"I have been following Michael and Kris for almost 16 years, and I may have posted one of the first comments on the website when it was just a blog. Michael coached me in 2011, and I still follow the site.

I have since moved into government, where I am a senior director for policy in Canada. I manage about forty analysts, most of them under thirty-five. They are talented, but they lack the drive and enthusiasm to think big and do big things. In meetings they wait to be told what to work on, and when I ask for ideas I get careful, small ones.

How do I do for them what Michael and Kris do for me, which is to inspire me to believe I can change the world?"

"Dear Michael and Kris,

We are under tremendous pressure at my firm, and all my colleagues feel the same way. There have been staff cuts. My team went from fourteen people to ten this year, while more work has been added to our plates. We are also expected to find the time to master AI to handle the additional work.

Right now, most of what we do is heavily tracked to train the AI. Every review note, query and tick mark is logged, and we are told it feeds the firm’s audit tools.

My question, if it is a question, is why management does not realize they are forcing us to use AI to sign off audits. There is no other way for us to handle the workload. And why do they not understand that training and using AI is not the same as becoming a better auditor?

At this stage I am no longer an auditor. I am training an AI system and answering random Q&A prompts, and that is not what I want. I cannot see myself following the trajectory of the typical audit partner."

I will be responding to this Legacy question in the next day or two, and post the other questions I will be answering. "In The Masterplan, Michael always reminds us that health, happiness, wealth, relationships, and life purpose are important areas to focus on. I was wondering how to prioritize among them. Is there one we should focus on more than the others, depending on our situation and where we are in life? Or should we try to dedicate an equal amount of time, energy, and resources (financial or otherwise), even if progress and results end up unequal across each of these dimensions?"

A truly sad day. https://www.nytimes.com/2026/10/29/arts/television/patrick-stewart-dead.html

New This Week On StrategyTraining.com

“Never be limited by other people’s limited imaginations.”

Yes, Mae Jemison’s is about ambition, but it is also about agency.

In business, industries operate inside long-standing assumptions about what is “feasible,” “common practice,” or “industry standard.” Individually, we often carry a second layer of constraints: the expectations we absorbed from parents, teachers, early managers, ideas about what kind of career is “appropriate,” how far someone “like us” can go, and what level of achievement is “realistic.” These early ceilings are powerful because they feel like facts, not choices.

But in both cases, the constraint is the same: you begin optimizing inside someone else’s frame.

Our aim with each weekly release is to help you dismantle those inherited frames, both the structural limits of your sector and the personal limits that influence how boldly you operate inside it. We work on upgrading the quality of your analysis, your decisions, and the logic you use to understand what is actually possible.

This week’s programs are built for leaders who refuse to let old assumptions, industry assumptions or personal ones, define the size of their ambition or the trajectory of their career. Each release expands your range: how you think, what you can decide, and ultimately, what you can build.

Let’s begin.

For Strategy Control Room Advanced Members

Beyond AI: Where Technology Is Heading – Part 8 of TBD

AI and digital technologies are reshaping asset-heavy industries, shifting the focus from physical capital to data-driven strategies. With examples like John Deere, Tesla, and Cruise, this latest SCRA update from the Center of Excellence shows how innovations such as statistical maps and AI systems are transforming industry standards, driving sustainability, and underscoring the need for digital adoption to stay competitive.

If you are an Insider or Legacy member, we have just approved special access for you at this time. You will be able to enroll in the Strategy Control Room Advanced monthly membership (you will need to get a separate monthly SCRA membership) without having to wait for 6 months to access the advanced library. This is loyalty savings for Insiders and Legacy members in the amount of $1,002. This special access window of opportunity was approved until December 15th, 2025, as of now. Email by December 15th to team@firmsconsulting.com. 

For Strategy & Consulting AI system members

We’ve expanded the Strategy & Consulting AI system with the AI Risk & Opportunity Radar. It is a decision tool built to strip away noise and surface what truly matters when an AI trend intersects with your industry. In under a minute, you receive a concise, board-ready view of the three most material opportunities, the three risks that require near-term preparation, and the single highest-leverage first step. Leaders use it to stress-test strategic assumptions, have more thoughtful client conversations, and align teams around what is actually changing in their sector. Strategy & Consulting AI members can access the new AI tool here, along with all other AI tools available within Strategy & Consulting AI membership.

For Insiders

Should I Accept a Monopoly Given to My Firm? – Episode 2
What looks like a routine bidding dilemma is actually one of the critical questions in management consulting. In this program, you’ll see why and learn the principles that determine whether firms and clients rise or fail.
Episode 2: Why we do what we do in consulting: business is not random

What Leaders Need to Know About AI – Episode 2
AI is no longer something leaders can delegate. This program gives non-technical executives and other leaders the core concepts they need to understand. We begin with JSON, not as code, but as a window into how machines make sense of the world. From there, we move through key concepts that help leaders think in systems, speak with technical fluency, and make decisions that align with how AI actually works. This is not as much about learning tools as it is about learning how to lead in a world built on them. This program comes with downloads. Please see a download for episode 1 and 2.
Episode 2: Tokenization: control your AI costs and risks

The Bill Matassoni Show, Season 3 (Part 2 - Nicholas Gertler) – Episodes 14 of 15
In this episode, Bill Matassoni engages in a deep strategic dialogue with Nicholas Gertler, a former McKinsey colleague, on how to redesign systems to create value for all stakeholders. Moving beyond traditional advertising and sales approaches, they explore the role of storytelling and influence as levers to reshape industries, organizations, and relationships.

Filmed at the iconic Philip Johnson Glass House, the conversation challenges leaders to reconsider how value is defined, created, and sustained, and how their own work can drive meaningful, long-term change. The series, now followed by senior leaders and executives from major organizations, offers practical tools to broaden perspective and uncover opportunities often missed by others.
Episode 14: Challenging resentment

For Legacy Members

Legacy members gain access to all Insider content, plus these exclusive episodes:

Building a Marketing Engine - Episode 1 of 3
This program teaches you how small firms can build trust, credibility, and client relationships using the same strategies elite consulting firms use, without needing their size or budget. The approach we teach is not limited to consulting firms.
Episode 1: Brand by association

How to Make Tough Personal Decisions - Episode 8 of 8
What happens when one life-changing decision collides with your other responsibilities? In this program, Michael unpacks a client’s dilemma, three prestigious career paths, and reveals the lens you can use before making choices that shape both your life and theirs.
Episode 8: Two critical pieces of information that are missing

Analyzing a Winning Major IT Strategy Proposal - Episode 3 of 3
When there isn’t one clear crisis to solve but an undercurrent of discontent across the business, how do you uncover where value can be created? In this program, Michael breaks down a winning digital and AI strategy proposal to show how great consultants find, build trust, and deliver value where others feel confused.
Episode 3: An IT strategy or a strategy for IT?

Insiders can upgrade to Legacy at any time and revert to Insider without losing Insider status.

To upgrade: While logged in, select any Legacy program and follow the upgrade prompt.

To return to Insider: Email team@firmsconsulting.com, and we will restore your Insider status, provided there are no gaps in your subscription or gaps are covered.

Legacy Member Q&A — Tailored Partner Feedback
Legacy members may submit one personal or professional question twice per month. A partner will respond with a custom recorded answer.

Submission deadlines:15th and 30th of each month

Format: One paragraph emailed to team@firmsconsulting.com

Include: Relevant context and details so we can provide precise, actionable guidance

Subject line: Legacy Question

Strategy Skills Podcast (ranked among the top 5-10 career podcasts in many countries for over 10 years)
These episodes are now available on iTunes, YouTube, and all major podcast platforms.

Harvard’s Scott Levy on His Path from Investment Banking to Public Education and Leading in Uncertain Times - with Scott Levy

Scott Levy spent two decades as an investment banker at firms like J.P. Morgan, advising corporate boards and senior executives on risk, growth, and capital decisions. Then he pivoted, serving on a public school board, teaching at Harvard, and writing Why School Boards Matter.

