78 million Baby Boomers, born from 1946-1964 need to transfer responsibility, wealth, and assets over the next 12-15 years. It might be easy to lull yourself into believing that the impact of this is a ways off.  But studies estimate that 10,000 to 12,000 people are retiring every day and the impact in firms (and…

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“Every time I find the meaning of life, they change it.” Reinhold Niebuhr Have you found the meaning of life?  If we each had to define our meaning, the meanings we’d interpret would be as diverse as our backgrounds, experiences and beliefs.  But no matter what you’re planning and expecting in this life, the one…

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In the white paper CPA Firm Leadership:  Communication Drives New Possibilities produced by the CPA Consultants’ Alliance, the nearly 800 CPA firm team member respondents indicated that the two things most missing in their firm’s leadership were: Communication at the right time to the right audiences, and The ability to develop a strong team and…

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In my work with CPAs, I find that they often struggle to achieve the result they want from their communications.  Too often, firm leaders grow frustrated with the lack of participation, response, or goodwill that important announcements and program roll outs garner and they find that their communications are misinterpreted or misunderstood. If we’re honest…

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Yesterday, I had three conversations with leaders of firms in completely different geographies, of a variety of sizes about slightly different, but completely related topics:  a lack of traction in a mentoring program, an inability to get engagement reviews completed and concerns that a partner group didn’t have enough empathy to engage people. In all…

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