In The Slipstream: Recent Episodes
Slipstream Group
Slipstream Group is dedicated to helping accounting and financial planning firms to reach their potential.
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 share their experiences fostering a culture where values, beliefs, and behaviours align to propel their businesses forward. Tune in for an engaging conversation filled with real-world examples that showcase how the right culture isn't just part of the business—it's at the heart of its success.
Seamless SMSF contact details areEmail: contact@seamless-smsf.com.au
Phone: (03) 5226 3599
Website: www.axelerateadvisory.com
Slipstream contact details areEmail: hello@slipstreamgroup.com.au
Phone: (07) 3221 3796
In this episode we talk with Con Voultsios of aXelerate Advisory aboutfunding 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 – getting to know their boss and their assistant. Con also has some suggestions about the role a broker can play not just in obtaining a deal but progressing an application through to conclusion.
In the interview Con also mentioned a book which he’s read lately –
Black Belt. A masterclass for startups and entrepreneurs, by Joseph Healy and David Hornery, the founders of Judo Bank.
Con Voultsios’ contact details areEmail: con.voultsios@axelerateadvisory.com
Phone: 0452 619 699
Web: https://www.axelerateadvisory.com/
Linked In: https://www.linkedin.com/in/con-voultsios-8939b34b/
Scott’s contact details areEmail: scott@slipstreamgroup.com.au
Phone: 0409 870 330
Web: www.slipstreamcoaching.com.au
Linked In: www.linkedin.com/in/scottcharlton
To take an interest in Tim Lane’s music, which is featured on the episode:
Facebook: The Backstick Agenda. (Please go and Like this page.)
Website: www.thebackstickagenda.com/
Spotify: Search for Tim Lane
In this episode we talk with Richard Hernan of Broadleaf Financial Group aboutinvesting 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 studies of businesses that Broadleaf has invested in.
In the interview Richard mentioned three of his favourite podcasts, details of which appear below:
- The Founders Podcast with David Senra. https://www.founderspodcast.com/
- Finding Mastery with Dr. Michael Gervais. https://findingmastery.com/
- The Howie Games, with Mark Howard. https://www.howiegames.com/
Richard referred to Patrick Lencioni’s book, The Ultimate Team Player.
To find out more details about Slipstream Group’s Pathway to Succession & Exit workshop, follow this link: https://slipstreamgroup.com.au/pathway-to-succession-and-exit/
Scott also makes reference to the Slipstream Group program on personal development, The Personal Breakaway. To find out more, follow this link: https://slipstreamgroup.com.au/personal-planning/
Richard’s contact details are Email: richardhernan@broadleafgroup.com.au
Phone: 08 6500 7888
LinkedIn: https://www.linkedin.com/in/richard-hernan-a655267b/
Website: https://broadleafgroup.com.au/
Scott’s contact details are:Email: scott@slipstreamgroup.com.au
Phone: 0409 870 330
Web: www.slipstreamcoaching.com.au
Linked In: www.linkedin.com/in/scottcharlton
To take an interest in Tim Lane’s music, which is featured on the episode:
Facebook: The Backstick Agenda. (Please go and Like this page.)
Website: www.thebackstickagenda.com/
Spotify: Search for Tim Lane
In this episode, we talk with Larry Fingleson of The Edward Alexander Foundation abouthis 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 the conversations with one’s clients
- Encouraging clients to give while they live so that they see the benefits that flow from their generosity.
Some great activities with charitable links that Larry mentioned were:
- Thread together – New York Marathon https://threadtogether.org/ November 2024
- Feel the magic bike ride https://magicride.com.au/
Larry also shares some interesting suggestions about reaching out to potential mentors and how to get the best out of the relationship with a mentor.
