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 [...]
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 [...]
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 [...]
“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, [...]
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 [...]
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 [...]
"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 [...]
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 [...]
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 [...]
Mark your calendars! We've got a summer packed with webinars on topics to take your firm to the next level, from business model shifts, succession planning, and strategies to improve delegation! Check out our full line up here.
Join us on May 31st from 10:00-11:40am CT to Building a Truly Progressive, Talent Forward Firm for ideas to shift your firm's culture and identify new strategic priorities to inspire, empower, and retain your top talent. Register for the webinar here.
