Inspired Ideas

Strategies for “Giving In” To Change

Change is hard.  But it’s all over us!  In our nation’s demographics, succession, mergers, technology and turnover, we’re experiencing change at a faster pace than ever before. As firm leaders, we must keep up to sustain our firms and ensure that they are attractive to NextGen clients and team members.  All too often, we see firms putting off needed changes for a variety of […]
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National Crisis and Team and Client Support

As I sat down to write my blog today, I am keenly aware of how the recent national crisis in El Paso, Texas will dominate conversations in offices all over the country, or even all over the world. Texas Governor Abbot stated, “We must unite.” The El Paso Mayor Dee Margo announced, “We will not […]
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Breakthrough Your Conflict Barriers

Whether it is owner disagreements, performance issues, client concerns, or competitive situations, our professional lives are filled with potential conflict. But given the choice, most will shy away or ignore conflict rather than deal with it. Why? Maybe because conflict isn’t fun – or even comfortable – and we’re not very sure we’ll handle it […]
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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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Mindset: A Shackle or Key to Success?

For at least 8 or 9 years, I’ve been learning, writing and coaching about goal setting and goal achieving – about what is needed to get the job done and what gets in the way.  Along the way I have discovered and written about these “Goal Setting 101” fundamentals: Goal setting is a Quadrant II […]
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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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Be the Creator of Your Life

The world we live in is full of characters and archetypes. We mingle and dance by one another on life’s stage, stopping to interact with some longer than others, but ultimately coming back to the role we play. We grow attached to that role, the qualities and characteristics of this person we call our self; […]
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Reflections On My TLP Journey

When I was first asked to participate in the Transformational Leadership Program™ (TLP) for the Fall 2018-19 program, I was filled with excitement. This was followed shortly by one blaring question: how will I possibly find the time in my already “busy” life to commit to the TLP? It was at that moment that I […]
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Personal Crisis Intervention

As professional coaches, we spend a lot of time and energy dealing with crises that take place in the lives of other people.  Usually, the crises are business-related although sometimes they can be in their personal lives, specifically when they interfere with the business outcomes.  In our organizations, we find ourselves navigating partner conflicts, communication […]
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Are You Undermining Client Transition?

Transition is top of mind for most CPA firms today. The topic emerges in almost every conversation we have with clients, at conferences and in our everyday interactions with firm leaders. Whether we’re talking to firm leaders or emerging leaders, client loss is one of the biggest fears commonly shared by BOTH transitioners and their […]
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Leaving Others Lighter

My days are full of communication with the people in my personal life, my work, and my community. Some of my interactions are highly interpersonal and intimate, while others are random collisions with strangers. Here’s an interesting thing I’ve noticed, and it applies to those I know well and others I have just met. It […]
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Finally, Under Five!

I’ve been a runner for 13 years.  And, for the last nearly five years, I have been pursuing the goal to run a full marathon in under five hours. In September 2015, I ran my first in 5:04 and in September 2016, I ran my second in a disappointing 5:07. After completing the 2nd marathon, […]
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Getting Re-Started

Many of us made “non-negotiable” plans as we entered Busy Season 2019 to remain focused on our personal leadership goals – no matter what. And to be relentless in not allowing Busy Season to be a “steamroller” on each of us personally and the important people in our lives.  Even so, possibly due to the […]
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Leadership Lessons from a Trekkie

Nearly every Thursday night in 1990, you could find my brother and I sitting on the floor in my parent’s bedroom with a bowl of popcorn anxiously anticipating the airing of a new episode of Star Trek: The Next Generation. It was our reward – our deeply loved tradition – and an opening for educational […]
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Monkey Mind: Taming the Chatter

Have you ever searched everywhere for your glasses and found them on top of your head? Or driven somewhere and not be able to remember the exact route you took to get there, or worse, ended up somewhere different than where you planned? Do you find yourself changing topics frequently in a conversation and then […]
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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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Managing Anxiety in Busy Season

As we approach April 15th or other impending deadlines, whether we are the accountant or the client, we tend to get anxious.  It often feels like so much more to do than we can handle in the time allowed.  Just the word “Deadline” implies something stressful in itself.  Here are a few suggestions for changing […]
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Demystifying Meditation

This week, we welcome the first blog from our own Sarah Brodersen who joined us in December 2018 and is responsible for coordinating all of our Transformational Leadership Program™ and other Leadership Development programs.  Sarah is a long-time seeker of personal growth and exploration, which has taken on many forms, including her study of yoga […]
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Is Your Firm Leaving Potential Leadership Successors Behind?

Firms around the country are struggling to recruit and retain experienced professionals to serve their clients. Partners are nearing retirement, and many don’t have clear successors in place to ensure their firms keep running. Given the need for talent, we should leave no stone unturned in our quest to identify our next generation of leaders. […]
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You Set Your Goals, Then Busy Season Happens…

Accounting and tax professionals call this time of the year the “busy season.”  But since we’re chronically busy year-round, shouldn’t January through April actually be referred to as the “busier season?” One thing I know for sure:  when it comes to working and progressing on our personal and professional goals, busy season is an obstacle that must be overcome. […]
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