We've all experienced those moments of feeling stuck while tackling tasks. The key question is: where and what type of help do we need? Enter the readiness assessment tool. Join Paul Latham as he takes us through, Coaching Others Made Simple, on a Look Into the Future! On LIFT, viewers can #AskPaul anything! Evolve Now's time [...]
Do you have a plan to grow your firm? While it sounds simple, it first requires that you understand the 4 ways to grow a business. Join Paul Latham as he takes us through, Growing The Firm Starts With A Plan, on a Look Into the Future! On LIFT, viewers can #AskPaul anything! Evolve Now's time [...]
You've seen the proactive planning team approach, now it's time to dig deeper, and look at one of the key roles, the client relationship lead. Join Paul Latham as he takes us through, Breaking Down The Client Relationship Lead, on a Look Into the Future! On LIFT, viewers can #AskPaul anything! Evolve Now's time traveler, [...]
How should you be positioning yourself to new prospects? We’ve seen the presentation - so let's dig in deeper, to understand how we can prepare ourselves for success. Join Paul Latham as he takes us through, Proactive Pitch Meeting Part 2: Q&A, on a Look Into the Future! On LIFT, viewers can #AskPaul anything! Evolve [...]
It’s important to be seen as proactive, and not reactive, especially when it comes to new clients. So, how should you position yourself for success? Join Paul Latham as he takes us through, Proactive Pitch Meeting Part 1: Setting the Stage, on a Look Into the Future! On LIFT, viewers can #AskPaul anything! Evolve Now's time [...]
We’ve talked about the boutique approach and the benefits it can bring, but how can we begin to incorporate this forward looking method within our own firms? Join Paul Latham as he takes us through, Deep Dive: Creating Your Boutique Team, on a Look Into the Future! On LIFT, viewers can #AskPaul anything! Evolve Now's time traveler, Paul Latham, Principal at Haydenrock Solutions, gives [...]
Accountants, CPAs, enrolled agents, it seems like there aren't enough of us to go around. But why? And more importantly, what can we do about it? Join Paul Latham as he takes us through, Accounting Staff Shortages: Path Forward, on a Look Into the Future! On LIFT, viewers can #AskPaul anything! Evolve Now's time traveler, [...]
T Accounts – Remember those from accounting 101? Although most don’t use them anymore, did you know that they are actually one of the keys necessary for pivoting to advisory services? Join Paul Latham as he takes us through, T Account Consulting, on a Look Into the Future! On LIFT, viewers can #AskPaul anything! Evolve [...]
Remote work - we’ve all talked about it, and maybe it’s even led to some debates. One thing is for sure, it’s here to stay. So how can we succeed in this new virtual environment? Join Paul Latham as he takes us through, Remote Work - Balancing Act, on a Look Into the Future! On [...]
It’s that time again! Time to look ahead to the new year. So, what changes can we expect to see in 2023? Join Paul Latham as he takes us through 2023 Predictions, on a Look Into the Future! On LIFT, viewers can #AskPaul anything! Evolve Now's time traveler, Paul Latham, Principal at Haydenrock Solutions, gives [...]