Blog Posts by 2

Go Deeper in Your Relationships – Starting Now

At the beginning of March, I attended the memorial service for Dave Morgan. I’ve know Dave for more than 10 years. I knew that he played college football at the University of Kansas. I knew that he was a math teacher at Cedarburg High School. I knew that he had a wonderful wife named Heidi […]
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Are You a Drainer or a Replenisher?

As we come to the end of the year, everyone gets caught up with the wonderful idea of a “new year” in which we can wipe the slate clean, start fresh and get (even more) serious about achieving the goals that eluded us in the “old year” that just ended. And just a few weeks […]
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Keep on Keeping On

I continue to be caught up with the aspiration of getting better, yet still find myself confused and discouraged by how hard it is to move from the “idea” to reality. As Paul wrote in his letter to the Romans, “I have the desire to do what is good but I cannot carry it out.” […]
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A Wedding and Funeral

At the beginning of September, I traveled with my family to Nebraska to celebrate our nephew Zach’s marriage to Tori. On arriving that Thursday evening, we were met with the sad news of the death of a long time family friend, Bud Oltman. So an unplanned Saturday morning funeral was added to a weekend already […]
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Change: Getting Restarted

In my last blog, I focused on the overwhelming and ever present reality of change, and our need to adapt and respond to it, not merely to survive, but to get better and thrive. Most of us exhibit avoidance, dislike and fear when it comes to facing change. I want to continue honestly exploring the […]
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Change: Getting Unstuck

Through life experience in various settings – whether in business, at church, or at home – I have observed that the most difficult challenge we face is change.  Whether it involves changing attitudes or behaviors, most of us don’t like it.  As shown below in Geoffrey Moore’s diagram on change management, over 80% of people […]
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To Live Better: Die a Little

To Live Better:  Die a Little In past blogs, I’ve written on challenging topics such as goal setting, people development, and succession planning, along with resolving conflict, starting an exercise program, and most recently being vulnerable. In each case, I’ve tried to explain “why” these topics matter in our lives, and have offered ideas on […]
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Do You Have The Courage To Be Vulnerable?

Do You Have The Courage To Be Vulnerable? Vulnerability is frequently shown last on any list of leadership attributes, not only alphabetically, but also because most of us believe it’s the least important trait of an effective leader. For many client service providers, rain makers and mentors, vulnerability is equated with weakness, to be shunned […]
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What Business Are You Really In?

What Business Are You Really In? In the CPA profession, there is so much to do all the time.  The pace never seems to slow down and it can be overwhelming.  Even in the “slower” post-busy season period, with the intensity of the April 17th filing deadline behind us, there are still many things to […]
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Working Hard, Hardly Working, Or Both?

Working Hard, Hardly Working, Or Both? Most of us live in a “feast or famine” cycle that continually alternates between two equally troubling positions. Either we’re overwhelmed with how we’re going to get all the work we have done, or we’re anxious about whether and when our next work will come.  Actually, many of us […]
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Do Something New: Be Bold

Do Something New: Be Bold One thing is for sure: time flies when you’re having fun!I It’s hard to believe I am completing my second year with ConvergenceCoaching. I have learned a lot over the past two years working with our clients to help them achieve success. In this blog I’d like to share a […]
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Lead, Follow, Or…

In my last blog, People Development: More Important Than Business Development, I referred to the importance of having a formal “path” for aspiring partners to follow as they seek admission to the partnership.  Based on considerable observation of the firms we help to achieve success, it is clear that many have not outlined this path to partner. […]
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People Development: More Important Than Business Development

I don’t know about you, but I did a “double-take” when I read the title to the recent blog published August 17th by my colleague, Michelle Baca, entitled, “Why Your Clients Shouldn’t Come First.”  After all, isn’t our primary mission in the CPA profession to serve and add value to our clients?  I mean, who in their right mind […]
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How To Move From Goal Setting To Goal Achieving

During 2011, I’ve been on a personal journey to learn more about setting and ultimately achieving my goals.  The journey started by acknowledging that most of us, including me, do not engage in any sort of personal or professional goal setting process.  We want success in our lives but reject the idea that we need […]
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Goal Setting: Knowing Is Not The Same As Doing

In case you can’t tell, I’m really fascinated with the concept and process of goal setting.  For several months, I’ve been learning more about it and working to put into words what it is, how to get better at it, and why so many of us don’t do it effectively.  And now that I’ve put […]
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Success: Do You Really Want It?

Several weeks ago I began to explore why so many of us are ineffective at setting and achieving goals in our personal and professional lives. In my last two blogs, I have addressed those who don’t set goals at all, somehow believing no one will notice you’ve fallen short.  You have what I call “Fear […]
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Success: Do You Have The Skills?

As I continue to explore why many of us seem to “sabotage” our own success, I’m struck by the widespread lack of skill in personal and professional goal setting.  This lack of “goal setting skill” takes many forms, including not setting goals at all, setting “minimum performance” goals, setting too many goals, or setting goals […]
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Who’s Afraid Of Success?

When it comes to personal and professional goal setting, most of us will likely fall somewhere on the range shown below: You Don’t Set Goals At All – Maybe your firm doesn’t have a goal setting process, or you choose not to participate in it, or you don’t understand why goal setting is important You […]
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We Are Meant To Be Together

It is a fact of modern life that our connections through PDAs, texting and social media are increasing exponentially; while we are becoming more isolated from family, friends, neighbors, and colleagues. In his book, Bowling Alone: The Collapse And Revival of American Community, Robert D. Putnam observes that while the number of bowlers is increasing, […]
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Extend Trust First

As I prepare to lead a workshop with a Top 100 CPA Firm next week entitled, “I Trust You (Sort Of).  Do You Trust Me?”, I’m asking myself:  Why are we talking about trust?  Is this simply the latest business “fad” or a concept that deserves our serious attention?  In our work helping CPA and […]
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