About this topic
Managing and addressing the needs of your clients and firm requires a broad range of competencies. These learning resources are designed to help you understand the knowledge and skills necessary to support the management of and manage a firm practice.
41 Results
Build business with "cost-cutting" reviews
With a good plan and execution, microengagements can pay off for clients and small firms.
Article Client retention Foundational
Securing the Future
Design the ideal succession plan for your firm with this two-book set from experts Bill Reeb and Dom Cingoranelli. Volume 1 covers fundamental succession and...
Publication Succession planning Intermediate
The Attraction, Retention, and Advancement of Women Leaders: Strategies for Organizational Sustainability
This report presents the business case, overview of the factors, and strategies for attracting and retaining women leaders.
Report Talent retention Foundational
Fireside Chat with Thomas "Mack" McLarty: An Auto Dealer in a Changing Environment
Learn about being an auto dealer in a changing environment, operations in foreign countries, and private equity issues.
Video Firm business models Intermediate
Becoming the Firm of the Future
This whitepaper covers where opportunities exist for firms to move beyond past successes and obsolete practices and address a changing workforce and marketplace.
Report Strategic planning Intermediate
Succession Planning Guide
This guide provides the resources firms need to make their firms succession-ready. It incorporates a variety of succession scenarios that practitioners can work through,
Report Succession planning Intermediate
Diversity and Inclusion – The Business Case & Organizational Strategies
This whitepaper explores the business case for including diversity and inclusion as a strategic imperative.
Report Human capital Intermediate
Building an Inclusive Environment
This whitepaper explores the strategies organizations engage in to develop inclusiveness as a cultural attribute and competitive capability.
Report Strategic planning Intermediate
Leadership and Partner Retreat
This guide discusses the various types of leadership, the art of delegation, how the owner must incorporate vision in their daily activities.
Report Owner accountability Intermediate
Partner Accountability Guide: Enhancing Partner Performance and Accountability
This guide explores each element of the Leadership Accountability Model.
Report Owner accountability Intermediate
Align Compensation to Strategic Goals
This article identifies a series of questions to be asked If you really want to drive results align owner and employee compensation to your firm’s strategic initiatives.
Article Owner accountability Intermediate
8 Major Pitfalls in Compensation Planning
This article discusses eight major pitfalls that may arise during compensation planning and what you can do to eliminate them.
Article Owner accountability Intermediate
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