In this episode, we discuss:

• How Levy broke into investment banking and the lessons that carried him through twenty years on Wall Street

• What he learned about resilience, risk-taking, and long-term thinking at the highest levels of finance

• Why he left a successful career to focus on public education and democracy

• How business principles can, and cannot, be applied productively to education

• What executives misunderstand about AI, and the questions they should be asking  

Listen to the episode here (you can also watch or read the transcript).

A $3.6B CEO on the “Poverty of Dignity” in Corporate America - with Bob Chapman

Bob Chapman, CEO of Barry-Wehmiller, explains how he built a $3.6 billion company by placing human dignity at the center of leadership. He describes the moment he recognized that “our history does not give us the future that we deserve,” and how this led to a disciplined focus on balance, diversifying customers, industries, and technologies to create a stable enterprise.

Bob recounts the insight that reshaped his philosophy: every team member is “somebody’s precious child,” and leadership is stewardship, not control. Caring, in his view, is an economic principle: “The greatest act of charity is how you treat the people you have the privilege of leading.”

Key insights include:

• The role of business-model design in protecting people,

• Why pricing should reflect market value rather than internal cost,

• How trust and relationships outperform transactional approaches, and

• Why growth often emerges from navigating adversity 

Chapman argues that today’s crisis is not financial but a “poverty of dignity,” and calls for leaders to build organizations where people know they matter.

Listen to the episode here (you can also watch or read the transcript).

Additionally, here are the recent releases on our YouTube channels (we now have 5 channels in English (and 1 in Russian), so as usual, you get to see us building something from the ground up:

What is Quantum Computing? Only less than 1% of people understand this - with Kris Safarova
Access here.

The Way You Speak Is Learned. Here’s How to Change It - with Kris Safarova
Access here.

99% of Leaders Miss This About AI - with Kris Safarova
Access here.

How to Get More Executive Presence: Communicate with Confidence & Credibility - with Kris Safarova
Access here.

How Elite Consulting Partners Structure Corporate Strategy Engagements - with Kris Safarova 
Access here.

IT Strategy vs. Corporate Strategy: Microsoft - with Kris Safarova
Access here.

How to Build Consulting Storyboards in 3 Weeks (This is How McKinsey, BCG, Bain, Deloitte Do It) - with Kris Safarova
Access here.

Management Consulting Storyboard | Storyboarding used by McKinsey, BCG, Bain, Deloitte, PwC et al. - with Kris Safarova
Access here.

McKinsey’s Rise to Prominence Under Marvin Bower - with Kris Safarova
Access here.

If You Want a Major Change in Your Life, This Is What It Takes -with Kris Safarova
Access here.

How to Enroll in Insider, Legacy, Strategy Control Room Advanced or Strategy & Consulting AI

Insider & Legacy memberships: To join: Visit StrategyTraining.com and select the membership that fits your goals. If you would like guidance on which tier is the best fit for you, email team@firmsconsulting.com. To upgrade from Insider to Legacy: While logged in, select any Legacy program and follow the prompt. To return from Legacy to Insider, without losing Insider status, email team@firmsconsulting.com. We will restore your Insider status if your subscription has remained continuous or if any gap has been covered. 

Strategy Control Room Advanced (SCRA): If you’re ready for access to advanced reading materials, consider joining The Strategy Control Room Advanced, our private knowledge system (a giant reading library with proprietary materials) used by consulting partners and senior executives in over 150 countries. It’s where we keep the kind of materials consulting firms never share or teach their clients: full studies, blueprints, and proprietary strategy documents that have helped create over $500M in value, including $200M reported by a single client in one year. It’s the closest thing to having your own internal “control room” for strategy, operations, and leadership excellence. You can learn more here. See note for Insiders and Legacy members above.

Strategy & Consulting AI: And if what you are interested in is our AI tools, you can join as a Strategy & Consulting AI member here. 

There is always another level of contribution and compensation. We are here to help you reach it.

New This Week On StrategyTraining.com

Every so often, an insight, a thought, or a realization changes how we look at life or business, and what we reach for. Michelangelo warned us, “The greater danger for most of us lies not in setting our aim too high and falling short, but in setting our aim too low and achieving our mark.”

This week, as new programs and resources go live across StrategyTraining.com, let's together set the kind of goals that stretch us beyond comfort, beyond habit, and well beyond yesterday’s boundaries.

Each release, whether it’s practical frameworks for structuring complex business decisions, guidance in AI adoption for leaders, or training on elevating your level of executive presence, serves to help you lift your sights.

Meaningful progress begins not when we prove we can reach the modest goals we’ve always envisioned, but when we dare to reach higher, risk more, and pursue the work and learning that calls us to realize our full potential.

This is the only way I was able to break out of my orbit over and over again. If my goal was to have a good life in Samara, Russia, then this is what I would have had. We pretty much never achieve more than what we think is possible for us in our own minds. That is why we focus so heavily on helping members and clients expand their identity, and with that, what is possible for them.

This week’s lineup is designed to support setting meaningful goals. From digital strategy insights and consulting tools to podcasts featuring industry leaders, you will find actionable resources to help you set and operate from that larger vision, one built not on incremental wins but on transformative outcomes that only come from setting your aim well above the ordinary. 

Let’s take a look at the new releases.

For Strategy Control Room Advanced Members

Beyond AI: Where Technology Is Heading – Part 7 of TBD

AI and digital technologies are reshaping asset-heavy industries, shifting the focus from physical capital to data-driven strategies. With examples like John Deere, Tesla, and Cruise, this latest SCRA update from the Center of Excellence shows how innovations such as statistical maps and AI systems are transforming industry standards, driving sustainability, and underscoring the need for digital adoption to stay competitive.

For Strategy & Consulting AI system members

The ability to structure complex business challenges clearly and early often determines the quality of decision-making downstream.

The Problem Structuring Generator is a tool that translates an unstructured business issue into a consultant-grade analysis in under 60 seconds. It replicates the thinking frameworks used by top-tier strategy teams during the initial scoping phase of an engagement.

The output provides immediate clarity on what the problem is, what might be causing it, what to analyze first, and which steps to consider. Strategy & Consulting AI members can access the new AI tool here, along with all other AI tools available within Strategy & Consulting AI membership.

For Insiders

Should I Accept a Monopoly Given to My Firm? – Episode 1
What looks like a routine bidding dilemma is actually one of the critical questions in management consulting. In this program, you’ll see why and learn the principles that determine whether firms and clients rise or fail.
Episode 1: How this question will be answered

What Leaders Need to Know About AI – Episode 1
AI is no longer something leaders can delegate. This program gives non-technical executives and other leaders the core concepts they need to understand. We begin with JSON, not as code, but as a window into how machines make sense of the world. From there, we move through key concepts that help leaders think in systems, speak with technical fluency, and make decisions that align with how AI actually works. This is not about learning tools but about learning how to lead in a world built on them. This program comes with downloads. Please see a download for episode 1.
Episode 1: Why every leader needs to understand JSON

The Bill Matassoni Show, Season 3 (Part 2 - Nicholas Gertler) – Episodes 13 of 15
In this episode, Bill Matassoni engages in a deep strategic dialogue with Nicholas Gertler, a former McKinsey colleague, on how to redesign systems to create value for all stakeholders. Moving beyond traditional advertising and sales approaches, they explore the role of storytelling and influence as levers to reshape industries, organizations, and relationships.

