Client Delays Are Everywhere In my earlier days while working in a CPA firm, I observed a repeated occurrence that seems to be common in firms across the nation. It has to do with feeling frustrated by client delays in submitting their information. When clients have...
Most people Like you, most people think they are reasonable and fairly easy to get along with. However, others may not agree with you. You may come across differently than they way you think you are. As we discussed in one of the last Partner-Pipeline® courses,...
Cull The List From what I hear from firms and consultants to firms, it seems that leaders are taking seriously their client lists. Many report that they are examining their clients to determine whether they are right for their firm. It’s an excellent exercise and an...
Whenever you are in recovery mode, in addition to enjoying some downtime, you naturally reflect on how things went and how much (or little) you enjoyed it. Hopefully your assessment is positive and that you would like to continue on the same trajectory for next year....
The Challenge In my coaching with managers and partners, I find that many are experiencing a good bit of confusion and anxiety about declaring their area of specialization. Their firm leaders are prompting them to more narrowly define what they do. They want you to...
Experience Aahhh, the comfort zone. That wonderful place where we enjoy peace and, well…comfort. Life is good when we find an environment where we can be ourselves and it is acceptable and effective. But what do you do when the environment shifts and your...