Posts By
Peter Whalen

Peter Whalen is Director of Marketing at DMLO CPAs in Louisville, KY and a member of the Virtual Education Committee

BD Pyramind of Success

A Marketer’s Road Map to Driving Sales Culture: Key Tips  

By Peter Whalen / June 20, 2023

AAM members who tuned in to the AAM High! Webinar on June 6 were treated to a presentation jam-packed with actionable recommendations from Angel Morgan, Chief Business Development Officer at Cherry Bekaert Advisory LLC. Angel introduced a business development “Pyramid of Success,” a framework for building a business development culture,…

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Featured: Season 4 Episode 1

What a Business Development Executive Does

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.