The Big 4 Transparency Podcast · 2026-05-14 · 41 min
Key moments - from our scoring
Substance score
42 / 100
Five dimensions, 20 points each
Weaver ranks third nationally in employee job satisfaction, a distinction driven by its deliberate investment in executive coaching and psychological safety. Demetrice Branch, Chief People Officer with 20 years at Weaver, and Linc Ashby, Chief Talent Officer and former pastor, discuss how hiring an internal executive coach - unusual in accounting - transformed leadership culture. The firm operates 50 Weaver Lead Coaches (growing to 68) trained in curiosity, active listening, and non-judgmental presence rather than prescriptive advice-giving. Managers promoted to leadership roles are matched cross-service-line with coaches for nine-month engagements, ensuring no reporting conflicts. Beyond coaching mechanics, Weaver's CEO and COO actively conduct listening sessions across all offices to act on employee feedback in real-time, demonstrating transparency from top leaders about work-life integration and vulnerability. The firm balances efficiency demands with developmental investment by framing coaching as a long-game strategy that builds psychological safety and challenger-level safety - where junior employees feel empowered to question status quo without fear. This approach addresses a persistent tension in public accounting: tight budgets and time pressure versus genuine people development.
Weaver has trained 50 internal coaches (growing to 68 in summer cohorts) called Weaver Lead Coaches. Employees promoted to manager, senior manager, director, or partner levels can opt in and draft a coach from a different service line (tax coaches work with audit clients, etc.) for approximately nine-month monthly or bimonthly coaching sessions focused on leadership development rather than technical training.
Weaver's coaching emphasizes asking good questions, active listening, and creating space for coachees to arrive at their own answers - not telling people what to do or sharing what the coach did to succeed. Mentoring, by contrast, involves sharing advice and experience. The coaching approach respects each person's unique situation rather than imposing predetermined solutions.
Leadership transparency about work-life integration, core values emphasizing helping each other succeed, and active listening sessions where feedback is actioned quickly demonstrate genuine commitment. While coaching takes time upfront, firm leaders believe it creates long-term efficiency and effectiveness, and the COO personally leads listening sessions with the Chief People Officer to ensure employee concerns drive real organizational changes.
Ashby was a pastor at multiple churches, coached youth sports, worked in private schools, and served as a chaplain before joining Weaver five years ago. Partners at Weaver knew him personally and were curious about hiring an internal executive coach - a practice he brought to the firm - to develop leadership rather than outsourcing coaching as most firms do.
Challenger safety, based on Timothy Clark's research, is the highest level of psychological safety where employees feel rewarded for questioning the status quo and challenging current approaches without fear of retaliation. Weaver fosters this through leader training in curiosity, openness, and non-judgment - creating space for junior employees to propose better ways of doing work to senior leaders.
Our reviewer’s read on each dimension, with quotes from the episode.
The episode contains a few operationally interesting details about Weaver's internal coaching structure (cross-service-line pairing, cohort sizing, opt-in at manager promotion) but is padded with generic HR philosophy, repetitive affirmations, and storytelling that yields few novel claims per minute for a B2B operator.
if you're a tax manager, you're not going to be coached by someone in tax, you're going to draft a coach cross service line, either audit, advisory or operations
each summer we have cohorts, you get 70 hours worth of coach training and we're hoping to just increase. We have 18 in this summer's cohort, so we'll go from 50 to 68 this summer
The internal executive coach role and cross-service-line pairing have some novelty, but most frameworks cited - Timothy Clark's psychological safety model, standard coaching theory about not giving advice - are established ideas that circulate widely. No genuinely contrarian or first-principles arguments are offered.
coaching Dominic is not telling People what to do. But that's most people's assumption. It's actually not giving advice
He defines culture as the way we interact. The way we interact. So at Weaver, I like what our leadership and more and more, the whole firm is recognizing our culture is the sum of every interaction
Both guests are genuine practitioners - Demetrice Branch has 20 years at the firm as CPO and Linc Ashby built a novel internal coaching role - but they are mid-market accounting firm HR leaders, not operators who have scaled people functions at exceptional scope, limiting the ceiling of applicable insight.
she's been at Weaver for 20 years
Demetrius was my boss when I came to Weber and was actually the first person that I interviewed
There are genuine numbers scattered through the episode - coach counts, cohort sizes, training hours, India office count - but there is no retention data, attrition improvement, revenue impact, or measurable outcome tied to the coaching program, leaving the business case unsubstantiated.
