In The Slipstream

Attitude, Abundance & Action - an interview with Kath Orman Show Notes In this episode we talk with Kath Orman of Goals & Dreams about running a financial services practice and her new book Attitude, Abundance & Action . Amongst a range of interesting topics, we discuss Kath’s career in financial services and some particular challenges she’s faced and overcome. It makes for captivating...

The road to success can lead to interesting places, with Melissa Voss Show Notes In this episode we talk with Melissa Voss of Fuseworks about her career in public accounting, the process whereby she became an owner in that business and her interest in process improvement. Amongst a range of interesting topics, we discuss how this interest in automating processes led Melissa to a significant career...

Introducing Michael Spinks, our new Slipstream coach Show Notes In this episode we get to know Slipstream Coaching’s latest coach, Michael Spinks. Michael brings a fascinating range of experiences to his role as a coach, including running his own professional services firm, being a senior executive in an AFSL and a distinguished career in the Navy. Michael shares the history of Collins SBA, the fi...

“Websites that work” – a conversation with Matt Wilkinson Show Notes In this episode we talk with Matt Wilkinson of Bizink about websites that work . Amongst a range of interesting topics, we discuss the role one’s website plays as part of an overall marketing program; the respective importance of content and design of a website; having “hero content” on your site, together with common mistakes an...

Getting on with business – Working smarter with Melissa Voss Show Notes In this episode we talk with Melissa Voss of Fuseworks about working smarter using technology in one’s firm. Amongst a range of interesting topics, we discuss automating back office procedures which creates numerous flow on benefits in terms of turnaround time on client assignments and freeing up team members for higher value...

Show Notes In this episode we talk with Dr Richard Brandon of Immunexpress about working from home long term, whilst playing a central role in an organisation based on the other side of the world. Amongst a range of interesting topics, we discuss how to work effectively as a remote member of an organisation; the importance of having structured meeting routines and ways to compensate for no longer...

Show Notes In this episode we talk with Steve Bakker of Business IT Professionals (BITP) about technology issues likely to arise when your team is working from home. Amongst a range of interesting topics, we discuss not just the immediate challenges in getting one’s team settled and working productively but other issues such as security and backups which are critical for sustainability. Steve also...

HR issues at a time of crisis Show Notes In this episode we talk with Kearin Lowry, founder and managing director of Workforce Positive about critical HR issues which are presenting during the Corona Virus crisis. Amongst a range of relevant topics, we discuss varying team members’ employment arrangements - going part-time, asking people to use their annual leave, what happens when team members go...

Podcast with Paul Little, new Slipstream Coach In this episode we talk with Paul Little, who has recently become a coach here at Slipstream Coaching.  Amongst a range of interesting topics, we discuss his transition from being a practitioner himself, some key factors in his success as a practitioner and how he is settling in here at Slipstream. Also, in the Coach’s Corner segment we share some int...

Podcast with Andy Gild Show Notes In this episode we talk with Andy Gild about A Cause Worth Pedalling For. We discuss Bicycles for Humanity, a charity which embraces and supports bicycles as a means to help people in need become more self sufficient. It’s a terrific story which you are bound to find uplifting. We also discuss many aspects of what it takes to establish and run a worthy cause, alon...

Fresh thoughts on graduate recruitment, with Alisdair Barr Show Notes In this episode we talk with Alisdair Barr of Striver about graduate recruitment for professional services firms . Amongst a range of interesting topics we discuss the professional year recently introduced to financial planning, retention of the graduate talent one has recruited and trained, along with some tips Alisdair has to...

Podcast with Brett Cribb Show Notes In this episode we talk with Brett Cribb of Stratus Financial about Then, Now and Beyond. Amongst a range of aspects in Brett’s business which have evolved over the years, we discuss how his role in the business has changed, specialisation, pricing one’s services. Brett also talks about his firm winning the IFA Award for Holistic Advice and shares some interesti...

Stark Naked Numbers with Jason Andrew Show Notes In this episode we talk with Jason Andrew of SBO, a bookkeeping and operational finance company servicing high growth businesses. Jason is also the author of the very readable book Stark Naked Numbers. Amongst a range of interesting topics, we discuss some nitty-gritty details with respect to running an effective bookkeeping business - the differenc...

