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May 5, 2024

Be Gracious When Employees Leave

I’d have to say that most leaders are pretty good at this, but even so they fight down some feelings that might get away from them if they aren’t careful. […]

Management, Managing People

April 28, 2024

A Scalable New Business System

Something that’s scalable can create additional output without a matching amount of input, and your new business plan needs to be scalable. Scalable can mean many things, of course, but […]

Marketing, Succession

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, […]

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 […]

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 […]

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 […]

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 […]

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. […]

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 […]

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 […]

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 […]

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 […]

Expertise, Management, Managing People, Marketing

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