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Consulting Spotlight

Consulting Spotlight

Auteur(s): Software Oasis
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Ready to master the art of B2B consulting and accelerate your professional journey? Consulting Spotlight brings you weekly insights from the consulting industry's most brilliant minds. Host Michael Bernzweig, founder of Software Oasis, leverages decades of experience connecting top B2B consultants with leading organizations to bring you deep-dive conversations about what really works in consulting today. Each episode features strategic discussions with industry leaders, successful consultants, and decision-makers who share their proven methodologies, challenges overcome, and secrets to building a thriving consulting practice. From winning high-value clients to scaling your consulting business, get actionable strategies you can implement immediately. Whether you're an established consultant or planning to enter the field, this podcast delivers the expert knowledge you need to succeed. Subscribe now to join our community of ambitious consultants and get weekly episodes filled with practical wisdom, real-world case studies, and insider insights.© 2024 - 2025 Software Oasis, LLC Gestion et leadership Économie
Épisodes
  • Jon Morris: Journey from Agency to Financial Consulting
    Sep 17 2025
    In this episode of Consulting Spotlight, Software Oasis Founder, Michael Bernzweig, interviews Jon Morris, founder of Fiscal Advocate and former CEO of Rise Interactive. Jon shares his entrepreneurial journey, discussing how he transformed a $10,000 investment into a successful digital agency and later transitioned into financial consulting. He emphasizes the importance of data-driven decision-making, understanding financial metrics such as gross margin, and the role of innovation in driving business growth. Jon also highlights the challenges service-based companies face and the signs that indicate when it's time to seek financial guidance. The conversation explores the integration of AI in economic consulting and the importance of making tough decisions for business success.TakeawaysJon turned $10,000 into an eight-figure exit.Fiscal Advocate helps service-based companies with strategic planning.Data-driven decision-making is crucial for growth.Understanding gross margin is key to profitability.Many companies are unaware of their financial metrics.Investing in innovation can reduce churn and increase profits.AI can enhance financial consulting services.Making tough decisions is often necessary for business success.A strong financial process is essential for growth.The income statement is the ultimate measure of performance.Sound Bites"Investing in innovation can reduce churn.""Data-driven decisions require hard work.""There are only three KPIs that matter."Chapters00:00 Introduction to Jon Morris and His Journey02:44 Transition from Agency to Financial Consulting05:46 Understanding Financial Metrics and Their Importance08:45 Challenges Faced by Service-Based Companies11:48 Innovations in Financial Consulting with AI14:49 The Role of Data in Business Decision Making18:02 Identifying Signs for Seeking Financial Help20:50 Success Stories and Client Transformations23:42 The Importance of Tough Decisions in Business26:34 Keys to a Successful Financial Process29:25 The Ongoing Relationship with Clients32:29 Navigating the AI Landscape in Business35:44 Key Takeaways from Jon’s Entrepreneurial Journey38:34 Final Thoughts and Contact Information -> Strategic Consulting Partnerships: Live Q&A Webinar Today!Consulting Firms: End Cold Outreach Today. Learn to generate warm introductions now.Strategic Consulting Partnerships: Live Q&A. Learn to build referral networks.Instant Networking Today: Streamline your pipeline with qualified referrals.Target 25+ Consulting Categories: Learn to generate warm referrals from strategic partnerships with top AI, cybersecurity, marketing, firms and more.Register Now (Webinar Today) https://www.softwareoasis.com/gold-> Career Stalled?Earning $40K-$90K+ in tech is possible. Explore 10 in-demand career paths with 1M+ job openings.Fast-track tech career courses – no experience or degree required!Start Free Course https://softwareoasis.com/start-free-course-> Subscribe to our Fan Newsletter and Get ahead in your B2B tech career.Weekly data, trends, analysis, interviews, and insights to your inbox every Tuesday. Unsubscribe at any time.https://softwareoasis.com/newsletter-> Join our Patreonhttps://softwareoasis.com/patreonWhat can you expect from our Patreon?By becoming a patron, you're investing in your own success and unlocking a range of exclusive benefits, including:Exclusive Content: Bonus episodes, extended interviews, behind-the-scenes content, and early access to recordings.Direct Influence: Suggest topics, ask questions for guests, and participate in polls to shape the future of the podcasts.Personalized Advice: Patrons get access to group Q&A sessions with me, Michael Bernzweig.Community Access: Join a private channel to connect with other listeners.Software Oasis Free Course Access: Get access to one free course from Software Oasis's trending tech and career courses, valued at $249 to $399.Weekly Fan Newsletter: Packed with exclusive insights, updates, and curated resources. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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    45 min
  • Marketing Secrets with Red8 Interactive's James Hipkin
    Jun 26 2025
    In this episode of Consulting Spotlight, Michael Bernzweig interviews James Hipkin, CEO of Innately, discussing the importance of effective marketing strategies for mid-sized businesses. James shares insights from his extensive background in marketing and advertising, emphasizing the significance of digital assets, the buyer's journey, and the need for authenticity in marketing. He introduces the hub and spoke strategy for digital marketing and provides actionable tips for effective presentations. The conversation highlights the importance of understanding customer needs and crafting messaging that resonates with the target audience.TakeawaysInnately provides a premium option for mid-sized businesses.Many small businesses have poorly designed websites.A strong marketing strategy is essential for digital assets.Understanding the buyer's journey is crucial for effective marketing.Authenticity in messaging can enhance marketing efforts.The hub and spoke strategy helps organize marketing efforts.Effective presentations should engage the audience's problems.Email marketing can significantly