Practice What You Preach: The BD Tactics That Actually Work

The phrase “practice what you preach” gets thrown around a lot, both inside and outside the workplace. But, when you run a business, it becomes a daily mantra. As a seller/doer (thanks David Ackert for that term), someone who both markets services and delivers them, I've tested the same BD habits I encourage my clients to build. And in the two years since launching Edwards Advisory, a few key tactics have stood out as real drivers of growth.

These are the BD tactics that have worked the best for me:

  • Speaking at industry events to build visibility and establish credibility. These opportunities help me stay top of mind and demonstrate how I think and work in real time.

  • Following up (more than once!) after initial conversations. Timing is everything. People get busy, and polite persistence pays off (especially when you can provide something of value - i.e. new insights related to their issue).

  • Being flexible in how I work with clients. Whether that means adapting a training format or offering one-on-one coaching instead of a workshop, meeting people where they are leads to stronger relationships and better results.

  • Using AI tools to streamline my workflow. I rely on it for help drafting emails when I’m busy, organizing notes, and repurposing content.

  • Sharing thought leadership regularly. Publishing insights (even short ones) keeps me visible and useful to my network.

  • Investing in relationships long before I’m trying to “sell” anything. I check in. I refer people. I cheer others on. Relationships are the long game.

  • Asking for the meeting. Even when it feels bold or awkward, I’ve found that simply saying, “Would it be helpful to talk more?” can open the door to a meaningful opportunity.

  • Following up after wins to ask for testimonials, referrals, or feedback.

Every one of these tactics is something I coach my clients to do, and I know they work, because they’ve worked for me. As I head into year three, I’ll continue “practicing what I preach” - showing up, following through, and building a business rooted in relationships.

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Why Joining (and Leading) Industry Associations Matters