Filmed at the iconic Philip Johnson Glass House, the conversation challenges leaders to reconsider how value is defined, created, and sustained, and how their own work can drive meaningful, long-term change. The series, now followed by senior leaders and executives from major organizations, offers practical tools to broaden perspective and uncover opportunities often missed by others.
Episode 12: Don't wait to lead

For Legacy Members

Legacy members gain access to all Insider content, plus these exclusive episodes:

The Trap of the Credit System When Building a Consulting Firm - Episode 2 of 2
For a long time, you may have worshiped at the altar of the credit system, doing everything around amassing credit. But what happens when that system stops serving you? In this program, you’ll see why the very processes that once brought you success may no longer work… and what it really takes to build your consulting business (or any business you are building) around value, not credit.
Episode 2: Building business around value vs. credit

How to Make Tough Personal Decisions - Episode 7 of 8
What happens when one life-changing decision collides with your other responsibilities? In this program, Michael unpacks a client’s dilemma, three prestigious career paths, and reveals the lens you can use before making choices that shape both your life and theirs.
Episode 7: The value of education, and for whom

How to Inspire Trust When Speaking  - Episode 1
Some people speak and instantly earn trust. Others speak, and something feels slightly off, even if their words are good. This session looks at one of the reasons why. We’ll explore the subtle physical patterns that shape how others perceive your openness, credibility, and authority, often before they’ve processed a single idea you shared. You’ll gain a new lens for understanding what’s influencing your presence when you speak. The program also includes a downloadable resource to help you observe these patterns in your own communication and begin adjusting them.
Episode 1: How to inspire trust when speaking

Insiders can upgrade to Legacy at any time and revert to Insider without losing Insider status.

To upgrade: While logged in, select any Legacy program and follow the upgrade prompt.

To return to Insider: Email team@firmsconsulting.com, and we will restore your Insider status, provided there are no gaps in your subscription or gaps are covered.

Legacy Member Q&A — Tailored Partner Feedback
Legacy members may submit one personal or professional question twice per month. A partner will respond with a custom recorded answer.

Submission deadlines:15th and 30th of each month

Format: One paragraph emailed to team@firmsconsulting.com

Include: Relevant context and details so we can provide precise, actionable guidance

Subject line: Legacy Question

Strategy Skills Podcast (ranked among the top 5-10 career podcasts in many countries for over 10 years)
These episodes are now available on iTunes, YouTube, and all major podcast platforms.

Jamie Dimon & CEOs Are Rethinking Capitalism – Here’s What That Means for You - with Seth Levine and Elizabeth McBride

Is capitalism still working, or is it due for an upgrade?

In this episode, authors Seth Levine and Elizabeth McBride discuss insights from their book Capital Evolution, sharing what they learned from interviewing top CEOs, including Jamie Dimon, Dan Schulman (PayPal), Peter Stavros (KKR).

They explore:

• Why Jamie Dimon led 200 top CEOs to declare that companies should serve more than just shareholders.

  “If you ask Jamie Dimon, are you a capitalist? Because we asked him that, he said, I’m a rapacious capitalist.” – Seth Levine

• Why the old model of shareholder primacy is failing

• How economic mobility has collapsed:

  “50 years ago, if you were born in the bottom 25th percentile of wealth, you had about a 25% chance of dying in the top 25th... Today, it's about 5%.”

• Why ownership, not just wages, is key to the next phase of capitalism:

  “Ownership is a key to this new future that we see.”

• How businesses, not just governments, must now lead on economic reform:

  “We believe in this current environment that businesses have the largest power and some responsibility to reshape the norms.”

 Listen to the episode here (you can also watch or read the transcript).

Former CNN and NBC News Anchor Lynn Smith on Building Authentic Presence and Excellent Communication - with Lynn Smith

Lynn Smith, former national news anchor for NBC News, MSNBC, and CNN Headline News, reframes public speaking as an internal leadership skill, not a performance. She identifies the recurring obstacle as the “brain bully.”

Key takeaways:

• Name and neutralize the “brain bully.” “It’s that inner saboteur saying, ‘You’re not good enough’ or ‘What if you say the wrong thing?’” Smith explains. She traces these patterns back to early experiences and teaches clients to “control–alt–delete our prehistoric code” so fear no longer drives performance.

• People don’t want perfection, they want resiliency. Recalling a keynote where she froze on stage, Smith says, “I had to stop and tell the audience, ‘I’m so sorry, I’m failing at this.’ “People don’t want perfection, they want resiliency. 

• Replace over-scripting with intentional structure. “Executives spend hours memorizing, but the result is robotic. The big revelation is… it has nothing to do with your prep; it has everything to do with your mental game.” Instead, she recommends bullet-pointing key ideas for authenticity and flow.

• Drill down, don’t dumb down. Smith recommends balancing preparation, “not too much, not too little”, so communication stays on point and digestible: “If you communicate everything, you communicate nothing.”

• Make voice and presence technical. Drawing from broadcast training, Smith advises projecting “from your diaphragm, not your chest,” and using “the power of enunciation” and pauses to improve recall and connection.

• Manage energy deliberately. “Everything is energy,” she notes. High-frequency energy, calm, clear, positive, creates magnetism. 

For executives preparing keynotes, investor meetings, or media appearances, this conversation can be helpful. 

Listen to the episode here (you can also watch or read the transcript).

Additionally, here are the recent releases on our YouTube channels (we now have 5 channels in English (and 1 in Russian), so as usual, you get to see us building something from the ground up:

The Way You Speak Is Learned. Here’s How to Change It - with Kris Safarova
Access here.

99% of Leaders Miss This About AI - with Kris Safarova
Access here.

How to Get More Executive Presence: Communicate with Confidence & Credibility - with Kris Safarova
Access here.

How Elite Consulting Partners Structure Corporate Strategy Engagements - with Kris Safarova 
Access here.

IT Strategy vs. Corporate Strategy: Microsoft - with Kris Safarova
Access here.

How to Build Consulting Storyboards in 3 Weeks (This is How McKinsey, BCG, Bain, Deloitte Do It) - with Kris Safarova
Access here.

Management Consulting Storyboard | Storyboarding used by McKinsey, BCG, Bain, Deloitte, PwC et al. - with Kris Safarova
Access here.

McKinsey’s Rise to Prominence Under Marvin Bower - with Kris Safarova
Access here.

If You Want a Major Change in Your Life, This Is What It Takes -with Kris Safarova
Access here.

How to Enroll in Insider, Legacy, Strategy Control Room Advanced or Strategy & Consulting AI

Insider & Legacy memberships: To join: Visit StrategyTraining.com and select the membership that fits your goals. If you would like guidance on which tier is the best fit for you, email team@firmsconsulting.com. To upgrade from Insider to Legacy: While logged in, select any Legacy program and follow the prompt. To return from Legacy to Insider, without losing Insider status, email team@firmsconsulting.com. We will restore your Insider status if your subscription has remained continuous or if any gap has been covered. 

Strategy Control Room Advanced (SCRA): If you’re ready for access to advanced reading materials, consider joining The Strategy Control Room Advanced, our private knowledge system (a giant reading library with proprietary materials) used by consulting partners and senior executives in over 150 countries. It’s where we keep the kind of materials consulting firms never share or teach their clients: full studies, blueprints, and proprietary strategy documents that have helped create over $500M in value, including $200M reported by a single client in one year. It’s the closest thing to having your own internal “control room” for strategy, operations, and leadership excellence. You can learn more here.

Strategy & Consulting AI: And if you what you are interested in is our AI tools, you can join as a Strategy & Consulting AI member here. New tools are released weekly.

There is always another level of contribution and compensation. We are here to help you reach it.

New This Week On StrategyTraining.com

“Because we view ourselves and our worlds through the eyes of our own egos, our perceptions are often biased in ways that flatter ourselves.”
— Professor Mark Leary​

In the context of leadership, strategy, and personal resilience, this wisdom underscores why self-awareness and intellectual humility are foundational for meaningful growth. It is important to recognize that the ego’s bias is a competitive risk: it prevents real learning, distorts feedback, and inhibits the ability to adapt. Leaders and teams who actively challenge their own narratives, question easy self-flattery, and welcome uncomfortable truths are far better equipped to turn setbacks into sources of intelligence and progress.​

These themes run through this week’s advanced resources, equipping you to transform reflection and friction into lasting momentum, and to see challenge as feedback rather than a verdict. That is how high performance is sustained for the long term.

