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Jan 15 2020

Staging Your Firm for Your Best Years Yet

2020-01-15T07:34:42-06:00January 15th, 2020|Inspired Ideas Blog, Leadership, Next Generation, Succession|

Happy New Year, and New Decade! We are looking forward to a fresh start and the opportunity to envision what possibilities the next ten years will deliver. We believe this decade will be pivotal in the way that firms operate their practice, manage their talent and serve clients. It’s understandable to have twinges of overwhelm [...]

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 13 2019

What Will Happen to Your Legacy Without Millennials?

2019-11-13T11:26:42-06:00November 13th, 2019|Leadership, Next Generation|

In my last blog, I’m a Millennial and We’re Begging to be Heard, I shared some stories and frustrations from fellow Millennials about their office culture or their bosses. Boy, oh boy! did that open a flood gate from acquaintances, friends, and family members of varying generations. As the comments and discussions increased, I realized [...]

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 [...]

Oct 30 2019

The Big Dog Goes Last

2019-11-13T11:58:51-06:00October 30th, 2019|HR/Organizational Development, Leadership, Retention Strategies|

If you want to ensure collaboration and buy-in during strategic planning meetings or when you have a big decision to make, it’s imperative that all stakeholders are able to weigh in and be heard. Facilitating these meetings and driving critical decisions can be challenging with diverse personalities, competing self-interests, internal politics, limited time and other [...]

Oct 18 2019

Fitness AND Fun

2019-11-13T12:04:03-06:00October 18th, 2019|Leadership, Personal Development|

This past weekend, I ran the Market To Market (M2M) relay with six other professional women. This was my fourth M2M, but my first as Team Captain. My prior team’s members transitioned out for a variety of reasons and I was faced with rebuilding the team from the ground up. Looking back, I feel so [...]

Oct 10 2019

A Problem Solving Approach to Making Decisions

2019-11-13T12:07:55-06:00October 10th, 2019|Governance/Decision Making, Leadership, Personal Development|

Choosing which job offer to take. Deciding to sell your home. Identifying the best candidate for the position. Giving critical feedback to a team member or client. Identifying which initiative to front burner and which to back burner. These and more are decisions that we face every day and often can leave us stressed or [...]

Sep 13 2019

Solve Your Capacity Challenges with Non-Traditional Hires

2019-11-01T16:14:12-05:00September 13th, 2019|HR/Organizational Development, Leadership, Next Generation, Retention Strategies|

"Everything that can be invented has been invented." This quote is often attributed to Charles H. Duell, the Commissioner of US patent office in 1899. We know this to be far from that truth and that new inventions are happening all the time and at a faster pace than ever. Just look at our cars, [...]

Sep 9 2019

Working Through Complacency

2019-10-10T11:41:44-05:00September 9th, 2019|Leadership, Personal Development|

Perhaps you’d like to hear a familiar story?  Once upon a time following April 15th, I committed to delivering my extended client tax returns this summer rather than enduring another stressful busy season in September and October.  I also started a home improvement project and a summer exercise program with whole-hearted enthusiasm.  So how am I [...]

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