As the holidays recede in the rear-view mirror, many CPAs begin to observe a worrisome trend. The stack of paperwork…
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Currently browsing: personal excellence
In my many incarnations as a Big Four auditor, a controller, a consultant, and a coach, I have met and…
Read More“Have a plan and work your plan.” I first heard those words from a manager at Merrill Lynch in 1996….
Read MorePublished: June 14, 2011
Categories: Critical Fundamentals, Practicing
Tags: coaching, financial advisors, personal excellence, productivity