Let's look at all the new resources available for members this week:

For Strategy Control Room Advanced Members

Beyond AI: Where Technology Is Heading – Part 5 of TBD

AI and digital technologies are reshaping asset-heavy industries, shifting the focus from physical capital to data-driven strategies. With examples like John Deere, Tesla, and Cruise, this latest SCRA update from the Center of Excellence shows how innovations such as statistical maps and AI systems are transforming industry standards, driving sustainability, and underscoring the need for digital adoption to stay competitive.

For Insider Members

These new training episodes were released this week.

Building a Consulting Practice. Level II  – Episode 15 of TBD
Level II moves beyond the fundamentals of establishing or rebuilding a consulting business to focus on the advanced discipline of turning everyday engagements into engines of sustained growth.

Through real-world examples, including an operations strategy project that evolved into an entirely new consulting practice, you’ll learn how to:

- Redirect client discussions from transactional tasks toward high-value, strategic issues.
- Identify opportunities even when no obvious “problem” is on the table.
- Position yourself as a trusted advisor where your input is taken into account for critical decisions.

Follow how strategic thinking can be applied in operational contexts, discussions can be triangulated toward your strengths, and growth can be designed to outlast any single engagement. Together with Level I and programs such as Partnership Memoir, Rebuilding a Consulting Practice, and How to Sell >$10MM Consulting Studies. The Andrew Program, this series offers a powerful roadmap for building a resilient, high-impact consulting practice.
Episode 15: The proposal. Fees & project plan

The Bill Matassoni Show, Season 3 (Part 2 - Nicholas Gertler) – Episodes 10 and 11 of 15
In this episode, Bill Matassoni engages in a deep strategic dialogue with Nicholas Gertler, a former McKinsey colleague, on how to redesign systems to create value for all stakeholders. Moving beyond traditional advertising and sales approaches, they explore the role of storytelling and influence as levers to reshape industries, organizations, and relationships.

Filmed at the iconic Philip Johnson Glass House, the conversation challenges leaders to reconsider how value is defined, created, and sustained, and how their own work can drive meaningful, long-term change. The series, now followed by senior leaders and executives from major organizations, offers practical tools to broaden perspective and uncover opportunities often missed by others.
Episode 10: Reward models 
Episode 11: Quest for solutions

For Legacy Members

Legacy members gain access to all Insider content, plus these exclusive episodes:

How to Make Tough Personal Decisions - Episode 5 of 8
What happens when one life-changing decision collides with your other responsibilities? In this program, Michael unpacks a client’s dilemma, three prestigious career paths, and reveals the lens you can use before making choices that shape both your life and theirs.
Episode 5: Understanding the 3-body problem

Selling When You Cannot Gain the Trust of a Client - Episode 2 of 2
Your ability to gain the trust of the client (well-deserved trust) determines whether the relationship, and your business, will do well long term. What does it really take to build trust and sustain that trust when challenges inevitably arise?
Episode 2: You, actually, can sell without having the clients' trust

Billable Hours Are the Worst Form of Wealth Creation - Episode 3 of 3
Building client trust may come easily, but keeping it, scaling it, and doing it without burning out is a different game entirely. This program asks whether you’re really building a business or just trading time for money.
Episode 3: What you should do...and keep more of the value created

Insiders can upgrade to Legacy at any time and revert to Insider without losing Insider status.

To upgrade: While logged in, select any Legacy program and follow the upgrade prompt.

To return to Insider: Email team@firmsconsulting.com, and we will restore your Insider status, provided there are no gaps in your subscription or gaps are covered.

Legacy Member Q&A — Tailored Partner Feedback
Legacy members may submit one personal or professional question twice per month. A partner will respond with a custom recorded answer.

Submission deadlines:15th and 30th of each month

Format: One paragraph emailed to team@firmsconsulting.com

Include: Relevant context and details so we can provide precise, actionable guidance

Subject line: Legacy Question

Strategy Skills Podcast (ranked among the top 5–10 career podcasts in many countries for over 10 years)
These episodes are now available on iTunes, YouTube, and all major podcast platforms.

McKinsey Senior Partner, Vik Malhotra, on What Distinguishes the Best Leaders - with Vik Malhotra

Vik Malhotra, McKinsey senior partner and co-author of CEO Excellence and A CEO for All Seasons, examines the strategic pressures that now define the CEO role: a “30- to 40-year tech revolution,” intensifying geopolitics, shifting consumer behavior, and demographic change. As he notes, “every business at some level is a tech business,” and this multipolar, fast-changing environment places a premium on leaders who can “thread the needle” between paradoxes, short-term delivery versus long-term reinvention, legacy versus disruption, and analysis versus decisiveness.

The conversation connects these macrotrends to practical leadership mechanics, how to set direction, allocate scarce resources, and design institutions that can learn, adapt, and scale without losing their core.

Key strategic insights and takeaways:

Set an audacious, persistent north star.
“The very best leaders set bold, some might say audacious, aspirations early in their tenure,” Malhotra explains. Through downturns and market noise, they “persevere” and repeat a few priorities “until the organization internalizes them.” Consistency, not novelty, creates credibility and followership.

Treat resource allocation as a hard choice.
“Capital, expense, and talent, it’s a zero-sum game,” he recalls from his interview with Jamie Dimon. Great CEOs “starve something” to fund their boldest bets and resist spreading resources “like peanut butter.”

Make culture operational and selective.
Effective leaders focus on one or two levers that reinforce strategy, Satya Nadella’s emphasis on a growth mindset at Microsoft being a prime example. They design rituals, incentives, and role modeling that embed new behavior.

Build a star team, not a team of stars.
As one CEO told Malhotra, “This is not about a team of stars, it’s about a star team.” Complementary strengths, mutual accountability, and candor matter more than individual brilliance.

Institutionalize continuous learning and reinvention.
Exceptional leaders avoid the “sophomore slump.” They systematize learning, internally by seeking dissent and externally by “looking around corners.” “You can never be complacent,” Jamie Dimon told him. “You’ve got to keep pushing forward.”

Operate as a technology-native company.
“Every company is a tech company,” Malhotra insists. Technology must be business-led, embedded in cross-functional product teams, and scaled deliberately beyond experimentation, especially in AI.

Anticipate nonmarket shocks.
Leading teams now run geopolitical and demographic scenarios “to understand how the company might have to pivot.” This preparedness extends to smaller firms “thrust into geopolitics” for the first time.

Distinguish between experimentation and bet-the-company decisions.
Leaders should allow “rapid, cheap failure” to learn quickly, but apply exhaustive risk management to the few “truly consequential, bet-the-company” decisions. 

Listen to the episode here (you can also watch or read the transcript).

Ex-Siemens & Alcoa CEO Klaus Kleinfeld on AI, Energy & Leading at the Highest Level - with Klaus Kleinfeld

Few leaders have run Fortune 500 giants on different continents. Dr. Klaus Kleinfeld has.

As CEO of Siemens (Germany) and Alcoa (U.S.), he has led global transformations across industries and advised presidents and heads of state.

In this interview, Klaus shares:

• Why time management is a myth and energy is the real driver of performance

• How leaders must “AI-ize” their organizations or risk irrelevance

• What skills will still matter when AI automates analysts, lawyers, and even screenwriters

• How purpose condenses energy “like a laser beam”

• The universal leadership lessons from four decades across Europe, the U.S., and the Middle East

His book, Leading to Thrive, combines the inner game (energy, resilience, purpose) and the outer game (leadership, strategy, boards, and competition).

Listen now and learn what it takes to lead at the very top and to stay there in the age of AI.

Here are three insights that stood out:

1. On AI adoption
“In a consulting environment, if you don’t use AI, then I can’t help you. You shouldn’t be in that industry.”
Kleinfeld urges leaders to AI-ize their organizations now, building internal agents, integrating AI into workflows, and showing visible adoption.