We have 50, uh, Weaver lead coaches
we have cohorts, you get 70 hours worth of coach training and we're hoping to just increase. We have 18 in this summer's cohort, so we'll go from 50 to 68 this summer
The host occasionally lands a pointed question - notably pushing on how coaching ideals square against budget-driven 'look at last year's workpapers' culture - but largely allows guests to give long, meandering answers without redirecting or pressing for evidence behind claims about cultural impact.
how does that all get balanced against some of the, you know, the typical downfalls of the industry? I think where, oh, you know, the budget on this file is only so much. Just, uh, look at last year's working papers
So what were some of the major changes that have happened within the organization as a result of these listening sessions
Computed from the transcript - who did the talking, and the words that came up most.
In Episode 104 of the Big 4 Transparency Podcast, Demetrice Branch and Linc Ashby discuss what sets Weaver apart after being ranked #3 on Big 4 Transparency’s list of firms with the highest job satisfaction. They get into the weeds of coaching and their philosophy around managing talent at the firm.
Transcribed and scored by The B2B Podcast Index.
Linc Ashby: Foreign.
Dominic Piscopo: Before we jump into the episode, I want to give a special thank you to this week's sponsor, Live Oak Bank. Live Oak bank truly understands the unique needs of your accounting and tax business and specializes in providing customized financial solutions to support firms like yours at ah, Live Oak. They grow with your business and want to be your firm's financial partner. Whether you are buying, building, or simply looking to grow your accounting and tax firm, they will design a loan package that supports your business goals. Their accounting and tax lending team offers numerous financing options nationwide. Ready to achieve your business goals? Visit LiveOak Bank Big 4 today to connect with a member of their team members member FDIC and now m. Back to the episode. Hello and welcome to the Big 4 Transparency podcast. I am joined today by two guests, both from Weaver. We have Demetrius Branch, the chief people officer, and Link Ashby, the chief talent officer of Weaver. Welcome to the pod.
Demetrice Branch: Thank you.
Linc Ashby: Thank you for having us.
Dominic Piscopo: Yeah, my pleasure. So what, what kind of brought this about? Um, every year, Big four Transparency, we publish, you know, the best of the best. Aw. For the firms where employees are self reporting the highest levels of job satisfaction on the data that we collect on Big four Transparency. And Weaver this year ranked number three overall in all of public accounting, um, with a score well above the kind of average of other public accounting firms, uh, when it comes to employee job satisfaction. So one of the things today is to dig into what, what you all are doing differently, ah, what kind of leads to this and you know, a little bit of your personal stories as well. So maybe to start off, um, Link, you have a very interesting, uh, background. So you were actually a pastor before being the chief talent officer at ah, Weaver. How did, how did that come to be?
