Publications
Partnering with Accountants
Your definitive guide to the ultimate referral destination
Partnering with Financial Planners
A guide to growth for accounting firms
Your Professional Headspace
Achieving career success and personal fulfilment as a professional in practice.
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Resources

 

Articles

Professional practice

Article_Accountants_and_FOFA.pdf

Article_Early_to_bed_early_to_rise.pdf
Article - Promotion to Partner
Article - Working on your leadership


 Referral relationships

Article - A Stranger in the office next door
Article - How accountants should refer to financial advisers
 

The business of cycling

Article - Winning le Tour
Article - Whats your Tour de France
Article - Scotts bike shop
Article - Your cycling guide to business success
 



Tools

Worksheet - My journey to personal success
Your resolutions for 2012
Checklist - Scotts top 10 cycling tips
 



Webinar

How to have a great day every day … and earn more money Click here 
 



Good Bad Ugly annual survey for accountants


The Good Bad Ugly Survey is a benchmarking study carried out by Business Fitness on the Australian accounting profession. Each year it is read by thousands of accountants across Australia and used by many firms in their strategic planning process.
The 2011 edition featured two articles by Scott regarding the role that financial services can play in accounting firms.
Click here for more information. 




 

What I wish I knew about creating wealth
 

Compiled by well known author Marty Wilson, this is a profound book which contains the insights of experienced financial planners and famous Australians on the topic of creating wealth.
Part of Wilson's formula is to include photos of the contributors both now and at a much earlier stage of their lives - it's all part of making the wisdom being imparted more accessible.
This book contains an article by Scott which commences with "One of the best investments you can ever make is to own a well-run, profitable small business". The article highlights a number of pitfalls on the path to business success, along with providing some other very useful tips.
If you are interested in obtaining a copy of the book, contact Scott via email scott@scottcharlton.com.au



 

1. The most value that gets added to a professional services firm is when the owner is “In the Zone”. What a shame so little time is invested there.
 
 
2. The more days you as a major revenue earner of the firm invest with clients the more revenue the firm will earn.


3. You can't be in the sweet spot by trying to be all things to all comers. Focus on work you enjoy and are good at.


4. Don't try to be something you're not. For example, if keeping up to date with the latest tax changes is crushingly onerous or incredibly tedious then don’t masquerade as a taxation specialist.





 
5. Get real – do you have genuine management talent or would you be happier and more productive working with clients?



6. Let go. Jot down six tasks/professional responsibilities that you don’t enjoy. Come up with a plan to minimise your involvement with these areas and yet still get the job done. Better yet, find ways to engineer these out of your life. Do this today and repeat at regular intervals.


7. Specialise. Find a service niche which enables you to work more and more in areas that fascinate you. Aim to be the best in the world in this niche. Seek out other experts in this field. Subscribe and contribute to relevant publications focusing on this area.

8. Be passionate. It’s great to be really enthused about a subject. For some, this has proved to be a lifelong cause. Your passion will attract others and sustain you.


9. Articulate. Tell others about your talent. There are lots of great ways to do this - presentations, websites, blogs, articles, newsletters, e-mail, personal referral, business networks etc.


10. Look for opportunities to utilise your skills. Interestingly, the more you focus on developing your professional interests, the more opportunities open up to you in these areas.


11. Delegate, delegate, delegate. Work with others who have complementary talents to your own. This will enable you to focus on what you are good at. 


12. Become more effective. Find ways to get more done in less time. The more you can achieve whilst you are "in the zone", the more discretionary time you will have.


 

13. People who are physically fit create a much better first impression. Prospects become clients, candidates become team members and audiences pay more attention when you exude the Zing! which comes from feeling terrific.


14. Periodically review your career, present role and current level of satisfaction. Are you on track or is action required?


15. Rarely are there winners in deteriorating partnership dissolutions. Cut the best deal possible under the circumstances quickly, gather up every bit of positive energy you can muster and move on. 
 

16. It’s hard to be in the right professional headspace if your personal financial affairs are in a mess.





 
17. No one else has your unique combination of core purpose, skills and experiences. No one else is responsible for what you to choose to do with these. No one else is putting limitations on what you can achieve.

18. It's easier to maintain your current level of fitness than to regain it after a period of inactivity. Aim to do something active every day.

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©Scott Charlton 2014
PO Box 6020 | Fairfield Gardens QLD 4103