Taking Some Personal Time Each Day Enables You to Focus on the “Tough Stuff”

Have you ever pondered over an issue and felt the stress building up only to find that the solution pops into your head while you are in the shower, on a long walk, or sitting in traffic? I was working with a couple on a retirement and relocation plan. During our discovery session, I could practically feel their stress over some very hard decisions they would need to make over…  Read more

Are You Overlooking Your Business Growth Assets?

We believe that your CPA firm, those professionals who review your accounting data and evaluate your processes should be tapped as your business coaching and strategic planning partners. When we work with our clients, our goal is to help create a plan that will achieve those goals while utilizing their existing staff. We start our journey with the intent of creating a business road map and write across our whiteboard:…  Read more

Tips for Creating a Winning Medical Team

We start most of our office strategy sessions with “start with the end in mind” scrawled across our whiteboard. We have heard repeatedly from our MD’s that their primary goal is the health and well-being of their patients; they want to deliver great patient care.  I submit that this can best be achieved when the entire office has that goal, understands their role and contributes to the patient experience. We…  Read more

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