Business Coach | Author | Consultant
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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.

What I've noticed

Observations from a keen observer of professional practices

As a coach to professional service firms I get to see things from a different perspective. Unburdened by the responsibilities of being the owner, an employer, the marketing manager, chief operations officer and chief rainmaker I get to observe up close what's really happening.

Whilst every firm is different, often I am struck by the similiarties in the issues which arise. Many times, the experiences of others and the solutions ultimately devised in those cases prove to be enormously helpful. So much so that this has been the catalyst to write two books thus far on what I have observed.

In the process of writing each of these books, a major theme has emerged - having A Great Day at the Office and Collaboration resepectively - to which I would like to develop workable models for practitioners to follow. In the books I have set out what I consider to be some helpful steps. However, I anticipate exploring the themes in more detail, with more writing and development to follow.

Accordingly I have dedicated this tab on the website to document the outcomes of this investigation and reflection. You are invited to return to these pages periodically as this process continues.

July 2012

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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