Profitable Ideas® Exchange
PIE-Cast
Brought to you by Profitable Ideas® Exchange, the PIE-cast is your monthly soundbite for business development insight and strategy. Our episodes feature a variety of executive perspectives focused on the importance of building authentic trust and credibility and earning the right to win new work with clients. A great, succinct listen for interests in business development, marketing, growth, voice of the customer, and business strategy.
Autor
Profitable Ideas® Exchange
Categoría
Web del podcast
Último episodio
16 de jun. de 2026
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Episodios
Episode #19: Why Having a Good CRM is Table Stakes with Jonathan Distad, Co-Founder of Zinovo 26.10.2023 31:31
In this month’s episode, Aubrey and TJ sit down with Co-Founder and Managing Partner of Zinovo , Jonathan Distad, to discuss the different considerations companies should make when adopting a CRM. We talk about what makes a good CRM, how that may change depending on your industry, takeaways from Dreamforce, how the emergence of generative AI may change the CRM playing field, and much more. You ca...
Episode #18: How Business Development in Professional Services is Different 27.07.2023 22:16
In this month’s episode, Aubrey and TJ sit down for a solo episode to talk about the two books that are foundational to our business at PIE: How Clients Buy and Never Say Sell . We talk about how business development in professional services is different and share some of our favorite takeaways from the books. If you have feedback about the show, would like to be a guest, or would like to learn...
Episode #17: The Most Anticipated Recession...Or Is It? With Wealthvest Chief Investment Officer, Tim Pierotti 29.06.2023 23:04
In this month’s episode, Aubrey and TJ sit down with Wealthvest's Chief Investment Officer, Tim Pierotti , to talk about the current economic environment and what many are calling the "most anticipated recession." We talk about what is really going on with the market and economy, whether or not inflation is cooling off, and other macroeconomic issues and trends he is seeing. To list...
Episode #16: Navigating the Generative AI Hype with Matt Hemmert, General Counsel & Privacy Officer at NetDocuments 01.06.2023 24:28
In this month’s episode, Aubrey and TJ sit down with NetDocuments ’ General Counsel and Privacy Officer Matt Hemmert to chat about the topic dominating headlines everywhere: Generative AI. We talk about what the technology is (and what it isn’t), what questions leaders should be asking as they evaluate the use of this technology, as well as some best practices leaders can incorporate right now to...
Episode #15: Thinking Like a Client with Arjun Davda from Publicis Sapient 27.04.2023 27:42
This month, Aubrey and TJ sit down with Arjun Davda , a proud Calgarian and the Senior Director of Business Development for Western Canada at Publicis Sapient. They discuss the impact of taking a relationship-first approach to business development, how authenticity builds trust and longevity in client relationships, how sellers can “think more like a client,” and the power of partnering with a thi...
Episode #14: Being Your Authentic Self with Sarah Jarvis and Bora Erdemli from ZS 30.03.2023 25:28
This month, TJ and Aubrey sit down with a couple of leaders from PIE's client, ZS. During their conversation with Sarah Jarvis (Principal at ZS) and Bora Erdemli (Associate Principal at ZS) , they ask questions such as: What does it mean to be your authentic self? How can leaders cultivate a culture in which employees feel safe to show up as themselves? And much more. If you have feedback abo...
Episode #13: 2023 Market Trends with PIE Chief Growth Officer Matt Ulrich 23.02.2023 13:21
This month, TJ and Aubrey sit down with PIE Chief Growth Officer Matt Ulrich to discuss opportunities for the year and how it stacks up to past years, where our clients are focusing, and how companies can leverage economic uncertainty. For more thought leadership, including our CEO's Recession Playbook , you can visit our blog here . If you have feedback about the show, would like to be a gu...
Episode #12: The Recession Playbook with PIE CEO, Tom McMakin 26.01.2023 18:22
To kick off the new year, this month, TJ and Aubrey sit down with PIE CEO Tom McMakin to discuss the elephant in the room: economic uncertainty. We discuss what trends we are seeing in the market, Tom's best practices for how companies can navigate (and even harness) economic uncertainty, and much more. To read Tom's Recession Playbook , you can visit our blog here . If you have feedback...
Episode #11: 2022 Highlights & [REPLAY] The Story of PIE with Tom McMakin 22.12.2022 26:17
In this week's episode, TJ and Aubrey chat about some of the key highlights from PIE's year, including a big announcement we are so excited to share! Then, we re-share our first episode, where we interviewed PIE's CEO Tom McMakin about where PIE has been and where we are going. To learn more about our company and work, you can visit our blog here . If you have feedback about the sho...
