In The Slipstream

In this special episode, Sharon McClafferty sits down with Mike McHenry of SeamlessSMSF to delve into cultivating a thriving workplace culture. Sharon and Mike chat about the profound impact of workplace culture on business success. They explore how a great culture can truly make or break a firm, diving into the key elements that contribute to a thriving environment. They offer practical tips and...

In this episode we talk with Con Voultsios of aXelerate Advisory about funding the purchase of equity interest in professional services firms. Con shares some interesting aspects about what banks are looking for when considering finance applications submitted by accounting and financial planning firms. His observations with respect to developing relationships with bank managers are insightful – ge...

In this episode we talk with Richard Hernan of Broadleaf Financial Group about investing in financial advisory firms. Amongst a range of interesting topics, we discuss the roles and resources that an external investor can bring to the table, along with the characteristics of firms in which Broadleaf is interested in taking a long term equity position. Richard also shares some very interesting case...

In this episode, we talk with Larry Fingleson of The Edward Alexander Foundation about his career, finding purpose and charitable giving. Amongst a range of interesting topics, we discuss - Private ancillary funds and the roles that they can play in supporting good causes whilst at the same time fostering healthy discussions about money in families Bringing philanthropy and estate planning into th...

In this episode we talk with the latest coach to join Slipstream Group, Nina Forbes. Amongst a range of interesting topics, we discuss Nina’s career to date (lots of highlights here!), her views on the future of the financial planning profession and what she is most looking forward to in her coaching relationships. It was great to explore Nina’s career to date, with her well considered views on de...

Fiona also shares some interesting aspects about her own journey, becoming a shareholder and director of her firm in recent years. For additional information, you may care to visit the Accru Hobart website – Due diligence for potential purchasers The  news section  of the website contains a range of interesting articles that Fiona has written The podcast Fiona referred to during the interview is: ...

In this compelling episode we talk with Fraser Jack of The Cyber Collective about cyber security. Amongst a range of interesting topics, we discuss the risks which apply to small businesses and how team members being eager to please clients can make your firm vulnerable to attack. Fraser also shares some interesting aspects about emails, tax file numbers, bank account details and passwords. In the...

In this episode we welcome back renown marketer Kirt Daunt to talk about putting marketing to work in your firm. In particular, we drill into what comes next after putting the marketing foundations (brand, website, case studies etc) in place. To squeeze the utmost out of this interview with Kirt, we pitched him headlong into real life scenarios that listeners will relate to, such as – Introducing...

In this episode we talk with Jon Petie about his retirement from public practice after 28 years and his new role as Slipstream Group’s latest coach. Amongst a range of interesting topics, we discuss delivering on one’s promises, being of a growth mindset and maintaining a keen interest in the value of one’s business. It’s also clear from the discussion that a key part of Jon’s success over the lon...

In this episode we talk with John Fitzgerald of Active Rehabilitation about growing a remarkable professional practice. Amongst a range of interesting topics, we discuss – Specialising in profitable niche areas Being nimble enough to handle staff and patient illness throughout COVID Recruitment, including how to source, employ and train top level graduates Building a first rate culture within the...

In this episode we talk with marketing expert Kirt Daunt about developing a winning brand. Amongst a range of interesting topics, we discuss two aspects that one should obsess over –  What your client needs and wants How to deliver this profitably to your bottom line Kirt makes the point that doing a good job of the first helps you achieve the second. Kirt also shares some interesting aspects abou...

In this episode we talk with Ray Miles, recently retired founder of Fortnum Financial Advisers. For three decades, Ray has been a highly significant figure in the Australian financial services landscape and this interview explores his reflections post the final instalment of his career. Amongst a range of interesting topics, we discuss the future of financial advice, building a planner-centric lic...

In this episode we talk with Michael Burnett about his pending retirement from public practice and his upcoming role as Slipstream Group’s latest coach. Amongst a range of interesting topics, we discuss some keys to a successful professional partnership and how to coordinate efforts being brought to bear on a client’s financial affairs in the context of a multi-disciplinary business. Michael also...

In this episode we talk with fellow practitioner Al Ramos about his professional journey. Amongst a range of interesting topics, we discuss how he developed a specialty in looking after particular clients (businesses), his willingness to go far beyond providing traditional services and how leadership fatigue became a catalyst in deciding to sell his firm to a multi-national. Al also shares some co...

In this episode we talk with Rebecca McGough of Slipstream Group about managing professional service firms.

In this episode we talk with Vivienne Quinn of Quinn & Associates about buying and selling a professional practice.

In this episode we talk with Michael Spinks regarding how he has found his first 12 months as a Slipstream coach.

Measuring team member performance With Brent Charlton In this episode we talk with Brent Charlton of Altitude Advisers about measuring team member performance, as applied in his own multidisciplinary practice. Amongst a range of interesting topics, we discuss how Brent developed a system to suit his firm, beginning with basic spreadsheets and evolving into a more sophisticated online application t...

Selling Professional Services Show Notes In this episode we talk with Ryan Devillers of Slipstream Coaching about selling professional services. Amongst a range of interesting topics, we discuss what makes a good salesperson and how partners of busy accounting and financial services firms tend to focus on current clients rather than prospective clients. Ryan also shares some interesting thoughts a...

In this episode we talk with Julia Vojkovic of Compliance Co about various aspects of financial services from a compliance perspective. Amongst a range of interesting topics, we discuss the responsibilities of AFSL’s in navigating the current legislative landscape and how Compliance Co assists by providing an outsourced compliance solution. Julia also shares some interesting aspects about providin...

Show Notes In this episode we talk with Andrew Jago about joining the Slipstream Coaching team as our latest business coach. Amongst a range of interesting topics, we discuss how financial planners can engage with clients about their business and his views about accountants providing business advisory services. Andrew also shares some interesting aspects about his time practising both as an accoun...

Show Notes In this episode we talk with Brent Charlton and James Mills about some impressive systems that they have implemented in their multi-disciplinary firm, Altitude Advisers. Amongst a range of interesting topics, we discuss the impressive infrastructure Brent and James have implemented which enables Altitude to deliver a great multidisciplinary experience to clients. Helpfully, this discuss...

Positivity, Passion and The Profession : An absorbing discussion with Tim Munro Show Notes In this episode we talk with Tim Munro of Change GPS about Positivity, Passion and The Profession .   Tim shares some interesting views about the future of the accounting profession - the role technology will play, what the leading firms will be doing and the relevance of the accounting professional bodies....

Podcast with Paul Little Show Notes In this episode we talk with Slipstream Coaching’s Paul Little regarding how he has found his first nine months as a Slipstream coach. Amongst a range of interesting topics, Paul outlines what he brings to the table as a business coach, having been a successful practitioner himself. Paul discusses the process that he goes through when commencing a new coaching r...

Achieving through others – leading your financial services firm Show Notes In this episode we talk with Jacqui Sherlock of Sherlock Wealth and Irma Bantjes of Stratus Financial Group about leadership in professional service firms. Amongst a range of interesting topics, we discuss engaging managers from a non-technical background to the role of CEO and the areas of the business that receive more at...