Small Steps Big Changes for client reports

Top post: 10 small changes for transforming your client reports

It’s time for another of rerun of a top post for the year. This was originally posted in April 2019. I’m currently reading One Small Step Can Change Your Life: The Kaizen Way by Robert Maurer, a book about taking small actions to ease into new habits. When we make any sort of change, we […]

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Small Steps Big Changes for client reports

10 small changes for transforming your client reports

I’m currently reading One Small Step Can Change Your Life: The Kaizen Way by Robert Maurer, a book about taking small actions to ease into new habits. When we make any sort of change, we tend to aim for a major overhaul, which can be daunting – often preventing us from getting started. Instead, says, […]

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Writing reports that get read - and used

Writing reports that get read – and used

“There is a simple way to package information that, under the right circumstances, can make it irresistible. All you have to do is find it.” -Malcolm Gladwell The Tipping Point Last week I had the honor of speaking at the DFW Fraud Conference, hosted by the Dallas Chapter of the Association of Certified Fraud Examiners. […]

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Making information irresistible

What Makes Information Irresistible?

This is one of my favorite information-related quotes, because it describes so well why I love my job. I’m on a never-ending hunt for new and exciting ways to improve my reports and make the information I deliver irresistible. Yes, I need to stay up-to-date on all the latest and greatest tools and techniques for […]

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How to avoid TLDR

How to Avoid TLDR

We’ve all seen it, and – unfortunately – we’ve all contributed to it. TLDR, short for “Too long; didn’t read.” Think about it: Time is at a premium, our attention spans are shrinking, and we’re consuming information on some very small screens. People may not be spending a lot of time with your emails, client […]

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