{"id":55016,"date":"2018-06-08t15:09:09","date_gmt":"2018-06-08t19:09:09","guid":{"rendered":"https:\/\/48e130086c.nxcli.net\/?post_type=product&p=55016"},"modified":"2024-02-08t22:42:42","modified_gmt":"2024-02-09t03:42:42","slug":"mb-ptp","status":"publish","type":"product","link":"\/\/www.g005e.com\/shop\/mb-ptp\/","title":{"rendered":"passport to partnership"},"content":{"rendered":"
\"bissett\"
bissett<\/span><\/figcaption><\/figure>\n

research-driven, real-world proven<\/h3>\n

launched, tested and first widely deployed in the u.s. by the pennsylvania institute of cpas.<\/p>\n

\n

“outstanding!”<\/span><\/em><\/strong><\/p>\n

lee m. osborne, cpa, cfe
\n<\/span>president, osborne rincon cpas<\/span><\/p>\n<\/blockquote>\n

format designed to be put to work in daily practice<\/h3>\n

softcover, 8.5 x 11 inches, over 200 pages. including: proprietary research findings, with step-by-step instructions, full-size workbook, tear-out worksheets, questionnaires, forms, tests, assessments, and checklists. bonus: downloadable worksheets, forms, and checklists.<\/p>\n

proprietary research from top firms<\/h3>\n

passport to partnership is based on hundreds of interviews with partners and staff at 30 of the most successful firms in the u.s. and the u.k. ranging from sole practitioners to multinational firms, consultations with a dozen experts, and two decades of experience. the results are combined into succinct, actionable findings and practical step-by-step advice. the research project remains ongoing, expanding throughout the u.k., the u.s., canada, the middle east, and central europe.<\/p>\n

expert council advice<\/h3>\n

with contributions from a panel of world-renowned advisors and practitioners<\/strong>\"ptp<\/p>\n

clockwise from upper left: ron baker, sarah dobek johnson, lisa tierney, mike mister,
\ndavid grundy, steve pipe, gordon gilchrist, damien greathead,
\nbruce w. marcus, paul dunn, mark lloydbottom, ian brodie<\/p>\n

tried-and-true rave reviews<\/h3>\n
\n
\"colgan\"
colgan<\/span><\/figcaption><\/figure>\n

martin\u2019s research on accounting firms reveals that there is a disconnect between firm partner expectations of future leaders and what staff think are the keys to successful leadership development. <\/em>his training helps professionals bridge this gap. <\/em>his work with future leaders helps them identify their personal goals, understand the basic principles of client development, and incorporate culture and commitment into the mix. <\/em>participants find his style of training engaging and informative, and frequently turn to martin as a trusted advisor as they navigate their career path.<\/em><\/p>\n

— michael d. colgan, cae, ceo and executive director, pennsylvania institute of cpas<\/p>\n<\/blockquote>\n

i found the whole book easy to read. i love that. it was presented in organized and well thought out manner. it presented every question i have been asking for a couple years. this is the first program i have experienced that actually discusses the difference between my generation and the current partner generation. many hint around it but none address it head on. in my experience, this is the most frustrating or misunderstood issue potential partners have. the book explains the difference in generations and also how to begin to adapt to make it work for both parties.<\/i><\/span><\/p>\n

\"myers\"
myers<\/span><\/figcaption><\/figure>\n

i feel the book provides insight directly from firms and partners. other courses feel like hr or non-accounting firm partners write them. <\/i><\/span><\/p>\n

i know that martin is not an accountant, but his research comes directly from partners. as an accountant, many of us are systematic in the way we process information. we want the facts and not the fluff. that is what i enjoy about this book, it addresses the issue head-on.<\/i><\/span><\/p>\n

i think it is important for the next generation to understand that there is no direct or specific answer to the question,”how do i become partner?” we need to understand the firm structure, culture, and experiences first. then we need to find a way to make our firm have no choice but to make us partner. we need to demonstrate our understanding of the firm’s values and principles as well as demonstrate our own abilities. in today’s industry, business development is very, very important. sometimes it feels like it is the only way to move up. however, learning the skills needed to close the deal are not taught, but learned through guidance and experience.<\/i><\/span><\/p>\n

when i read this book, i am mentally making a list of team members that i feel this course would be valuable for. one to answer some of the questions they may have but also to learn how to become partner and what is expected. i like the idea that we have to be held accountable for this material to work. if you want to be partner, you need to take the material and apply it. sit down with partners, ask them questions, have discussions. many of us have been doing this but most likely not asking the right questions or asking them in the wrong way. this also demonstrates that you really want to become partner and not take it as a rite of passage. <\/i><\/span><\/p>\n

\u2013 g. scott myers cpa,csep: manager, reinsel kuntz lesher llp<\/span><\/p>\n<\/blockquote>\n

\"kuczinski\"
kuczinski<\/span><\/figcaption><\/figure>\n
\n

firm succession planning within the accounting industry is and will continue to be critical in the years to come. martin\u2019s program bridges the expectations gap between those who strive to be in a leadership position and those who already are, including the education of young professionals in the skill sets current leadership expects future leaders to exhibit.<\/i><\/span><\/p>\n

his program has helped me to develop a roadmap to achieve my career goals and he has been a great sounding board with his ability to take challenging topics and break them down in a way to implement them in a clear and concise manner. not only does martin share these topics, but he also implements them in his practice in order to enhance leadership skills. martin is extremely passionate about this subject and i strongly believe he wants me to personally succeed.<\/i><\/span><\/p>\n