improve engagement rates.Focusing on the right customers can increase profitability.Crafting the right messaging is key to attracting clients.Sound Bites"Websites without worry!""It's about the messaging!""Your website is the hub!"Chapters00:00 Introduction to Innately and Its Mission02:38 James Hipkin's Background and Experience05:37 Understanding Digital Assets and Marketing Strategy11:16 The Buyer’s Journey and Marketing Messaging15:58 Authenticity in Marketing and Guerrilla Tactics20:07 The Hub and Spoke Marketing Strategy27:49 Effective Presentation Techniques32:10 Innately's Solutions for Mid-Tier Businesses -> Strategic Consulting Partnerships: Live Q&A Webinar Today!Consulting Firms: End Cold Outreach Today. Learn to generate warm introductions now.Strategic Consulting Partnerships: Live Q&A. Learn to build referral networks.Instant Networking Today: Streamline your pipeline with qualified referrals.Target 25+ Consulting Categories: Learn to generate warm referrals from strategic partnerships with top AI, cybersecurity, marketing, firms and more.Register Now (Webinar Today) https://www.softwareoasis.com/gold-> Career Stalled?Earning $40K-$90K+ in tech is possible. Explore 10 in-demand career paths with 1M+ job openings.Fast-track tech career courses – no experience or degree required!Start Free Course https://softwareoasis.com/start-free-course-> Subscribe to our Fan Newsletter and Get ahead in your B2B tech career.Weekly data, trends, analysis, interviews, and insights to your inbox every Tuesday. Unsubscribe at any time.https://softwareoasis.com/newsletter-> Join our Patreonhttps://softwareoasis.com/patreonWhat can you expect from our Patreon?By becoming a patron, you're investing in your own success and unlocking a range of exclusive benefits, including:Exclusive Content: Bonus episodes, extended interviews, behind-the-scenes content, and early access to recordings.Direct Influence: Suggest topics, ask questions for guests, and participate in polls to shape the future of the podcasts.Personalized Advice: Patrons get access to group Q&A sessions with me, Michael Bernzweig.Community Access: Join a private channel to connect with other listeners.Software Oasis Free Course Access: Get access to one free course from Software Oasis's trending tech and career courses, valued at $249 to $399.Weekly Fan Newsletter: Packed with exclusive insights, updates, and curated resources. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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    35 min
  • Ali Hafizji of Wednesday Solutions: MVP to Market Fit
    Jun 26 2025
    In this episode of Consulting Spotlight, Michael Bernzweig interviews Ali Hafizji, founder of Wednesday Solutions, a professional services agency specializing in AI-driven product engineering. They discuss the journey from MVP to market fit, innovative business models, the role of founders in scaling businesses, and the importance of building effective teams. Ali shares insights on the differences between B2B and B2C strategies, the consultative approach to product strategy, and common challenges faced by founders. The conversation highlights the significance of focusing on meaningful metrics and the impact of effective consulting on business growth.TakeawaysAli Hafizji is the founder of Wednesday Solutions, specializing in AI-driven product engineering.The journey from MVP to market fit is crucial for founders.Innovative business models can change the way agencies operate.Founders need to shift their roles as their businesses grow.Building effective teams is essential for product development success.A consultative approach helps founders strategize effectively.Understanding the differences between B2B and B2C is vital for marketing.Founders often focus on vanity metrics instead of meaningful growth metrics.Identifying when to seek help is crucial for founders.Success stories highlight the impact of effective consulting on business growth.Sound Bites"We help founders move from MVP to market fit.""We charge per sprint and not on time.""Founders often focus on vanity metrics."Chapters00:00 Introduction to Wednesday Solutions and Ali Hafizji02:27 The Journey from MVP to Product-Market Fit05:07 Innovative Sprint-Based Development Model07:02 The Role of Founders in Scaling Businesses09:31 Team Dynamics and Structure for Success11:55 Consultative Approach to Product Development14:14 Differences Between B2B and B2C Strategies17:04 Advisory Services and Ongoing Support19:33 Go-to-Market Strategies and Marketing Insights22:16 Common Challenges Faced by Founders24:35 Identifying When Founders Need Help26:46 Success Stories and Impactful Journeys -> Strategic Consulting Partnerships: Live Q&A Webinar Today!Consulting Firms: End Cold Outreach Today. Learn to generate warm introductions now.Strategic Consulting Partnerships: Live Q&A. Learn to build referral networks.Instant Networking Today: Streamline your pipeline with qualified referrals.Target 25+ Consulting Categories: Learn to generate warm referrals from strategic partnerships with top AI, cybersecurity, marketing, firms and more.Register Now (Webinar Today) https://www.softwareoasis.com/gold-> Career Stalled?Earning $40K-$90K+ in tech is possible. Explore 10 in-demand career paths with 1M+ job openings.Fast-track tech career courses – no experience or degree required!Start Free Course https://softwareoasis.com/start-free-course-> Subscribe to our Fan Newsletter and Get ahead in your B2B tech career.Weekly data, trends, analysis, interviews, and insights to your inbox every Tuesday. Unsubscribe at any time.https://softwareoasis.com/newsletter-> Join our Patreonhttps://softwareoasis.com/patreonWhat can you expect from our Patreon?By becoming a patron, you're investing in your own success and unlocking a range of exclusive benefits, including:Exclusive Content: Bonus episodes, extended interviews, behind-the-scenes content, and early access to recordings.Direct Influence: Suggest topics, ask questions for guests, and participate in polls to shape the future of the podcasts.Personalized Advice: Patrons get access to group Q&A sessions with me, Michael Bernzweig.Community Access: Join a private channel to connect with other listeners.Software Oasis Free Course Access: Get access to one free course from Software Oasis's trending tech and career courses, valued at $249 to $399.Weekly Fan Newsletter: Packed with exclusive insights, updates, and curated resources. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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    31 min
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