Blog Posts by Brianna

Convergence Spotlight: Sarah Brodersen

This Convergence Spotlight features Sarah Brodersen, our newest team member! Sarah joined us in December 2018 and coordinates the many administrative duties required to keep our team operating smoothly. From managing logistics and communications for our various leadership programs to preparing our web platforms for client engagements and webinars and so much more, Sarah ensures that […]
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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 that […]
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13 Ideas For Fostering a Healthy Busy Season

A new year is a fresh start. A chance to choose new goals for a new set of 365 days. For many, one of those goals usually encompasses improving health and vitality. We’re committed advocates of health and wellness here at ConvergenceCoaching. Each of our team members has their own health goals and methods for […]
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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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An Introvert’s Guide To Creating Deeper Client Relationships

In my work, I get the opportunity to meet many professionals who are working on being more successful business developers – and for good reason. An ability to build a strong network and develop new business yields many benefits. It allows you to provide a tangible contribution to top line revenue for the firm. It […]
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Leadership Spotlight: Katie Davis, Partner, James Moore & Co.

This month’s Leadership Spotlight features Katie Davis, Partner at James Moore & Co. Katie recently graduated from our Transformational Leadership Program™ (TLP) and we’ve enjoyed getting to know her over the past year. Katie has a passion for providing value to clients beyond traditional accounting services. In her role, she is actively involved in the […]
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Millennial Strategies For Relating to Baby Boomer Clients

In 2019, Millennials will surpass the Baby Boomers as the largest living generation. Congratulations, my fellow Gen Y’ers – we are so close to officially having our reign! All kidding aside, many of us Millennials are at a turning point in our careers as we move into bigger leadership roles and take over longstanding client […]
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Leadership Spotlight: John R. Pace, Partner

I am happy to introduce John Pace as this month’s leadership spotlight. John is a partner in the outsourced accounting and advisory services department at Gelman, Rosenberg & Freedman CPAs in Bethesda, MD. John is also a graduate of our Transformational Leadership Program™ (TLP) and we’ve enjoyed working with him and his firm on various […]
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Convergence Spotlight: Emily Brantz

Welcome to Emily Brantz, our newest team member who has been successfully wrangling us since August 2017. Emily is our administrative powerhouse – coordinating and managing the many details involved in our leadership programs, client engagements, scheduling, and so much more. Emily has a keen eye for detail, organization and efficiency and I admire her […]
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Make Your LinkedIn Profile More Compelling

You are likely embarking on the 2018 spring busy season. As you enter this compressed work period, you may be challenged to maintain your business development momentum. One idea that takes very little physical time is to stay active on LinkedIn by posting a few times a week, checking out what’s new with your network […]
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18 Ideas To Become More Focused in 2018

Welcome, 2018! The start of a new year brings with it a fresh perspective. A chance to center yourself and refocus your priorities. At the close of 2017, my colleague Tamera Loerzel and I taught a webinar for a client on effectively managing time and priorities. Like many other personal productivity and success strategies, time […]
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Empower Your People with Dress For Your Day (DFYD)

The look and feel of our workplaces are changing. With more firms adopting flexible work policies, many are now adopting more casual dress codes as well. This year, we’ve seen the emergence of the “dress for your day” (DFYD) policy – where employees are allowed to choose what they wear to work each day based […]
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Three Keys To A Safe And Inclusive Environment

I’m confronted by the major news story centered around a senior leader who engaged in unacceptable behaviors across two decades. It’s resulted in a cascade of additional victims sharing their own experiences with the same type of bad behavior – some directly related to the organization in question and others related to their own experiences […]
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Stop Telling Us To Put Our Phones Away!

I once went an entire week without my cell phone. I was one hour into a 9-hour drive to the mountains with my family when I realized I had left my phone at home. My mom so graciously offered to turn our car around so that I could retrieve it, but the idea of delaying […]
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Three Ways to Better Appeal to the NextGen Client

“As a company, you need to get to the future first, ahead of your customers, and be ready to greet them when they arrive.” – Marc Benioff, CEO of Salesforce Your client base is changing. At least it should be to sustain your firm into the future. That’s because by 2025, Millennials will make up […]
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Elevate Your Presence, Perform Better

Something I’ve been focusing on for the past year and a half is on being more present. Being in the moment of what’s happening in my life at any given time. I’ll often catch myself either thinking about what’s next or what’s in the past, causing me to detach from the “right now” and sometimes […]
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One Simple Trait to Better Relate to Your Team

Think back to someone in your life who was a great leader and manager. What qualities made them a great leader? Why did you relate to them? We are lucky to work with a number of great leaders in the partners and managing partners of our client firms and also with emerging leaders through programs […]
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Convergence Spotlight: Jack G. Lee III, Partner

We’re excited to feature Jack G. Lee, III as our latest Convergence Spotlight. Jack is a partner at ConvergenceCoaching and plays a significant role as a lead coach in our Transformational Leadership Programs™ (TLP). He’s all about living the “get better” life and if you want proof, just check out one of his many blogs […]
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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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Leadership Spotlight: Chris Roberts, Director of Talent Management, Mazars USA LLP

We are excited to introduce you to Chris Roberts, Director of Talent Management at Mazars USA LLP, who is the focus of this issue of Leadership Spotlight. Chris leads the talent management and employee experience for his firm, taking a fresh look at the firm’s talent practices to ensure they support an evolving workforce and […]
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