Collaborating with Other Consultants

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  • View profile for James O'Dowd
    James O'Dowd James O'Dowd is an Influencer

    Founder & CEO at Patrick Morgan | Talent & Advisory for Professional Services

    108,780 followers

    Many boutique consulting firms bring in high-profile Partners from larger, well-known firms, anticipating a swift boost in business. However, these hires often face unexpected challenges in transferring revenue from their previous roles. Partners coming from large consultancies are used to a very different environment. They often lack the skill set needed to thrive in a smaller firm, where success depends more on proactive business generation than on relying on the firm’s established infrastructure and inbound client requests. Adjusting to a firm with less brand recognition requires them to sell more actively, often to clients who may view a lesser-known brand as a greater risk. Moreover, restrictive non-compete clauses and client ownership structures can prevent them from bringing clients over immediately, even when strong relationships exist. A thorough, strategic hiring process can mitigate these risks. Beyond assessing the Partner’s credentials and track record, it’s crucial to understand how they’ll adapt to a smaller firm and realistically gauge how much of their previous client work they can actually transfer. A rigorous evaluation process helps uncover potential obstacles early, ensuring that both the firm and the new Partner are realistic about what can actually be delivered. What’s more, success in these hires often requires a long-term strategy. Rather than expecting instant results, support the new Partner in leveraging their industry expertise and reputation to reengage existing clients in fresh ways and open up new opportunities that align with the firm’s strengths. Without a careful hiring process and managed expectations, these moves often fall short of their potential. But with the right foundation, a new Partner can be a powerful asset, driving value beyond the immediate revenue transfer.

  • View profile for Des Yaninen

    Chief Executive Officer at Pacifund

    12,617 followers

    Lesson for Consultants - Don't Give Away Too Much in Consulting. Protect Your Value. Here's a lesson I've learnt over the years that I thought I'd share with you. It also cost my firm over K1 million in lost opportunities in 2024 alone. If you're in the consulting or advisory space, remember not to give away too much to clients during the initial exploratory stage where you're just having preliminary meetings and submitting proposals. This phase is about understanding the client's needs and assessing if there's a mutual fit for collaboration — not a free masterclass in your expertise. If anything, use this time to share success stories, highlight the outcomes you've achieved for other clients, and showcase the impact of your work. Avoid revealing your unique methodology or problem-solving frameworks too early. In my experience, many potential clients, unfortunately including ASX-listed corporations and even PNG government agencies, engage consultants to "pick your brain," extract ideas, and then never follow through with the engagement. Worse, if your proposal is detailed enough, they might implement your strategies internally — essentially receiving tens of thousands worth of consulting, problem-solving, and advisory services for free. Don't undervalue your expertise. Don't give away too much. Key Recommendations to Protect Your Value 1. Share Results, Not Processes Focus on case studies, testimonials, and measurable results rather than how you achieved them. I share outcomes, not my detailed methodology. 2. Limit Proposal Detail Provide a high-level overview of your approach but avoid detailed strategies or step-by-step solutions 3. Introduce a Discovery Phase Offer a paid discovery session where deeper insights and strategies can be shared in exchange for compensation. 4. Use NDAs When Necessary For sensitive or proprietary strategies, request a non-disclosure agreement before sharing insights. 5. Qualify Clients Early Identify whether the client has the genuine intent and budget to engage you before investing significant time. Also, make sure you are dealing with a decision maker, not someone who does not have the authority or influence to formally engage you. 6. Package Your Expertise Create premium reports, webinars, or workshops that can be monetized rather than giving insights away for free. Note that you can give away some services for free, but only if that is part of your strategy to secure more paid work from clients. 7. Set Boundaries in Meetings Politely steer conversations back to the problem and expected outcomes rather than delivering solutions. This is perhaps the most difficult to do, especially if you are trying to impress your clients with your subject matter expertise and you end up oversharing. Your expertise has value. Protect it, respect it, and get paid for it. 💡 #Consulting #BusinessAdvice #ProtectYourValue #Entrepreneurship #ProfessionalServices #SuccessMindset #Leadership #BusinessGrowth