In the interview, Larry mentioned Ikigai, a profound book that he’s read lately, details of which appear below –
Ikigai, the Japanese secret to a long and happy life, by Hector Garcia and Francesc Miralles
Some other books that Larry loves to promote are –
Preparing Heirs, Five steps to a successful transition of family wealth and values, by Roy Williams and Vic Preisser
Philanthropy – Heirs & Values. How successful families are using philanthropy to prepare their heirs for post-transition responsibilities, also by Roy Williams and Vic Preisser
Larry's contact details are Email: larry@teaf.org.au
Phone: 0407 766 700
Web: www.teaf.org.au
Linked In: www.linkedin.com/in/larry-fingleson
Scott’s contact details areEmail: scott@slipstreamgroup.com.au
Phone: 0409 870 330
Web: www.slipstreamcoaching.com.au
Linked In: www.linkedin.com/in/scottcharlton
To take an interest in Tim Lane’s music, which is featured on the episode:
Facebook: The Backstick Agenda. (Please go and Like this page.)
Website: www.thebackstickagenda.com/
Spotify: Search for Tim Lane
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 delivering an integrated accounting and financial planning service to clients a particular highlight. So too, Nina’s common sense advice in hiring, training and incentivising paraplanners makes for compelling listening.
Nina also shares some interesting aspects about a business she co-founded, built up and eventually sold to a large and well respected organisation.
In the interview Nina mentioned Unsung Science, a podcast she enjoys. Hosted by David Pogue, it can be readily located via your web browser or your preferred podcast platform.
Nina’s contact details are:Email: nina@slipstreamgroup.com.au
Phone: 0412 013 685
Web: www.slipstreamgroup.com.au
LinkedIn: www.linkedin.com/in/nina-forbes-a8637449/
Scott’s contact details are:
Email: scott@slipstreamgroup.com.au
Phone: 0409 870 330
Web: www.slipstreamgroup.com.au
LinkedIn: www.linkedin.com/in/scottcharlton
To take an interest in Tim Lane’s music, which is featured on the episode:
Facebook: The Backstick Agenda. (Please go and Like this page.)
Website: www.thebackstickagenda.com/
Spotify: Search for Tim Lane
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: Get the know Howe.
To register your interest in the Pathway to Equity workshop, please follow this link.
Fiona’s contact details are:Email: FEttles@accruhobart.com.au
Phone: 03 6244 5044
Web: www.accruhobart.com.au
LinkedIn: www.linkedin.com/in/fionaettles
Scott’s contact details are:Email: scott@slipstreamgroup.com.au
Phone: 0409 870 330
LinkedIn: www.linkedin.com/in/scottcharlton
Web: www.slipstreamgroup.com.au
To take an interest in Tim Lane’s music, which is featured on the episode:
Spotify: Search for Tim Lane
Facebook: The Backstick Agenda (please go and like the page)
Website: www.thebackstickagenda.com
To see film clips and to hear Tim’s music: www.thebackstickagenda.bandcamp.com
(To purchase Tim’s music, you need to register on Bandcamp before you can download.)
In this compelling episode we talk with Fraser Jack of The Cyber Collective aboutcyber 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 interview Fraser also mentioned the Retireinvest Case which makes the legal implications of inadequate cyber security appear very close to home.
Fraser provided a host of references during the interview, which are summarised below -
- The Australian Cyber Security Centre
- The ACSC’s Essential Eight Maturity Model referred to by Fraser can be accessed here
- The Cybersecurity Framework put out by the National Institute of Standards and Technology (NIST) referred to by Fraser can be accessed here
- Here's a media release put out by ASIC in relation to the proceedings that Retireinvest went through regarding cyber security
- The FPA Professional Code referred to by Fraser can be accessed here
Fraser’s contact details are:Email: fraser.jack@thecybercollective.com.au
For appts: calendly.com/fraser-jack123/25min
Web: thecybercollective.com.au
LinkedIn: linkedin.com/in/fraserjack123/
Scott’s contact details are:Email: scott@slipstreamgroup.com.au
Phone: 0409 870 330
Web: www.slipstreamcoaching.com.au
LinkedIn: www.linkedin.com/in/scottcharlton
To take an interest in Tim Lane’s music, which is featured on the episode:
Spotify: Search for Tim Lane
Facebook: The Backstick Agenda. (Please go and Like this page.)
