Category: Business, Performance, Personal Management

When Plans Go Awry

Mar 13, 2022 | Business, Performance, Personal Management

Plans Go Awry It’s hard to believe we are two and a half months into the new year. By now, all those resolutions you made from good intentions should be pretty much gone by the wayside. But they were good for your health and wellbeing. Why let them go? Rather...

Positive Client Relationships From The Start

Feb 20, 2022 | Business, Client Experience, Leadership, Performance

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...

A Stress Reducer That Creates More Stress

Feb 6, 2022 | Business, Leadership, Performance, Personal Management

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...

Making Situations More Difficult

Jan 9, 2022 | Business, Client Experience, Performance, Personal Management

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,...

Ground Zero State of De-Stress

Nov 28, 2021 | Business, Performance, Personal Management

Manage Your Stress Managing yourself can be a real chore. You can be the most uncooperative, resistant person you have to deal with. And you really frustrate yourself when you won’t take responsibility for yourself. Very irritating. For instance, coming out of the...

Activate Your Recovery

Oct 31, 2021 | Business, Leadership, Performance, Personal Management

Recovery Is Intentional A couple of weeks ago, this Monday Message emphasized how important it is to have a recovery plan in place following a high-intensity period. The best performers in any discipline know the importance of recovery and make it a regular part of...

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We help CPA’s turn expertise into impact. CPA’s have always been trained to be technically excellent. Our work focuses on everything that happens next – how you lead people, build trust, develop relationships, create opportunities, and build a career & firm that actually works. That’s the human side of professional success and it’s the part technology can’t replace.

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