Linc Ashby: Well, it wasn't a, uh, transition from pastor to chief talent officer. Took on the chief talent officer role, I guess. Demetrius. What was it about three years ago? Uh, Demetrius was my boss when I came to Weber and was actually the first person that I interviewed. The rest of the story is I was in the middle of COVID I, uh, had been a pastor in a couple of different churches and also worked in a couple of private schools. Uh, I coached a lot of sports, uh, was a chaplain, taught world religions, and I had been in a church that I had helped start for about five years. And we're all questioning everything for different reasons. In the middle of COVID Right. And, uh, there's an elder at our church who's a really good friend. I've known her for 20 years. Uh, she is a professionally certified executive Coach with the International Coaching Federation, which is kind of the international gold standard, uh, in that space. And that's what I currently am, but was not uh, five years ago and but she had been telling me she thought I would really enjoy it. She uh, was actually the director of coach training at Rice Universities, uh, within their business schools, a certificate program. So I kind of became curious again because of the impact of COVID of considering a pivot. So I joined uh, one of their Zoom, uh, virtual cohorts. Along with that. I uh, had known for many years a uh, couple of partners at Weaver. We live in the same part of town in Houston, uh, coached our kids and youth sports. Our kids went to the same uh, public schools and discovered that they were actually curious about hiring an internal uh, executive coach, uh, to do leadership coaching within the firm. Whereas most executive coaches are external to the corporations, companies, firms that they, that they work with. Uh, and I've just found this to be really true over the five years I've been at Weber. And I think it's one of the things that sets us apart. There's just a lot of creative, innovative thinking that begins at the top and it really does truly trickle down into all the different offices and places in our firm. So yeah, I interviewed with Demetrius and then I also interviewed with some of the other firm um, leaders. I uh, think they created kind of a title for me. My first title was Director of People Engagement, uh, which is probably a better titled and even Chief Talent Officer in terms of my day to day responsibilities. Uh, I have the privilege of just engaging with our people, especially our leaders, connecting with them, um, giving them a safe relationship to you know, talk about things that are of concern, challenges, things that are stressing them out. Could be at home, could be at work, uh, it's confidential. And then we may or may not enter into an official, you know, coaching engagement, uh, or relationship. But over five years time I've, I've just gotten to know a lot of our people uh, really well. And uh, Demetrius and the firm took a chance on me and I'm um, I'm very grateful for it. And then about three years ago uh, they, we kind of. Demetrius was the director of hr and she still oversees all of our main HR functions, but they sort of multiplied uh, her to Chief people officer, me, uh, to chief, sorry, Talent Officer. But in terms of what we do on our day to day, uh, she's the HR queen. She, she's been at Weaver for 20 years. So I'll stop talking. I used to be a Preacher, I can be long winded. But, uh, that's, that's the genesis of the position.
Dominic Piscopo: That's cool. I, I don't think that's like a position that's super common in firms. I mean, there's often, you know, a talent officer, but it's probably more based around, you know, technical training and things like that. So Demetrius, maybe more for you. Like, what was it internally that, you know, you and the rest of the team identified as a need to kind of bring in that level of executive coaching and identify the need for that? Um, and like, what are some of the, the sign signals for, for firm operators listening that maybe it's time that they consider that.
Demetrice Branch: Yeah, we have been, you know, for a few years talking to other firms and um, talking about mentorship and coaching and like, how can we, you know, dead have a dedicated team to just coaching? And so I think when, you know, Link had that availability, it was a no brainer, um, and it was actually no pressure. Um, the CEO sent his resume over and was like, hey, you don't have to hire, but just tell me what you think. And so we, you know, talking to other professionals, you really need to have, you know, to be coaching your people and bringing, helping them get to the next level. Um, and we early on identified that coaching was not for people that were, you know, like, struggling. It was for, you know, our people that are high performers that are moving to the next level, um, that need, you know, to find out and maneuver, you know, their, their way, um, into their next path. So, um, it kind of just, you know, happened, you know, and then it's been really organic with Link. He's. He's a easy person to get along with. The voice captivates you right off, off the bat, for sure. Coaching is just a great element for him. And you know, he really commits to visiting all of our offices, talking to our people. Um, even if it's just, you know, off, uh, and not a scheduled meeting, um, they really enjoy that. Um, and you probably hear his name just as much as any other leader, um, that helps motivate our people.
Dominic Piscopo: That's really cool. And the, the commitment to coaching and mentorship within Weaver seems to go far beyond just sort of the executive level. It's my understanding, I think everyone is matched with a coach. Is that it?
