5 red flags that you’re about to lose an account

“Only the paranoid survive.” – Andrew Grove, former Intel CEO We all love the good times. You’re cruising along, your strategic accounts are growing, and your business is thriving. What can go wrong? Even in the good times, danger is always lur…

[Video] Making the Inc. 5000 List

| Tracy Dent |
This morning, Holden Advisors earned a spot on Inc 5000’s list of America’s Fastest Growing Companies! It’s been a thrilling few years of expansion at the firm, and I sat down with President Brian Doyle to debrief his learnings from the journey. F…

Listening for gold: how this company rescued $100M in at-risk revenue

I recently had a client who lost nearly a dozen significant customers. They didn’t know why and asked us to help. They also requested that we review the relationship health of their Top 150 accounts, in order to avoid further surprises.This client…

Preparing your organization for a possible recession

| Brian Doyle |
There are a lot of unknowns in kicking off the second half of the year. Markets are volatile. Prices are up. Supply chains are still strained. The question has been around for a while now: Will we go into a recession?  Many CEOs aren’…