Wilson's Writings

We love this time of year. Everything is green and flowering, the weather’s great and the balance between work and the rest of life seems just right. We hope you experience summer the same way we do.

This period of renewal is the perfect time to think proactively about ways you can improve team work, be more efficient, touch more clients, close more business, or whatever it is you dream about enhancing in your practice. Most times, we wish we could make things better, but we don’t take the small, incremental steps that can lead us to that better place.

That’s why we’ve dedicated this issue to some small ideas that can make a big difference in your practice. Whether it be taking on a coach to help you pour jet fuel on your performance, implementing strategies to reduce the strain of work compression during your next busy period or developing a simple marketing calendar to focus your outreach efforts, this quarter’s issue will outline the steps you can take to really improve something this summer in addition to your garden, tan or golf handicap. For the record, given our work/life balance values, we strongly encourage you to improve at least one of those this summer, too.

So, now that the 4th of July holiday break is over, sit back, relax and enjoy this issue of Coaching Concepts knowing that the recipe for proactivity awaits you.

Good luck and happy summer!
Jen

This Quarter's Articles: (simply click on the title to access)

Leadership Lessons
Practice Perspectives
Marketing Matters
Successful Strategies
New News

Leadership Lessons

The Value of Having A Coach

“I absolutely believe that people, unless coached, never reach their maximum capabilities.”

Bob Nardelli, CEO
Home Depot

At ConvergenceCoacing, LLC, we share this view, too, and that’s why we offer coaching services to our clients on both a firm and an individual basis through our Driving Your Success and Mapping Your Career Success programs. Several of the Convergence team members also employ individual performance coaches in one form or another outside of work.

Before we became coaching enthusiasts, though, we didn’t really see the value a coach could bring. This is probably because we thought we already knew, or at least should know, what we ought to be doing to develop ourselves or our business. And, we felt like we should just get to work “doing” those things instead of seeking coaching for help. Sound familiar?

For the full story, please click here:

Practice Perspectives:

Summer's Here – Now What?

For many practitioners, the summer months mark a slow down in scheduled projects and an opportunity to take a breather from an intense first half. During this “less busy” time, we recommend that you consider taking a few proactive steps to plan for growth in the coming year. We believe that following these simple steps can help reduce the strain of work compression on your people and your practice as a whole.

Click here for full article:

Marketing Matters:

How a Simple Spreadsheet Can Improve Your Marketing Efforts

When we think of “writing” a marketing plan, most of us visualize a multi-page or lengthy document that takes a Masters in Marketing to write and to execute. At ConvergenceCoaching, LLC, we suggest that all of our clients begin their marketing planning efforts by developing a marketing calendar. And, we recommend they use our good friend, the Excel spreadsheet, to do so.

Most of us with financial backgrounds are familiar with Excel. Now you can apply your financial wizardry to the marketing realm by using this simple spreadsheet as a marketing calendar to schedule and plan your marketing activities. Developing a marketing calendar in this way will help you track and then improve your firm’s marketing investments by developing a simple method to measure your costs, ensure accountability and monitor success. For an example of a template marketing calendar you can use to get started, click on the link below: Click Here

Click here for the full article:

Successful Strategies

Preparing Your Sales Success — Tools to Support You

REDW Business and Financial Resources, LLC (REDW), the largest public accounting firm in New Mexico, believes in leveragability where possible and promotes a culture of communication and accountability. This is the premise on which Steve Cogan, CPA, bases his business development success.

Steve and REDW engaged ConvergenceCoaching, LLC in our individual coaching program, called Mapping Your Career Success™, which supports Steve in:

• Creating a vision for his career;
• Identifying how he can measure his success; and
• Creating a framework for developing his priorities and being accountable
  to his vision.

Click here for the full article: