Communication

“I Thought You Were Doing That”

“I Thought You Were Doing That” All too often, we find ourselves saying this to a peer or colleague – or having it said to us.  This common confusion about assignments, projects, and clients leads to inefficiencies, missed deadlines or opportunities, and even a “finger-pointing” group dynamic and lessened employee and partner satisfaction.  But, there […]
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Preventing Conflict

Often, we are consulted to help manage and resolve conflict situations and have even developed an 8-step methodology for approaching conflict conversations.  Having struggled through the difficulties of repairing broken relationships, I decided to focus on ways to make my relationships stronger and heal them.  I wanted to do this before they are so terribly […]
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Communicate To Drive Change

“Every time I find the meaning of life, they change it.” Reinhold Niebuhr Have you found the meaning of life?  If we each had to define our meaning, the meanings we’d interpret would be as diverse as our backgrounds, experiences and beliefs.  But no matter what you’re planning and expecting in this life, the one […]
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Clean Out Your Drawers

Sometimes you have to make a mess before you can clean it up.  Many of you have had the experience of cleaning out closets and drawers to make room for the things you really use and need.  Often, by the time you pull open a few drawers and determine what you have, you realize that […]
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Abundant Teams

My partner, Jennifer, just wrote a great article, Harness the Power of Team, for CPA Insider, and I’ve been reflecting on her ideas and what’s missing in teams today.  In her article, Jennifer expressed, “It saddens me to see how little teamwork exists anymore… Instead, we focus on ourselves or our microcosm, competing internally for […]
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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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Find out How to Serve Your Clients Better this Busy Season

Many of our CPA friends will be meeting with a large number of clients over the next several months.  To maximize this face-to-face time, take the opportunity to find out how your clients feel they are being served, what your team may be able to do better, and what additional services you could provide them […]
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Your Ripple in the Pond

Inconsistent behaviors are present in most organizations and managers and partners often raise this issue in my conversations with them.  I assert that instead of being powerless or stopped by a feeling of helplessness, there is almost always something we can do or say that can impact or move forward the behaviors we’re committed to […]
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Simplify Your Client Satisfaction Surveys

Client satisfaction surveys are important to provide you the information that you need to retain your valued clients, address questions and concerns clients may have before they turn into major problems, and identify possible opportunities to provide additional services.  Sadly, many firms do not conduct surveys. So, if the planning, construction and implementation of the […]
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The Biggest Relationship Mistake

“Assumptions are the termites of relationships.” – Henry Winkler Lack of communication is the underlying root cause of most of the conflicts that exist between you and the people in your life.  And, one of the major reasons that we fail to communicate is that we are too busy making assumptions.  We assume that: • […]
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The Mother of All Fears

Spiders are scary, snakes are frightening and the fear of heights can be terrifying! But, the number one fear, according to The Book of Lists is the fear of public speaking. How could public speaking rank higher than even the fear of dying?  What makes it so scary? In this blog, I’ll explore reasons for […]
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Another Possible View

I have the opportunity to teach our conflict methodology to CPA firm leadership teams across the country. In doing so, it never ceases to amaze me how transformational applying one critical distinction can be in our communications with others. In this blog, I want to share that distinction, which is learning to interpret a conflict […]
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