In this episode: Jeffrey joins The Principal Podcast to unpack how he built Fidelman & Company from a solo launch in 2015 into a ~40-person investment bank, and what it takes to turn founder-level expertise into repeatable systems. He digs into client acquisition, the path from first conversation to signed engagement, retention, and where he sees the firm’s biggest opportunity ahead.
How to Scale a Relationship-Driven Professional Services Firm With Jeffrey Fidelman
September 12, 2026
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