Building Unity Advisory, a disruptive, AI-enabled consulting firm
The Future of the Firm
Marissa Thomas, CEO and Co-founder of Unity Advisory, joined Emma Carroll, Head of Content at Source, on the latest episode of our The Future of the Firm podcast to discuss the learnings and challenges of combining deep expertise with AI-enabled delivery to create a new advisory firm that’s fit for the modern market. Marissa shared her insights on the following matters and more: How co-founders Thomas and Steve Varley saw a disruptive opportunity from three angles—AI and other exciting technologies, what...
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The professional services rebrand journey
The Future of the Firm
In this episode of the Business Leader's Voice podcast, Antonia Wade, Global Chief Marketing Officer for PwC, joins our Head of Content, Emma Carroll, to share her experience of PwC’s recent rebrand. Antonia shares insights on these matters and more: Rather than focusing solely on demand generation, it is important that firms strategically invest at the broader brand level to increase awareness, perception, and consideration, especially as modern business requires reaching a broader set of C-suite executives than before. Define distinctiveness through how work...
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The Top Challenge for Legal CMOs: Building a Next Generation Growth Engine
The Future of the Firm
In this episode of the Future of the Firm podcast, Emma Carroll, our Head of Content, speaks to Karen Morton, the Chief Marketing Officer of Cleary Gottlieb and President of LMA Europe. They discuss the newly launched report, produced in a collaboration between Source and the Legal Marketing Association Europe, that examines The Top Challenge for Legal CMOs: Building a Next Generation Growth Engine. Karen and Emma shared their insights on these matters and more: Revenue generation is a core part of the CMO’s role, and 67% of those surveyed say it is set to become even...
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How to talk to your clients about value
The Future of the Firm
In this episode of the Future of the Firm podcast, Emma Carroll, our Head of Content, interviews experts from across Source to unpack what “value” really means in consulting today. Drawing on our Emerging Trends Report and our latest research, we explore the persistent gap between quality and value—and what firms can do to close it. We discussed the following matters and more: According to our research, 79% of clients rate consulting quality highly, but only 49% believe they get enough value over and above what they pay in fees. Our experts offer some advice on...
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What do firms need to know about how clients perceive them in 2025?
The Future of the Firm
On our latest episode of The Future of the Firm podcast, Sophie Gunn, Senior Consultant at Source, caught up with Emma Carroll, our Head of Content, to debate some of the most important findings from our Client Perceptions programme so far in 2025. They then discuss how firms can use this information to gain competitive advantage. Sophie shared her insights on the following matters and more: Based on surveys of nearly 4,000 senior buyers, sector expertise and subject matter experts have been the top differentiators for consulting services in recent years. Sophie also...
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How volatility is shaping client futures, and what that means for firms
The Future of the Firm
On our latest episode of The Future of the Firm podcast, Fiona Czerniawska, CEO of Source, caught up with Emma Carroll, our Head of Content, to discuss how the volatile environment is shaping client futures, and what that means for firms’ scenario planning. Fiona shared her insights on the following matters and more: Using Source’s proprietary data, clients (and by extension firms) have been categorised into three groups: undecided, frightened, and determined. These are defined by their approach to strategy and investment in an unpredictable market. ...
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What do clients want from growth and CX work in a volatile market?
The Future of the Firm
On our latest episode of The Future of the Firm podcast, Ben Tye, CEO of Gate One Consulting, caught up with Emma Carroll, Head of Content at Source, to discuss what clients want from growth and CX work today. Ben shared his insights on the following matters and more: While clients rarely begin by stating "we need to grow our business", this desire for growth is behind many of the challenges they raise, such as CRM system issues or new product launch hurdles. It is therefore crucial for consultants to link these discrete problems back to the ultimate business outcome...
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Why ESG integrity is at a crossroads
The Future of the Firm
In the latest episode of The Future of the Firm podcast, Dr. Katharina Weghmann, Global ESG Leader within Forensic & Integrity Services at EY, and Nick Jones, Director of Client & Markets Engagement also within Forensic & Integrity Services at EY, sat down with Emma Carroll, Head of Content at Source to discuss why ESG integrity is at a crossroads. Nick and Katharina shared their insights on the following matters and more: Many organisations face challenges in clearly defining industry-relevant ESG targets and translating them into actionable initiatives....
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The future of AI consulting
The Future of the Firm
On our latest episode of The Future of the Firm podcast, Dr Jan van de Poll, MD and Founder of Praioritize, caught up with Emma Carroll, Head of Content at Source. Jan and Emma shared their insights on the following matters and more: According to Source’s latest quarterly client survey, 98% of consulting buyers believe that generative AI will replace consultants to some extent, with 55% expecting it to do so to a significant degree Virtual consulting is challenging the established consulting model: Jan argues that while traditional consultants...
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A transformed approach to audit
The Future of the Firm
Sebastian Stoeckle, Global Head of Audit Innovation at KPMG, caught up with Emma Carroll, Head of Content at Source, on the latest episode of our The Future of the Firm podcast. Sebastian and Emma shared their insights on the following matters and more: Audit today is as important as it’s always been, with its core mission still centred around generating trust in business entities. But the environment in which audit operates is transforming as a result of geopolitical, regulatory, and technological change. There has been a shift in clients’...
info_outlineMarna Ricker, Global Vice Chair for Tax at EY, and Fiona Czerniawska, CEO of Source, caught up with Emma Carroll, Head of Content at Source, on the latest episode of our The Future of the Firm podcast.
Marna and Fiona shared their insight on the following matters and more:
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Clients say that choosing where to start implementing AI in their tax operations is tricky. Something simple and repeatable is a good first target. We look at concrete examples across three, increasing levels of maturity.
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Some of the big challenges that clients are facing include getting robust data in place, legality & ethics, and how to put together a business case for implementing AI.
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Quantum computing is set to have a profound impact on tax, particularly around predictions and policy development. We consider what opportunities lie ahead.
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We explore three areas where EY is reimaging tax services: compliance and reporting, advice, and new services.
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Marna suggests that some tax services will never be carried out by AI, particularly ones where judgement is required. We consider what’s in and what’s out.
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There continue to be talent and capacity challenges in tax services; we consider some solutions.
If you enjoyed this conversation, don’t miss our sister podcast, Business Leader’s Voice. In a recent episode, we talked to Jason Maude of Starling Bank about what a tech-first business wants from consulting firms.