Conversations (3)

Blessed or cursed, I'm not sure which, I know that I am wired to look for what is around the corner.  I have also learned from Daniel Burrus, author of Flash Foresight, that everyone can be anticipatory and develop a vision for the future.  It is a skill and it takes practice.  It also takes prioritizing "white space" on your calendar to think, not react. 


My advice to young professionals would be to lean into the speed of the change around us.  Learn how to be anticipatory, learn how to know future facts such as hard trends.  Practice being anticipatory with your clients and team members.  Schedule calendar time to prioritize thinking space.  Be intentional in finding others with a similar passion to interact with.  Schedule 15 minutes a day to READ about the future.  


I noticed a lot of two for one questions today, Caleb.  Is that a hard trend or soft trend?  Have a great day! j


And that challenge and collaboration requires diversity, right? Diverse demographics, of course, but also of thought, too, which usually go hand-in-hand. Here's something that you wrote that's really interesting:


We have to interrupt the natural system. Left to our own natural tendencies, we will gravitate toward people we perceive to be like us—who went to our same school, have our same religious beliefs, or share our skin color or gender.


A couple questions related to this: 1) Do you think the accounting profession has a blind spot when it comes to diversity and inclusion? 2) What successes and failures have you had interrupting that natural system?

Hey Joey, thanks for joining me today. I think a lot people agree with your perspective on the "trusted advisor." When did you first notice that it had become a cliche in the accounting profession?       

Sounds like some classic herd mentality, no? Why do you think that is? That is, why do you think accounting firms are so susceptible to this kind of complacency? 

Hey Joey, thanks for joining me today. I think a lot people agree with your perspective on the "trusted advisor." When did you first notice that it had become a cliche in the accounting profession?

Caleb, it is very similar in how you boil a frog.  I noticed the water was getting warmer but until I surveyed our partners in 2012 on how they were serving as trusted advisors, I had no idea how hot the water really was.  Everyone was a trusted advisor and of course we were posting it on everything including the website like every other CPA firm. 

 

As I began to interact with other firms on this subject, the complacency was rampant.  Again, everyone was claiming to be a trusted advisor.