  • View profile for Asad Ansari

    Founder | Data & AI Transformation Leader | Driving Digital & Technology Innovation across UK Government and Financial Services | Board Member | Commercial Partnerships | Proven success in Data, AI, and IT Strategy

    29,848 followers

    The best consultancy engagement is the one that ends. Because you no longer need us. This isn't the obvious business model. Creating dependency is more profitable. Holding the keys ensures clients keep coming back. But it's the wrong approach for government delivery. Real success is defined by what happens after we leave. Our mission is building the client's own capability, not securing long term contracts for ourselves. This shows up in how we structure delivery: → We rebuilt a critical monitoring estate covering thousands of devices whilst authoring detailed run books and automating processes so the internal team could take full ownership. → We built a data platform and delivered the foundational data understanding and governance that empowered teams to make informed decisions independently. The work isn't finished until the client no longer needs us for it. This means transferring knowledge systematically, not just completing tasks. It means documenting not just what systems do but how to operate them. It means automating manual toil so small internal teams can manage what would have required consultant armies. The best consultancy relationships are the ones that end because you've genuinely built capability that stays with the client. What's the biggest barrier to building internal capability in your organisation? #GovTech #DigitalTransformation #ProgrammeDelivery

  • View profile for Floyd Jones

    Keynote Speaker & Founder | Community, Belonging, the Future of Fundraising

    8,934 followers

    Relationships first. The revenue will come. As the founder of a grassroots organization, I spend about 90% of my time focusing on building relationships—learning who people are, not just what they can do for me. I’ve learned the best way to build long-term partnerships isn’t by focusing on the partnership, it's about focusing on the PERSON. 💡 My approach to building authentic, long-term partnerships: ✔ Give first. I never enter a conversation thinking about what I can gain. Instead, I ask: How can I give? ✔ Understand their ‘why.’ What captivates them? What is their mission? What do they desire to accomplish? ✔ Build for the long-term. How do we go beyond short term wins, and focus on long term impact? The biggest funding opportunities don’t typically come from chasing currency. They come from building lasting community. #Fundraising #CorporatePartnerships #CommunityBuilding 

  • View profile for Andrea Nicholas, MBA
    Andrea Nicholas, MBA Andrea Nicholas, MBA is an Influencer

    Executive Leadership Advisor | Former C-Suite | 100+ Leaders Coached | Author of “The Executive Code: Rise. Lead. Last.” | Creator of the Coachsulting® method

    10,050 followers

    Building Strong Alliances with Peers: The Often Overlooked Key to Leadership Success In the realm of executive leadership, one truth stands out: the power of strong alliances with peers. Navigating complex organizational landscapes becomes exponentially easier when you have a robust network of allies by your side. Today, I want to share insights from a seasoned executive client who mastered this art and transformed his Chief of Sales leadership journey. His success in building peer alliances was not accidental; it was the result of deliberate actions and a strategic approach. Here are the three key things my client did and continues to practice today: 1. Embraced Authentic Communication: Genuine relationships are built on trust and transparency. Make it a priority to engage in open and honest conversations with peers. By sharing your challenges, successes, and seeking input, you foster a culture of mutual respect and collaboration. 2. Aligned Goals and Shared Vision: Aligning your goals with those of your peers. Invest time in understanding their priorities and finding common ground. By aligning your objectives with the broader vision of the team, everyone will be working towards a shared purpose. This not only strengthens alliances but also propels organizations towards achieving strategic goals. 3. Showed Consistent Appreciation: Acknowledging the contributions of others is a simple yet powerful way to build strong relationships. Be intentional and sincere about recognizing the efforts and successes of your peers. Whether it’s a public shout-out in meetings or a personal note of appreciation, consistent recognition fosters a positive and collaborative environment. As an executive coach, I’ve seen firsthand how building strong alliances can elevate leadership effectiveness. It’s about being authentic, aligning goals, and showing appreciation. These principles not only enhance your professional relationships but also drive organizational success. To all aspiring leaders, remember that your peers are your greatest assets. Nurture these relationships, and you’ll find that navigating the complexities of leadership becomes a shared journey of growth and achievement. #Leadership #ExecutiveCoaching #PeerAlliances #TeamSuccess #LeadershipDevelopment

