Client churn may be inevitable, but what if your relationships were strong enough to resist it?
Knownwell CMO Courtney Baker is joined by CEO David DeWolf and Chief Product and Technology Officer Mohan Rao to dissect how AI can help build resilient, multi-threaded client relationships. They explore why single-threaded accounts are risky, how AI can map relationship networks, and the ways it enables proactive value delivery through real-time insights and signals.
Special guest Matt Stauffer, CEO of Tighten, sits down with Pete Buer to share how professional services firms can responsibly integrate AI. Matt warns against AI maximalism and discusses the real ROI behind building AI tools—advising companies to start with the business problem, not the shiny tech.
All of that, PLUS Pete unpacks insights from LinkedIn CEO Ryan Roslansky on how to AI-proof your career.
Want to turn insights into action? Download Knownwell’s white paper, “AI-Powered Strategies for Scaling Professional Services,” at www.knownwell.com/scalingwhitepaper.
Watch this episode on YouTube: https://youtu.be/geeqPMhGRcY