Business Development

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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, [...]

Jun 27 2019

An Introvert’s Guide To Creating Deeper Client Relationships

2019-11-01T16:43:23-05:00June 27th, 2019|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 [...]

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 20 2019

You Set Your Goals, Then Busy Season Happens…

2019-03-20T12:13:55-05:00March 20th, 2019|Leadership, Personal Development, Transformational Leadership|

Accounting and tax professionals call this time of the year the “busy season.”  But since we’re chronically busy year-round, shouldn’t January through April actually be referred to as the “busier season?” One thing I know for sure:  when it comes to working and progressing on our personal and professional goals, busy season is an obstacle that must be overcome. [...]

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 [...]

Feb 7 2018

You Set Your Goals, Then Busy Season Happens…

2018-02-07T10:56:14-06:00February 7th, 2018|Leadership, Personal Development, Transformational Leadership|

Accounting and tax professionals call this time of the year the “busy season.”  But since we’re chronically busy year round, shouldn’t January through April actually be referred to as the “busier season?”  One thing I know for sure:  when it comes to working and progressing on our personal and professional goals, busy season is an [...]

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 [...]

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