United States. Today, he is Co-Founder and COO/CTO of OnePointFive, where he helps organizations turn complex sustainability challenges into practical strategies and implementation. OnePointFive has built its business across...
How to Build a Firm That Performs Through Constant Change With Zannah Ryabchuk
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Zannah Ryabchuk is CEO of Breakthrough Global, a professional services firm focused on business growth, leadership, and culture transformation. Over the past 14 years, she has worked with executive teams and organisations including Nomad Foods, JDE Peet’s, Coty, and Reckitt. Her journey through Breakthrough gives her an unusual perspective on...
How to Build a Professional Services Firm Around AI-Driven Growth With Joy Youell
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Joy Youell has spent roughly two decades studying how humans communicate and, more recently, how AI communicates. Her background includes serving as chief content consultant on a large-scale LLM development project, advising on how an early language model interacted with users, and leading an LLM development team.
...
How to Build and Grow a Technology Services Firm in the Age of AI With Kelly Waters
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Kelly Waters started his career as a developer before moving into senior technology leadership and ultimately founding the business now known as Crosstide in 2013. Since then, he has built the firm around solving complex technology and delivery challenges for mid-market and enterprise clients.
Today, Crosstide sits at...
How to Scale a Professional Services Firm Through Stronger Leadership With Rick Snyder
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Rick Snyder has spent more than a decade in executive coaching and consulting. In 2019, he founded Invisible Edge, a global boutique firm working with organizations ranging from fast-growth startups to Fortune 500 companies through executive coaching, leadership development, workshops, and scalable training.
A core part of Rick’s wo...
How to Scale Your Firm Through Remote Teams With Menno Gottmer
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Menno Gottmer is the Chief Operating Officer of Adaptive Teams, a company helping businesses scale through remote hiring and distributed teams.
Since joining Adaptive Teams in August 2024, Menno has focused on designing the systems, processes, and leadership structures that allow teams to perform consistently across different countries...
How to Scale a Firm Through Fractional Leadership With Maddy Niebauer
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Maddy Niebauer started her career in consulting at The Bridgespan Group before moving into strategy and Chief of Staff roles at Teach For America and Braven. In 2016, she saw a gap in the market: organizations had important strategic work that required experienced leadership, but they didn't always need, or...
How to Build Authority That Opens Doors to Major Clients With Cindy Solomon
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Cindy Solomon has been building Cindy Solomon and Associates since 1993. Over that time, she has developed her expertise in leadership, customer experience, and organizational performance into a business spanning consulting, keynotes, workshops, leadership development programs, and frontline training.
Her client experience includes organizations such as Google, Wells...
How to Scale a Services Firm Through Better Systems With Gabriela Enriquez
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Growth can expose weaknesses in a professional services firm just as quickly as it creates opportunities. More clients mean more people, more complexity, and more pressure on the systems behind the business.
Gabriela Enriquez has spent more than two decades working at that intersection. As Founder and...
How to Build a Reliable Growth Engine Through Smarter Advertising With Raeanne Meyer
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For professional services firms, growth depends on more than getting attention. You need a reliable way to generate the right opportunities, convert them into clients, prove results, and build relationships that last.
Raeanne Meyer has spent more than 15 years working across advertising, sales, lead generation, and operations...
How to Build an AI Services Firm That Wins Enterprise Clients With Stephen Straus
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Stephen Straus has spent his career helping organizations navigate major waves of innovation. After nine years as a venture capitalist at Austin Ventures and multiple entrepreneurial ventures, he co-founded KUNGFU.AI, a boutique AI-focused management consulting and engineering firm helping organizations create competitive advantage through artificial intelligence.
...
How to Build a Firm Around Trust, Not Transactions With Brad Solomon
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Brad Solomon has spent nearly three decades building The CTG Group, a professional services firm focused on executive coaching, leadership development and emotional intelligence. Since starting his coaching career in the mid-1990s, Brad has worked with leaders and organisations across the UK, Europe, the Middle East and Asia-Pacific.<...
