Table Of Contents
Recruiting & Staffing
LatAm Recruiting
You shouldn't be sacrificing quality when you're hiring offshore remote talent.
There's plenty of outdated beliefs around remote hiring.
One of them is where people assume that if you place someone offshore, they're automatically worse at the job than a US-based person.
This couldn't be further from the truth.
Quality talent exists everywhere, but it can't be found with a flawed hiring process.
The way you select and evaluate candidates is the only thing that matters in who you place.
It doesn't matter if that person is from the US or from Argentina.
But why do I recommend Latin America for your choice of talent?
It just makes sense.
→ Better costs due to lower costs of living in LatAm
→ Great accents if you're looking for sales reps
→ A huge pool of skilled talent
→ Favorable time zones
It's all about your due diligence.
You should:
Be testing the actual skills of these candidates no matter which region you're hiring from
Be evaluating how well they're communicating, not just their English fluency
Be assessing their cultural fit within your specific workplace
That way, the only thing that's changing is your expenses.
And you're not underpaying anyone.
If anything, you're helping LatAm talent achieve higher salaries than they would normally get for their skills.
If you're interested in hiring a person with the same or better skills as someone in the US but at lower costs, DM me today and we'll chat.
Vacant Positions
Your vacant positions are costing you much more than just lost productivity.
Most companies track the obvious costs like work not getting done, overtime expenses and recruiting fees.
But there's definitely more to it:
→ Your customer experience suffers
When the staff you still have remaining is stretched too thin, you're potentially losing long-term business from existing customers.
The service being delivered is just not as good.
→ Team morale falls
Other employees take on the extra responsibilities with no clear end in sight for them.
It's not making any one of them happier.
→ Quality control slips
When workers rush to cover multiple roles, sometimes not even theirs, they're naturally making mistakes.
→ There's no innovation
Why? Everyone is in survival mode instead of thinking strategically.
→ They don't trust your leadership anymore
When vacancies stay unfilled, this shows that management doesn't understand workloads.
This is why the true cost of an unfilled position can be 2-3 times the position's salary when all factors are considered.
Every day a position stays open, these costs compound and become even more problematic.
Executive Search
The most expensive hire you'll ever make is the wrong executive.
Most companies focus on the obvious costs of executive search - the recruitment fees, relocation packages, and compensation.
These are only the tip of a very expensive iceberg.
Seasoned search professionals understand that the true financial impact of an executive mis-hire is close to 15 times their annual salary.
It's the measurable impact when you account for ALL the consequences.
The hidden multipliers include:
→ Team disruption costs.
A new executive who doesn't align with company culture typically triggers a cascade of resignations among high performers.
Each of these resignations is lost knowledge that can take years to replace.
→ Decision paralysis throughout the organization.
Teams delay critical initiatives when leadership is questionable, creating operational lags that competitors can exploit.
→ Strategic opportunity costs that don’t appear on balance sheets.
When an executive fails to perform effectively, markets still move while your company stands still. These missed opportunities compound.
After 35+ years in executive search, I've seen firsthand how a single mis-hire at the C-level can halt an entire organization's momentum for years.
The best protection?
A thorough assessment process that evaluates not just skills and experience, but cultural alignment, leadership philosophy, and adaptability to your specific business challenges.
Temporary Staffing
Temporary staffing isn’t a band-aid solution but a strategic advantage.
A lot of companies see temporary staffing as just a way to cover vacations or unexpected vacancies.
This is making them miss the benefits that you can get from temporary talent.
Here are the 3 main ones:
→ Temporary roles let you test new markets or offers without commitment.
Instead of hiring permanent staff for new ideas and spending multiple 5-6 figures, you can use temporary talent to test new ideas before making a large investment.
→ Outside experts can bring innovation.
Temporary experts can implement unique and new approaches to your business.
If you find the right people, they’ll give you fresh perspectives and leave improved processes behind.
