The Role of Partner

Aug 29, 2021 | Business, Leadership

Incomplete View Because I spend most of my time with managers and partners, my observations and perspectives are particularly attuned to the issues that affect them. One observation about new and aspiring partners is that they have an incomplete view of partnership on...

The Full Freedom You Celebrate

Jul 5, 2021 | Business, Leadership, Personal Management

Celebration This past weekend we celebrated Independence Day in the US. The family gatherings, concerts and fireworks culminate in a celebrated annual extravaganza. We have no difficulty celebrating our freedom—the ability to choose. But sometimes we forget the other...

Compliance is Necessary. Advisory is Valued.

Jun 28, 2021 | Business, Leadership

What Matters When I ask professionals in my training what they do, they basically report that they prepare and review tax returns or audit reports. Too many managers believe that this is their job. They are taught to add a sprinkle of relationship and voila—they are...

Ask The Critical Question

Jun 20, 2021 | Business, Leadership, Personal Management

Learn From Experience Albert Einstein has been (mis)quoted as saying, “Insanity is doing the same thing over and over again and expecting different results.” Whether he said it or not, the truth is the truth. How easy it is to not learn from prior...

Calibration Information

Jun 6, 2021 | Business, Leadership, Performance, Personal Management

Dishonest, Delayed Feedback While I fully enjoyed all the Partner-Pipeline® training in my client firms over the last several weeks, I also feel a heaviness that saddened me. The courses revolve around building capacity by giving effective feedback. But I heard of too...