In The Slipstream

Podcast with Natalie Lennon In this episode, entitled Free to Fly , we talk with Natalie Lennon CA of Two Sides Accounting . Amongst a range of interesting topics, we discuss taking the path less travelled and setting up one’s own firm from scratch. From there we also explore how feasible it is to quickly develop beyond business start up to where you are on a serious growth path. Throughout the in...

The FASEA requirements with Neil Kendall In this episode, we talk with Neil Kendall about the pending Financial Adviser Standards and Ethics Authority (FASEA) requirements. In a wide ranging interview, we cover many aspects of FASEA and what this will mean for financial advisers. Amongst a range of highly relevant topics, we discuss the qualifications required of advisers, the FASEA exam and what...

In this episode we talk with Denise Gibbons, Chartered Accountant and Certified Financial Planner, about Life as a Practitioner and Beyond. Amongst a diverse range of interesting topics, we discuss having a personal advisory board, challenges for mothers who also have careers, family friendly businesses , Toastmasters and respecting one’s brain. Denise also shares some practical tips for women for...

In this episode we talk with Greg Perks of Perks Wealth Management about Multidisciplinary Practice. Amongst a range of interesting topics, we discuss fostering referrals, ensuring clients get offered all the services they should be offered, fostering the right culture across the various disciplines and technology solutions to tie it all together. Greg also shares some interesting aspects about hi...

In this episode we talk with Jon Ryall of Frontline Accounting about The case for offshoring. Jon is well qualified to discuss this topic as he is both a consumer and provider of these services. Jon shares some very practical information about how offshoring works in practice, all of which is based upon his own experience. For anyone who has been contemplating whether or not to use offshoring in t...

In this episode we engage in a wide ranging discussion with Julienne Barton of Sureal about Harnessing the power of you and your team. Amongst a number of interesting topics, we discuss personal success, career development, teamwork, leadership and recruitment – all significant aspects of human resources for accounting and financial planning practitioners. Along the way, Julienne also shares some...

In this episode, we talk with Adrian Lynch of Nicholas O’Donahue Lawyers. Adrian is a terrific lawyer who specialises in some key topics which are highly relevant to listeners to the In the Slipstream FM podcast - Winning new work (and the advantage of specialising) Collaborations between accountants and financial planners Buy-sell agreements Protecting the intangible assets of your firm Exiting o...

In this episode we talk with Guy Pearson of Practice Ignition about Lighting up your accounting firm. Amongst a range of interesting topics, we discuss smarter ways of getting paid and other technology efficiencies . Guy also shares some interesting aspects of how he developed his own accounting firm. There were a range of specific initiatives he took which appealed to his target market whilst int...

In this episode we talk with Phil Little about joining Slipstream Coaching as our latest coach. Amongst a range of interesting topics, we discuss Phil’s approach to coaching and the common sense perspective he brings to the practitioners he’ll be working with. Phil also shares his thoughts about what financial planners can learn from accountants and indeed, what accountants can learn from planners...

In this episode we talk with Alisdair Barr of Grad Mentor about graduate recruitment, with particular emphasis on the accounting and financial planning professions. In a wide ranging discussion, we cover – The case for employing graduates How to make graduates productive Tips and traps for employing graduates Some differences between accounting vs financial planning graduate in terms of getting th...

We speak with Andrew Jago who has been both an accountant and a financial planner in practice. These days, Andrew works in the capacity of “third arm” to accountants and planners, taking on assignments with their clients in areas outside the referrer’s expertise. We talk about this aspect of enlisting assistance to extend the scope of one’s service offering and the benefits of referring to complem...

We speak with Ray Miles who has had a stellar career in financial services. A defining period in Ray’s career was his 20+ years as CEO of Associated Planners, which was a highly successful, independently owned and run financial planning group. These days, Ray is the Chairman of Fortnum Financial Advisers, which now operates in the same area as Associated Planners once did. Ray shares some of the p...

During the course of a wide-ranging discussion we touch upon many matters close to the heart of public practitioners, including – · How to have engaging conversations with clients · Getting in and out of partnerships Gary also shares his approach to problem solving and strategy execution. He’s a master at this! Gary backs all of this up with a captivating set of case studies based upon actual situ...

In this interview, we introduce the concept of being a “Bold Practitioner” and what this entails. We also speak with Phil Little a successful entrepreneur who has forged a wonderful career in financial services. During his career, Phil has started and exited successful businesses. He has bought and later sold a majority interest in a financial planning firm. Phil shares some insights regarding bei...

In this interview, we open a discussion on a topic which will be relevant to all practitioners at the end of their journey in professional practice, which is “How do I get out?” The particular aspect being explored in this discussion is the exit of sole practitioner accountants and financial planners. However, there are aspects which have universal application, such as having an exit plan and look...

We speak with David Boyer who is the founder and Chief Executive Officer of Sequel CFO. Enthusiastic podcast devotees may recognise David as one of the two presenters in the "From the Trenches" podcast - a lively, entertaining and very informative bugle on the Australian accounting profession. David is a self described "Proud CA" & has worked in public practice, banking, IT and consulting. These d...

Sharon McClafferty interviews Scott Charlton about his latest book The BOLD Accountant

Brenton Ward talks with The SMSF Expert's Peter Johnson to demystify some of the things around giving advice on SMSF since the lifting of the accountants exemption in July 2016

Brenton Ward talks with Georgia Lane from Fast Lane 30, a guru when it comes to developing straightforward and effective videos to promote your business.

Brenton Ward and Scott Charlton talk about how to get success from Value Added Accounting Services and where to start with value added services in your firm and how to apply these services to clients at your firm.

Brenton Ward and Scott Charlton talk about how to truly get your team on the bus and the right seats on the bus and how to create team engagements.

Brenton Ward and Scott Charlton talk about Succession Planning which is relevant to Accounting and Financial Planning Firms with partners over the age of fifty.

Brenton Ward talks with Corey Wastle Co- founder of Verse Wealth on how and why to build an incredible business culture.

In this episode, Scott Charlton the coaching director at Slipstream Coaching talks with Brenton Ward, on how to develop and implement a winning sales process in your business.

In this episode, Scott Charlton the Director of Coaching at Slipstream Coaching talks about Secret Sauce in this podcast. He talks about making the most of your strengths and standing out in the market place.