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TEACHING/COACHING/MENTORING SERVICES

STRATEGY IMPLEMENTATION GUIDANCE/COACHING

Because of Greg’s many years of putting plans into action, he offers guidance and coaching on what it takes to maintain focus on “moving the needle” and getting things done. This includes scheduled “check-ins” and/or practice group session participation so clients actually experience how to lead those responsible for getting things done. When used with Greg’s Strategy Map and Action Plan Worksheet templates completed during his unique Strategy Mapping process, his interactive guidance and coaching has been recognized by clients as unique and invaluable. 

LEADERSHIP COACHING/TEACHING

Also because of Greg’s almost thirty years of hands on experience in either practice or managing partner leadership positions, he is uniquely positioned to provide hands-on coaching and/or teaching to those in similar or same positions. This service is also often included when performing Strategy Implementation Guidance/Coaching as part of follow-up services when helping firms build and implement Strategy Maps. This service can also be offered as a free-standing service for those that desire to simply build a more effective practice or become stronger practice leaders or managing partners.

BUSINESS ADVISORY SKILLS TEACHING & COACHING

One of the easiest ways to begin delivering more valued services to clients is to simply begin having more of the “right conversations” with them. The inability of so many in our profession of not having the “right conversations” with clients is probably the most fundamental significant concern of managing partners today. The “right conversations” are proactive interactive problem-solving discussions with leaders and/or owners of any organization today. With Greg’s significant amount of experience building and integrating non-traditional services, Greg has developed unique techniques that help both accountants and non-accountants become better proactive problem solvers capable of having these “right conversations.” And having more “right conversations” simply leads to the need for building more integrated non-traditional services within firms today.

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