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Reviews That Make A Difference
Reviews It's that magical time again: midyear or year-end reviews. Partners and managers get to sit down with their direct reports to share observations, feedback, and guidance. This practice has been in place for decades because everyone knows that these reviews make...
A Fractured Partner Group
Stressed A professional administrator from a CPA firm visited our sponsor table last week at the CPAFMA Connections 2024 conference in Savannah, Georgia. Her discouragement was evident from her slumped shoulders and shuffling walk. She immediately shared her...
Equipping Managers To Perform
The Transition We learn so much from our coaching clients, like what they really want, what concerns them and what holds them back. Over the years, our experience has revealed a common theme—that transitioning from staff performer to project manager is one of the most...
Be A Strong Supervisor
Yes One of the most difficult situations we can encounter in life is wanting to do well but it’s not coming together. We struggle because there is a gap between our capabilities and what is required to succeed. We encounter this situation in sports, academics, music...
Acknowledge Your Good Fortune
The Practice Last week I had a great call with a senior staff member of a firm. It was a follow up call to a course we presented entitled Be An ACE: Manage Your Attitude, Credibility & Excellence. The call inspired me because not only did he implement one of his...
Account For Your Yeses
The Cost of Yes We've heard a lot about learning to say no, and rightly so, because we often say yes too much and take on too many responsibilities. It is no fun. However, that said, the real issue just might be that we've never learned to say yes effectively....
You Have To Tell Them
In a recent call with an aspiring senior manager, I asked him how he was doing. He said he felt good about his performance the last couple of years and was looking forward to being promoted. As usual, I asked him if he had spoken to his supervisor about his interest....
Habits That Are Automatic
Auto Pilot Up to 40% of the actions we take are by conscious decision. That means that, for most of our day, we function on autopilot. Since we all have habits that need to be adjusted or changed, we would benefit from correcting the habits that are automatic. Auto...
The Value Of Empathy
Empathy Is Transmitted We all have heard of socially transmitted diseases. Be they colds or Covid, being around others is always a risk of catching whatever they have. But did you ever hear of something socially transmitted that was positive? Well, come to find out,...
Enjoy The Journey
A Journey As you come out of recovery from any intense period (aka busy season), you enter into a season that may be less intense, but still full of activities and responsibilities. Will you enjoy the journey? Journey Past For the next four months, you have annual or...
