succession institute, author at 卡塔尔世界杯常规比赛时间 - page 5 of 9

a clear direction provides you a sanity check

when new ideas arise, ask how they fit.

by bill reeb

without clear direction, every alternative seems like an opportunity. with direction comes a course of action, whether that is to preserve what you have or achieve something different. knowing what direction you want to head will drive the creation of a plan. and the greatest benefit of planning is that it provides you with a sanity check to know when you are drifting off course.

more: don’t let inertia determine your direction | know where you are running to | refining desire | what does ‘getting stuck’ or ‘being stuck’ mean? | let go of what you think you know | roadblocks from people with good intentions | 3 ways to get ‘unstuck’
exclusively for pro members. log in here or 2022世界杯足球排名 today.

regardless of whether we are talking about your personal life, career or business, i believe it is nearly impossible to get to your desired destination (accomplish your goals) in a straight line. we end up straying from our original course because of mistakes we make along the way, opportunities (detours) we see that we can’t pass up, or just having to deal with the chaos that permeates our lives.
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pro member exclusive

don’t let inertia determine your direction

you do get to choose.

by bill reeb

inertia can be like drifting, which actually describes what many people do. what i mean is, many people just do more of what they did yesterday to keep afloat, or robotically attempt the next incremental step forward from where they are right now. it is as if they are treading water working hard throughout life and just letting the current take them wherever it is going.

more: know where you are running to | refining desire | what does ‘getting stuck’ or ‘being stuck’ mean? | let go of what you think you know | roadblocks from people with good intentions | 3 ways to get ‘unstuck’
exclusively for pro members. log in here or 2022世界杯足球排名 today.

the breakdown in this approach is that it presumes you are exactly where you want to be right now, and that the current is going in the direction you want to go. overachievers often find themselves in this predicament: working hard treading water going with the current without a clear direction in mind.
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featured

know where you are running to

do you have a goal or just a speed?

by bill reeb

if you decide you want to make some changes, that’s great.

more: refining desire | what does ‘getting stuck’ or ‘being stuck’ mean? | let go of what you think you know | roadblocks from people with good intentions | 3 ways to get ‘unstuck’
exclusively for pro members. log in here or 2022世界杯足球排名 today.

but before you start running away from whatever it is that you don’t like, make sure you know what you are running toward.

consider this scenario…

featured

refining desire

if you can’t use your time and apply your energy on your highest priority items, what does that disconnect say?

by bill reeb

having a desire for something is the first step in your process. once you have identified what is important to you, the desire step then includes creating

a plan,
plan tactics,
a realistic timeline and
reasonable expectations.

more: what does ‘getting stuck’ or ‘being stuck’ mean? | let go of what you think you know | roadblocks from people with good intentions | 3 ways to get ‘unstuck’
exclusively for pro members. log in here or 2022世界杯足球排名 today.

my approach is to immediately start introducing you to a variety of techniques, each followed by a short exercise that will ask you to assess how you are performing as well as how you might apply the technique to help maintain or start building momentum toward your objective. these techniques are focused on helping you discover what you want to achieve.
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innovation & change management

when the inmates are running the asylum

crazy doesn’t get better by adding more crazy.

by dom cingoranelli

“we can’t really enforce this because we don’t want to risk having him (or her) quit.”

i can’t tell you how many times we hear something to this effect when we talk with cpas. we hear this at small firms and we hear it at large firms. we hear it from partners, from directors, and from managers. it doesn’t matter what size firm they’re in, nor does it matter what level or position they hold.

it’s always the same line. it reminds me of the old adage, “the inmates are running the asylum.” and, it raises the question of who actually is running the firm. who’s in charge?

innovation & change management

the two most common management styles

do cpa firms need management or leadership?

by bill reeb and dominic cingoranelli

let’s start out with a straightforward question. what is the difference between management and leadership?

more on performance management: 8 ways to manage clients | the limitations of rainmakers | firms only grow when partners play their roles | the four basic parts of cpa firm partner agreements | younger partners see succession differently | how to compensate your managing partner | the job of managing partner: empowered or emasculated? | how the best managing partners turn ideas into reality
exclusively for pro members. log in here or 2022世界杯足球排名 today.

from one point of view, leadership is far different than management.
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innovation & change management

8 ways to manage clients

this is job 1 for the practice owner.

by bill reeb and dominic cingoranelli

whether you simply desire to improve your firm’s operations or identify and implement a new long-term strategy, you need to be clear about the role that the owners, partners or shareholders should be playing in your firm.

more on performance management: the limitations of rainmakers | different roles for different partners | how big ‘books’ hurt firms | developing a three-year vision [video] | more merger questions than you imagined | mps: how to elect them … and fire them | partners as role models: the good, bad & ugly | managing the managing partner
exclusively for pro members. log in here or 2022世界杯足球排名 today.