2. On performance
“It’s not time management that drives performance. It’s energy management.”

He reframes leadership as “sprints with recovery,” not marathons, with purpose acting as a laser that channels diffuse energy.

3. On careers at risk
“The old idea that creative jobs are safe? Screenwriters were the first to strike against AI.”

Analyst roles in law and consulting are already shrinking. Kleinfeld’s advice: master AI tools early, then move up into roles where human connection and judgment still matter.

Listen to the episode here (you can also watch or read the transcript).

Additionally, here are the recent releases on FIRMSconsulting / StrategyTraining.com / Kris Safarova YouTube Channels:

Warren Buffett’s Berkshire Hathaway Succession: Greg Abel and 7 Lessons for Leaders - with Kris Safarova 
Access here.

How Elite Consulting Partners Structure Corporate Strategy Engagements - with Kris Safarova 
Access here.

IT Strategy vs. Corporate Strategy: Microsoft - with Kris Safarova
Access here.

How to Build Consulting Storyboards in 3 Weeks (This is How McKinsey, BCG, Bain, Deloitte Do It) - with Kris Safarova
Access here.

How to Feel Comfortable on Camera - with Kris Safarova
Access here.

Management Consulting Storyboard | Storyboarding used by McKinsey, BCG, Bain, Deloitte, PwC et al. - with Kris Safarova
Access here.

McKinsey’s Rise to Prominence Under Marvin Bower - with Kris Safarova
Access here.

The Systems Behind Sustained High Performance with ADHD - with Kris Safarova
Access here.

How to Enroll in Insider, Legacy, or Strategy Control Room Advanced

Enrollment in Insider, Legacy, and Strategy Control Room Advanced is currently open.

To join: Visit StrategyTraining.com and select the membership that fits your goals. If you would like guidance on which tier is the best fit for you, email team@firmsconsulting.com.

To upgrade from Insider to Legacy: While logged in, select any Legacy program and follow the prompt.

To return from Legacy to Insider: Email team@firmsconsulting.com. We will restore your Insider status if your subscription has remained continuous or if any gap has been covered.

Strategy Control Room Advanced (SCRA): Our most comprehensive reading library, including full studies, proposals, Centers of Excellence, and books not available elsewhere. You may join the SCRA directly, or begin with a monthly SCR membership and earn advanced status in your seventh month.

There is always another level of contribution and compensation. We are here to help you reach it.

New This Week On StrategyTraining.com

“A pessimist sees difficulty in every opportunity; an optimist sees an opportunity in every difficulty.”
— Winston Churchill

Optimism is often misunderstood. It’s not a naïve conviction that things will work out. It’s a recognition that progress is forged through difficulties, not around it.

Every major transformation, whether technological, personal, or organizational, follows the same pattern. The moment of maximum friction is also the moment of highest potential energy. What separates those who advance from those who stall is access to better tools, knowledge, and guidance, and a willingness to stay engaged. In other words, resilience. 

Those who frame setbacks as opportunities rather than verdicts consistently outperform expectations. They don’t escape difficulty, they metabolize it.

In many ways, that mindset mirrors what drives the most adaptive systems in business and technology. Feedback loops, dynamic iteration, real‑time correction, each depends on the capacity to extract learning from error. Leaders are no different. The strongest ones dismantle their own defensive narratives before waiting for disruption to do it for them.

The coming weeks inside our advanced programs were built for this exact inflection point, to train the lens through which you interpret challenge. To turn operational turbulence into a form of strategic intelligence.

Because in the end, optimism is not the absence of hardship. And, if you know my story, you will know I am very familiar with facing a lot of hardship. It’s the discipline of continuing to progress in spite of it.

Let's look at all the new resources available for members this week:

For Strategy Control Room Advanced Members

Beyond AI: Where Technology Is Heading – Part 4 of TBD

AI and digital technologies are reshaping asset-heavy industries, shifting the focus from physical capital to data-driven strategies. With examples like John Deere, Tesla, and Cruise, this latest SCRA update from the Center of Excellence shows how innovations such as statistical maps and AI systems are transforming industry standards, driving sustainability, and underscoring the need for digital adoption to stay competitive.

For Insider Members

These new training episodes were released this week.

The Hidden Cost of Easy Answers - Episode 3 of 3
This program is designed to counteract the profound erosion of identity and cognitive skills caused by the pervasive overload of information and the documented brain-dulling effects of Artificial Intelligence, which can leave individuals feeling overwhelmed, disconnected, and with weakened critical thinking skills.
Episode title: Standing in front of a wave

Building a Consulting Practice. Level II  – Episode 14 of TBD
Level II moves beyond the fundamentals of establishing or rebuilding a consulting business to focus on the advanced discipline of turning everyday engagements into engines of sustained growth.

Through real-world examples, including an operations strategy project that evolved into an entirely new consulting practice, you’ll learn how to:

- Redirect client discussions from transactional tasks toward high-value, strategic issues.
- Identify opportunities even when no obvious “problem” is on the table.
- Position yourself as a trusted advisor where your input is taken into account for critical decisions.

Follow how strategic thinking can be applied in operational contexts, discussions can be triangulated toward your strengths, and growth can be designed to outlast any single engagement. Together with Level I and programs such as Partnership Memoir, Rebuilding a Consulting Practice, and How to Sell >$10MM Consulting Studies. The Andrew Program, this series offers a powerful roadmap for building a resilient, high-impact consulting practice.
Episode title: The Proposal. Understanding the options

The Bill Matassoni Show, Season 3 (Part 2 - Nicholas Gertler) – Episode 9 of 15
In this episode, Bill Matassoni engages in a deep strategic dialogue with Nicholas Gertler, a former McKinsey colleague, on how to redesign systems to create value for all stakeholders. Moving beyond traditional advertising and sales approaches, they explore the role of storytelling and influence as levers to reshape industries, organizations, and relationships.

Filmed at the iconic Philip Johnson Glass House, the conversation challenges leaders to reconsider how value is defined, created, and sustained, and how their own work can drive meaningful, long-term change. The series, now followed by senior leaders and executives from major organizations, offers practical tools to broaden perspective and uncover opportunities often missed by others.
Episode title: Drug development and systemic failures

For Legacy Members

Legacy members gain access to all Insider content, plus these exclusive episodes:

Analyzing a Winning Major IT Strategy Proposal - Episode 1 of 3
When there isn’t one clear crisis to solve but an undercurrent of discontent across the business, how do you uncover where value can be created? In this program, Michael breaks down a winning digital and AI strategy proposal to show how great consultants find, build trust, and deliver value where others feel confused.
Episode title: Know your firm's strategy first

How to Make Tough Personal Decisions - Episode 4 of 8
What happens when one life-changing decision collides with your other responsibilities? In this program, Michael unpacks a client’s dilemma, three prestigious career paths, and reveals the lens you can use before making choices that shape both your life and theirs.
Episode title: Third 3 of the 2-3-3 lens

Landing a Signature Consulting Sale - Episode 5 of 5
When building client relationships, are you treating every engagement the same, or are you thinking like a strategist, choosing battles that open the door to far greater opportunities? This program reveals how a single well-placed move can reshape your entire sales strategy.
Episode title: Acting on the pattern to generate a large sale

Insiders can upgrade to Legacy at any time and revert to Insider without losing Insider status.

To upgrade: While logged in, select any Legacy program and follow the upgrade prompt.

To return to Insider: Email team@firmsconsulting.com, and we will restore your Insider status, provided there are no gaps in your subscription or gaps are covered.

Legacy Member Q&A — Tailored Partner Feedback
Legacy members may submit one personal or professional question twice per month. A partner will respond with a custom recorded answer.

Submission deadlines: 15th and 30th of each month

Format: One paragraph emailed to team@firmsconsulting.com

Include: Relevant context and details so we can provide precise, actionable guidance

Subject line: Legacy Question

Strategy Skills Podcast (ranked among the top 5–10 career podcasts in many countries for over 10 years)
These episodes are now available on iTunes, YouTube, and all major podcast platforms.

