Tag Archive: trusted advisors

The Latest Trends

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I recently spoke on the topic of the latest trends and what is in store for 2018. The Amazon Effect is still top of mind as well as near-sourcing, finding a “right fit” team member and technology. You need to be thinking of how these trends are likely to impact your business.
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6 Questions Predict People Success or Failure in 2018

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Technology is taking over the world, is it worth considering the top priorities for people in our new interconnect world.
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Leadership – Making You Feel Important

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Of course we talk about leadership more than anything else as it is #1 to business success. Thus, we are always looking for strategies and tips for success. One of our clients clearly prioritizes us — it is clear we are one of her top priorities. How often do you feel that way? We happened to work with her in more than one company, and it was clear that her team appreciated her leadership style. People quite opposite in personality (who probably wouldn’t agree upon much) seemed to enjoy working with her. Of course, no one is perfect (including her)…
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Our Competition is Complacency

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I attended a conference for ProVisors (premier organization of senior-level trusted advisers) group leaders earlier today. It was energizing to spend the day with top notch trusted advisers and leaders. One of the speakers was talking about the power of collaboration vs. competition. I’ve found this to be true in my group as well. If two people who seem like competitors (perhaps two CPA’s) look for ways to work together, their business increases exponentially. For example, 1+1=16. If they see each other as competition, business declines. In this case 1+1=.5. In essence a scarcity thought process! The bottom line is…
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Collaborate to Thrive

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It was not only a week of summits and symposiums but it was also a week for awards and recognition. In watching closely who won the top awards across the board, we saw a common thread in the winners — collaboration. One of the award winners spoke directly to the critical importance of collaboration. She is also known for bringing together diverse and often-opposing opinions together to find common solutions. In another instance, the award winner complimented his business partners during the award speech. In another, a member of his rotary thought so much of the company owner that she…
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5P Accelerator to Fast-Track Growth and Profits

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Our most successful clients are constantly thinking about where they are headed. They think about why they are going there — how does it fit with their vision? How does it have meaning for their customers? Employees? Supply chain partners? They also think about emerging trends — what is most likely to impact their business? What do they have control over? What opportunities can they leverage? Can they turn lemons into lemonade? How? Our role is to stay ahead of the curve so that I can help my clients achieve dramatic results. Thus, we’ve incorporated the following best practices and thinking…
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