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Managing People
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Succession and M&A
Developing Processes
April 22, 2024
Think Of Your Process As Your API
Think of the process and procedures that you need to install when you onboard new clients as your API. It’s how you connect your firm by setting up the communication, […]
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: Think Of Your Process As Your API
Clients
,
Processes
April 14, 2024
How Far Ahead Do You Need to Look?
There’s a trick to driving in heavy traffic that quickly bounces back and forth between, say, 40 mph and 5 mph. I’m not talking about slow-moving stuff where you can […]
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: How Far Ahead Do You Need to Look?
Management
April 8, 2024
...Including, But Not Limited To
One night at the family dinner table, I asked one of our sons what he was looking for in a life partner. I thought it might be good to sketch […]
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: …Including, But Not Limited To
Expertise
,
Marketing
March 31, 2024
Good Leaders/Managers Are Balanced
You have to move the sliders into a unique combination for each challenge. The four elements in thisillustration were just chosen at random—I’m not saying that these are the four that […]
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: Good Leaders/Managers Are Balanced
Growth
,
Managing People
March 23, 2024
Advising Clients Ethically
All of you are advisors. (Even though it means the same thing, if I’d said “consultants,” instead, you would have barfed.) Yes, you “do” a lot of things downstream, but […]
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: Advising Clients Ethically
Clients
,
Expertise
,
The Work
March 17, 2024
We're Terrified When You're Bored
Like the headline states, your people are terrified when you’re bored. Why? Because you’re liable to do something crazy to spice things up. But that’s not really the terrifying part. […]
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: We’re Terrified When You’re Bored
Management
,
Managing People
March 11, 2024
Should You "Build" or "Buy" for Growth?
We ought to start by noting that growth shouldn’t be a rock bed of your strategy. You aren’t likely aiming for a network effect on top of a solid product-market […]
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: Should You “Build” or “Buy” for Growth?
Growth
,
Succession and M&A
March 3, 2024
Why Are We Defensive As An Industry?
Imagine needing a good accountant and you’re in the early stages of researching the right one to hire. It’s a big decision and you’re nervous: the tax people are commencing […]
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: Why Are We Defensive As An Industry?
Expertise
,
Marketing
,
Marketing Yourself
February 18, 2024
Working With A Maverick
No matter where your firm focuses, there are some qualifications for an ideal client that will never change: There are other things you might add to the list (ethics, how […]
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: Working With A Maverick
Clients
,
Marketing
February 11, 2024
Your Scarcity Mindset Creates Chaos
There’s this weird mental condition that all of us slide into from time to time, and then there are some folks who wallow in it regularly. It’s called a “scarcity […]
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: Your Scarcity Mindset Creates Chaos
Expertise
,
Management
,
Managing People
,
Marketing
February 4, 2024
Are THEY Ready To Be A Partner?
This is the second part of a two-part series on being ready for partnership. The first part looked at whether the principal is ready, and this part looks at whether the […]
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: Are THEY Ready To Be A Partner?
Succession
,
Succession and M&A
January 28, 2024
Are YOU Ready to Add a Partner?
There are a few quick checkpoints you can use to determine if you are ready to add a partner to the mix.
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: Are YOU Ready to Add a Partner?
Roles
,
Succession
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