How to Improve Partner Behavior

As we were wrapping up a strategic planning discussion with one of our clients—a major accounting and advisory firm—the firm’s managing partner turned to us and asked, “What would really change the way our partners interact with clients? Partners have strong client relationships. They know client executives well personally and professionally. They just find it…

Accounting & Advisory Firms: Getting the People Equation Right

“It’s the staff, stupid”, to use Clinton-like lingo to get to the point. Our clients universally sub-optimize on their greatest asset, their people. Let’s review the elements of a great staff program for the accounting & advisory industry: 1. A strong mission statement and employee value proposition linked to the statement. The specifics will differ…