Going through a MD/Partner level interview process. Things I need to think about and present will be my 3-, 6- and 9-month plans as a newly hired MD/Partner at a firm. What are some key items that I should capture (or shouldn’t overlook) for these timelines? Appreciate your thoughts/insights. Thanks

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This varies so much by firm and by group that it’s difficult to answer. A tax compliance MD has a different role than a subject matter specialist or a niche industry advisory MD role.

My first question to you is what is the role description they gave you and start from there to build a plan.

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To keep it at a high level here, it’s to deliver capabilities while covering a couple of client segments

It’s generally about finding your niche in your firm’s strategy. What are your unique skills that you bring to the table? What can you do better than everyone else? What is your strategy to build your book while focusing on delivery?

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MD or Partner?

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MD simplifies it. Variable comp. Ask for KPIs, sales and delivery expectations, path to PP.

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MD and Partner are two different roles.

Also, the fact that you are soliciting responses on an anonymous messaging board is not going to help without specifics of your service line, industry and geography.

funny

Are you looking to be a solution or practice lead? Or more about supporting those leaders?

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Support a solution

The fact that you’re asking this question. 🤦‍♀️

The world needs more conversations like this. A sensical/cordial rebuttal, followed by someone admitting an error in judgement, then both moving along with their day.🙏

likeuplifting

Really depends. You building something from scratch in a niche area or will you be one of a dozen md/partner growing a piece of an existing pie?

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