  • AI is changing the game for every business, and it’s changing what clients need from consultants as well. They don’t need more buzzwords or lofty predictions. What they really need is help figuring out where AI makes a difference, how to put it to work, and how to do it responsibly. Here are six ways consultants can add real value right now: 1️⃣ Frame the right problems Not “How do we use AI?” but “Where is friction or lost revenue—and how might AI reduce it?” 2️⃣ Translate business to technology (and back) Bridge the gap between technical capabilities and business impact so strategy drives adoption, not the other way around. 3️⃣ Establish trust and governance Help organizations use AI responsibly, with guardrails that protect brand equity and customer trust. 4️⃣ Drive adoption and change Most AI failures are about people, not models. Consultants can guide training, trust, and workflow redesign. 5️⃣ Customize and integrate Identify the right vendors, tailor solutions to client data, and ensure AI enhances existing operations. 6️⃣ Keep clients ahead of the curve AI moves quickly. Consultants can act as ongoing guides—helping clients learn, adapt, and optimize. Clients don’t just more advice; they need partners who help them use AI well, responsibly, and with impact.

  • View profile for Greg Cassis

    CIO | COO | Transformation | Program Director | High Stakes Commercial Lead

    5,243 followers

    A Smarter Way to Evaluate Vendors Over the years, I've assessed hundreds of vendors - from global tech giants to niche consultancies — all making bold claims about capability, speed, and impact. To cut through the noise, I developed a simple evaluation lens: the CECE framework. 1. Capability - Does the organisation have the capabilities to deliver what we need - methodologies, research & development investment, frameworks, approaches, quality management - their IP? What do they bring to the table beyond the people and the product? 2. Experience - Have they done the thing we want them to do for similar customers, in similar industries and similar scale? Do they say "we would do it this way" more than "we have done it this way before"? 3. Capacity - Do they have the people, technical scale, and staying power? It's not just about headcount, it's also about their ability to absorb risk and scale when needed, both in size and reach. 4. Expertise - Do they have the smartest people with the skills and qualifications you need? Do they continue to invest in their people or do they rely on what they brought with them when they joined? Keep in mind, this framework evaluates your confidence in the vendor as a partner, and sits above the “requirements vs. proposed solution, price, etc” RFx evaluation. What else would you include?

  • View profile for Margaux Miller 🎤

    Tech & AI Event MC & Moderator, TEDx Speaker | Creating Meaningful Connections in a Tech-Driven World

    12,591 followers

    Today I heard "Immediate follow up is easy. But how do I maintain connections long-term?" That’s where most of us struggle. We start so thoughtful, but then life gets busy, priorities shift, and before we know it, those once-promising connections start slipping through the cracks. So how can you keep your connections warm and meaningful over the long run without feeling awkward or forced? Here are a few tips I’ve learned along the way: 1️⃣ Engage regularly (without spamming). Make it a habit to interact with your connections’ posts. Add meaningful comments - beyond just “Great post!” Start conversations by referencing their work, asking a question, or offering new perspectives. 2️⃣ Share value through DMs. If someone doesn’t post often, send them useful articles, podcast recommendations, or other resources you think they would enjoy. A quick, “This reminded me of our conversation” can make a lasting impression. 3️⃣ Be a connector. Introduce your contacts to others in your network. Helping people meet the right people strengthens your relationships and your reputation as someone who adds value. 4️⃣ Check in spontaneously. You don’t need an excuse to reconnect. Just drop a message: “I was thinking about our chat the other day. How’s everything going?” It keeps the relationship fresh without feeling transactional. And is very easy - so no more excuses! 💡 Bonus: If you’re managing multiple professional relationships, set calendar reminders to check in periodically. (Out of sight, out of mind is real!) The key is to show up consistently but thoughtfully. Your network doesn’t need to be big - just well-tended. How do you keep your professional connections alive over time? Let's help each other in the comments! 👇 #NetworkingTips #RelationshipBuilding #LongTermConnections #CareerGrowth #LinkedInTips #OnlineConnection #Networking #TEDxSpeaker

  • View profile for Rahul Setia

    Analytics & Insights Manager @Genpact | Program Delivery & Business Analysis Lead | Ex- PwC, Maruti Suzuki & Jindal Stainless | Automotive & Manufacturing Sectors