Website: www.thebackstickagenda.com/
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 current clients to a new service, as well increasing the uptake of services provided by other divisions of one’s firm
- What to do if the work that you do is a “best kept secret” in your community plus how to tactfully play your hand while serving on the committee of the golf club or on the board of your children’s school
- What comes next when a prospective client makes an expression of interest, such as downloading a strategy paper or coming along to one of your events
Throughout the interview, Kirt shares many timeless marketing principles which have served him well at the top end of town, linking them to the scenarios being considered for a professional services firm. Literally, there are too many to list here but here’s a sample –
- “When someone’s adding value in your life, that’s a relationship you come back to”
- “What do your customers care about?”
- “Marketing is the pursuit of ruthless experimentation”
- “Your marketing plan is as much about the things you are not going to do as the things you will do.”
During the interview, Kirt made mention of a summary of some key concepts covered in his earlier podcast (Episode 69). To access the summary, follow this link.
In the Coach’s Corner segment of this episode, Scott Charlton encourages you to download Slipstream Group’s Marketing Diagnostic to get a snapshot of where your marketing would benefit from attention. You can access the Diagnostic by following this link.
Kirt’s contact details are:LinkedIn: linkedin.com/in/kirtdaunt/
Scott’s contact details are:Email: scott@slipstreamgroup.com.au
Phone: 0409 870 330
Web: www.slipstreamcoaching.com.au
LinkedIn: www.linkedin.com/in/scottcharlton
To take an interest in Tim Lane’s music, which is featured on the episode:
Spotify: Search for Tim Lane
Facebook: The Backstick Agenda. (Please go and Like this page.)
Website: www.thebackstickagenda.com/
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 long term was his unwavering commitment to delivering on promises.
Jon also shares some interesting experiences about buying a client base, repaying the associated debt and the process he went through to sell his firm.
Jon’s contact details are:Email: Jon@slipstreamgroup.com.au
Phone: 0412 930 101
Web: www.slipstreamgroup.com.au
Linked In: https://www.linkedin.com/in/jon-petie-97647849/
Scott’s contact details are:Email: scott@slipstreamgroup.com.au
Phone: 0409 870 330
Web: www.slipstreamgroup.com.au
Linked In: www.linkedin.com/in/scottcharlton
To take an interest in Tim Lane’s music, which is featured on the episode:
Spotify: Search for Tim Lane
Facebook: The Backstick Agenda. (Please go and Like this page.)
Website: www.thebackstickagenda.com/
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 business – this does not happen through accident
John also shares some interesting aspects about inducting new team members, developing written procedures for all aspects of client care and the multi-pronged approach used by his team to ensure timely and effective communication.
As a regular consumer of their services, John has some words of advice for accounting practitioners seeking to work with business clients.
The collaboration software that John mentioned which is used within Active Rehabilitation Therapy is Basecamp, which can be accessed via basecamp.com/.
In the interview John also mentioned two books from which he’s drawn insights and inspiration, details of which appear below –
- The Carrot Principle: How the Best Managers Use Recognition to Engage Their People, Retain Talent, and Accelerate Performance, by Adrian Gostick.
- The Infinite Game: How great businesses achieve long-lasting success, by Simon Sinek.
The book Scott mentions during the Coach’s Corner segment is –
- What really happened in Wuhan: A virus like no other; Countless infections; Millions of deaths, by Sharri Makinson.
The downloadable Threat Analysis worksheet that Scott mentions during the Coach’s Corner segment can be accessed here: slipstreamgroup.com.au/in-the-slipstream-episode-70/.
John Fitzgerald’s contact details areEmail: John.Fitzgerald@activerehab.com.au
Phone: 0417 3163 1188
Web: activerehab.com.au
Linked In: www.linkedin.com/company/active-rehabilitation-physiotherapy/
Kirt’s contact details areLinkedIn: www.linkedin.com/in/kirtdaunt/
Scott’s contact details areEmail: scott@slipstreamgroup.com.au
Phone: 0409 870 330
Web: www.slipstreamgroup.com.au
LinkedIn: www.linkedin.com/in/scottcharlton
To take an interest in Tim Lane’s music, which is featured on the episode:
Facebook: The Backstick Agenda. (Please go and Like this page.)
Website: www.thebackstickagenda.com/
To see film clips and to hear Tim’s music: https://thebackstickagenda.bandcamp.com/
(To purchase Tim’s music, you need to register on Bandcamp before you can download.)
