News and Insights

  • Start Your Engine

    Have you laid the foundation for more practice-building success? If you’re reading this, I know you’re already successful. Perhaps you’re a practicing lawyer, CPA or wealth builder. Have you laid – or clarified – these fundamental elements that will prepare you for more success? These four foundational elements will prepare you to achieve more of…

  • Are you losing talent?

    Here are three ways to keep your most valuable asset — your talent! 1. Exit Interviews. Interview people who have recently left your firm, particularly people you didn’t want to lose. Learn why they left, so you can address the problem. If you discover patterns, it will be particularly important to find solutions. A third-party consultant will be more…

  • Talk to (Really) be Heard

    Today’s workplace represents a rich tapestry. It’s made up of generational, gender, racial, religious, ethnic and cultural diversity to be considered when communicating. Woven within this tapestry are a multitude of differing personalities. DiSC, PREP (my favorite), and various other personality profiles identify these differing styles and their corresponding communication preferences. For example, introverts tend to…

  • Masterful Delegation

    Masterful Delegation: You can’t — and shouldn’t — do it all yourself. There are at least three major considerations when deciding when to delegate. First, in the interest of your firm and your client you must decide who can do the work effectively. Second, ask yourself if this is an appropriate opportunity to provide a junior colleague with a…

  • Energize Your Workspace

    Leadership is sometimes described as accomplishing goals through the efforts of others. Positive leaders use the best in themselves and bring out the best in others to energize their workplace and achieve positive goals together. How can you use the best in yourself? ?Get clear about your vision of success. What do you really want to achieve? What will you…

  • Slow Down!

    Do You Have the Bench Strength to Slow Down? If you want to slow down, whether for personal or professional reasons, unless you plan to sell your practice, you need bench strength. If you don’t have enough bench strength: What to do? Hire. First, get clear about the kind of person or people you want and need…

End of content

End of content