Communication

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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 [...]

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 [...]

Aug 20 2019

Webinar – Partner Performance: Exploring Performance-Based Partner Compensation

2019-04-30T13:31:54-05:00August 20th, 2019|, , |

Even though some may want to focus on “fixing” partner compensation first, the last element of developing partner performance and accountability is rewarding performance. A properly designed and well-thought-out partner compensation system can drive desired behaviors and inspire your partner group to achieve high performance. Likewise, a poorly designed system will drive unwanted behaviors and [...]

Aug 16 2019

Strategies for “Giving In” To Change

2019-11-13T12:04:42-06:00August 16th, 2019|Leadership, Personal Development|

Change is hard.  But it’s all over us!  In our nation’s demographics, succession, mergers, technology and turnover, we’re experiencing change at a faster pace than ever before. As firm leaders, we must keep up to sustain our firms and ensure that they are attractive to NextGen clients and team members.  All too often, we see firms putting off needed changes for a variety of [...]

Aug 7 2019

National Crisis and Team and Client Support

2019-11-01T16:21:17-05:00August 7th, 2019|Leadership|

As I sat down to write my blog today, I am keenly aware of how the recent national crisis in El Paso, Texas will dominate conversations in offices all over the country, or even all over the world. Texas Governor Abbot stated, “We must unite.” The El Paso Mayor Dee Margo announced, “We will not [...]

Jul 11 2019

Webinar: Are Your Leaders Causing Talent to Leave?

2019-04-18T12:44:51-05:00July 11th, 2019|, , |

According to Gallup’s CEO and Chairman, Jim Clifton, “The single biggest decision you make in your job—bigger than all of the rest—is who you name manager.” Gallup cites a person’s manager as one of the top reasons given for a lack of employee engagement. Old norms and methods of managing team members don’t work anymore— [...]

May 1 2019

Leadership Lessons from a Trekkie

2019-11-01T17:15:13-05:00May 1st, 2019|Leadership, Personal Development|

Nearly every Thursday night in 1990, you could find my brother and I sitting on the floor in my parent’s bedroom with a bowl of popcorn anxiously anticipating the airing of a new episode of Star Trek: The Next Generation. It was our reward – our deeply loved tradition - and an opening for educational [...]

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