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Connecting With Your Clients

Connecting With Your Clients

You want your clients to look forward to seeing you and hearing from you. But you have to give them reasons. If you’re like most in your profession, you rely too heavily on your expertise and experience as the foundation of your relationships, thinking that both of...

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How To Manage Up

How To Manage Up

Over the last couple of weeks, I've had three coaching calls with senior managers who were experiencing significant frustration. They have been tasked by their firm leaders with accomplishing important firm objectives. But each manager has been thwarted by an...

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It’s Your Career. Invest In It.

It’s Your Career. Invest In It.

About midway through the NextGen Conference sponsored by NYSCPA last week, I spoke briefly with Tom. He was a young accountant with a few years’ experience. I asked him what he was getting from the speakers so far. He said, “I guess I need to get on with it. I haven’t...

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