Linc Ashby: Internally, not, not everyone. Uh, we are growing pretty fast. We hope to one day have enough coaches. Our, our CEO is even shared this on one of our annual town halls that we want to have trained and equipped, uh, enough internal coaches. Where anyone at the firm, if they want to start an official coaching engagement with one of our coaches, they're called Weaver Lead Coaches. So, ah, the lead is an acronym for leaning in with curiosity, engaging with a growth mindset, uh, adapting to constant change and developing yourself, uh, for the sake of the others that you're leading, working with. We have 50, uh, Weaver lead coaches. Uh, I log a lot more hours doing the actual coaching than they do. Demetrius is one of our coaches, our CEO, our national office leaders, our national practice leaders, partners in charge of various industry groups and offices. We have a lot of very high level leaders that serve in this capacity and it's a really cool way for them to give back to the firm. Uh, where you are able to opt in and draft a coach is when you're promoted to manager, uh, which we launch every fall, uh, at our Weber Lift event. And managers, senior managers, directors, partners, even those that are admitted to the firm at that level had the opportunity to draft and work for about nine months with one of our trained coaches. Sessions are usually monthly or bimonthly and it just gives them someone that again, they. We have a coaching agreement that protects the confidentiality of the relationship. Uh, if you're a tax manager, you're not going to be coached by someone in tax, you're going to draft a coach cross service line, either audit, advisory or operations. So there's no conflict, uh, of interest in terms of reporting structure. But we do hope, I mean each summer we have cohorts, you get 70 hours worth of coach training and we're hoping to just increase. We have 18 in this summer's cohort, so we'll go from 50 to 68 this summer.
Dominic Piscopo: Yeah, so that's definitely a major commitment to the coaching, uh, aspect. So, um, like from your perspective, like how, how has that morphed the firm? Like, what is it? That is kind of the main topic of the coaching. It sounds like a lot of it is around mindset and, and you know, openness to learning is. Is that correct? Especially since it's across service lines. Right. So if you won't have someone in your own service line coaching you. So it's obviously not technical.
Linc Ashby: Uh, yeah, it's, and this is the beauty of most coaching is very misunderstood in the marketplace. And I, Demetrius, I want to be real short and brief in my answer here and I'd love for you to share from your own experience, you were one of our first coaches to be trained. Uh, how has it also helped you as a leader? So coaching Dominic is not telling People what to do. But that's most people's assumption. It's actually not giving advice. So when you pair someone in tax with someone in audit, it's actually helpful because that audit coach is not going to be as tempted to tell the tax senior manager what to do. Of course, there is a lot of overlap, but it's more partnering in a caring, supportive relationship with someone to the end that we're focused on their future and what they want to accomplish. But I'm not acting as a mentor. I'm not telling them what I did to get me where I am. Um, because they aren't me. They are them. And I'm going to respect them for who they are. They bring things they're excited about, challenged by, into the session, and then the coach is there to ask good questions, actively listen without thinking about what they're going to say, but just to understand. So active listening, asking good questions, and just not talking that much so that the person you're coaching arrives at what they want to do about what they wanted to talk about. So, Demetrius, that was longer, of course, and I still have to work as a coach on listening more than I talk. It will forever be a skill that I am learning. Uh, so, but, Demetrius, if you'd share from your own experience.
Demetrice Branch: Yeah, um, one of the things that's hard for me because, you know, sitting in hr, people come to you all the time for advice. So, you know, that's just a skill set that I have that I love to talk. Um, but coaching is not, like Link said, it's not about giving the answer. It's about creating a space where people can work it out themselves. And so, um, majority of us have gone through some element of coaching. A lot of our senior managers and managers have gone through coaching. So now our team members, you'll hear a lot of partners say, our teams know now, when we put the coaching hat on. It happened just last week in a team's message. You know, a colleague texted me a message saying, hey, this is what, you know. Um, so and so had this question, and, you know, what do you want me to say? I said, what do you want to say? And so just, you know, asking them a question back, and then they come back in a different mindset of working that out on their own. And I think that was the biggest thing, is holding our people accountable and letting them know that we trust them, that they're making the right decision. Um, and we're here to support them, um, and brainstorm with that. So it's been A real game changer for us as leaders. Um, to be honest with you, we love it because, you know, we've been having to come up with the answers for our teams for so long. Um, and they really have the answer. We have a lot of talented um, individuals here at the firm. Um, if they weren't, they wouldn't be here. So that's kind of.