New York Times Bestselling Author Jim Murphy on How to Overcome Fear & Build Emotional Resilience - with Jim Murphy

In this episode, Jim Murphy, New York Times bestselling author, shares how leaders can build resilience, reframe fear, and operate well under pressure. His approach blends performance psychology, neuroscience, and spiritual discipline.

1. Identity Beyond Roles

Murphy emphasizes the risk of anchoring identity in professional roles or achievements:
“When I lost baseball due to injury, I felt like I lost everything. My whole identity was wrapped up in that role.”

For executives and consultants, this is a reminder: leadership requires identity that outlasts titles, deals, or short-term wins. Anchoring in deeper values creates long-term stability.

2. Fear as a Performance Constraint

Murphy defines fear as “a byproduct of self-centeredness.” The executive cost is high: constant comparison, judgment, and anxiety undermine decision-making.

He identifies three key obstacles to peak performance:

Excessive, scattered thoughts
Negative or judgmental self-talk
Concern with others’ opinions

“When you’re at your very best … there’s no concern for self. You’re totally caught up in the moment.”

Focus on the work, not the ego.

3. Rewiring Fear and Trauma

Murphy reframes fear and phobias:
“Phobias are your subconscious working perfectly to protect you.”

Through structured methods and neuroplasticity, leaders can “rewire” how they respond to past failures and pressure.

“You can have a phobia for 50 years, and it can be gone in less than an hour.”

Performance limits are rarely permanent, they can be retrained.

4. Freedom Through Surrender and Detachment

Murphy shares a practical mantra he learned from an athlete he trained:

“I expect nothing. I can handle anything.”

This principle strips away attachment to outcomes, freeing leaders to make bolder, less ego-driven decisions. As he puts it:

“The most powerful thing anyone can do is surrender their little strength for the power that grows the grass and spins the earth.”

5. The Best Possible Life (and Career)

Murphy notes:

“The best possible life has one foot in joy and one foot in suffering. We can’t gain wisdom without going through hard things.”

Growth requires discomfort. A career without setbacks yields little wisdom.

6. Practical Tools Leaders Can Use

Murphy provides several techniques executives can adopt immediately:

Breath control: slowing to 5–6 breaths per minute to stabilize thought patterns under pressure.
Structured reflection: gratitude, presence, and visualization as part of a daily routine.
Ego discipline: exercises that reduce the need for external validation and increase clarity in communication.

Listen to the episode here (you can also watch or read the transcript).

$2 Billion NYC Real Estate Broker on the Strategy of Homeownership - with Scott Harris

Scott Harris, a New York City real estate broker with more than $2 billion in career sales, is the author of The Pursuit of Home. Drawing on two decades of high-volume practice, he shows how structure and empathy turn one of life’s biggest financial decisions into a more deliberate, rewarding process.

Key insights and practical lessons:

• Hire with intent. “Take the time to hire a real estate agent that speaks their language… so they feel seen and heard.” 

• Use offers as diagnostics. “When you make an offer… your body says, ‘Oh my God, I’m so nervous. I love this place.’ That’s the truth.” Even small commitments reveal what a buyer truly values.

• Lead through service during downturns. In crises such as COVID-19, Harris focused on community logistics and donation drives rather than retreating, actions that “added tons of value” and built long-term trust.

• Read the market. Buyers err by “negotiating as if real estate were their industry,” while sellers overvalue personal attachment. Both sides win with rigorous market framing and honest prep.

• Match investments to capacity. Real estate, Harris reminds, “is not a get-rich-quick scheme.” Choose asset types (short-term rentals, LP stakes, or diversified funds) based on desired involvement and risk.

• Protect personal capacity. Sustained performance comes from “daily meditation, consistent exercise, and the accountability of a coach.”

Listen to the episode here.

Additionally, here are the recent releases on FIRMSconsulting / StrategyTraining.com / Kris Safarova YouTube Channels:

You Can Dramatically Improve Your Communication Skills - with Kris Safarova.
Access here.

Warren Buffett’s Berkshire Hathaway Succession: Greg Abel and 7 Lessons for Leaders - with Kris Safarova 
Access here.

How Elite Consulting Partners Structure Corporate Strategy Engagements - with Kris Safarova 
Access here.

IT Strategy vs. Corporate Strategy: Microsoft - with Kris Safarova
Access here.

How to Build Consulting Storyboards in 3 Weeks (This is How McKinsey, BCG, Bain, Deloitte Do It) - with Kris Safarova
Access here.

How to Feel Comfortable on Camera - with Kris Safarova
Access here.

Management Consulting Storyboard | Storyboarding used by McKinsey, BCG, Bain, Deloitte, PwC et al. - with Kris Safarova
Access here.

McKinsey’s Rise to Prominence Under Marvin Bower - with Kris Safarova
Access here.

The Systems Behind Sustained High Performance with ADHD - with Kris Safarova
Access here.

How to Enroll in Insider, Legacy, or Strategy Control Room Advanced

Enrollment in Insider, Legacy, and Strategy Control Room Advanced is currently open.

To join: Visit StrategyTraining.com and select the membership that fits your goals. If you would like guidance on which tier is the best fit for you, email team@firmsconsulting.com.

To upgrade from Insider to Legacy: While logged in, select any Legacy program and follow the prompt.

To return from Legacy to Insider: Email team@firmsconsulting.com. We will restore your Insider status if your subscription has remained continuous or if any gap has been covered.

Strategy Control Room Advanced (SCRA): Our most comprehensive reading library, including full studies, proposals, Centers of Excellence, and books not available elsewhere. You may join the SCRA directly, or begin with a monthly SCR membership and earn advanced status in your seventh month.

There is always another level of contribution and compensation. We are here to help you reach it.

New This Week On StrategyTraining.com

“The greater danger for most of us lies not in setting our aim too high and falling short, but in setting our aim too low and achieving our mark.”

— Michelangelo

So many leaders stagnate once they reach a certain point in their careers. Yesterday, I recorded another program for Insiders and Legacy members on rewiring your programming and a new way to look at the present time and the power it holds. It should be coming out in the next few weeks.

One of the first things that often happens when a client starts working with us within one of our executive coaching programs is that their identity starts expanding in terms of what they believe is possible for them. 

Every engagement, decision, or analysis can either reinforce what you already know or nudge you to think and act differently. The leaders who advance faster than their peers are the ones who deliberately choose the latter.

This week’s releases are built for that mindset, to challenge your reasoning, expand how you define problems, and raise your standard for what “good” and what your desired future looks like.

Let's look at all the new resources available for members this week:

For Strategy Control Room Advanced Members

Beyond AI: Where Technology Is Heading – Part 4 of TBD

AI and digital technologies are reshaping asset-heavy industries, shifting the focus from physical capital to data-driven strategies. With examples like John Deere, Tesla, and Cruise, this latest SCRA update from the Center of Excellence shows how innovations such as statistical maps and AI systems are transforming industry standards, driving sustainability, and underscoring the need for digital adoption to stay competitive.

For Insider Members

These new training episodes were released this week.

The Hidden Cost of Easy Answers - Episode 2 of 3
This program is designed to counteract the profound erosion of identity and cognitive skills caused by the pervasive overload of information and the documented brain-dulling effects of Artificial Intelligence, which can leave individuals feeling overwhelmed, disconnected, and with weakened critical thinking skills.
Episode title: You Are in Charge

Building a Consulting Practice. Level II  – Episode 13 of TBD
Level II moves beyond the fundamentals of establishing or rebuilding a consulting business to focus on the advanced discipline of turning everyday engagements into engines of sustained growth.

Through real-world examples, including an operations strategy project that evolved into an entirely new consulting practice, you’ll learn how to:

- Redirect client discussions from transactional tasks toward high-value, strategic issues.
- Identify opportunities even when no obvious “problem” is on the table.
- Position yourself as a trusted advisor where your input is taken into account for critical decisions.