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 about identifying one’s key client, starting with the thought-provoking question, “Who do you fight for?” He suggests that the aim of your marketing is to be famous with these people.
Making it real, Kirt spontaneously pulls in a wide range of examples – not just from the accounting and financial planning world but glass manufacturing; weightlifting equipment and even James Bond! The discussion truly is a celebration of how marketing can be interesting, appealing and, as Kirt clearly states….Fun!
Following the interview, Kirt kindly provided a summary of some key concepts covered during the discussion, Design & Build, where Design refers to creating a brand blue print and Build refers to constructing a marketing plan. Access the summary here.
The company with awesome marketing that Kirt mentioned during the “Rapid Fire Dozen” section was Catch: www.catch.com.au
Kirt also mentioned the book by Byron Sharp “How Brands Grow. What Marketers Don’t Know”.
The marketing book Scott referred to during the interview was “This is Marketing. You can’t be seen until you learn to see.” by Seth Godin.
Kirt’s contact details areLinkedIn: www.linkedin.com/in/kirtdaunt/
Scott’s contact details areEmail: scott@slipstreamgroup.com.au
Phone: 0409 870 330
Web: www.slipstreamgroup.com.au
LinkedIn: www.linkedin.com/in/scottcharlton
To take an interest in Tim Lane’s music, which is featured on the episode:
Facebook: The Backstick Agenda. (Please go and Like this page.)
Website: www.thebackstickagenda.com/
To see film clips and to hear Tim’s music: https://thebackstickagenda.bandcamp.com/
(To purchase Tim’s music, you need to register on Bandcamp before you can download.)
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 licensee and how to mould a winning team from a diverse group. Ray also elaborates on his long-held belief that “the wisdom is in the room” i.e. that there is benefit in getting likeminded practitioners together to share experiences for mutual benefit. How Ray integrated client feedback throughout the businesses he ran is incredibly significant, both in terms of aligning with one’s customer and the industry changes that this triggered.
It’s not every day that we get to talk about such issues with such an esteemed and accomplished visionary, so this episode should be considered essential listening. Enjoy!
Ray’s contact details areEmail: rmiles@fortnum.com.au
Phone: 0408 401 626
LinkedIn: www.linkedin.com/in/ray-miles-45ab3421/
Scott’s contact details areEmail: scott@slipstreamgroup.com.au
Phone: 0409 870 330
Web: www.slipstreamgroup.com.au
LinkedIn: www.linkedin.com/in/scottcharlton
To take an interest in Tim Lane’s music, which is featured on the episode:
Facebook: The Backstick Agenda. (Please go and Like this page.)
Website: www.thebackstickagenda.com/
To see film clips and to hear Tim’s music: https://thebackstickagenda.bandcamp.com/
(To purchase Tim’s music, you need to register on Bandcamp before you can download.)
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 shares some interesting benefits about being part of a national affiliation, along with how future partners in his firm used such an affiliation to participate in staff exchanges with other firms to round out their professional development.
In the interview Michael also mentioned the Coaching for Leaders podcast, which can be sourced through the website of the same name: https://coachingforleaders.com
The book Michael recommended during the podcast is The Values Factor: The secret to creating an inspired and fulfilling life by John F. Demartini.
Michael’s contact details areEmail: michaelb@slipstreamgroup.com.au
Phone: 0417 310 160
Web: www.slipstreamgroup.com.au
Linked In: www.linkedin.com/in/michael-burnett-6435a316/
Scott’s contact details areEmail: scott@slipstreamgroup.com.au
Phone: 0409 870 330
Web: www.slipstreamgroup.com.au
Linked In: www.linkedin.com/in/scottcharlton
To take an interest in Tim Lane’s music, which is featured on the episode:
Facebook: The Backstick Agenda. (Please go and Like this page.)
Website: www.thebackstickagenda.com/
To see film clips and to hear Tim’s music: https://thebackstickagenda.bandcamp.com/
(To purchase Tim’s music, you need to register on Bandcamp before you can download.)
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 shares some interesting benefits about being part of a national affiliation, along with how future partners in his firm used such an affiliation to participate in staff exchanges with other firms to round out their professional development.
