{"id":81383,"date":"2021-01-14t12:00:23","date_gmt":"2021-01-14t17:00:23","guid":{"rendered":"https:\/\/48e130086c.nxcli.net\/?p=81383"},"modified":"2021-03-01t09:10:47","modified_gmt":"2021-03-01t14:10:47","slug":"clarify-partner-expectations","status":"publish","type":"post","link":"\/\/www.g005e.com\/2021\/01\/14\/clarify-partner-expectations\/","title":{"rendered":"clarify partner expectations"},"content":{"rendered":"

\"two<\/a>it makes managing them easier.<\/strong><\/p>\n

by marc rosenberg<\/i>
\nthe role of the managing partner<\/i><\/a><\/p>\n

over the years, during countless partner interviews, many have told me they aren\u2019t sure of their role and what is expected of them.<\/p>\n

more: <\/b>how the managing partner manages the partners<\/a> | overarching authority that managing partners must have<\/a> | exceptional managing partners offer their advice<\/a> | why management is the #1 key to the firm\u2019s success<\/a> | herding cats: advice for managing partners<\/a>
\n\"goprocpa.com\"exclusively for pro members. <\/span><\/strong>log in here<\/a> or 2022世界杯足球排名 today<\/a>.<\/span><\/p><\/blockquote>\n

here is a basic, universal technique for improving performance and providing feedback:
\n<\/p>\n\n\n\n\n\n\n\n\n
step<\/strong><\/td>\nactivity<\/strong><\/td>\n<\/tr>\n
1<\/td>\nclarify the person\u2019s role in the firm and expectations in writing.<\/em><\/td>\n<\/tr>\n
2<\/td>\ncontinually monitor the person\u2019s performance of the above.<\/td>\n<\/tr>\n
3<\/td>\npraise the person when expectations are met.<\/td>\n<\/tr>\n
4<\/td>\nhelp the person resolve difficulties meeting expectations.<\/td>\n<\/tr>\n
5<\/td>\nprovide formal, written performance feedback.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

 <\/p>\n

it\u2019s that simple!<\/p>\n

here are examples of different roles and expectations for partners:<\/p>\n

    \n
  1. a client-service partner is expected to service clients with high-quality work, satisfy their needs, retain them and cross-sell the firm\u2019s services. this role will most likely be the same for all client-service partners.<\/li>\n
  2. run the tax department.<\/li>\n
  3. take on clients of other partners (usually specified by name).<\/li>\n
  4. manage the wealth management division.<\/li>\n
  5. delegate clients to others (usually specified by name).<\/li>\n
  6. delegate work to staff that you are doing yourself, thereby reducing your annual billable hours from 1,300 to roughly 1,000.<\/li>\n
  7. be a rainmaker in the firm.<\/li>\n
  8. be the firm\u2019s go-to person for estate planning.<\/li>\n
  9. increase realization from x <\/em>to y<\/em>.<\/li>\n
  10. mentor two staff (specified by name).<\/li>\n
  11. develop a backup person to yourself on your major clients.<\/li>\n
  12. use technology more efficiently (specifics cited).<\/u><\/li>\n<\/ol>\n","protected":false},"excerpt":{"rendered":"

    it makes managing them easier.<\/strong>
    \nby marc rosenberg<\/i>
    \nthe role of the managing partner<\/i><\/a><\/p>\n","protected":false},"author":1339,"featured_media":52068,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_relevanssi_hide_post":"","_relevanssi_hide_content":"","_relevanssi_pin_for_all":"","_relevanssi_pin_keywords":"","_relevanssi_unpin_keywords":"","_relevanssi_related_keywords":"","_relevanssi_related_include_ids":"","_relevanssi_related_exclude_ids":"","_relevanssi_related_no_append":"","_relevanssi_related_not_related":"","_relevanssi_related_posts":"","_relevanssi_noindex_reason":"","footnotes":""},"categories":[1363,3120,3002,2266],"tags":[],"class_list":["post-81383","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-featured","category-pro-member-exclusive","category-special","category-partner"],"acf":[],"yoast_head":"\nclarify partner expectations - 卡塔尔世界杯常规比赛时间<\/title>\n<meta name=\"description\" content=\"actionable intelligence for tax, accounting, and financial professionals\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"\/\/www.g005e.com\/2021\/01\/14\/clarify-partner-expectations\/\" \/>\n<meta property=\"og:locale\" content=\"en_us\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"clarify partner expectations - 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