Dominic Piscopo: Yeah, yeah, no, that's really interesting. It feels like, you know, in my experience, I feel like a lot of HR policy or attempts at instilling culture have been very prescriptive. Um, whereas this feels very much the opposite of that. And you know, I could see how a background as a pastor would actually make sense in this environment where it's, where it's a lot about. It seems like psychological safety and right. Leading people to the right answers and things like that. Versus again, here's the policy we would like you to adhere to. Uh, which I find very interesting and unique. I think that's cool. Um, and it's easy to lose sight of this type of thing. I think especially in environments like in public accounting in most places where it's kind of go, go, go. It's this performance culture. And um, so taking a step back to be very intentional about the type of environment you're creating I think is very interesting.
Linc Ashby: For sure.
Demetrice Branch: Absolutely.
Linc Ashby: On Thursday, um, leading a session. It's a webinar audit in actions. It's an audit conference. And my topic is ask and listen in a culture of, uh, do and tell.
Dominic Piscopo: Yeah, that's, that's a great summary of what I was describing.
Linc Ashby: Yeah, yeah, it's very much doing and telling and listening a lot of our work. We have to do. We have to tell others what to do and how to do it. We're not through our coaching program trying to emphasize coaching so much that managers don't manage. You have to manage projects, you have to lead people. But it's a huge added benefit to develop the skill of asking good, clear, open ended questions. Yeah. And then embracing the silence that sometimes follows when you ask a good one. And not rescuing the team member who just wants you to tell them what to do, but instead give them the space to kind of figure out what they want to do and share that with you. And then you just can partner with them to hold them accountable to them doing that. It's really a good way to teach teens how to fish and not just giving them, giving them the fish. But it does get uncomfortable at times, um, to ask a good question and wait, wait, wait. With a Mindset that they can experience. So we talk about in the coaching space having a coaching mindset, uh, the acronym con, like you're a con artist. C is for curious, O, uh, is for open, and N is for non judgmental. Uh, we train our coaches to provide a curious, open, non judgmental space for the coaches that you're coaching. You mentioned psychological safety, the highest level of it, challenger safety. This is based on Timothy Clark's book on psychological safety he calls the creative innovation threshold. It's challenger level safety where everyone on a team, there's a culture of rewarded vulnerability. If you want, uh, if you're a brand new associate and I'm a seasoned partner, but you've got a way to do something better, then it behooves the practice for you to feel the freedom to question the status quo. Why are we doing it this same way all the time? Here's a new way to do it. But they're not going to feel that freedom if the leader has not created psychological safety. Yeah, yeah.
Dominic Piscopo: So how does that all get balanced against some of the, you know, the typical downfalls of the industry? I think where, oh, you know, the budget on this file is only so much. Just, uh, look at last year's working papers. Because I can't have, you know, that much of my time hit this mandate. Right. Like, I think that sometimes stands in the way or, or is a little bit at odds with taking that approach. So how do you, how do you manage that difference and, and find that balance and even, and even instill this in the first place? Because, I mean, Weaver has a long history, likely before this coaching initiative was implemented. So how do you kind of reconcile those two?
Linc Ashby: Demetrius, I want to defer to you because you have so many years experience at the firm. How would you process this in light of your 20 years at Weaver?
Demetrice Branch: So I think it's at the heart of who Weaver is. You know, when you talk about, um, you know, our core value about helping each other succeed at work and in life, we really care. So if it's taken 10 minutes to help, you know, a senior lead helping an associate find, figure out this complex, you know, regulation, they're doing that to help them, you know, get to the next level so that they can move further in their career. Like we really care about each other being successful, um, in our careers, or if it's a new mom or a new dad coming back and trying to figure out how to transition, you know, from being, you know, work life balance to work life integration. We're here to Support them in that journey too. We have resources, you know, or we're being vulnerable and transparent. Um, there are a lot of conversations that go on. Well, this is, you know, how I did it. Don't feel guilty that you've got to restructure your day and you're possibly leaving the office at 4:30 to pick your kids up by 6, you know, with all the traffic and everything, letting them see that we, as leaders, we're raising families too, and we have the same things that they're. We're dealing with the same types of issues that they're trying to deal with. Um, but we've learned how to maneuver those and not feel the guilt. So all of it is about being transparent. And that's what you see. From the CEO to the COO down to all of our leaders, they're very transparent in how they get the things done that they need to get done. Um, and then we care. We. We, you know, it. You. You talk about, you know, asking the right questions, listening to our people, and then acting on that. We are going on this, you know, roadshow with our COO to our. All of our office locations, um, to ask, like, how, since we've done all of these changes within the firm, how is that affecting you? Um, what are some of the changes you want to see in the firm? He pinged me December 17, saying, hey, you want to go to, you know, can you come to Houston? Can we do this listening session? Um, and we've done three of them so far, and he's. We already have a good list of things that we need to act on, and he's holding me accountable. And other leaders, like, hey, our employees said this. And I think by August we have a first iteration, um, of this change. And I know some of it may be a longer roadway, uh, you know, but I want our people to see that we care and that we're making this change. So all of that plays into it really from the top.
