Retention Strategies

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Oct 5 2022

An FAQ for Firing Clients On October 21st

2022-10-05T13:17:53-05:00October 5th, 2022|Governance/Decision Making, Inspired Ideas Blog, Leadership, Next Generation, Retention Strategies|

By now, I hope you've heard that we've declared October 21st National Fire Some Clients Day. We truly believe that firing clients is an immediate, emergency measure to make breathing room for both leadership and team members in your firm. Firing clients symbolizes your firm's commitment to right-sizing your capacity going into the Spring busy [...]

Sep 21 2022

Curbing the Cost of Talent Turnover

2022-09-21T08:57:15-05:00September 21st, 2022|Inspired Ideas Blog, Leadership, Next Generation, Retention Strategies|

Call it the Great Resignation or Big Quit … the fact is talent turnover is happening and it is costly. Leaders cannot blame this attrition on economic and demographic conditions alone. Instead, complacency of firm leadership also feeds this costly loss of talent. But you can take steps to minimize the costs and challenges that [...]

Sep 2 2022

Overcome the Top 6 Excuses for Not Firing Crummy Clients

2022-09-02T10:45:45-05:00September 2nd, 2022|Client Retention, Inspired Ideas Blog, Leadership, Retention Strategies|

We are in the midst of the “Great Resignation,” an inflationary period, changing and increasingly complex regulations and standards, coming off of a pandemic that literally rocked our world, and experiencing the highest volume of work most firms have ever seen. To compound this, we are seeing declining accounting undergraduate and Master’s degrees, lower college [...]

May 4 2022

Don't Be the Borg: Onboarding is NOT an Assimilation

2022-05-04T14:23:29-05:00May 4th, 2022|Inspired Ideas Blog, Leadership, Recruiting, Retention Strategies|

“We are the Borg. Lower your shields and surrender your ships. We will add your biological and technological distinctiveness to our own. Your culture will adapt to service us. Resistance is futile.” -The Borg, Star Trek Sounds eerily like some kind of red-flag, hazardous onboarding speech, doesn’t it? Onboarding a new team member is often [...]

Oct 23 2020

Winning at Work Requires Winning at Home

2020-10-23T15:25:08-05:00October 23rd, 2020|Communication, COVID-19, Current Affairs, Inspired Ideas Blog, Retention Strategies|

If your people aren’t winning at home, they will struggle, at best, winning at work. And if they have to choose between the two, they will almost always choose winning at home. You could argue, “It’s not my job to help my team members figure out how to manage childcare or their commute or caring [...]

Jul 23 2020

Inspired Ideas Podcast - Episode 9: Generous Leadership: Driving Trust and Empowering Growth with Amy Vetter

2020-07-23T10:48:17-05:00July 23rd, 2020|Inspired Ideas Blog, Inspired Ideas Podcast, Retention Strategies, Transformational Leadership|

Episode 9 of our Inspired Ideas Podcast series features a discussion between Jennifer Wilson, ConvergenceCoaching Partner and Co-Founder, and Amy Vetter. Amy is a CPA, Yogi, Technologist, Keynote Speaker and CEO of The B3 Method® Institute. In this episode, Jen and Amy explore the theme of generosity in leadership. Together they explore why generosity matters [...]

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