Follow how strategic thinking can be applied in operational contexts, discussions can be triangulated toward your strengths, and growth can be designed to outlast any single engagement. Together with Level I and programs such as Partnership Memoir, Rebuilding a Consulting Practice, and How to Sell >$10MM Consulting Studies. The Andrew Program, this series offers a powerful roadmap for building a resilient, high-impact consulting practice.
Episode title: The Proposal. Project Logic

The Bill Matassoni Show, Season 3 (Part 2 - Nicholas Gertler) – Episode 8 of 15
In this episode, Bill Matassoni engages in a deep strategic dialogue with Nicholas Gertler, a former McKinsey colleague, on how to redesign systems to create value for all stakeholders. Moving beyond traditional advertising and sales approaches, they explore the role of storytelling and influence as levers to reshape industries, organizations, and relationships.

Filmed at the iconic Philip Johnson Glass House, the conversation challenges leaders to reconsider how value is defined, created, and sustained, and how their own work can drive meaningful, long-term change. The series, now followed by senior leaders and executives from major organizations, offers practical tools to broaden perspective and uncover opportunities often missed by others.
Episode title: Stakeholder Value in Healthcare Systems

For Legacy Members

Legacy members gain access to all Insider content, plus these exclusive episodes:

How to Make Tough Personal Decisions - Episode 3 of 8
What happens when one life-changing decision collides with your other responsibilities? In this program, Michael unpacks a client’s dilemma, three prestigious career paths, and reveals the lens you can use before making choices that shape both your life and theirs.
Episode title: Second 3 of the 2-3-3 Lens

Landing a Signature Consulting Sale - Episode 4 of 5
When building client relationships, are you treating every engagement the same, or are you thinking like a strategist, choosing battles that open the door to far greater opportunities? This program reveals how a single well-placed move can reshape your entire sales strategy.
Episode title: The (very) strong disincentives to act on pattern recognition

Earning a Seat in the Core Group - Episode 4 of 4
Many professionals focus on how to get into the inner circle of decision-makers. But the real question is... what will you do once you’re there, especially if your goals don’t align with the company’s priorities?
Episode title: What Should You Do?

Insiders can upgrade to Legacy at any time and revert to Insider without losing Insider status.

To upgrade: While logged in, select any Legacy program and follow the upgrade prompt.

To return to Insider: Email team@firmsconsulting.com, and we will restore your Insider status, provided there are no gaps in your subscription or gaps are covered.

Legacy Member Q&A — Tailored Partner Feedback
Legacy members may submit one personal or professional question twice per month. A partner will respond with a custom recorded answer.

Submission deadlines: 15th and 30th of each month

Format: One paragraph emailed to team@firmsconsulting.com

Include: Relevant context and details so we can provide precise, actionable guidance

Subject line: Legacy Question

Strategy Skills Podcast (ranked among the top 5–10 career podcasts in many countries for over 10 years)
These episodes are now available on iTunes, YouTube, and all major podcast platforms.

Ex McKisney and Goldman Sachs, CEO of FCLT Global on Turning Investor Dialogue into Strategy - with Sarah Keohane Williamson

Sarah Keohane Williamson, CEO of FCLT Global and coauthor of The CEO’s Guide to the Investment Galaxy, offers a primer for executives operating at the intersection of corporate strategy and capital markets. Drawing from her background in investment banking, government, consulting, and asset management, she explains why “investors are not a single audience,” how their incentives shape corporate outcomes, and what leaders must do differently to secure durable capital and strategic flexibility.

Williamson pushes back on conventional wisdom about investor relations, replacing it with practical routines and priorities. She emphasizes a consulting-rooted discipline, “Start with the answer”, as a communications principle, and translates it into a concrete playbook for CEOs who cannot afford ambiguity when describing long-term bets. She underscores that “quarterly calls are important, but they’re often dominated by the sell side,” and CEOs should deliberately allocate their limited time toward building trust with long-term owners and anchor shareholders.

Key takeaways include:

• Map the owners. “Who actually owns your company? Who makes the decisions about those shares?” Owner types (retail, index funds, active managers, hedge funds) differ in incentives and time horizons, and executives should treat that map as a strategic input.

• Build an investor strategy like a customer strategy. Decide which kinds of capital the company needs, why, and how to attract and retain those investors.

• Use a long-term roadmap. Make risky investments intelligible by explaining milestones that link short-term actions to enduring value, and “don’t be afraid to update the roadmap when the assumptions change.”

• Translate investor signals into operational choices. Avoid reflexive short-term fixes, like cutting R&D to meet a quarter, without measuring the long-term cost.

• Treat disclosure and dialogue as governance tools. Clarity about ownership, voting, and incentives reduces misalignment and reputational risk.

• Reframe consultancy input for execution. “The hard part is not the analysis, the hard part is making it happen inside the organization.”

This episode equips CEOs, CFOs, and board members with a practical framework for raising capital, defending strategic bets, and managing shareholder composition. It reframes investor engagement from a compliance exercise into a core discipline of strategy and governance.

Listen to the episode here (you can also watch or read the transcript).

Inc 5000 Fastest Growing Company's CEO on Behavioral Science That Sells - with MichaelAaron Flicker

MichaelAaron Flicker, founder and CEO of Xenopsi Ventures and coauthor of Hacking the Human Mind, explains how applied behavioral science transforms insight into repeatable commercial advantage across brands, products, and customer experiences. Drawing from his experience building multiple Inc. 5000 recognized companies, Flicker illustrates how understanding “the unconscious biases that drive our actions” can make marketing, consulting, and organizational strategy more effective.

The discussion links behavioral research to real-world business practice, naming, positioning, experience design, and sales behavior, so leaders can test small, evidence-based changes that have an outsized impact on recall, adoption, and loyalty.

Key insights include:

• Prioritize one persuasive benefit. “How could one firm be good at everything?” Flicker notes. Presenting a single, clear advantage is more believable than listing many. He cites the gold-dilution effect, the psychological finding that “people are more confident when just one advantage is presented.” Five Guys’ “burgers and fries” focus exemplifies this principle.

• Make messages concrete. “You could see it in your mind,” Flicker says of Steve Jobs’s famous iPod line, “1,000 songs in your pocket.” Studies show concrete imagery is four times more memorable than abstract phrasing, a lesson echoed by taglines like “Taste the Rainbow” and “Melts in your mouth, not in your hand.”

• Design for the peak and the end. Experiences are remembered by their high point and final moment, not their average quality, the peak-end rule first documented by Daniel Kahneman. Memorable, low-cost touches, like the “popsicle hotline” at Los Angeles’s Magic Castle Hotel or Virgin’s post-checkout beach service, create disproportionate positive recall.

• Close the intention-action gap. People often fail to follow through on good intentions. Tying behavior to time, place, and social triggers, “be there for your daughter’s piano recital this July,” is more effective than abstract logic about long-term health or performance.

• Apply behavioral science ethically. “These are not tricks to change people,” Flicker emphasizes. “They’re pre-existing biases we all have.” Used responsibly, behavioral insights help customers make better decisions and strengthen brand trust.

• Focus on systems, not slogans. Flicker highlights organizational habits, 25- and 50-minute meetings, strong psychological safety, and delegation with accountability, as tools that sustain experimentation and growth. “Your most critical people have to feel they can say they’re not sure what to do,” he notes, describing curiosity and candor as the foundation of learning cultures.

Listen to the episode here (you can also watch or read the transcript).

Additionally, here are the recent releases on FIRMSconsulting / StrategyTraining.com / Kris Safarova YouTube Channels:

Warren Buffett’s Berkshire Hathaway Succession: Greg Abel and 7 Lessons for Leaders - with Kris Safarova 
Access here.

How Elite Consulting Partners Structure Corporate Strategy Engagements - with Kris Safarova 
Access here.

IT Strategy vs. Corporate Strategy: Microsoft - with Kris Safarova
Access here.