Linc Ashby: Uh, I mean, yeah, I mean, how many. How many firms have a COO leading an effort with the chief people officer to visit offices for listening sessions?
Dominic Piscopo: Yeah.
Linc Ashby: On how everybody's really. So I. You just. You find in this space of, like, what we're talking about is culture and, and how do you really transform a culture? Well, it's really tricky, and it's hard to measure. I, uh, mentioned Timothy Clark, the psychological safety, uh, book that he. He's a social psychologist. He defines culture as the way we interact. The way we interact. So at Weaver, I like what our leadership and more and more, the whole firm is recognizing our culture is the sum of every interaction that is happening all the time between everybody. And if that's true, creating a culture that emphasizes coaching and the particular competencies of asking good questions and listening to understand and not respond, holding space for silence. Do these things take time? They do on the front end.
Demetrice Branch: Yeah.
Linc Ashby: And then you actually become more efficient and effective over time. But, but it comes later. So you, you really have to have the long game in mind, like the
Dominic Piscopo: persistence of openness to feedback and, and seeking it so consistently. And things like that are probably a very important factor here because I've, I've seen it done at places where it's like, it's that time of year. We have our one feedback session, and it ends up becoming very kind of hostile and charged because people don't feel like we're all on the same side and, you know, none of this is going to be actioned anyways. Whereas when you're actively seeking it out that much, maybe the first time you do it, it's kind of charged because people have all these frustrations to get off their chest. But then if you come back to me a week later and I've already vented everything I have to vent, then it's kind of probably just like, oh, okay, like now we're probably having a more real conversation, right?
Demetrice Branch: Yeah.
Linc Ashby: And those things that. They still happen.
Demetrice Branch: They still happen.
Dominic Piscopo: Yeah.
Linc Ashby: I mean, you get, um, Demetrius. I'm thinking about the round table a few years ago that got all kinds of sideways, but we do something about it. Yeah.
Dominic Piscopo: So what were some of the major changes that have happened within the organization as a result of these listening sessions that, you know, maybe you're very proud of?
Demetrice Branch: I, I, I, um, some of the things that haven't come, um, you know, we haven't developed yet, but in real time, we had a firm town hall to, like, John had his town hall. They invited me, and the CEO was there, and we talked about, we shared with the firm, like, what we've heard to date. And one of the big things was around providing meals. And we had put some structure around meals where we wanted our leaders to have more intentional time. So if you wanted to have lunch or order in dinner, like, you would do it as a team, and you would take your team out and have time to, like, have these honest conversations. And so that just kind of was snowballing. And right before that meeting, you know, we had some other meetings, and he made a decision like, okay, we're going to go Back to bringing some meals into the office. And so we were able to share that with the teams. And, you know, they think I've done something. I didn't do anything. That's your leadership, you know, saying, yeah, we're bringing the mills back. And so I don't take credit for it. I say, no, that's, that's, that's all your coo, uh, doing that, that, uh, David, he, um, cares, he's heard your voice and he wants to, you know, react to that change in real time. Um, some of the other things that we, you know, as we grow so fast, um, and things are happening, we have lost. And, you know, we've got some really dynamic leaders. And maybe, you know, Tax is doing one thing. Our advisory team's over here. Here's our audit team. How can we have this consistent approach, um, to everything that's coming out from our operations teams? Um, so employees know, like, it doesn't matter. It doesn't. You don't feel like you're a Tax associate. You feel like you're just an employee of Weaver. So that's some of the longer roadmaps that, you know, things that we're working on to make sure, um, employees feel that, you know, um, they know who Weaver is when they're joining. Um, a lot of them, they have really great feedback and they feel like they know. But there's always this, there's this element of we can be better. And so we're just fine tuning things that may have been, you know, some pain points with growth.
