Communication

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Dec 9 2019

Inspired Ideas Podcast: Episode 1 – The Change Imperative

2019-12-09T09:34:28-06:00December 9th, 2019|Client Retention, Communication, Current Affairs, Inspired Ideas Podcast, Leadership, Next Generation|

The amount of change in our profession can be overwhelming at times but it definitely is the word of the hour. Everything feels like it's changing, and every one of us needs to change in a lot of different ways. Thus, we've named this first episode, The Change Imperative. Why is so much change happening? [...]

Nov 7 2019

The Power Is in the Ask

2019-11-13T11:51:24-06:00November 7th, 2019|Communication, Leadership|

“The smart ones ask when they don’t know. And, sometimes, when they do.” –Malcolm Forbes, Entrepreneur and publisher of Forbes Magazine A client, coachee or prospect would like to learn more about our services and we have an hour scheduled with a ton of ground to cover. How can I ensure we touch on the [...]

Jul 31 2019

Breakthrough Your Conflict Barriers

2019-07-31T16:05:46-05:00July 31st, 2019|Communication, Leadership, Personal Development|

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 [...]

May 29 2019

Are You Undermining Client Transition?

2019-11-01T17:20:23-05:00May 29th, 2019|Client Retention, Communication, Retention Strategies, Succession|

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 [...]

Mar 27 2019

Is Your Firm Leaving Potential Leadership Successors Behind?

2019-03-27T11:55:47-05:00March 27th, 2019|Communication, Governance/Decision Making, HR/Organizational Development, Leadership, Next Generation, Personal Development, Succession|

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. [...]

Mar 14 2019

The Key To ATAWW™ Success – Communication!

2019-11-01T17:02:37-05:00March 14th, 2019|Anytime Anywhere Work™, Communication, Leadership|

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. [...]

Jul 26 2018

Personality Dynamics in Coaching

2018-07-26T10:53:33-05:00July 26th, 2018|Communication, Leadership, Personal Development|

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, [...]

Jul 11 2018

Sorting Out My Stories

2018-07-11T13:12:50-05:00July 11th, 2018|Communication, Leadership, Personal Development|

“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 [...]

Introducing the new Inspired Ideas Podcast!

Listen to Episodes 1 & 2 here!