Category: Business, Leadership, Performance, Personal Management

A Healthy Client List

Dec 4, 2022 | Business, Client Experience, Leadership

Misaligned Clients For the last decade, I’ve encouraged and coached partners and partner groups to maintain a healthy client list. Typically, firms accumulate clients over the years and, as practices have grown, partners have client lists that are out of alignment...

Muscles Of Astronauts

Nov 27, 2022 | Business, Leadership, Personal Management

The Program If you have been following the news, you are aware of NASA’s next generation of space flight, known as the Artemis Program. Its inaugural flight occurred November 15, 2022 when Orion was launched. Without a hitch. Awesome. One of the selected...

Learn To Power Down

Nov 20, 2022 | Business, Performance, Personal Management

Elusive Rest For many, the holidays are a time of joy, connecting and relaxing. They experience rest and peace being with family and friends. But for others, this experience is elusive. Sometimes the preparations are overwhelming, or that there are fractious...

More Than Signing In

Nov 13, 2022 | Business, Performance, Personal Management

The Season This is the season of training. It’s getting to the end of the year and certain continuing education requirements have to be met. So training is a priority. Yes, it’s the season of training. While it may be the season of training, it’s not necessarily the...

Your Client’s Cull List

Nov 7, 2022 | Business, Client Experience, Leadership

Professional service is all about using your technical skills and applying them to client needs and problems.  So it is imperative to know what your clients need and want. While each client has specific issues that concern them, your service offerings may look similar...