In the interview Michael also mentioned the Coaching for Leaders podcast, which can be sourced through the website of the same name: https://coachingforleaders.com
The book Michael recommended during the podcast is The Values Factor: The secret to creating an inspired and fulfilling life by John F. Demartini.
Michael’s contact details are Email: michaelb@slipstreamgroup.com.au
Phone: 0417 310 160
Web: www.slipstreamgroup.com.au
Linked In: www.linkedin.com/in/michael-burnett-6435a316/
Scott’s contact details areEmail: scott@slipstreamgroup.com.au
Phone: 0409 870 330
Web: www.slipstreamgroup.com.au
Linked In: www.linkedin.com/in/scottcharlton
To take an interest in Tim Lane’s music, which is featured on the episode:
Facebook: The Backstick Agenda. (Please go and Like this page.)
Website: www.thebackstickagenda.com/
To see film clips and to hear Tim’s music: https://thebackstickagenda.bandcamp.com/
(To purchase Tim’s music, you need to register on Bandcamp before you can download.)
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 compelling and very personal aspects about his experience with cancer – firstly, how he was able to mentally get through a very testing regimen of chemotherapy and radiation then secondly how his approach to life and to work has changed as a result. Al’s insights and his overall perspective provide valuable insights for leading a better life.
Al’s contact details are:Email: al@chessstrategy.com.au
Phone: 0422 238 435
Web: www.chessstrategy.com.au/
LinkedIn: www.linkedin.com/in/al-ramos-b-ec-fca-ab1a1a1/
Scott’s contact details are:Email: scott@slipstreamgroup.com.au
Phone: 0409 870 330
Web: www.slipstreamcoaching.com.au
LinkedIn: www.linkedin.com/in/scottcharlton
To take an interest in Tim Lane’s music, which is featured on the episode:Facebook: The Backstick Agenda. (Please go and Like this page.)
Website: www.thebackstickagenda.com/
To see film clips and to hear Tim’s music: https://thebackstickagenda.bandcamp.com/
(To purchase Tim’s music, you need to register on Bandcamp before you can download.)
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 aboutmeasuring 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 that is now available for other firms to use.
During the interview, Brent discusses how team members can be objectively measured against predetermined goals and KPI’s. He explains how regular reviews can be linked to team member development and outcomes based remuneration increases.
Brent also shares some interesting aspects about how team members can self assess their performance, set their own development goals and participate in an equitable quarterly profit share plan, all within an overarching system.
To find out more about the Balanced Scoreboard, visit www.balancedscoreboard.com.au (It’s a straight forward process to book a demonstration from the website.)
In the interview Brent mentioned an audio book he’s been listening to, details of which appear below –
No Rules Rules: Netflix and the Culture of Reinvention by Reed Hastings and Erin Meyer
Email: Brent@altitudeadvisers.com.au
Phone: 07 3209 2300
Web: www.altitudeadvisers.com.au
Linked In: https://www.linkedin.com/in/brentcharlton/
Scott’s contact details are:
Email: scott@slipstreamcoaching.com.au
Phone: 0409 870 330
Web: www.slipstreamcoaching.com.au
Linked In: www.linkedin.com/in/scottcharlton
To take an interest in Tim Lane’s music, which is featured on the episode:
Facebook: The Backstick Agenda. (Please go and Like this page.)
Website: www.thebackstickagenda.com/
To see film clips and to hear Tim’s music: https://thebackstickagenda.bandcamp.com/
(To purchase Tim’s music, you need to register on Bandcamp before you can download.)
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 about looking internally for someone who might be best to engage with prospective clients. If you are thinking that such a person should be a principal in the firm…think again!
Later, in the Coach’s Corner, Scott passes on some observations of his own from working in some dynamic, sales-orientated organisations. In particular he discusses how and why such companies achieve revenue growth that is leaps and bounds ahead of professional practices where “doing the work” is the predominant activity.
In the interview Ryan mentioned a book he is currently reading, being Atomic Habits by James Clear. He also mentioned reading Your Professional Headspaceby Scott Charlton. The podcast he enjoys listening to is The Tim Ferriss Show.
As mentioned, please click here to download your 'Guide to Marketing Process and Sales Process'.