Dominic Piscopo: That's cool. It just makes me think of, uh, when I was at Deloitte, uh, the meal logistics and things. Like, it sounds not that big, but like, for some people, that matters hugely. Like, I remember one, one busy season I was working in Tax, and we'd always had a Starbucks order every day at 2pm during the really busy times at Tax. And they got rid of it at one point and like, it was darn near like firm wide revolt over it. And it's like sometimes it is the little things that like, really make people feel valued. And, and then the change to it can, can just feel almost insulting. Um, so it's good to have folks listening to that level to what a lot of CEOs or CEOs would probably hear and be like, like what? Like, why is this the issue? But, um, sometimes I can really matter.
Linc Ashby: Yeah. Yeah. The meals one is an interesting example because what I think what our coo, uh, was able to powerfully communicate was we don't mind Providing meals if you eat together. Yeah, but what we're concerned about is coming in, getting your meal and like leaving and going to work from home or isolating yourself in your off, which sometimes that needs to happen, but no problem resourcing connection.
Demetrice Branch: Yeah.
Linc Ashby: So. So we. That was kind of the pivot. Like they're returning and it's happened. Like I, I do visit a lot of our offices. It's been during busy season and that's when I like to go because people are amped up and stressed and that's when good coaching can happen. And from what I've experienced when I've been in offices and they've been in and they've had meals, people aren't, you know, grabbing food and going to eat by themselves. They're. They're getting food and they're sitting down. They're breaking bread with each other and supporting each other as they do the work. Um, I think another really cool example that Demetrius and I both got to experience together, the under our COO to brag more about him, David Rook. We. Over the last three years, he has worked tirelessly to build five offices in India. So we have five offices now in India. And he is very committed to duplicating everything in the US that we do culturally in India, because they aren't there. There are people. They aren't like resources.
Demetrice Branch: He.
Linc Ashby: He see. Which is so. And so we went, Demetrius and I, and it was a long flight. Um, but what was so amazing was a lot of public accounting firms are starting these offices in India. And I'm in a room with 35 managers where we're duplicating our Weberlift leadership training event for managers, senior managers and directors. We're onboarding them all into the coaching program. And I have our CEO, our coo, our cpo, Demetrius, our national office leader for tax. We have the highest level leaders in the firm. Uh, and they're all sitting at round tables with six people in our India offices. They're not coming for photo ops.
Dominic Piscopo: Yeah.
Linc Ashby: They are coming to get to know our people and create their. What we're doing here. And to me, that's a, a beautiful cultural sign, uh, of why we do what we do.
Dominic Piscopo: Yeah. Yeah. I think that's very much the right approach that a lot of firms get wrong. And I've, I've heard from people using sort of some of these outsourcing agencies where they're. Someone had told me they were in, in India for a wedding and they're like, oh, I'm going to pop by my, my offices. And they were kind of appalled by some of the conditions and things like that, where they were like, this is not the standard we want for people who are the employees of our firm. Right. And then they ended up adopting the actual approach that you have where they, they went down themselves to establish a presence there and do it. Right. So good for them. Yeah, no, I think, I think that's really cool. So you alluded to a conversation that happened about private equity without sort of airing your, you know, your conversations here. Um, how has the onset of private equity in the industry changed how you need to kind of manage talent at your fir? Like, have you found that to be a change to some of what's going on internally or, you know, people starting to have conversations about equity or phantom equity or things like that? Has that been a disruptor for, um, the talent equation within Weaver at all?
