Communication

Three Keys to Being Your True Self

I have recently moved from student to teacher in the culmination of years of dreaming and hard work.  In my first-ever semester as an adjunct professor for my alma mater, Franklin Pierce University, I have managed some nerves while balancing a lot of excitement. I have envisioned how each week will play out, how the […]
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Drive Change In BOTH Mechanics AND Behavior

“The very best practice mechanics you devise – new plans, programs, and processes – will only succeed when you pay careful attention to the human behavior around those mechanics.” Me to Our Clients, Everyday! I am a change agent.  I make my living helping individuals, teams and organizations identify their areas for improvement and market […]
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Triple Your Team Member’s Progress with Three Types of Feedback

Feedback is a hot topic this year at ConvergenceCoaching. Firms are interested in more quickly progressing and growing their staff, and we believe the key to doing it successfully is providing specific, meaningful, and timely feedback to the team on a regular basis. In this blog, we’ll focus on delivering feedback and really drill into […]
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Maintaining Rapport and Trust In a Virtual World

“The foundation of the client relationship is in jeopardy.” “How can I build rapport with someone if I’m never face-to-face with them?” “I need to shake someone’s hand to feel related to them.” When we talk about moving toward a more remote service and staffing model and embracing Anytime, Anywhere Work™, we often hear objections […]
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Ask and You Shall Receive Feedback!

When speaking with young leaders in our Transformational Leadership Program, or meeting with young leaders at firm retreats, one consistent complaint we hear is that people don’t get enough feedback on the work they’re doing and consequentially, on their individual development. We’re talking a lot these days about improving feedback mechanisms, how firms need to […]
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Millennial Strategies For Taking Career Ownership

My ConvergenceCoaching team members and I have had a great three days attending the BDO Alliance conference in Las Vegas, exploring the theme of innovation and how it applies in all areas of practice management. During the conference, Jennifer Wilson and I taught a super interactive session on bridging generational complaints and ways to collaborate […]
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Maximizing Motivation

For most of our clients, the spring busy season is over (hooray!), and that creates some time and space to focus on yourselves and your firms. It’s my hope that you’ll use this time to renew your focus on your team members, too, by making a real effort get to know more about each and […]
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Personality Approaches to Innovation

In our work with clients as coaches and consultants, we often offer the option of completing the Myers-Briggs Type Indicator® (MBTI®) assessment tool, which identifies sixteen basic personality types to help individuals learn about their personality. Learning your personality type helps individuals work toward their goals in a manner which more comfortably suits their own […]
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ConvergenceCoaching Turns “Sweet 16!”

Wow! It is hard to believe that on April 1, our ConvergenceCoaching team celebrated our 16th anniversary. What a wonderful and blessed journey we’ve enjoyed so far! Since co-founding our firm with my dear friend, Jim Metzler to growing to an 11-member team focused on making life-changing differences for our clients, I am so grateful […]
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Stop Being a “Problem Pointer-Outer”!

One thing that seriously undermines employee and team morale is negativity. One negative comment can frustrate team members and slow productivity. A negative leader or manager can cause subordinates to reconsider their choice for work. When we fall into the trap of pointing out problems without solutions – or complaining – we can easily earn […]
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Subordinate Your Self-Interest through Submission

Over the last year I’ve been practicing a new kind of yoga called Yin, a slow and quiet practice that involves holding postures for extended periods of time. Yin yoga targets the connective tissues of the body, and the physical benefits include increased muscle release and mobility of the joints. Rather than striving and working, […]
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Staying Positive

At this time of the year, the various busy season deadlines, spring just around the corner and new activities thrown into our schedule require increased time and effort, driving our stress level up. Here are six ideas to help maintain positivity – and even reduce the feeling of stress – that you can practice during […]
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Progress to an Anytime, Anywhere Work™ Policy; and Reap the Benefits

In June 2015, we launched our 2015 Anytime, Anywhere survey to collect information about the adoption of flexible work initiatives within public accounting firms. In this last installment on our survey analysis, we’d like to share what we learned from the 155 survey participants about the flexible work program documentation and communication processes in their […]
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What Grade Would Your Clients Earn?

The succession of Baby Boomer professionals is a topic on the minds of most firm leaders today. A significant component of the succession process for many is the transition of clients. There are many best practices when transitioning clients, including those covered by my colleague in this CPA Insider blog. What I find, however, is […]
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Orchestrating Balance

I am often asked, “How do you do it?” referencing my working full time with plenty of travel, raising three children, being married to a wonderful man going on 29 years, in addition to running, practicing yoga, and participating in church and other community activities. Just reading that list leaves me with “Wow, I’m not […]
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New Beginnings

Each New Year brings an awesome opportunity to start fresh, to do away with the unhealthy, unnecessary and the unproductive. While we’re giving the heave ho to the negative in our lives, most of us also commit to new, more positive behaviors and habits. What are you committed to leave behind, or shed, as you […]
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From Resolution to Reality

This time of year, we routinely create a list of New Year’s Resolutions. By the end of December, we often discover when we look over the original list that we missed the target. Let’s start this year understanding that according to the Merriam-Webster dictionary a “resolution is a firm, determined expression of intention” and explore […]
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Getting the Most Out of Your AnyWHERE Work Programs

More Results from Our 2015 Anytime, Anywhere Survey Earlier this year, we launched a survey to collect information about the adoption of flexible work practices within public accounting firms. In this blog in our Anytime, Anywhere Work series we focus on “place” — where employees are working – and we are encouraged to see some […]
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Want to Achieve Your Goals? Tell Others!

Goal Achieved! This fall, on Saturday, September 26, 2015, I completed my first 13.1 mile half-marathon, running the whole distance, without stopping or walking, in a time of 2.5 hours. My friends and family were amazed and happy for me. I felt proud of myself, as well as THANKFUL. How was I able to accomplish […]
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Sage Advice Regarding Anytime, Anywhere Work™ – Just Do It!

This spring, we conducted our 2015 ConvergenceCoaching, LLC Anytime, Anywhere Work Survey and published the “big picture” results in our August 26th blog. In our anytime, anywhere work blog series, we’ve been exploring the feedback from the respondents with the hope that you’ll identify ideas you can implement to further (or begin) your firm’s anytime, […]
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