to be sure, the roles and responsibilities of a cpa firm owner or owners will vary from firm to firm, based on that firm’s needs and circumstances, and you need to adapt any recommendations to fit your firm’s situation.
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innovation & change management

the limitations of rainmakers

why marketing has to permeate the firm and the process.

by bill reeb and dominic cingoranelli

for most firms, new business comes in through referral. therefore, the bigger a partner’s client base, the more likely that partner will bring in new business – which simply means that the more clients a partner knows, the more referrals that partner is likely to receive (not in percentage, but in raw numbers).

more on performance management: different roles for different partners | dealing with a-d clients (you know who we mean) | how small ‘books’ hurt firms | why the partner agreement matters | merging for the wrong reasons | how to implement strategy, step by step | accountability requires clear expectations | how retirement issues affect succession planning | how partner ratings factor into equity
exclusively for pro members. log in here or 2022世界杯足球排名 today.

other drivers of referral success are long-standing service (seniority) and position in the firm (such being one of the named or senior partners). in these cases, there is an extended opportunity for referral simply because:
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leadership

different roles for different partners

some people should stick to technical roles, but there’s an impact on profitability.

by bill reeb and dominic cingoranelli

when you are a client relationship partner, regardless of your technical specialty, you take on the role of being that client’s general contractor for professional services – that is, his or her most trusted business advisor.

more on performance management: dealing with a-d clients (you know who we mean) | firms only grow when partners play their roles | the four basic parts of cpa firm partner agreements | younger partners see succession differently | how to compensate your managing partner | the job of managing partner: empowered or emasculated? | how the best managing partners turn ideas into reality
exclusively for pro members. log in here or 2022世界杯足球排名 today.

if you are unwilling to fulfill this role, then you shouldn’t be a client relationship manager; you should be a technical partner. we define these two roles broadly as follows:
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client service opportunities

dealing with d clients (you know who we mean)

all a’s isn’t necessarily the goal.

by bill reeb and dominic cingoranelli

partners, and in some firms, managers, need to take their responsibility for client relationship management seriously.

more on performance management: developing a three-year vision [video] | younger partners see succession differently | partners as role models: the good, bad & ugly | 4 ways to create more capacity | cpa firm performance assessments: 15 core competencies, 21 questions | what having your employees’ backs means | 5 harmful management attitudes (and how to fix them)
exclusively for pro members. log in here or 2022世界杯足球排名 today.

in order to more fully explain these roles and responsibilities, we need to define for you what we mean when we refer to a, b, c and d clients.
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innovation & change management

firms only grow when partners play their roles

how often are you seeing your clients?

by bill reeb and dominic cingoranelli

whether you simply desire to improve your firm’s operations, or identify and implement a new long-term strategy, you need to be clear about the role that the owner(s), partners or shareholders should be playing in your firm.

more on performance management: how big ‘books’ hurt firms | how small ‘books’ hurt firms | why the partner agreement matters | merging for the wrong reasons | accountability includes partners | 7 succession questions to ignore for now | develop your employees or suffer the consequences
exclusively for pro members. log in here or 2022世界杯足球排名 today.

the roles and responsibilities we’ve suggested are based on the best practices we’ve had the opportunity to observe and be involved with in our work with cpa firms throughout north america.
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innovation & change management

how big ‘books’ hurt firms

the invisible hazards of book of business.

by bill reeb and dominic cingoranelli

as we stated in our last column, balancing “book of business” is one of the largest stumbling blocks for cpa firms.

more on performance management: how small ‘books’ hurt firms | the four basic parts of cpa firm partner agreements | younger partners see succession differently | how to compensate your managing partner | the job of managing partner: empowered or emasculated? | how the best managing partners turn ideas into reality | make accountability a process | accountability requires clear expectations | base retirement on today’s operations | how involved should retired owners be? | how to find a partner’s replacement
exclusively for pro members. log in here or 2022世界杯足球排名 today.

it is difficult to resolve because it is symptomatic, for most firms, of some real trouble brewing.
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innovation & change management

how small ‘books’ hurt firms

leverage, capacity and overservice are just some of the issues.

by bill reeb and dominic cingoranelli

balancing “book of business” is one of the largest stumbling blocks for cpa firms. it is difficult to resolve because it is symptomatic, for most firms, of some real trouble brewing.

more on performance management: the four basic parts of cpa firm partner agreements | developing a three-year vision [video] | mps: how to elect them … and fire them | managing the managing partner | accountability is for everyone | firms say what would change retirement pay | how retirement issues affect succession planning | develop your employees or suffer the consequences | job 1 for the practice owner: client management
exclusively for pro members. log in here or 2022世界杯足球排名 today.

optimal book size

the optimum condition for firms to flourish is for books of business to be balanced throughout the firm. from the largest book to the smallest, the percentage gap between them should be fairly small (about 20-25 percent or less than a couple hundred thousand in fees).
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