Gary is a founder and co-owner of Pivotal Advisors. In his role at Pivotal, Gary is primarily responsible for business development but, he’ll gladly take on few clients in a consulting role. Gary speaks with and partners with other firms that help drive top-line growth. Gary, helps organizations define where growth is coming from, helps them hire and/or develop the sales team, identify ideal clients and markets, and leverage true differentiators (even in commodity markets). He also implements sales processes, targets specific KPIs, increases activity, creates and applies sales compensation plans, and develops sales leadership skills.
The business development (BD) process has changed for many companies the past year and a half. Just think, it was not that long ago (although it seems like years) that business developers used to go to conferences and trade shows; visit with prospects and customers, even touring their facilities and…Read More
Our “new normal” has forced individuals and companies to change how they live and work. Many companies are doing their best to manage through this time. Because of all the rapid change, many firms have struggled with how they acquire new clients. Evaluating how your business engages with clients will…Read More
Welcome to CPA Growth Trends — your source for information, insights, tools and best practices to drive growth within an accounting firm.
with Danielle Reynolds, Business Development, Manager with Whitley Penn
A business developer’s day involves a myriad of activities from external meetings with business owners and referral partners to scoping calls for initial client connections.