Blog Category

Growth Mindset


Let's start building confidence in our teams today!

Confidence Leads to Progress

Building Block Two in this series [meant to outline the Four Building Blocks to Move to Advisory Services] is Confidence.  How do we move our organizations towards advisory services? How do we seize our future by being relevant starting now? I think there are four foundational building blocks. Last week, we discussed the first block: MINDSET SHIFT. I say this to combat ... Read more

Educating, Influencing and Encouraging a New Growth Mindset

In my previous blog, we talked about “the gap” and our need for a wake-up call regarding moving to an advisory services mindset.  So how do we move our organizations towards advisory services? How do we seize our future by being relevant starting now? I think there are four foundational building blocks, and we’ll discuss the ... Read more

Mind the Gap: The Gap Is Bigger

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

What Has Changed for You?

CeCe and I have spent a lot of time at home together with the COVID-19 shelter in place orders, as I am sure you have with your family. So when the Governor opened up the restaurants for 50% dining capacity, we were the first in line at our favorite spot. It was delightful, and we ... Read more