Ryan’s contact details are
Email: ryan@slipstreamcoaching.com.au
Phone: 0452 270 884
Web: www.slipstreamcoaching.com.au
Linked In: https://www.linkedin.com/in/ryan-devillers-598033104/
Scott’s contact details are:
Email: scott@slipstreamcoaching.com.au
Phone: 0409 870 330
Web: www.slipstreamcoaching.com.au
Linked In: www.linkedin.com/in/scottcharlton
To take an interest in Tim Lane’s music, which is featured on the episode:
Facebook: The Backstick Agenda. (Please go and Like this page.)
Website: www.thebackstickagenda.com/
To see film clips and to hear Tim’s music: https://thebackstickagenda.bandcamp.com/
(To purchase Tim’s music, you need to register on Bandcamp before you can download.)
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 providing such services during COVID-19.
Amongst a range of other topics discussed, we also examined the age-old question of “Should I just take out my own licence?”, with Julia sharing some practical tips and points to consider.
In the interview Julia mentioned the software program that Compliance Co has developed to assist AFSL’s. For more information, please refer to the website www.3lines.com.au. Compliance Co has generously offered to provide listeners to this podcast (who are AFSL’s) a 3 months free trial of the Representative Client File Review segment of the software. Please contact Julia directly if you are interested – her contact details appear below.
The podcast Julia mentioned during the Rapid Fire section of the interview is Chat 10 Looks 3, with Annabel Crabb and Leigh Sales.
The book Julia referred to during that same section is Scaling Up, by Verne Harnish.
Julia’s contact details are
Email: jvojkovic@complianceco.com.au
Phone: +61 401 193 473
Web: www.complianceco.com.au
Linked In: https://www.linkedin.com/in/julia-vojkovic-708563114/
Scott’s contact details are:
Email: scott@slipstreamcoaching.com.au
Phone: 0409 870 330
Web: www.slipstreamcoaching.com.au
Linked In: www.linkedin.com/in/scottcharlton
To take an interest in Tim Lane’s music, which is featured on the episode:
Facebook: The Backstick Agenda. (Please go and Like this page.)
Website: www.thebackstickagenda.com/
To see film clips and to hear Tim’s music: https://thebackstickagenda.bandcamp.com/
(To purchase Tim’s music, you need to register on Bandcamp before you can download.)
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 accountant and as a financial planner.
We finish off the discussion with Andrew’s well considered views on how the Wallabies can win the Rugby World Cup in 2023 and relate that back to building a successful team in a professional services business.
During the interview Andrew mentioned a number of resources, details of which appear below –
The Joe Rogan podcast – readily accessed on the major podcast platforms
The podcast interview Andrew mentioned – Nick McArdle speaking with Liz Ellis – can be found on the podcast The Playmaker’s Playbook. The interview with Liz Andrew refers to was published in July 2020
Andrew mentioned a valuation resource in the context of small business clients, from Divest Merge Acquire. For more details, please refer to www.divestmergeacquire.com/resources
The book that Andrew recommended and Scott endorsed is “The Energy Bus. 10 rules to fuel your life, work and team with positive energy”
And finally, the beer receptacle Andrew mentioned during the interview is a Kegerator, details of which can be found at www.kegerator.com
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 discussion includes the software tools they use in their firm and how they have got these applications working together.
We also cover the internal system they have developed to foster team member development and performance, along with how they report on their business internally across the various divisions.
Brent also shares that through their division Altitude Innovations, he and the Team are making this impressive technology available to other professional services firms. Further details on their technology services can be found at www.altitudeinnovations.com.au Also, by completing a short questionnaire at http://slipstream.altitudeinnovations.com.au, they have kindly agreed to share a copy of their extensive ‘Integrations Map’ which visually explains how all the systems in use throughout the firm pass data between each other, as well as offering up any other insights they have on integrating the applications you currently use within your firm.
In the interview James also mentioned that he is a fan of Steven Colbert, who hosts The Late Show, a humorous current affairs television program based in the USA. Clips of this show can be readily found on YouTube, and recently aired episodes can be seen on the ‘10 play’ streaming service.