Episode #10: The Metaverse with Gianna Vanata & Richard Wagner 23.11.2022 25:08
In this week's episode, TJ and Aubrey sit down with their colleagues, Gianna Vanata (Director) and Richard Wagner (Associate Director) to discuss one of PIE's most recent service offerings: the Metaverse. We discuss what the Metaverse really is, the variety of applications it has, its implications for business, and the question many of us are asking: will VR replace in-person gatherings?...
Episode #9: The Power of Conversation & Collaboration in Local Work with Tanya Andreasen from One Valley Community Foundation 27.10.2022 25:05
In this week's episode, TJ and Aubrey sit down with One Valley Community Foundation's Community Engagement Manager, Tanya Andreasen. We discuss Tanya's work with One Valley, why local funding, resources, and conversation is so important, PIE's recent partnership with One Valley on affordable housing in the Gallatin Valley, and much more. To learn more about One Valley, you can...
Episode #8: The Importance of Storytelling in Business with PIE Board Member, Walt Shill 08.09.2022 20:16
In this week's episode, TJ and Aubrey sit down with PIE Board Member Walt Shill, who is a seasoned operating executive, having worked as a Partner at McKinsey, leading Accenture's Global Strategy Practice, and most recently leading Environmental Resource Management as their Global Commercial Officer. We discuss Walt's background, how he landed on the PIE Board, the importance of sto...
Episode #7: Justice, Diversity, Equity & Belonging with Yetta Stein 21.07.2022 20:56
In this week's episode, TJ and Aubrey sit down with their colleague Yetta Stein, who is a Director at PIE and leads the JDEB Initiative for our company. We discuss what Diversity, Equity, and Inclusion (DEI) really means for a company, how companies can get started, what the future of DEI (or JDEB, as PIE knows it) looks like for our company, and much more. If you have feedback about the show...
Episode #6 - How to Crush a Live Event & Thrive in Uncertainty with Susie Krueger, Allison Hupp, and Jeannette Osterweil 26.05.2022 17:31
In this week's episode, TJ and Aubrey sit down with three of their PIE Packmates - Susie Krueger, Director, Partner & Client Development Lead, Allison Hupp, Director, and Jeannette Osterweil, Associate Director. We discuss the recent success PIE had a live event in Boston, how to trust your team, becoming a true partner to our clients, and much more. If you have feedback about the show, w...
Episode #5 - How to Transform Your Business Technology with Aimee Chang & Cavin Segil 14.04.2022 28:31
In this week's episode, TJ and Aubrey sit down with PIE's Director of Technology, Aimee Chang, and Director & Partner, Cavin Segil. We discuss how PIE has evolved its business technology over the years, how it equips us to be the best partner to our clients, and how they would define a "state of utopia" for business technology. If you have feedback about the show, would lik...
Episode #4 - Mission, Vision, and Values with PIE Chief Operating Officer Stephanie Cole 10.03.2022 23:47
In this week's episode, TJ and Aubrey sit down with Managing Director and Chief Operating Officer at PIE, Stephanie Cole. We discuss PIE's Mission, Vision, and Values (MVV), why they were created, how they have guided the company's work, and why MVV's can be so impactful in an organization's growth and evolution. If you have any feedback on the show, would like to be a gue...
Episode #3 - People & Change Management in Times of Growth with PIE Chief Strategy Officer, Andi Baldwin 10.02.2022 29:14
In this week's episode, TJ and Aubrey sit down with Managing Director, Partner, and Chief Strategy Officer at PIE, Andi Baldwin. We discuss how PIE keeps its employees engaged and culture thriving in times of growth, best practices around change management, and how the hybrid work environment has shifted the company. If you have any feedback on the show, would like to be a guest, or would lik...
Episode #2 - Relationship Building as Business Development & Delivering the Lagniappe with PIE President, Jacob Parks 13.01.2022 25:02
In this week's episode, TJ and Aubrey sit down with PIE's President Jacob Parks (affectionately known around the office as JP). We discuss how PIE has changed in his almost two decades with the company, why relationship building is key for business success, what it means to "deliver the lagniappe," and much more. If you have any feedback on the show, would like to be a guest, o...
Episode #1 - The Story of PIE with PIE CEO Tom McMakin 09.12.2021 23:36
In this week's episode, TJ and Aubrey sit down with PIE's CEO Tom McMakin. We discuss what brought him to his role here at PIE, how PIE partners with professional services firms, how he has led the organization through a time of rapid growth, and what his vision is for the future of the company. If you have any feedback on the show, would like to be a guest, or would like to learn more...
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