Posts by Alma Rodriguez-Piscitello
Inflection Point Assessment: 10 Questions for Your Firm
Quick Peak: A complimentary, 10-question PDF diagnostic that helps financial services leadership teams assess whether they are facing normal friction or a true strategic inflection point. It is possible for a firm to look healthy and still feel slightly off. Revenue is holding. Clients are staying. The team is busy. Yet growth is harder to generate; the…
Read MoreHow to Know Your Firm Is at an Inflection Point
When a senior leader in a firm, who is sharp, experienced, has navigated markets and managed complexity for decades, leans across the table and says some version of this: “We know things have shifted. We’re just not sure what to do about it.” That sentence is the tell, that some action is needed. “Action is the foundational key to all success.” – Pablo Picasso There is no actual…
Read MoreYour Executive Bench Is Your Most Underused Growth Channel
Your Executive Bench Is Your Most Underused Growth Channel What B2B companies get wrong about executive visibility — and the system that changes it Someone in your market is becoming the go-to voice on the exact problems you solve. It might be you. It might be your closest competitor. The difference is rarely raw intelligence or technical credibility. The difference is who…
Read MoreYour GTM Strategy Isn’t Broken. It’s Just Last Year’s
How to Build a B2B Go-to-Market Strategy That Works in 2026 Our brains crave certainty. So do most growth plans. When a strategy has worked before, when it brought in the right clients, moved the pipeline, and made the numbers work, the instinct is to run it harder. Optimize it. Scale it. Trust it. But markets do not hold still. And…
Read MoreHeads Down, Brand Barefoot: How Founders Quietly Lose Ground While Serving Everyone Else
There’s a version of this story almost every founder in financial services, fintech, or advisory can tell: You are winning complex, global mandates—and still apologizing for a dated website, a thin LinkedIn presence, or a brand that sounds like your “three firms ago” version. That gap is not cosmetic. It’s reputation debt: the distance between the caliber of work you…
Read MoreThe Strategy Patience Gap: When Urgency Derails Execution
Why Your 30-Day Urgency Can Derail the Work That Matters Every new engagement starts the same way. The team is energized. The brief is clear. The stakes are real. You’ve chosen a partner to help you move through a critical moment for your business. Then, for the first month, it looks like… not much is happening. From the…
Read MoreMy Intelligence Is Not Artificial: Leading in an AI World
My intelligence is not artificial. Neither is yours. Yet more leaders are quietly whispering about AI than openly talking about how they use it. They’re afraid that if they admit a model helped with the memo, the deck, or the strategy outline, they’ll look lazy, less intelligent, or less “real” as leaders. At the same time, they know…
Read MoreUnravel for Yes: What Pat Beans Taught Me About Client Success
Every leader faces inflection points—those pivotal moments when familiar strategies stop delivering client results, and a new approach is needed. In my experience, genuine client success rarely happens in isolation; it’s made possible by the people who push us to serve clients better and more creatively. Managers, peers, and mentors help us see what’s possible for clients and deliver…
Read MoreTwo Years In: Lessons From Revela’s Own Inflection Point
Every company hits moments where what used to work is no longer enough. At Revela Advisors, those moments are called inflection points – and in year two, we experienced one ourselves. This is not a story about struggle; it is a story about refinement. It is about what happens when a founder-led firm applies its…
Read MoreMid-Funnel to Revenue Map: A 5-Stage System to Turn “Interested but Stuck” Into Clients
Why the Mid-Funnel Is Where Growth Stalls Most teams can see the top of their funnel clearly: traffic, leads, first calls. What feels murky is the middle—the pile of “great conversations” and “warm leads” that never seem to turn into clear decisions. Mid-funnel prospects already know you exist. They have clicked, attended, downloaded, or taken…
Read More