How to Build a Stronger Firm Through Behavioral Intelligence With Terry Bean
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Professional services firms are built on people. How leaders communicate, make decisions, build trust, and respond under pressure ultimately shapes the experience of both clients and teams.
Terry Bean has spent more than 16 years helping leaders better understand those patterns. Today, as CEO of Behavioral Elements, he...
How to Scale Through M&A Without Breaking Your Business With Shelby Faubion
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Shelby Faubion operates at the intersection of finance, operations, and strategy, where most consulting engagements either succeed or fall apart. Through Vector Advisory, he works closely with private equity firms and portfolio companies to guide them across the full M&A lifecycle, from diligence to integration and beyond. His...
How to Scale a Professional Services Firm Through People and Performance With David Aspinall
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David Aspinall has spent more than 25 years building, operating, and transforming businesses across professional services, enterprise technology, and telecommunications. Today, he leads ELB Learning, a strategic workforce performance partner serving 80% of the Fortune 100.
David brings an unusually broad perspective on what makes a services business work. He...
How to Build a Firm Through Relationships and Specialization With Christopher Gannon
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Christopher Gannon founded Captivate Talent in 2017 with a focus on connecting high-quality revenue talent with growing technology companies. Nine years later, Captivate has developed into a specialized recruiting firm serving B2B SaaS startups and scale-ups across sales, marketing, customer success, RevOps, and executive leadership.
Christopher has...
How to Build a Predictable Sales Engine for Your Firm With Daniel Zamudio
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For many professional services firms, growth still depends heavily on a founder, Managing Partner, or small group of rainmakers. The challenge is turning what those people do well into a sales process the rest of the organization can actually execute.
Daniel Zamudio has spent much of his...
How to Build a Professional Services Firm Around Your Expertise With Jeff Gothelf
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Jeff Gothelf has spent years turning his expertise in product management, customer discovery, OKRs, and organizational agility into a professional services business. As co-founder of Sense & Respond Learning, he works with product, design, innovation, and transformation teams to help them make better decisions and connect the work they do...
How to Win Bigger Clients and Keep Them Longer With Adrian Stewart
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Adrian Stewart is Managing Partner at Nexus International, where his work focuses on strategic partnerships, new business generation and building long-term commercial relationships.
His background gives him an unusually deep perspective on scaling service businesses. As co-founder and former Managing Director of IMSG plc, Adrian helped grow...
How to Scale a Senior-Led Firm Without Diluting the Work With Lucas Vandenberg
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Lucas Vandenberg has spent nearly two decades building Fifty & Five, a senior-led marketing agency and fractional CMO firm serving brands across more than 15 verticals. His client experience includes Microsoft, Hasbro, Warner Bros., Bain & Company, Enterprise Holdings, Kendall-Jackson, Penfolds, Mezzacorona, and Blaze Pizza.
His model sits between traditional...
How to Become the Advisor Clients Call Before Making Big Decisions With Ariel Tavor
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Ariel Tavor has spent more than 15 years in financial services, including roles at John Hancock and New York Life before building Lions Financial. Today, his work puts him alongside CEOs, executive teams, boards, and investors making high-stakes decisions around their businesses and capital.
At Lions Financial, Ariel...
How to Become the Firm Clients Call for Their Biggest Decisions With Lewis Maleh
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Lewis Maleh is the Founder and CEO of Bentley Lewis, an award-winning global boutique operating across executive search and talent advisory. The firm works with listed global corporations and private equity-backed businesses, with expertise across financial services, technology, life sciences, and industrials.
Lewis has spent more than 16...
How to Build a Firm That Lasts Through Trust & Client Relationships With Nicole Barbano
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Building a professional services firm that lasts requires more than being good at the work. You have to consistently win trust, bring in the right clients, deliver results, build a team, and keep adapting as your market changes.
Nicole Barbano has experienced that journey firsthand. In 2006, she...
How to Turn Human Capital Into a Growth Engine With Ron Godier
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Building a professional services firm around organizational effectiveness comes with an interesting challenge: clients need to see the connection between people, leadership, and actual business performance.
That’s the challenge Ron Godier has built Momentum Advisors around. The firm works with private equity firms, family offices, portfolio co...