\u2013 brian kuczinski, cpa, cgma, audit partner, sisterson & co llp<\/p>\n<\/blockquote>\n

about martin bissett<\/h3>\n
\"bissett\"<\/a>
bissett<\/figcaption><\/figure>\n

martin bissett is the founder of the upward spiral partnership ltd. (usp), the uk-based consulting firm that specializes in the implementation of professional selling and leadership skills in the next generation of accounting professionals.<\/p>\n

previously, martin served ten years on the board of the directors of the uk\u2019s leading provider of high-quality new business appointments for accountancy firms. there, he held the responsibility for the nurture and organic growth of the organization\u2019s new client base, including six of the uk\u2019s top 30 firms of accountants.<\/p>\n

martin became fascinated by the apparent juxtaposition of partners not vocalizing what they were looking for in terms of an accomplished skill set from their potential future partners and their managers not asking to discover what that skill set included, despite wanting to reach that very position. in a profession with a supposed \u201csuccession crisis\u201d on the horizon, this apparent stand-off struck him as curious. this has led upward spiral partnership to personally interview several hundred partners and managers in the us and uk to learn what partners are looking for and how the managers see their own future in the firm. there are, of course, firms who have addressed this issue already, and their initiatives have also been captured.<\/p>\n

the results of the research, including both the consensus and the exceptions to the general opinion, is called \u201cpassport to partnership.\u201d this study provides the highlights of each factor that the majority of partners interviewed use as their criteria when evaluating whether someone in their organization can make it to the top. as a result of the combination of his experience, intellectual property, and this proprietary research, martin now consults with accounting firms in the uk, europe, and the usa to support them in their transition through to the next stage of their development and growth.<\/p>\n

 <\/p>\n

sample contents<\/h3>\n

foreword
\noverview
\nlet’s get started<\/p>\n

the first \u2018c\u2019 \u2014 competence<\/strong><\/p>\n

overview
\nthe expert council
\ncase study on competence
\npassport to partnership research specifics
\npartnership pointers
\nconclusion on competence
\nchecklist
\nreflecting the personal brand<\/p>\n

the second \u2018c\u2019 \u2014 culture<\/strong><\/p>\n

overview
\nthe expert council
\ncase study on culture
\npassport to partnership research specifics
\npartnership pointers
\nconclusion on culture
\nchecklist
\ncultural identity<\/p>\n

the third \u2018c\u2019 \u2014 communication<\/strong><\/p>\n

overview
\nthe expert council
\ncase study on communication
\npassport to partnership research specifics
\npartnership pointers
\nconclusion on communication
\nchecklist
\nmy worth
\nwhy am i valuable?
\nexternal communications social media profiles
\nsummary<\/p>\n

the fourth \u2018c\u2019 \u2014 conversion<\/b><\/p>\n

overview
\nthe expert council
\ncase study on conversion
\npassport to partnership research specifics
\npartnership pointers
\nconclusion on conversion
\nchecklist
\nbuilding your pipeline<\/p>\n

the fifth \u2018c\u2019 \u2014 commitment<\/b><\/p>\n

overview
\nhow commitment trumps professionalism
\nthe expert council
\npassport to partnership research specifics
\ncase study on commitment
\npartnership pointers
\nconclusion on commitment
\nchecklist
\nshowing your true colors<\/p>\n

the sixth \u2018c\u2019 \u2014 challenges<\/b><\/p>\n

overview
\nget challenged, get excited
\nfrom the expert council
\npassport to partnership research specifics
\ncase study on challenges
\npartnership pointers
\nconclusion on challenges
\nchecklist
\nbattles won and lost<\/p>\n

the seventh \u2018c\u2019 \u2014 commercial awareness<\/b><\/p>\n

overview
\nsurvive or thrive?
\nthe dna of a practice leader
\nobservations on creating an \u201cupward spiral\u201d
\npartnership pointers
\nfrom the expert council
\nconclusion on commercial awareness
\nemployee versus ownership<\/p>\n

conclusion<\/b><\/p>\n

conclusion
\nin closing<\/p>\n

personal progress plan & workbook appendix
\n<\/b>questionnaires, forms, charts, worksheets, tests, assessments<\/p>\n

the first \u2018c\u2019 \u2014 competence
\nthe second \u2018c\u2019 \u2014 culture
\nthe third \u2018c\u2019 \u2014 communication
\nthe fourth \u2018c\u2019 \u2014 conversion
\nthe fifth \u2018c\u2019 \u2014 commitment
\nthe sixth \u2018c\u2019 \u2014 challenges
\nthe seventh \u2018c\u2019 \u2014 commercial awareness<\/p>\n

acknowledgments<\/h3>\n

written and developed with contributions and consultations from industry luminaries including: lisa tierney, coach, and consultant; brian kuczinski, audit partner, sisterson & co.; rick telberg, 卡塔尔世界杯常规比赛时间. launched, tested and first widely deployed in the u.s. by the pennsylvania institute of cpas.<\/p>\n

contact<\/h3>\n

the author, martin bissett, welcomes questions and comments at martin[@]upwardspiralpartnership.co.uk. or visit him at http:\/\/www.martinbissett.co.uk. linkedin: https:\/\/uk.linkedin.com\/in\/martinbissett<\/p>\n

passport to partnership<\/h3>\n

published by 卡塔尔世界杯常规比赛时间, an imprint of bay street group llc. \u00a9 2015 martin bissett.
\nisbn: 978-0-9827147-8-2 | printed in the usa.<\/p>\n

special offer: buy 3 or more and save 33% automatically at checkout \u2013 no coupon code required.<\/span><\/h3>\n