/
Most professional service firms are exceptional at what they do — but sustainable growth doesn’t happen automatically. It comes from partners and producers who know how to build relationships, have the right conversations, and earn trust. Those are human skills. In a world rushing to automate everything, they’ve never mattered more.
I work with accounting and wealth management firms to develop exactly those skills — practical, behavior-focused work that creates real change, not a workshop forgotten by Monday.
Having co-founded an AI company while building the BD function inside a major law firm, I know where AI genuinely helps in the growth process — and where it gets in the way. AI is a partner in growth, not the leader of it. The firms that get that balance right are the ones pulling away from the competition.