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Managing People
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Developing Processes
August 17, 2023
Leading During Difficult Times
Some firms are doing really well. Some firms are about ready to close up shop. But the vast majority are just in the ugly middle: not terrible, not great, and […]
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: Leading During Difficult Times
Developing Processes
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Finance
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Management
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Managing People
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Marketing
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Marketing Yourself
July 24, 2023
Treating Ourselves As Professionals or Amateurs
In high school, I ran two marathons and one one-half marathon. I also ran the 2-mile in track, as well as cross-country every fall in the mountains of North Carolina. […]
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: Treating Ourselves As Professionals or Amateurs
Management
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Managing People
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The Work
July 17, 2023
Reimagining Your Leadership Team
An executive team or leadership team (I’m going to use the phrases interchangeably) makes perfect sense. Each of the members represents a key leader of an important segment of the […]
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: Reimagining Your Leadership Team
Management
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Managing People
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Processes
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Roles
July 9, 2023
Some Tensions Are Actually Healthy
As humans, we instinctively attempt to reduce tension—especially in relationships. Unresolved tensions create stomach acid, introspection, and all kinds of tension-easing strategies, most of which are not in your long-term […]
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: Some Tensions Are Actually Healthy
Management
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Managing People
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Processes
June 12, 2023
Should You Be Present, Prominent, or Dominant?
I decided to write this article four years ago and I have made zero progress on it until today. But its continued presence in my “ready to write” folder is […]
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: Should You Be Present, Prominent, or Dominant?
Clients
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Expertise
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Growing Your Business
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Growth
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Management
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Managing Clients
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Managing People
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Succession
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Succession and M&A
June 4, 2023
How To Run Your Firm In Uncertain Times
I’ll talk with 3-4 prospective clients and 15-20 clients every week, and I like to ask them how things are going. I also try to stay in touch with larger […]
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: How To Run Your Firm In Uncertain Times
Benchmarking
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Clients
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Developing Processes
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Management
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Managing Clients
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Managing People
May 20, 2023
Incongruities Of What We Say...and Do
Okay, let’s have a little fun. But let’s do it at your expense, and not mine. That’ll be even more fun! Picture this. You finally go to the dentist, reluctantly. […]
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: Incongruities Of What We Say…and Do
Clients
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Expertise
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Management
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Managing Clients
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Managing People
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Marketing
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Marketing Yourself
May 14, 2023
Pros + Cons of Having a Partner
I’m collecting stories from my career, and when I can’t get fired anymore, I’m going to write them up (anonymized, of course). One of the funniest was years ago in […]
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: Pros + Cons of Having a Partner
Management
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Managing People
April 23, 2023
Weave Your Past Experience Into One (Of Many) Options for Success
You should not feel trapped by your career success. I harbor this core belief that’s likely to strike you as pretty odd, but I hope you’ll let me explain: You […]
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: Weave Your Past Experience Into One (Of Many) Options for Success
Expertise
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Growing Your Business
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Growth
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Management
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Managing Clients
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Managing People
April 17, 2023
Four Penultimate Signals To Watch For
To be frank, part of the reason I’m writing this article is because I just love that “penultimate” word. It means “second to last”, which means that there’s just one […]
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: Four Penultimate Signals To Watch For
Management
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Managing People
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Succession
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Succession and M&A
February 26, 2023
Calibrate How Much You Care
Caring too much about something can put you at a distinct disadvantage. Car salespeople know this when they detect even the slightest interest or sense any desperation on your part. […]
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: Calibrate How Much You Care
Managing Clients
,
Managing People
February 19, 2023
Whose Advice Should You Listen To?
Picture yourself with a significant, challenging question that you pose to three different people. The advice you get in return is conflicting, but seemingly logical and definitely heartfelt. There’s no […]
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: Whose Advice Should You Listen To?
Expertise
,
Management
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Managing Clients
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Managing People
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