Communication

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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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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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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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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The Key To ATAWW™ Success – Communication!

Communication is a central theme in our work with leaders at all levels. Whether it’s communicating to help team members adopt change, sharing your firm’s vision and how each element contributes to achieving that vision, following up on feedback from an employee engagement survey, or delivering feedback, communication is key to building a high-performing firm. […]
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Don’t Leave Your Remote Culture to Chance

When I first divulge to a new acquaintance or friend that I am a 100% virtual employee at ConvergenceCoaching the first response I seem to receive is, “Whoa! I am jealous. I wish I got to work at home.” Quickly followed by a second more intriguing question, “So do you actually know your co-workers?” I […]
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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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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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R-E-S-P-E-C-T in the Workplace Today

With the airways filled with memories of Aretha Franklin and how she sang about respect in a love relationship between a man and a woman.  I feel that respect is important in every relationship beginning with our own self-image and it essential in our effectiveness in the workplace. Respect is defined as a “feeling of […]
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Personality Dynamics in Coaching

In our work with clients, we encourage using the Myers-Briggs Type Indicator® (MBTI) personality assessment to gain a better understanding of a leader’s preferences and how those preferences mirror or are different from others on their team. As a coach, we can use these insights about how they like to interact and communicate with others, […]
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Sorting Out My Stories

“The world as we have created it is a process of our thinking. It cannot be changed without changing our thinking.” ― Albert Einstein Some of the things I say about myself are true. I’m a mother, a wife, a daughter and a sister. I’m 5’4”,  right-handed, and have naturally curly hair. I’m a yogi […]
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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 constant you […]
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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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Crawl Out of the Hole of Setbacks and Failure

In my blog, Failure is Not Fatal, I explored some strategies to persevere when setbacks and failures rear their ugly head. They include setting a new goal, getting into action, not being a lone ranger and persevering. These strategies are valid and offer good reminders to help us move through setbacks and on to the […]
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The Value of Team

 “What we reach for may be different, but what makes us reach is the same” This quote from Mark Nepo, a poet and philosopher, describes my thoughts while watching Lindsey Vonn reach the bottom of the hill in the Women’s Downhill race at the Winter Olympics.  Even though she had missed winning the gold medal […]
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You’re NEVER Too Busy to Give Feedback

 “Make feedback normal. Not a performance review.” ~ Ed Batista You’re in the middle of busy season, with multiple engagements in play and the team running in fifteen different directions. Are you giving feedback to the people working on your jobs, in your groups or assigned to you? If not, you’re missing an opportunity to […]
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Give Up These (BAD) Verbal Habits!

Communication continually comes up in employee surveys as a top area firms can improve and it’s often an area that leaders can improve individually, too. When we coach leaders in our leadership development programs and individual coaching programs, we often identify sneaky and unempowering verbal habits that, when addressed, can dramatically improve how others perceive […]
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Three Keys to Being Your True Self

I have recently moved from student to teacher in the culmination of years of dreaming and hard work.  In my first-ever semester as an adjunct professor for my alma mater, Franklin Pierce University, I have managed some nerves while balancing a lot of excitement. I have envisioned how each week will play out, how the […]
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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 identify their areas for improvement and market […]
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Triple Your Team Member’s Progress with Three Types of Feedback

Feedback is a hot topic this year at ConvergenceCoaching. Firms are interested in more quickly progressing and growing their staff, and we believe the key to doing it successfully is providing specific, meaningful, and timely feedback to the team on a regular basis. In this blog, we’ll focus on delivering feedback and really drill into […]
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