Show Notes In this episode we talk with Greg Gunther of Your Business Momentum about his varied career in business. Amongst a range of interesting topics, we discuss how he fell into a very successful financial planning career then evolved into becoming a coach and mentor to other practitioners. Greg shares how he became an expert in podiatry practices whilst not being a podiatrist. He also speaks...

In this episode we talk with Paul Little about how and why he got into his financial planning business and ultimately what brought about his decision to successfully exit. Amongst a range of interesting topics, we discuss how he overcame the “Loneliness of the long-distance runner” by tapping into support networks and the importance of having and working to a business plan. Paul also shares some i...

  Podcast with Stephen Kostarelas Show Notes In this episode we talk with Stephen Kostarelas of The Wealth Designers (TWD) about his life as a director and financial adviser. Amongst a range of interesting topics, we discuss how he came to financial planning from an accounting background and how TWD came to be AFA’s Firm of the Year in 2018. Stephen also shares some interesting thoughts about the...

  Estate Planning with Brant Dillon Show Notes In this episode we talk with Brant Dillon of The Legal Hub about estate planning . Amongst a range of interesting topics, we discuss how busy accountants and financial planners can and should play a more active role in their clients’ estate planning. Brant shares how he has streamlined the process to make it easier for advisers to take on a facilitati...

Podcast with Barry Daniels Resilience, mental well being and entrepreneurship - a practitioner’s journey In this episode we talk with Barry Daniels about Resilience, mental well being and entrepreneurship. We trace Barry’s journey through his formative and very challenging childhood through to critical times in his business career. Barry shares some of the ups and downs of his entrepreneurial acti...

  Podcast with Rachel Wilson Show Notes In this episode we talk with Rachel Wilson, newly appointed coach at Slipstream Coaching. Amongst a range of interesting topics, we discuss Rachel’s experience in leading her own professional services firm, some of her other entrepreneurial experience and what she gets up to when not at work. Interestingly, whilst in practice Rachel was on the receiving end...

Podcast with Phil Little, 12 months on as a Slipstream coach Show Notes In this episode, we talk with Phil Little of Slipstream about how he has found his first 12 months as a coach with Slipstream Coaching. Amongst a range of interesting items covered, we discuss the importance of knowing one’s future business cash flow, the importance of delegation and why taking on all comers as clients is detr...

Podcast with Higher Purpose In this episode we talk with Brad Mackay of Higher Purpose about philanthropy and making a contribution . Amongst a range of interesting topics, we discuss non-monetary means of contributing, tax breaks for donations, beneficiary organisations and guiding clients on how best to leave a legacy. Brad also shares some interesting aspects about his decision to leave corpora...

Podcast with Jenny Brown Show Notes In this episode, we talk with Jenny Brown of JBS Financial Strategists about FASEA, the Royal Commission and other matters relevant to the future of the financial planning profession . Amongst a range of interesting topics, we discuss doing further study, the increased requirement for professional development in the field of ethics and bringing on the next gener...

Podcast with Leonie HenryUpon reflection - a practitioner’s journey Show Notes In this episode we talk with Leonie Henry, the founder of Henry Financial Group about her time in practice and now, her life in retirement. Amongst a range of interesting topics, we discuss fee for service, pricing one’s services and running the business in line with some core philosophies. Leonie also shares some inter...

In this episode, we talk with Tim Lane of Centurion Market makers about practice valuations . Amongst a range of interesting topics, we explore trends in valuation including why there is a difference between CBD firms and regional firms. For planners, we also canvass discuss the impact that the Royal Commission and FASEA may have on valuations and of course, we touch upon the perennial issues of r...

In this episode, we talk with Steve Bakker of Business IT Professionals (BITP) about Cyber Security and Coming Back from Retirement. On the matter of Cyber Security, we discuss the very real threat of a cyber attack and the potential ramifications. Clearly, this is not an issue to be taken lightly…or ignore altogether. Steve explains some of the particular risks for accounting and financial planni...