How to Build Consulting Storyboards in 3 Weeks (This is How McKinsey, BCG, Bain, Deloitte Do It) - with Kris Safarova
Access here.

How to Feel Comfortable on Camera - with Kris Safarova
Access here.

Management Consulting Storyboard | Storyboarding used by McKinsey, BCG, Bain, Deloitte, PwC et al. - with Kris Safarova
Access here.

McKinsey’s Rise to Prominence Under Marvin Bower - with Kris Safarova
Access here.

The Systems Behind Sustained High Performance with ADHD - with Kris Safarova
Access here.

How to Enroll in Insider, Legacy, or Strategy Control Room Advanced

Enrollment in Insider, Legacy, and Strategy Control Room Advanced is currently open.

To join: Visit StrategyTraining.com and select the membership that fits your goals. If you would like guidance on which tier is the best fit for you, email team@firmsconsulting.com.

To upgrade from Insider to Legacy: While logged in, select any Legacy program and follow the prompt.

To return from Legacy to Insider: Email team@firmsconsulting.com. We will restore your Insider status if your subscription has remained continuous or if any gap has been covered.

Strategy Control Room Advanced (SCRA): Our most comprehensive reading library, including full studies, proposals, Centers of Excellence, and books not available elsewhere. You may join the SCRA directly, or begin with a monthly SCR membership and earn advanced status in your seventh month.

There is always another level of contribution and compensation. We are here to help you reach it.

From Manager to Director, and now shaping Partner promotions

We received a message in the last few days from a long-time Insider and Legacy member (see image).

(*KPMG is not redacted as per approval from the client.)

It means a lot to see that our work has been with this member from the time he prepared to join consulting, through his promotion to Director, and now as he advises regulated utilities and major energy projects.

The principles he learned shaped two partner promotions in the last three years.
It changed the course of this amazing leader’s life, and others in his network.

It really means a lot to us to see clients fully benefit from the work we do for them.

And what he described doesn’t happen by chance.
It’s not random. It’s not luck.
It’s the result of a person deciding to go all in.

When people write to me saying they want a free trial, I know they are likely not a good fit for our community. With so many materials they already had access to in free access (YouTube, podcasts, some of our books), serious people don’t need a trial. They know what they are getting. They can discern when they are seeing work worth paying attention to.

Plus, we have such affordable ways to test the waters, such as a monthly Premium membership, which unlocks very powerful materials but costs only $167 per month, with no long-term commitment. 

In the case of the client above, this is someone who was a member for a very long time and used our resources to build out a skill set to progress throughout his career.

Tom committed long-term, has helped other leaders along the way, and that is why he has been reaping rewards.

It takes time to learn the skills we teach. Even many partners in major firms don’t have the skills we teach. Most executives at major organizations outside of consulting don't have the skills we teach. It requires commitment to learning, to applying, and to thinking differently about how they show up, how they advise clients (internal or external), and how they make decisions.

Many people focus on quick fixes and think that AI will let them avoid learning the critical skills required to be a successful executive. But they are wrong. AI is very powerful and should be integrated with a sense of urgency. But it is not a replacement for learning foundational skills for any executive, within consulting or outside, which is what we cover in depth within Insider and Legacy memberships, in the Strategy Control Room Advanced, and in our executive coaching programs.

Most people focus on quick fixes. Surface-level knowledge. Just enough to pass as knowledgeable. That doesn’t work at higher levels of seniority. This is when people start feeling like impostors because they are. You have to put in the work and the time to be an exceptional leader.

Over the last few weeks, Michael and I have had an opportunity to work with another client, who is one of our most beloved clients. It was an unusual, special project outside of any of our programs. This client is preparing for a very senior position recruitment process within a major private equity firm, and we were working on the strategy for the critical arm of that firm. And that client is such an incredible example of a kind of leader who uses no shortcuts, who is the real deal.

My concern wasn’t that he would not get the role. My concern was whether the role was good enough for him, because he is so exceptional that he can get roles that other people can only dream about. And the reason he can get those roles is because he is the real deal. He has deep technical expertise. He cares about his teams to the point that they follow him for years and years, even after they end up working for different organizations. He thinks deeply. He consistently invests in himself. He has been our beloved client for years, and we have had the privilege to work with him many times. 

Tom and the mystery client I mentioned are the role models who, if you emulate them, you will go very far in life. Don’t stop investing in yourself even when you think you are too senior to bother. If you are not growing, you are degrading. As horrible as that word is, it is true.

As of this moment, I am personally a part of multiple coaching and training programs in various fields. Never in our direct field because all our work is original thinking, but in adjacent fields where I can get knowledge, assimilate, and bring it back to our clients. I never stop learning. I learn multiple hours per day, 7 days a week. With no holidays, no vacations. No holidays and no vacations is my personal choice, and I could still do a lot even if I were taking a day or two off each week. But the bottom line is, hard, deliberate work, consistent investment in yourself and in your team, is what it takes to be an exceptional leader.

Michael, an incredibly intelligent and talented business person, as you well know, is learning multiple hours a day, too. Not in our field, as again we focus on original thinking in our work, it is our art. But in other fields such as geopolitics, history, war strategy, how countries compete, cooking, customs of various countries, and more.

He spends days attending meetings with US military generals and hours talking to partners from major private equity and consulting firms. I think he would have made an outstanding president if that was his passion, but we are very fortunate that he decided to dedicate a lot of his time to advancing the field of management consulting and business management.

And the key to know about becoming a leader like this is that just reading a book they wrote is not enough. It is a good start, but it is not enough. You need to find a way to pick up their “code,” so to speak. Think of yourself as an algorithm. They are an algorithm, too. You want to pick up some of their “code.” And that “code” will often not be shared explicitly, but you will pick it up if you listen to them enough, especially if you get to talk to them, such as within an executive coaching environment.

That is where 70% of the value comes for executive coaching clients when they work with us, not from specific information but from assimilating the “code” by osmosis. You pick up some of it from being an Insider or Legacy member and going deep into various programs. Spending hundreds of hours while commuting, working out, doing errands. Listening and watching. You may not realize it, but you are assimilating the “code” that you can’t possibly pick up from just reading a book. And promotion decisions at more senior levels are often made in a second. When you do something impressive in a moment. And picking up this "code" is one of the things that allows you to do an impressive thing in a moment. 

If you want to start picking up the “code” of an exceptional, highly in-demand leader that any organization will be lucky to have, join as an Insider or Legacy member and plan to apply for executive coaching when the time feels right. But don’t delay.

And don’t see it as an expense. See it as an investment in yourself and expect yourself to deliver ROI. This is how I manage all my investments in training, which for some programs are much higher than any programs we offer, such as up to 6 figures for just 1 program (where a lot less is offered than what we offer in our executive coaching programs). So don’t delay investing in yourself. Nothing can give you a higher ROI.

It takes focus and humility to:
- Keep learning when you are a relatively successful leader.
- To question your own assumptions when there is a team of yes men and women looking up at you and treating you as superior (at least to your face).
- To grow into the person who can handle more, aim higher, and have a higher capacity for creating value for yourself, your organization, and your clients.
- To become a person who is making decisions others can’t make because they don’t have your level of business judgment and critical thinking abilities. And you have it not because it was bestowed on you, but because you invested dedicated time over the years and continue to build your skill set.

If you’ve been waiting for the right moment, this is it.
Start today.

Build capability that stays with you for life, just like these leaders did. If they could do it, so can you.

And remember, when you grow this way, you don’t just move up.
You take others up with you. Just like the two leaders I spoke about today.
And that becomes part of your legacy.

And in this life, you can’t do something good and get nothing in return. It will likely not return from the same person, but it will return. From every action there is an equal and opposite reaction. It is a law of physics, one of the three fundamental laws of physics.

So join Insider or Legacy using a link below:

www.StrategyTraining.com

And I look forward to hopefully reading a message like that from you a few months or a few years down the road.