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September 14, 2016

Naked NO’s Kill Innovation

I despise a naked NO!  I love to hear no when it is accompanied with WHY or another possible path or strategy.

But it’s really disrespectful to just say NO impulsively!  Can you remember how you felt the last time someone just said NO to you?  No explanation or alternatives.  Are we in the habit of just being too busy to care or not confident that our no is the right answer? 

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Topics: Communication, Leadership

September 07, 2016

Thinking Matters

Focus is powerful and it starts with thinking about the most important things. Am I doing what I simply want to do or am I working on my priorities? Am I letting little things cloud my focus on the important ones?

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Topics: Anticipatory, Habits, Leadership

August 31, 2016

Pizza Kills Uncommon Discipline

Recently, after hosting our partner retreat, I was exhausted after our six hour drive back home. We also had my grandson, Davis, and a friend of his with us all week so when I wasn’t leading our retreat, I was trying to keep up with two 10-year-olds who could exhaust the energizer bunny. 

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Topics: Habits, Leadership

August 24, 2016

Are You an Innovation Cruiser?

Jeff Foxworthy says, “You might be a redneck if you think the styrofoam cooler is the greatest invention of all time.” Now we all know the greatest invention is the YETI. In fact, I used my wife’s YETI to keep the fish iced down from that fishing trip at Sea World featured in my Passion Cruiser blog. But seriously, I did use her YETI to ice down those speckled trout that I caught on a recent fishing trip in Louisiana with Captain Kerry Audibert. You can check out a shot of our catch on Instagram. We had a fantastic trip and caught some very nice size trout, especially considering the hot weather in August.

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Topics: Innovation, Leadership

August 17, 2016

Self-Discipline is One Tough Cookie

Recently, I was checking into the DoubleTree Downtown in Austin, TX around 9 p.m. after a long day of travel.  Now, my self-discipline is always weak between 9 and 10 p.m. when I love to start snacking. This urge to snack is tripled when I am traveling. I start rationalizing that “I deserve this” and I must say it works 99% of the time. I am really good at convincing myself how much I deserve what I don’t need.

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Topics: Habits, Self-Discipline, Leadership

August 10, 2016

What Will Your Dash Say About You?

I was floored and saddened to discover recently that a CPA friend and peer had suddenly passed at the young age of 51. Such a tragic loss. It brought back to me the importance of our dash.

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Topics: Leadership

August 03, 2016

Are You Cruising When It Comes to Passion?

“You might be a redneck if you take a fishing pole into Sea World.” Since I love to take a fishing pole most everywhere I go, Foxworthy may have nailed me on this one. I wish I had a dime for every time my wife has said, “When are you going to get those fishing poles out of your truck?”

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Topics: Passion, Energy, Leadership

July 27, 2016

You Might Be a Cruiser If…

Jeff Foxworthy has made a career out of his, “You might be a redneck if…” jokes. Besides giving rednecks more jokes than they know what to do with, these jokes reach a bigger audience because they are relatable. We see ourselves or someone we know in some aspect of these jokes. "You might be a redneck if your salad bowls have Cool Whip stamped on them." I always wondered if you were a redneck if it was only the extra guest bowls that had the cool whip stamp?  Regardless, if we look closely at some of the fun poked by Foxworthy, we might also detect a theme of complacency—always settling rather than striving to better ourselves. 

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Topics: People Development, Leadership

July 20, 2016

How My Past Success Killed My Fishing Season

Every year, I passionately look forward to the crappie spawn (a freshwater fish also called white perch, sac-a-lait, speckled perch and even sometimes papermouth) which begins in February and usually tails off by late May or early June in the Southeast. This picture was one of my best days this year while wading on Enid Lake, MS. Wade fishing is absolutely my favorite way to fish during the crappie spawn. Every year, crappie transition from deep water to the 6-10 foot level and then they move and hold around 4-6 feet of water.  Eventually, the males head into shallow water to locate or build nests and they are quickly followed by females who might lay eggs in 12-18 inches of water!  I have seen crappie so shallow that you could see the dorsal fin on their back at times as well as the constant swirl of water. 

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Topics: Leadership

July 13, 2016

Anticipatory Is a Big Word

Anticipatory is a big word—I wish I had been more anticipatory on what to blog about this week. I had a relevant fishing story I was really excited to share, but that was shelved (next week, I promise!).  Instead, I felt compelled to share why I was participating in next week’s webcast Will Your Firm Thrive or Just Survive? The Critical Competency for Today’s Practitioner hosted by CPA.com. 

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Topics: Anticipatory, Client Service, Leadership

July 06, 2016

Are You Holding up the Ship?

In my experience of mentoring, coaching and teaching about leadership, one of the fundamental pieces of advice that I always include is, “Make sure you are not holding up the ship!” It’s easy for our organizations to bottleneck and get slowed down when vision, roles, responsibility and authority are not well communicated and owned. 

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Topics: Empowered People, People Development, Leadership

June 22, 2016

What If I Really Am a Trusted Advisor?

This blog is the third in the series, The Things We Think and Do Not Say: The Future of Our Business—My Very Own Jerry Maguire Blog

Last week, we defined what it means to be a true trusted advisor and the gap that currently exists between our client service level and that of a true trusted advisor. But why even confront trusted advisor? 

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Topics: Trusted Advisor, Leadership

June 15, 2016

You Call Yourself a Trusted Advisor—So What?

This blog is the second in the series, The Things We Think and Do Not Say: The Future of Our Business—My Very Own Jerry Maguire Blog

Trusted advisor sounds good. I completely understand why we want to tell clients and prospects this. And it is certainly desirable, but these two words are not reflective of how we are serving the majority of our clients. As it stands, trusted advisor has as much meaning as "on-time departure" from an airline. And much like a savvy traveler, the market is not going to believe what we say about ourselves—they will only believe what they experience and what other clients say about us.

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Topics: Trusted Advisor, Leadership

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