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Four Questions about Your Partnership Readiness

confident businesswoman seated at desk

Plus a five-point checklist.

By Martin Bissett
Passport to Partnership

The Passport to Partnership study collated a number of responses in a conversational style.

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But two brief but succinct examples on the realities of how a firm assesses an individual’s “competence” for leadership are showcased really stood out:

  1. They need to explain technical data to me in a way that I know they understand.

  2. What kind of lifestyle does this person have outside of work? We’ll be looking at Facebook, X and Google to find out.

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MARKETING & SALES

Bissett Bullet: How Much is Too Much?

Today’s Bissett Bullet: “What level of detail should I go into during my first meeting with a prospective client?”

By Martin Bissett

There is no hard or fast rule and so the answer to this question is – it depends. The level of detail should be governed by how much the business is willing to discuss their situation with us. When it comes to talking about them, their business and what they find challenging, there is no such thing as too much detail. The more you discover, the better your understanding will be of how you can best help them and the stronger your proposal will be as a result.

Today’s To-Do:

In readiness for your next meeting, remember – the two things you don’t want to do are a) talk about price and b) bore them rigid with the ins and outs of YOUR firm. Arrive ready to talk about THEM.

See more Bissett Bullets here

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PRO Member Exclusive

What Young Accounting Pros Need to Make Partner

older woman showing young woman something on office computer screen

Four experts provide their insights.

By Martin Bissett
Passport to Partnership

The skill in producing financial reports is limited by the quality of the information presented to the CPA by the client. The motivation of the client to influence that financial information comes in many forms, some intentional and some unintentional. Competence comes first in being able to resist pressure and present a true and accurate position of the client’s organization.

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Sounds obvious, doesn’t it? But there’s a twist.

Competence didn’t actually rank highly in the majority of partner requirements when interviewed in our study at all.
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MARKETING & SALES

Bissett Bullet: Who is Taking Care of Your Team?

Today’s Bissett Bullet: “What do your team need from you in order to be at their very best?”

By Martin Bissett

Your team will need four things in order to do their very best for your clients. They need to be secure mentally, socially, physically and financially. When was the last time you checked that this is the case? It is small gestures such as this that build loyalty in practice.

Today’s To-Do:

Find the time to speak to at least one of your team members today. Ask how they are and find out if there is anything they need from you.

See more Bissett Bullets here

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PRO Member Exclusive

The Seven C’s of Assessing Partner Potential

Competence and culture are just the beginning.

By Martin Bissett
Passport to Partnership

Staffers aspiring to be partners must learn the key characteristics of successful partners. They also must learn how to develop their own personal plans to achieve partnership. Firms and staffers alike need a clear set of procedures, processes and milestones for turning top talent into the next generation of firm leadership.

MORE by Martin Bissett
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There are seven critically important criteria by which partners assess partners-to-be. I call them:

The Seven C’s
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