→ Specialized temporary talent gives you specific skill sets just when you need them.
Instead of asking someone from marketing to launch that new sales campaign to test, you can get the exact skills you need for specific projects from an expert.
And temporary staffing isn't more expensive.
People forget costs like:
Time spent on onboarding (and paying that person during that time)
Time and team member resources spent on training the new hire
Risking that the permanent hire doesn’t work out in the long run
When you factor in the full costs, strategic temporary talent can deliver a great ROI on your short-term needs.
And if you found that the person was even more valuable than you thought, you can turn them into a full-time employee.
If you’re looking to get help on any parts of this process, DM me today and we’ll chat.
Financial Services
Rebalancing
Your manual rebalancing process is costing clients more than you realize.
Financial institutions often view portfolio rebalancing as a straightforward process, but the reality is more complex and costly.
Manual rebalancing creates compound inefficiencies that directly lower client returns (beyond just the obvious labor hours).
The conventional wisdom says quarterly rebalancing is optimal.
But this standard practice was true before automation was viable.
Today's markets move faster and only quarterly rebalancing means missing critical opportunities during volatility spikes.
Less frequent rebalancing doesn't mean lower costs or better results.
Larger deviation periods require more substantial trades, increasing transaction costs and tax implications that outweigh the ‘operational savings’.
Most institutions forget about these 3 factors:
→ Delays in identifying and executing trades create inconsistent returns over similar client accounts
→ Human verification creates errors that compound over time, creating compliance risks
→ Portfolio managers waste valuable time on routine tasks instead of client engagement
The winning institutions are moving beyond seeing rebalancing as a periodic portfolio correction.
They look at it as continuous portfolio optimization, a fundamentally different approach that requires systematic execution.
Because if you’re still rebalancing manually every quarter, your process is designed for a market environment that simply no longer exists.
Business Acquisition
The reason a buyer valued your firm at less than you expected might be your biggest clients.
Why?
When the majority of your revenue comes from your most cherished, top 5 or even fewer clients, your business becomes vulnerable.
This affects most independent advisors, but only few of them recognize this until it’s time to exit the business.
Here’s what happens when you get most of your revenue from a few clients:
→ Your valuation drops because the risk transfers to the buyer.
→ Losing one major client means wiping out 10-20% of your revenue overnight.
→ Succession plans are harder because revenue is dependent on relationships.
When you’re already ready to sell, it might be too late to fix these things.
And some of them are not fixable as you can’t go back in the past, but here are 2 things I would recommend:
→ Create a service model that will attract small to mid-sized clients at scale
→ Build out systems for team-based relationship management to reduce personal dependence
This doesn’t mean at all that you should start getting rid of your biggest clients, that’s just wasted revenue.
But if you implement these things, you can preserve your business value and even increase it if done correctly.
A single client shouldn’t be able to sink the whole ship.
If you’d like any help or consulting during this process, DM me today and we’ll chat.
DIY Bookkeeping
Your DIY bookkeeping is costing you far more than you realize.
Most business owners track only the obvious costs like the hours spent entering data and matching transactions with bank statements.
But you’re actually losing so much more.
Here's what you're actually paying for when handling your own books:
→ Decision blindness
Without proper financial reports, you're making critical business choices based on incomplete data.
→ Growth opportunity costs
Every hour spent struggling with QuickBooks is an hour not spent on sales, client relationships, or product development.
→ Expensive mistakes that compound over time
A misclassified expense seems small until it cascades into tax filing errors and potential penalties.
→ Mental bandwidth drain
The constant background stress of unfinished bookkeeping tasks pulls focus from strategic thinking.
What most business owners miss is that DIY bookkeeping isn't about saving money but about control.
But control without expertise creates an illusion of savings while actually increasing costs.
The most successful small business owners I've worked with don't do their own bookkeeping.
Not because they can't, but because they've calculated the true ROI of their time.
