Turning Compliance Work into Advisory Value

Jan 12, 2026 | Business, Leadership

Financial compliance work is, at its core, a disciplined process for gathering and organizing data. On its own, however, data has limited value. The real value comes from the professional judgement applied to that information. A useful analogy is healthcare. A...

Facing The Lions

Dec 8, 2025 | Business, Leadership

Our inbred fear response is well-known: when confronted with a perceived danger, our mind and body prepare to fight, flee or freeze. A fairly recent discovery is an additional response called fawning – placating or appeasing to neutralize the threat. While we...

What Reality are you Naming?

Nov 23, 2025 | Business, Client Experience

Leaders establish reality by the way they talk about something. If a firm leader talks about a situation as unimportant, their followers will not take it seriously. If a leader refers to a decision as ill-advised, others will also resent it. If a leader reinforces a...

Protect Your Attention

Nov 10, 2025 | Business, Leadership, Personal Management

As we’ve written and said so many times (here, here and here), no one aspires to be mediocre. Everyone wants to do well. So why don’t we? A major reason is we aren’t protecting our attention. Our attention is precious and it’s a huge influence in our...