Linc Ashby: I mean, it's happening now in over 50% of firms. So yes, it's a disruptor. But I think where we have navigated that disruption really well is the word that Demetrius used earlier, transparency. Uh, our CEO has been very transparent about, about this, um, and involved all the partners. And we, I, uh, mean, it's. No, we're remaining independent. And it does, it creates talent opportunities as much as it creates talent challenges. I think what we're experiencing is those that have, you know, eight to 12 years of experience at firms that have taken PE deals, they're not getting much of a benefit in that, uh, especially in terms of their future. Now look, I think there are good reasons that some firms are. I, I was with 30 managing partners and CEOs of Mid Public accounting firms and law firms a couple of months ago to facilitate conversations on various topics. And, and this was one of them. I met some managing partners where it's been a really good game changer for them. I don't, we have not entertained it because it just doesn't, it doesn't fit us. Uh, but it doesn't mean it's not a good fit for everybody. And I think we are seeing a lot of young leaders in firms that have taken PE deals that are really attractive to an independent, still independent firm like ours. And we're, and we're getting people in that 8 to 12 year experiential level who will come in as directors or even in some cases come in as partners. But the major side, like I interrupted you. Go ahead.
Demetrice Branch: Being independent means that we can stay transparent. We don't have, you know, someone, you know, and our just our employees recognize like, we're. We're making the decisions based on how they feel and what they want to see in an employer. Um, and we can drown out that outside noise. We're not tied to, you know, a Big Brother saying, no, you can't spend money on this initiative. Um, we really want you to focus here. So, um, for us, I think it's a really big differentiator.
Dominic Piscopo: Yeah. Yeah. I've seen it very much go both ways in conversations, uh, on and off the air. I've had some conversations with CEOs of some large firms who've taken PE who are like, no, genuinely, like, it's been really good. And I've had conversations off the record as well, with some folks who are like, uh, I'm a little bit worried about maybe where this is headed. Um, so it does feel like it's a little bit. You know, sometimes it works out really well, other times it doesn't. But it does become, um, what will be increasingly rare as a value proposition for the talent at the firm. Right. Um, which is very interesting. So. So, PE or other. Uh, Demetrius, just like you've been with Weaver for 20 years, how have the kind of talent challenges, I'll say evolved maybe over the last decade. Like, what are some kind of new emerging trends that you're finding HR leadership needs to be grappling with? Um, increasingly. So in kind of today's era, you
Demetrice Branch: know, with AI and, you know, the PE conversation, you've got to really, um, help your people get to work faster and work on bigger and better things. And so that's probably the biggest thing that we're focused with right now, you know, with talent, um, and with all of the technology. I will just tell you, you know, you interview a candidate and they tell you all of these great things that they can do, and then you hire them. And with the expectation that that can get done. Um, right now with the technology, you know, you can kind of, you know, test that out before you hire someone, um, or ask the right questions before you hire someone to see if it is the right fit. Um, but it's, you know, I think it's going to continue to evolve. Um, we were just trying to fill seats maybe to years ago, and, you know, you're the talent war. And we were hiring and probably over hiring now we. That slowed just a bit. And we're trying to hire for a culture fit. Like, we want the best person that aligns with us and our strategy m. And that's going to pour into us as we pour into them. So mhm.
Dominic Piscopo: Awesome. I love it. Well, thank you both so much for taking the time to come on and share, you know, what makes you, uh, as individuals but also the firm unique. I think the approach to coaching feedback conversations is, is very interesting. This is definitely like a, a new topic. I, I'm often deep in the weeds of yeah, the compensation and oh, are you going to do equity, phantom equity, things like that. And um, it is good to sort of take a beat and, and you know, take, take a look at some of the underlying things that make for a great culture. So I really appreciate you both coming on and sharing and I'll make sure I link your contact information for anyone who's interested in a little bit more of a discussion with either of you. But uh, yeah, thank you both so much.
Demetrice Branch: Thank you.
Linc Ashby: Yeah. Uh, please, to any listening. If you're curious about what would a, you know, a coaching centric approach at uh, your firms look like in terms of transforming culture, please, uh, reach out. I'm happy to set up a conversation, tell you more of the story, partner with you, uh, because we really believe in this. It's had a tremendous, uh, positive impact. Um, and so we want to see it duplicated at other firms. We still want to win number one though. The next time you do this survey domino, I want to know who those other two firms are that we need to all in a friendly competition.
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