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From Reserved To Involved

From Reserved To Involved Are you new to management and wondering why you left managing money and numbers to managing people?  Are you more comfortable doing your own thing instead of working to get a group to agree?  Does the group drain you emotionally and the alone time pump you up?  If so, you are […]
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Drive Change In BOTH Mechanics AND Behavior

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 […]
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3 Tips to Improve Internal Communication

3 Tips to Improve Internal Communication Communication.  It’s something we all need more of, but we don’t devote much time to think about it or improve it. I recently had the opportunity to sit with a group of young partners to find out what they felt they need to grow their practice. During the meeting, […]
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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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Reluctant Leadership?

Reluctant Leadership? Partners often tell me that one of their number one succession concerns is wondering who will ascend to partner.  The perception is that “there is no one interested in becoming a partner these days.”  Yet, when I talk to managers and senior managers (and even staff!), they are interested, but they don’t really […]
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Implementation

IMPLEMENTATION:  THE TRUE TALENT Implementation and/or execution – a couple of my favorite topics. You (a CPA firm leader), often go to a conference to gather new ideas and learn about current trends in the CPA profession.  While at the conference, you begin to actually get excited about some of the ideas and begin to […]
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The Joy of Self Discovery

The Joy of Self Discovery  At this time of year, almost every family has a commencement celebration because someone is graduating.  Though this signals the end of one learning process, it is the beginning of another- hence commencement.  While it is important to learn the basics of English, Math, History and other academic subjects, through […]
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People Management 101

People Management 101 I’ve written on a few occasions regarding people management because I feel strongly that a supervisor’s approach to their staff relationships makes all the difference in their employees’ job satisfaction, career progression, and ultimately with the amount of turnover the firm experiences.  The cost to replace an employee is 1.5 to 2 […]
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Making Saturdays Optional: An Idea Revisited

In recent coaching calls with some of my clients who are pioneering optional Saturdays this busy season, we’ve bumped up against many reasons firm leaders are struggling.  In our conversations, firm leaders remain steadfast to make the changes to shift their firm from “old-school” to “cool” – and non-mandatory Saturdays is one of these shifts […]
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Empower Your Vision For 2012

Empower Your Vision For 2012 With the New Year, many of us are making plans for our work projects for the next twelve months.  In my work, I hear many DREAMS about how things could be that are not attached to action plans.  I think of the dream as a product of the unconscious mind […]
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What Will You Keep, Stop and Start In 2012?

What Will You Keep, Stop and Start In 2012? When I called my mom to wish her a Happy New Years on January 1st, she asked what my New Year’s resolutions were.  I told her I hadn’t set any yet – not even the old standbys.   I’ve been thinking about a question that my partner, […]
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Grateful You Are A Blessing!

As I look ahead to this week’s Thanksgiving holiday, my thoughts go to my partner Jen’s comment in her blog last week to stop and “appreciate the spark that gives our work and our time here on earth real meaning – THE PEOPLE!” I am thankful for all who enrich my life because you are […]
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Independence Week Gratitude

Happy Birthday, USA!  On our 235th anniversary as a nation, I wanted to write an open letter of thanks to the many wonderful people who contribute to our beautiful, proud nation.  I extend my profound gratitude to: Our current president and to all of our past presidents, too, for their courage to step up and […]
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The Power of Simple Client Service

Sometimes I am struck by how easy it would be for those I patronize with my business to make me happy – if they would just make me feel like they appreciate my business!  One of the simplest things we can all do to illustrate this care for a customer or potential customer is to […]
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Happy – and Lucky – 2011!

It must be going to be a very lucky year this year because it ends in “11” and my partner, Jennifer, says that 11 is one of the luckiest numbers. And, it means a doubly-lucky year for me as I just celebrated my 44th birthday, which is divisible by 11!  While I can wish for […]
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All Is Calm, All is Bright…

We started 2010 with uncertainty.  The economy was weak and we ended 2009 having experienced a softer-than-normal 2nd half.  We didn’t know what to expect as we planned for the New Year, but if you read our blogs from late 2009, it is clear that our faith was being tested.  But God always finds a […]
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The Happiest Season of All

Happiness has been coming up a lot in my conversations recently.  It may be due to the holiday season or because organizations are conducting annual reviews and people are reflecting about the satisfaction they receive in their jobs or because we’re approaching a new year in which many of us set new goals for ourselves.  […]
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Uncommon Courage

Think of a great leader that you admire and respect.  What are the characteristics that this person exhibits?  In my work teaching leadership practices and fundamentals, I often pose this question to my audiences.  I hear answers like integrity, accountability, confidence, vision, passion, and courage.   After a participant shouts out an answer, I ask them […]
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Letting Go Gracefully

How Successful Would Jay Leno Have Been If Johnny Carson Had Never Really Let Go? I coach a lot of successful, powerful people as they prepare to retire from important positions like CEO, Managing Partner, Practice Leader and more.  There are important strategies and tactics to ensure a successful transition, including choosing a successor, documenting […]
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Revamp the Resolution

I have heard a lot about New Year’s resolutions in the past week or two.  When I hear someone stating their resolution, I often find myself thinking, “so what?” or even “yeah, right!”  I think this is due to the fact that we all tend to say things at times – even out loud – […]
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