Nov 13 2020

Client Advisory Program™ (CAP) Kicks Off Monday, November 16th

2020-11-13T11:38:29-06:00November 13th, 2020|Client Retention, COVID-19, Our Latest News, Sales|

Clients need their CPAs and consultants now more than ever before. Change is constant and the future is unpredictable. To become true advisors to clients, professionals must shed old ideas and habits that no longer fit current client expectations. Our remote Client Advisory Program™ (CAP) is designed for experienced leaders who manage client relationships. The program will help develop advisory skills [...]

Jun 17 2020

Inspired Ideas Podcast - Episode 8: Evolving to An Advisory, Difference Making Culture with Aaron Ackerman

2020-06-18T11:08:45-05:00June 17th, 2020|Inspired Ideas, Inspired Ideas Podcast, Sales|

Episode 8 of our Inspired Ideas Podcast series features a discussion between Brianna Johnson, ConvergenceCoaching consultant, and Aaron Ackerman, Partner at HoganTaylor, and a graduate of our Transformational Leadership Program™ (TLP). In this episode, Brianna and Aaron explore the original goals and progression of what started as Aaron’s TLP project - weaving business development into [...]

Feb 19 2020

3 Ideas for Developing Business During Busy Season

2020-02-19T10:11:51-06:00February 19th, 2020|Inspired Ideas Blog, Sales|

As the leader of our Rainmaker Development Program® (RDP), I witness a variety of challenges that others face in meeting their business development (BD) goals. It’s no surprise that the most common challenge we hear is the feeling that people don’t have time. With so much on our plates, it can be difficult to form [...]

Feb 6 2020

New KPIs to Drive Results

2020-02-06T09:18:58-06:00February 6th, 2020|Governance/Decision Making, HR/Organizational Development, Inspired Ideas Blog, Leadership, Marketing, Sales|

“That which is measured improves. That which is measured and reported improves exponentially “                                                                                     Karl Pearson, English Mathematician The use of key performance indicators ensures that leaders are on the same page with team members about what is expected for individual performance as well as the performance of the team, service line, industry group, [...]

Jun 27 2019

An Introvert’s Guide To Creating Deeper Client Relationships

2019-11-01T16:43:23-05:00June 27th, 2019|Inspired Ideas, Leadership, Marketing, Personal Development, Sales|

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 [...]

Oct 5 2018

An Introvert’s Guide To Creating Deeper Client Relationships

2018-10-05T12:24:18-05:00October 5th, 2018|Leadership, Marketing, Personal Development, Sales|

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 [...]

Sep 29 2017

Four Steps to Faster People Development

2017-09-29T08:50:31-05:00September 29th, 2017|Current Affairs, HR/Organizational Development, Leadership, Next Generation, Personal Development, Sales|

"Leadership, like swimming, cannot be learned by reading about it." — Henry Mintzberg With the Baby Boomers (born 1946 to 1964) retiring at a clip of 10,000 per day, the skills transfer necessary to get the next generation ready to take over the reins is monumental. Most leaders have a limited amount of time available [...]

Oct 21 2015

Tried and True Referral Relationship Tenets – And a New Idea!

2015-10-21T13:17:57-05:00October 21st, 2015|Client Retention, Sales|

As firms focus on growth, referral sources continue to rank at the top of the list for developing new client opportunities. Referral relationships take time to develop and nurture and are built on a foundation of trust that we tend to protect like a parent protects their children. Because we hold referral relationships so dear [...]

Mar 18 2015

Stop Giving Away Your Services!

2015-03-18T10:34:38-05:00March 18th, 2015|Client Retention, Communication, Sales|

As far as we’ve come as a profession, we still encounter CPAs who struggle to bill for services delivered (and/or time incurred) beyond the scope of their original engagement. And, young people are not being taught the valuable skill of managing scope and resetting expectations with overruns, so the issue perpetuates. Even worse yet, your [...]

Enroll your experienced leaders in our Client Advisor Program™ (CAP), which kicks off on August 23rd!

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