Your highest value comes from doing what only YOU can do for your business. Everything else should be delegated to experts.
Ready to focus on growing your business instead of tracking expenses? DM me today.
Funding
Your business cash reserves just hit zero - now try getting a loan.
Waiting until a cash crisis to seek funding is like trying to get fire insurance while your building burns.
But this is exactly how most business owners approach financing.
Here's what most advisors won't tell you:
- Lenders evaluate risk based on stability.
When you're desperate for cash, you present maximum risk JUST when you need the best terms.
- The ideal time to arrange financing is when your business least needs it.
Your leverage, documentation quality, and approval odds are all at their peak during stable periods.
- There’s a massive psychological cost of emergency funding.
Under pressure, you'll likely accept the first available option instead of the best option.
This means terrible terms that restrict growth or create unsustainable payment burdens.
Instead:
→ Establish relationships with multiple funding sources before even needing them.
→ Understand your equipment financing options.
→ Have pre-approved credit lines.
With this, you’ll never have to rely on ‘last minute funding’ at terrible terms, instead, you’ll be prepared strategically for whatever’s coming.
Environmental Consulting
Productive Soil
Your productive soil is disappearing faster than your margins, and it's costing far more than you realize.
Most farms focus on the immediate yields and input costs, but they miss the huge economic impact of soil degradation happening beneath their feet.
Research shows that microbial biomass (the living engine of your soil) decreases by 15-40% because of herbicide applications.
This isn't just an environmental concern but a direct hit to your operational efficiency:
→ Fields with poor soil health show yield declines of 3-5% annually during environmental stress events.
→ Long-term chemical use reduces soil biodiversity, weakening natural pest control and nutrient cycling.
→ Healthy soil biology can release up to 85 pounds of nitrogen per acre annually, essentially providing free fertilizer.
The most expensive misconception?
That chemical applications are more cost-effective than mechanical weed control.
When accounting for full costs including soil capital depreciation, it clearly becomes the opposite.
For example, our autonomous weeding robots allow farmers to eliminate herbicides without sacrificing weed control or adopting aggressive tillage.
This preserves soil structure while supporting the microbial communities that drive nutrient cycling and pest suppression.
Forward-thinking agricultural operations we work with understand that soil is a core productive asset and competitive advantage.
If you’re interested in how we’re helping them, visit the link in the comments.
Decarbonization
Most corporate net-zero targets are marketing, not strategy.
By now, most large organizations have made public sustainability pledges.
Net-zero by 2040, 2050, or even sooner.
But it’s been proven that only 7% of companies are on track to meet their net-zero commitments, while 90% have set public targets.
This means that less than 10% of those companies have a REAL plan behind the promise.
- No project pipeline.
- No modeled energy scenarios.
- No procurement roadmap.
This becomes a liability for the company:
- Investors are asking for real data, not just commitments.
- Employees are losing patience with slow progress.
- And regulators are catching up.
One of the biggest blind spots we see is that energy planning is treated as a reporting function, not an operational one.
Companies wait until AFTER they've announced goals to start building the business case for onsite energy, infrastructure upgrades, or clean power procurement.
By then, they’ve already lost critical time (and trust).
The companies that will win?
They’re treating net-zero like a CapEx transformation, not a PR campaign.
They’re starting with feasibility, deployment modeling, and ROI analysis. Before even making the press release.
Energy-Efficient Buildings
Energy-efficient buildings are a good start, but genuine ESG leadership is more than that.
The ‘E’ in ESG seems to be everyone’s main focus, and it’s definitely better than nothing.
But investors are looking beyond just the ‘E’, and the most successful properties now excel across all ESG elements.
What everyone tends to miss is that:
→ Social initiatives like tenant wellness programs aren't just extras.
They in fact earn more money by keeping tenants for longer.
→ Governance isn't just boring paperwork.
It ensures your environmental investments actually deliver returns.
