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September 1, 2020

Clarifying How You Should View WFH Moving Forward

I wrote an article on work-from-home (WFH) policies before the pandemic hit, and since then I’ve been researching how those recommendations might change moving forward. We recorded an upcoming episode […]

Benchmarking, Developing Processes, Finance, Management, Managing People

August 13, 2020

Financial Statements are Like a Drug Test

I had to give a urine sample last week and I immediately thought about financial statements and drug tests. It’s kind of a natural connection. So I sent an email […]

Benchmarking, Developing Processes, Finance, Management, Managing People

July 20, 2020

Putting a Final Nail in the Timekeeping Coffin

Is there anything your team hates more than timekeeping? I didn’t think so. I haven’t recorded my time in 26+ years, which reminds me that the worst offenders are always […]

Benchmarking, Developing Processes, Management, Managing People, Processes

May 3, 2020

Is Now A Good Time To Rip That Band-Aid Off?

Nearing the end of a substantial advisory engagement, some clients ask me how to implement the changes that we’ve agreed on together. There’s no doubt about what needs to be […]

Benchmarking, Clients, Developing Processes, Finance, Management, Managing Clients, Managing People, Marketing, Marketing Yourself

April 23, 2020

What You Can Be Certain About When There’s Uncertainty Everywhere

One of the most challenging aspects of leading in a time like this is the uncertainty. Should I cut staff? What impact will government assistance have on my decisions? When […]

Benchmarking, Clients, Developing Processes, Finance, Management, Managing Clients, Managing People, Marketing, Marketing Yourself

April 20, 2020

[DECK] Getting Your Head Straight As “Normal” Approaches

On Friday, our entire neighborhood’s internet went down during the live webinar, so I just started over and recorded it from scratch. We weren’t able to capture the Q/A. This […]

Benchmarking, Clients, Developing Processes, Finance, Management, Managing Clients, Managing People, Marketing, Marketing Yourself

April 7, 2020

[DECK] After the Triage, How Do You Prepare for Life on the Other Side?

Greetings! I wanted to send you the finished audio/video file of yesterday’s webinar, entitled “After the Triage: How Do You Prepare Your Firm For Life On the Other Side?” Here […]

Benchmarking, Clients, Developing Processes, Finance, Management, Managing Clients, Managing People, Marketing, Marketing Yourself

April 1, 2020

After the Triage, How Do You Prepare for Life on the Other Side?

After the Triage, How Do You Prepare for Life on the Other Side? You’re probably busy doing and thinking and reading, these days, so I’ll keep this short: If I […]

Benchmarking, Clients, Developing Processes, Finance, Management, Managing Clients, Managing People, Marketing, Marketing Yourself

March 25, 2020

Update on Staff Reductions at Your Firm

Dismissing Staff Humanely We had 998 register for the webinar yesterday on “Staff Reductions: Why, When, How…and the Alternatives”–a surprisingly large number. We were able to capture great audio so […]

Benchmarking, Clients, Developing Processes, Finance, Management, Managing Clients, Managing People, Marketing, Marketing Yourself

March 22, 2020

A Personal Note from Me to You

A Personal Note from Me to You I cope by writing. If I go too long between “fixes” I start to shake a little and get grumpy. So far, reaching […]

Benchmarking, Clients, Developing Processes, Finance, Management, Managing Clients, Managing People, Marketing, Marketing Yourself

March 15, 2020

Update on the Impact of COVID-19 On Your Marketing, Creative, or Digital Firm

Navigating the Impact of COVID-19 on Your Firm We had 850+ register for the webinar this week on “Preparing Your Firm for the Coronavirus”–a surprisingly large number. After not being […]

Benchmarking, Clients, Developing Processes, Finance, Management, Managing Clients, Managing People, Marketing, Marketing Yourself

November 21, 2019

One Simple Way to Measure Your Firm’s Performance

The simpler the better, and that applies to this very useful method of calculating the extent to which you are achieving your firm’s potential. I have a benchmarking service that […]

Benchmarking, Developing Processes, Finance

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