From A Partner I had a great coaching call with a partner this week about one of his staff who is not performing to her optimal capabilities. He shared his theory about what was going on and what he was doing to address them. He said he gave her direct feedback so...
Clients New To You Last week’s Monday Message was about you assuming some of the responsibility for your clients behaving badly, like delaying getting their information to you on time or providing incomplete or inaccurate information. It resonated with many of the...
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...
A Coaching Call Trend We all want to reduce our stress. As we enter the new year, stress abounds like never before. In fact, the last few weeks of coaching calls, I’ve heard of managers and partners planning to reduce their stress by delegating. This is really...
Busy Season This is the season that, for many professionals, begins at a slower pace and quickly escalates to major compression. It’s the reason it’s called busy season. In my coaching calls this January, I heard a lot of anticipating the onslaught of busy season but...
For Their Benefit Or Yours? One of the most difficult aspects of leadership is that leaders, when not paying attention, revert to their ego-centric state. That is, in the normal course of pursuing success, their focus is on themselves—what is and isn’t going the way...