The buildings that are struggling the most with ESG generally have a misbalance between the three elements.
We worked with over 8900 properties at Verdani on their sustainability.
It’s clear that those who create strong social connections and clear governance structures see better implementation of environmental programs.
True ESG leadership requires balance:
→ Strong environmental performance to reduce carbon impact and costs.
→ Meaningful social initiatives that create value for people.
→ Clear governance structures that ensure accountability.
Your building's true potential lies in how well you've integrated all three pillars of ESG into its DNA.
Performance Marketing
A/B Testing
Your A/B testing is lying to you.
Brands are making the million-dollar mistake of false positives.
Here's what you should do instead:
Stop celebrating those "winning" tests too quickly.
After reviewing thousands of A/B tests across enterprise brands, I've noticed a pattern - most "statistically significant" results are actually false positives.
Here's where it goes wrong:
1) Premature stopping
You see a 20% lift after 5 days and call it a win.
But here's the truth: Early results are often misleading. Revenue swings of 10-30% are normal in the first week.
Real patterns emerge after 2-3 weeks minimum.
2) The blindness from multiple variants
Running 5 variants? Your chance of false positives jumps dramatically.
Each additional variant increases the likelihood of seeing "significant" results by pure chance.
3) Misinterpreting seasonality
"Our Black Friday test showed amazing results!"
Of course it did. But seasonal anomalies mask true performance.
What works during peak seasons often fails during normal periods.
I've seen brands waste thousands of $s scaling "winning" tests that only worked during unusual market conditions.
The real cost comes from rolling out false winner, scaling changes that are ineffective, and making business decisions based on noise.
How can you solve this?
- Pre-determine your sample size
- Set a fixed test duration that’s longer than 2 weeks
- Account for multiple comparisons
- Validate winners with follow-up tests to ensure it’s not a fluke
- Consider seasonal factors
Don't let a bad testing methodology drain your marketing budget.
Test smarter, not faster.
Creative Strategy
Media buyers need to become creative strategists.
It’s an inevitable, creative-first revolution.
Why?
The era of separating media from creative is dead.
After 18 years in performance marketing, I've watched this shift accelerate. Here's what's driving it:
1) Platform evolution
Meta's AI can optimize delivery - but it can't create scroll-stopping content.
TikTok's algorithm is brilliant at distribution - useless at ideation.
2) Signal loss
As tracking gets harder, creative performance becomes the clearest signal of success. The best media plan can't save bad creative.
3) Speed requirements
The old model:
- Creative team designs
- Media team tests
- 4-6 weeks later, learnings emerge
That's too slow for today's markets.
The new model merges creative and media expertise:
- Rapid creative testing
- Real-time performance analysis
- Immediate optimization
- Creative iteration based on data
The future media buyer needs to understand:
- Creative psychology
- Platform-specific content trends
- Visual storytelling
- Performance analytics
Don't wait for this shift. Start upskilling now.
Are you and your team focusing more on the creative now in 2025? Let me know in the comments down below.
Conversion Rates
Your conversion rates tanked.
What happened?
Your customer journey might be broken. Here’s how:
Last month, a major retail client came to us confused.
Traffic up 50%. Conversions down 35%.
Their first instinct? Blame the creative.
But here's what we found:
1) Device switching
Users are researching on mobile, converting on desktop - but tracking treated them as different customers.
Result? Wrong messaging at wrong times.
2) Speed gaps
Every 1-second delay in page load = 7% drop in conversions.
Their site? 4.2 seconds slower on mobile.
3) Mixed messages
An email promised 30% off. The landing page showed 20%. Cart applied 25%.
Result? Trust broken, sales lost.
4) Checkout Friction
6 form fields vs competitor's 3.
Every field you add = 10% drop in completion rate.
In this case, the fix isn't more ads. It's better architecture.
Start with mapping out the customer journey properly. You will make a lot more revenue.
DM or comment down below if you’re facing any similar issues.
