Do You Know What Your Clients’ Silence Means?

When I teach topics like deepening client relationships and delivering exceptional client service, I discuss the importance of proactively meeting with clients outside of your regular engagement to further your relationship, identify any potential service issues and uncover new opportunities to add value. Participants nod their heads in agreement and some even approach this discussion…

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The Concept of Privilege

Recently in working with a group of senior leaders in an accounting firm, one of the baby boomer white males said to me:  “I have learned in my journey of understanding regarding diversity in our profession that I was born on third base, yet all my life I have thought I hit a triple”. This…

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Never again sell anything. Ever.

How would you like to comfortably engage in a conversation with an existing or prospective client and end up with a very profitable engagement without selling a thing? Seem like an unrealistic dream? Not only is it possible, but when you totally, completely drop the idea of selling, it can actually become quite easy. The…

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Seek A Higher Level Of Engaged Employee For Your CPA Firm

You have read a lot about it. I have written a lot about it. Hopefully, you are working on it. I am referring to developing and retaining engaged employees. Per the Gallup organization, there are three types of employees: ENGAGED employees work with passion and feel a profound connection to their company. They drive innovation and move the…

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