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This blog is the fourth part of a series that outlines the Four Building Blocks to Move to Advisory Services. We’ve already discussed the first two blocks: MINDSET SHIFT and CONFIDENCE. ANTICIPATORY SKILLS is the third building block to move our organizations towards advisory services and seize our future by being relevant — starting now. I believe this is ... Read more
We see it every day — automation, implemented well, reduces the amount of compliance work we perform. We experience it every day — fierce competition from outside our profession pursuing our clients. We feel it every day — the market for professional services is demanding and opening the door for “higher-value services.” These were the ... Read more
A recent beBetter blog, Price is Rarely the Issue, generated some interesting comments and thoughts. One that really caught my attention was from a HORNE team member in Tennessee, David Friedt. David shared a humorous story about how a car salesman was attempting to make a car distinctive with some of the features. “I was really ... Read more
What a beautiful day on Eagle Lake with my fishing buddy Bruce. The sun has peeped out and we have a slight southwest breeze blowing about 6 mph. I’m smiling as I’m looking into the live well where we have put 19 slab crappie over the last few hours. I’m adjusting the depth on my ... Read more
A few weeks ago, we discussed the importance of getting off-road more to see and find our clients new and changing needs. In essence, doing many things that we haven’t done before. It requires us to get muddy, get a scratch or two and even assess what we are driving as a firm. Are we getting off-road ... Read more
CeCe and I have signed up with a group of friends for an outdoor excursion that involves riding in all-terrain army vehicles, hiking and some mountain top sightseeing. Unfortunately, it has been raining cats and dogs for three days. We meet for lunch together before heading to the excursion and our conversations turn to the ... Read more
I’ve just finished lunch with my partner and good friend before he leaves for a week-long Disney trip with his family. He shared some of the activities they had planned and how some things had changed due to COVID. It sounded exciting for someone who loves Disney. (Not me, but my grandkids are anxiously waiting). ... Read more
CeCe and I have just landed in Charlotte, grabbed our rental car, and are headed towards Highlands, NC, which is a little more than a 3-hour drive. My Waze app tells us the interstate is SLOW in several places and as we look around, we are traveling about 20 MPH right now. So, I pull ... Read more
Finally, we are having some cooler weather. I make my way to our backyard to pull these five tomato plants up, throw them over the fence and stack my wire supports for next year. It’s going to be slightly more difficult than I had planned as CeCe has her Zinnias planted right next to them ... Read more
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