Tamera Loerzel and Renee Moelders kicked-off ConvergenceCoaching's® Spring National Fire Some Clients Day with a live discussion of the common objections and hesitations to trimming your client base. Regular pruning is a strategic growth priority that also creates capacity and provides your team breathing room and HOPE. #FireSomeClients For additional resources, check out our Firing [...]
Last year, we declared the first Friday after the fall busy season National Fire Some Clients Day™ and asked firm leaders to join us in right-sizing their client bases to increase capacity and provide relief for their team. We were blown away by the response to our client culling initiative and received wonderful feedback from [...]
By now, I hope you've heard that we've declared the first Friday after May 15th and October 15th each year to each be National Fire Some Clients Day. We truly believe that firing clients can be both an immediate, emergency measure to make breathing room for both leadership and team members in your firm and it can [...]
Across the profession, firms are facing tremendous opportunity yet have limited capacity to capitalize on it. Capacity-building strategies are available but take precious time and resources to plan and implement. There is one strategy every firm can implement immediately to significantly improve capacity before their next busy season - reducing your client load. . At [...]
In the April 24, 2023 HR Huddle, Tamera Loerzel and Jennifer Wilson discuss our spring National Fire Some Clients Day™ and the importance of HR raising the need to right-size workloads by trimming the client base twice a year to bring the team hope and make room for growth. Join us live every Monday at [...]
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.
