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FinancialForce PSA Tips

"Day One" How to Create a Great First Impression

The first day with a new project or consulting engagement can be nerve racking. It is the time when you are least in your element, not to mention it is also when your new colleagues are scrutinizing you the most. ...

Four Ways to Deliver Bad News Like Jerry Seinfeld

Comedians and consultants actually have a lot in common, and not just that they both hate airports. A consultant has to see things as they are, even if it means delivering news a client doesn’t want to hear. Jerry Seinfeld’s ...

Lessons In Avoiding Non-Apologies

2013 was another year of tragedy and triumph and, as usual, we all witnessed loads of colossal public gaffes. Just like every other year. And for every Paula Dean, Lance Armstrong and other famous celebrity mishap, there was often an ...

Sweat the Small Stuff…Sometimes

I once had an extended, heated argument with a client over adding 20 accounts to their 2,000+ value chart of accounts. I spent some of both my credibility and the client’s goodwill during the discussion, and to what end? We ...

Three Ways to Cope With Work Overload

Or, "How I learned to stop worrying and love the fact that I'm busy." Sometimes it’s hard to help your clients keep things together without falling apart yourself. The more value you add, the more in demand you are, and ...

Recovering From an Embarrassing Mistake

A client of mine came by a cubicle I was sharing with a junior consultant. The client said, “I’ll be gone for a couple of hours; I have a doctor’s appointment.” My cube-mate responded, “Oh…what’s wrong?” I knew we were ...

Delivering “Upward” Feedback

With few people to answer to, leaders are often the ones who need feedback the most, so delivering constructive criticism well can make you a true asset: It shows that you aren’t another passive drone, that you explore new ideas ...

What Do You Do When a Personal Crisis Strikes While on Company Time?

As much as we would all like it, life does not stop while we are at work or away on business travel. As consultants, we often feel more connected to our clients than we do to the companies we work ...

Coordinating Virtual Teams

If you've ever wondered why you bought a lousy vacuum cleaner from a door-to-door salesman, you understand the mysterious psychological power of being in person. Presence gives school plays Hollywood gravitas, fills stadium nosebleed sections and, in an age of ...

Turning a Bad Presentation Around

You thought you had a winning presentation…right up until that opening joke about HR dropped like the Berlin Wall. Now eyes are glazing over, smartphones appear out of nowhere and you begin to wonder if your audience is really just ...
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