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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Scott presents on a range of topics, often building further on the concepts he has explored in his books. As a prime example, Scott speaks with great authority about the collaboration of accountants with other professionals – financial planners, finance brokers. . 
Scott is a big believer in images to get his points across, often dipping into an extensive portfolio of images arising from his passion for photography.

Scott takes his speaking assignments seriously. He expects to consult with event organisers to ensure that a full understanding of the brief is obtained. At all times he is attuned to what the audience is looking for and how to effectively convey his message. Consider packaging in a copy of one of Scott’s books for each member of the audience as part of the total engagement.
In addition to the topic of collaboration referred to above, here are some other presentations that Scott has made in recent years.


Partnering with Accountants - a workshop with the Author

An interactive session with Scott, covering key issues in working with accountants. This session can be tailored to particular topics that you would like covered. It can be run in an interactive boardroom situation or styled for a larger audience. The session works particularly well when participants also receive a copy of "Partnering with Accountants".

Clarity Wealth engaged Scott Charlton to run some dedicated Adviser training sessions based around the work Scott has done in partnering with Accountants. Scott is one of the most knowledgeable professionals working in this space and has a level of understanding about the inner workings of both financial planning and accounting practices that is very rare to find. Regardless of the experience our Advisers have working with accountants they all benefited greatly from Scott’s insights. Some really practical tips and thought provoking content. I would highly recommend Scott as a presenter / facilitator for financial planning and accounting professionals alike.
Nick Hermann, Managing Director, Clarity Wealth




Ethics. Practical guidelines for better decisions, a stellar career and an exemplary life.

How does one find and keep to a path in a career and in business that is determined by principles? Does being ethical come at the expense of profit? How does one reconcile the requirements of one’s professional ethics with the commercial expectations of clients and employers? Drawing upon the wisdom of sources as diverse as Aristotle and Rotary International, Scott provides a framework by which you can lead a life of principle and purpose.

Dear Scott, Thank you very much for your presentation at our conference. The feedback has been excellent, and it was great how you essentially asked questions for us to think about, rather than give instructions or directives about how to go about it.
Herve Michoux, Managing Director, Global-Mark.


How to have a great day at the office everyday.

A thought-provoking session which particularly relates to professionals in practice and business leaders. Participants are encouraged to consider the activities where they are “in the zone” and equally, those aspects where they are unmotivated, unsuited and/or obstructed from their core purpose. The means by which participants can self discover their “optimal professional zone” are covered, along with some fresh perspectives on their organisational chart.

Scott. I would like to thank you again for your presentation tonight. We know that you have a very busy schedule and appreciate that you took a potential night off to address our crowd. In particular, your willingness to stay back after the presentation and talk to people was incredibly generous.
Reuben Zelwer, Financial Adviser.


Overcoming the Sea of Sameness. A practical framework for making your business stand out from the crowd.

Is your business an unremarkable enterprise, indistinguishable from your competition? Does your website recite platitudes about “personal service” and “we care”, whilst listing bullet point lists of services? Rather than be ordinary at everything, why not be exceptional? In this presentation, Scott provides real life examples of businesses which are really good at one aspect. Many of these concepts could be engaged in your business. Often implementing the ideas does not involve great expense. Join Scott on taking this journey to differentiation.

Some audience feedback received from this presentation –
  • Practical examples were great
  • Scott you make it so interesting
  • We are in the process of upgrading our website so this was very relevant

Structuring the professional services firm. Optimising your practice for growth, profit and enjoyment.

All too often, professional services firms are inwardly focused, concentrating solely on the working aspects of the “factory”, with particular emphasis on current production levels, meeting deadlines and various team member issues. In this horizon-expanding presentation, Scott provides a complete framework which covers all aspects of the business. Due attention is paid to hardwiring visionary leadership, effective management, true differentiation and consistent marketing into “How we do it here”. Real life examples are provided to encourage and inspire, whilst the accompanying guidebook helps participants to get traction when they get back to their office.


 
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