Are Distractions Derailing Your Sales Team?

Timeless Sales Psychology to Get Them Back on Track!

You're invited to an exclusive executive briefing designed specifically for leaders in professional services.

Join us for a focused 45-minute session, during which our expert panel will reveal why the fundamentals of trust-based business development matter more than ever in our technology-driven world.

Date:  Wednesday, May 14, 2025
Time: 12:00 PM to 12:45 PM Eastern Time
Format:  Live Zoom Meeting (with Q&A)

Distractions without strategy are a recipe for disaster.

You'll learn how to:

 - Effectively leverage new technology
 - Balance new tools with the right behaviors
 - Eliminate distractions and drive performance

Register now >>

Executive Roundtable

The Challenge

Your firm employs brilliant professionals delivering exceptional work, yet business development remains an enigmatic process for many. They keep looking for shortcuts, avoid sales conversations, and instead focus on client work.

Sales and marketing technology promises efficiency and effectiveness, but often creates distance between your team and potential clients precisely when connection matters most. This roundtable discussion addresses the critical gap between technological capability and human connection.

Despite significant investments in AI technology and CRM systems,
your team may still be:

Passively Waiting for Leads & Referrals

Relying on existing relationships rather than proactively building new ones

Struggling with Client Communication

Failing to convert opportunities into meaningful, value-driven relationships

Relying on A.I., Data, &Technology

Mistaking information for genuine client connection and understanding

Key Insights You'll Gain

This executive briefing cuts through the noise to deliver actionable insights about the psychology of modern business development in professional services.

Understand the Psychology & Technology

Learn why human trust mechanisms remain unchanged despite technological advances, and how to leverage this reality for consistent growth.

Leverage a Value-Building Framework

Learn to reframe business development as value creation in conversations, aligning with how professionals prefer to see themselves and their work.

Generate More Referrals & Introductions

Discover the silent psychological barriers preventing your team from getting more referrals, despite excellent client relationships.

Overcome Selling Resistance

Gain practical approaches for developing professionals who intellectually resist traditional sales processes but can still driving consistent growth.

Who Should Attend?

Are you seeking to develop high-potential employees, generate more quality business opportunities, and build a sustainable growth system for your firm?

This executive briefing is for leaders who influence business development strategy and execution in professional services firms:

  • Managing Partners
  • Practice Group Leaders
  • Business Unit Directors
  • Client Service Executives
  • Directors of Professional Development

Attendees want transformative approaches to build a sustainable growth engine aligned with their firm's values and culture.

 

 

 

 

 

 

 

 

Meet the Presenters

Our presenters bring years of specialized experience helping professional services firms transition from passive referral dependence to proactive, trust-based growth systems.

Haley-Haggerty-1

Haley Haggerty

President, Next Level

With extensive experience transforming BD practices at top consulting firms, Haley specializes in helping technical professionals build authentic business development capabilities.
Mike with Cards

Mike Montague

Founder, Avenue9

A recognized thought leader in human-first AI marketing who helps B2B companies amplify their brand voice and accelerate growth by combining cutting-edge AI with sales and marketing expertise.
Megan Courcy

Megan Courcy

Vice President, Next Level

Megan brings specialized expertise in measuring and improving business development performance metrics that actually predict success in professional services environments.