    16,355 followers

    60–70% of pressure comes not from workload, but from unclear communication and misaligned expectations! Leading consulting teams through demanding projects has taught me valuable lessons about maintaining effectiveness under pressure. Here are some approaches that have worked well for me and my teams. 💙 Building Sustainable Systems 1. Clear Communication Channels: One of the most important shifts I made was creating transparency around project constraints and timelines. When teams understand the complete context - including challenges and limitations - they can contribute more meaningfully to solutions. This also helps in setting realistic expectations with stakeholders early on. 2. Iterative Delivery: I've found that delivering work in phases, with opportunities for feedback and refinement, creates better outcomes than trying to achieve perfection in one attempt. This approach allows for course corrections and ensures we're aligned with client needs throughout the project lifecycle. 3. Capacity Planning: Building buffer time into project plans has been crucial. When unexpected requests arise - as they inevitably do in consulting - having some flexibility in the schedule allows the team to respond without compromising quality or well-being. 4. Regular Check-ins: Informal conversations with team members, beyond formal status updates, have proven invaluable. These moments help identify potential roadblocks early and ensure everyone feels supported during intensive project phases. 💙 Continuous Improvement 1. Prioritization: Learning to distinguish between genuinely urgent matters and routine requests has improved our responsiveness. Not every issue requires immediate attention, and being thoughtful about prioritization helps maintain team energy for what truly matters. 2. Balanced Intensity: During particularly demanding phases, I've learned to be transparent about the intensity level and ensure that busy periods are followed by lighter ones. This rhythm helps teams sustain performance over the long term. 3. Leading by Example: Being open about challenges while demonstrating problem-solving approaches builds team confidence. Leadership doesn't mean having all the answers - it means navigating uncertainty thoughtfully alongside your team. 4. The Consulting Journey: High-pressure situations are part of consulting work. Success comes from building systems, teams, and approaches that can handle intensity while maintaining quality and team well-being. What approaches have you found effective in managing demanding projects? Always interested in learning from fellow leaders in this space. #ConsultingLife #TeamManagement #ProjectManagement #ProfessionalGrowth #Consulting

  • View profile for Rajeev Gupta

    Joint Managing Director | Strategic Leader | Turnaround Expert | Lean Thinker | Passionate about innovative product development

    17,963 followers

    Setting Boundaries & Communicating Needs: A Leadership Essential In our fast-paced corporate environment, the lines can often blur between professional demands and personal well-being. As leaders, it's crucial to establish clear boundaries and communicate our needs, both to ourselves and our teams. Here's how you can set boundaries and effectively communicate your needs: ✅ Understand what you can and cannot accommodate. For example, if you're unwilling to answer emails during family dinner, make that clear to your team. ✅ Don't leave room for assumptions. Be specific about your needs and expectations. “I need the report by 3 PM on Thursday” is far more explicit than “I need it soon.” ✅ If you want your team to respect office hours, make sure you're not sending emails at midnight. Your actions set a precedent. ✅ Empathize with your team's needs as well. If a team member has a child's school event at 4 PM, respect that time. It fosters a culture of trust. ✅ Share your 'available' hours with your team. E.g., if you choose not to check emails post 7 PM, communicate it. This ensures respect for your personal time while setting a healthy precedent. ✅ It's okay to say 'no' or 'not now'. E.g., if you're in the middle of a strategic task, politely communicate to a colleague that you'll address their concern in an hour. ✅ Delegate tasks and empower your colleagues. E.g., if you're heading to a conference and won't be available, nominate a second-in-command to handle urgent matters. It instils trust and fosters responsibility. ✅ Leadership doesn't mean being available 24/7. Understand your mental, emotional, and physical thresholds. If you find yourself perpetually exhausted, it's time to re-evaluate. ✅ Needs and priorities change. Regular check-ins with your team can ensure that everyone is aligned and comfortable with the existing boundaries. Remember, setting boundaries isn’t about limiting potential; it's about creating a sustainable and respectful work environment that brings out the best in all of us. As we lead, let's pave the way for a culture that values clear communication and mutual respect. If you've experienced success with these strategies or have insights to share, I'd love to hear your thoughts in the comments below. #leadership #leadwithrajeev #thoughtleadership #culture

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