The Tech Advisor Edge

Generic proposals make technology advisors look interchangeable, while custom proposals often consume hours and still fail to connect technical recommendations to business outcomes. In this practical interview, Bob...

Most technology advisors treat a lost deal as a dead end, then move on to the next opportunity. In this practical interview, Bob and sales automation expert Anna Lee show how to turn every closed-lost opportunity into...

Most technology advisors discover a client is unhappy only after the renewal is at risk or a competitor is already involved. In this practical conversation, Bob Bevilacqua and Maria Lopez unpack how a small advisory...

Technology buyers rarely delay because they lack options; they delay because choosing feels risky. In this practical interview, Bob Bevilacqua speaks with fractional CTO Jonathan Reeve about the AI Decision Confidence...

Automation can make a small advisory firm faster, but one inaccurate answer, overly aggressive message, or mishandled client detail can damage trust that took years to build. In this practical interview, Bob Bevilacqua...

Referrals are valuable, but most technology advisors treat them as luck instead of designing a process around them. In this practical interview, Bob Bevilacqua and Maria Lopez explore how advisors can use AI to...

Technology advisors often have years of experience and dozens of client wins, yet their prospects see almost none of that evidence before a sales conversation. In this practical interview, Bob Bevilacqua and Ava...

Winning the deal is only the beginning. Many technology advisors lose momentum after the contract is signed because information gets trapped in emails, expectations are unclear, and nobody owns the first 30 days. In...

Most technology advisors do not lose opportunities because they lack expertise; they lose them because valuable information stays trapped in conversations, inboxes, and personal notes. In this practical interview, Bob...

Technology advisors are expected to remember hundreds of products, pricing rules, implementation details, partner requirements, and client preferences—but most of that knowledge is scattered across inboxes, portals...

Technology deals rarely stall because the solution is wrong; they stall because the advisor is speaking to one contact while several unseen stakeholders influence the decision. In this practical interview, Bob...

In this practical interview Bob and a guest walk through a repeatable system: create a client-specific, one-page Opportunity Brief with AI that communicates clear value, quantified outcomes, and next steps — all in the...

Most technology advisors lose deals not because their tech is weak, but because they can't quickly counter vendor-direct messaging, price pushes, and feature-first objections. In this interview Bob breaks down a...

Stop letting bad leads eat your week. In this practical interview Bob and Riley Donovan walk through a compact, repeatable blueprint any tech advisor can deploy in a day to qualify incoming interest in under 90 seconds...

Too many advisors treat client relationships as static — then wonder why revenue stalls. In this interview Bob Bevilacqua and guest Maria Lopez walk through a practical, step-by-step playbook to turn your CRM, ticketing...