Contact details for Brent and James are:
Brent’s email: Brent@altitudeadvisers.com.au James’ email: James@altitudeinnovations.com.au
Phone: 07 3209 2300
Brent’s LinkedIn: www.linkedin.com/in/BrentCharlton/ James’ LinkedIn: www.linkedin.com/in/MillsJA
Scott’s contact details are:
Email: scott@slipstreamcoaching.com.au
Phone: 0409 870 330
Web: www.slipstreamcoaching.com.au
LinkedIn: www.linkedin.com/in/scottcharlton
To take an interest in Tim Lane’s music, which is featured on the episode:
Facebook: The Backstick Agenda. (Please go and Like this page.) Website: www.thebackstickagenda.com/
To see film clips and to hear Tim’s music: https://thebackstickagenda.bandcamp.com/
(To purchase Tim’s music, you need to register on Bandcamp before you can download.)
Thanks for tuning in!
Thanks for joining us on this month's episode of In the Slipstream FM podcast. If you enjoyed this episode, don't forget to subscribe via Google Podcasts, iTunes, Spotify or Stitcher so you never miss an episode.While you're there, feel free to leave us a rating and review to help us reach even more listeners!
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.
In the interview there were several items that Tim mentioned which you may be interested in following up –
· The book he’s read lately that he’s learned from: “Never split the difference. Negotiating as if your life depended upon it” by Chris Voss
· Tim’s favourite podcast: Chicane Sun:Sets
· The free resources available from Change GPS can be found at changegps.com.au/resources
Tim’s contact details are
Email: timothymunro@changeaccountants.com.au
Phone: 0400 162 253
Web: changegps.com.au
Twitter: twitter.com/Timothy_Munro
Linked In: linkedin.com/in/timothymunro
Scott’s contact details are:
Email: scott@slipstreamcoaching.com.au
Phone: 0409 870 330
Web: slipstreamcoaching.com.au
Linked In: linkedin.com/in/scottcharlton
To take an interest in Tim Lane’s music, which is featured on the episode:
Facebook: The Backstick Agenda. (Please go and Like this page.)
Website: www.thebackstickagenda.com/
To see film clips and to hear Tim’s music: https://thebackstickagenda.bandcamp.com/
(To purchase Tim’s music, you need to register on Bandcamp before you can download.)
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 relationship, by which he explores what the firm is looking to achieve.
Paul’s story about the very positive impact that one of his business planning workshops had upon a financial planner participant is particularly heart warming.
Paul also shares some interesting aspects about one of his favourite topics, proactively generating client referrals. It’s something that he was particularly adept at during his time as a practitioner himself and here he shares some tips about what made him so successful.
Free download of the client referral diagnostic
As mentioned on the podcast, Paul has developed a diagnostic to determine whether a professional services firm is ready to proactively generate client referrals.
You can download this at: https://slipstreamcoaching.com.au/nov-podcast-guide/
Complimentary Business Performance Review
As mentioned during the Coach Corner segment of the podcast, if you are interested in working with Slipstream Coaching and/or would like an independent review of your firm please take advantage of our complimentary Business Performance Review.
This is an introductory 90 minute consultation to understand your firm and the future you want to create. We will look at some KPIs from your past years with a view to identifying areas for improvement. The thought-provoking discussion which ensues will range from internal matters such as your engine room, team and the composition of your client base through to outward facing issues such as your growth opportunities and appropriate marketing strategies.
Post this consultation, you will be sent a summary of the discussion and the major recommendations arising, along with a 12 month revenue, profit and growth plan based on your objectives.
To arrange a Business Performance Review please email us at hello@slipstreamcoaching.com.au or call 0473 491 976.
Paul’s contact details are
Email: paul@slipstreamcoaching.com.au
Phone: 0408 523 711
Linked In: www.linkedin.com/in/paul-little-a289721a/
Scott’s contact details are:
Email: scott@slipstreamcoaching.com.au
Phone: 0409 870 330
Web: www.slipstreamcoaching.com.au
Linked In: www.linkedin.com/in/scottcharlton
To take an interest in Tim Lane’s music, which is featured on the episode:
Facebook: The Backstick Agenda. (Please go and Like this page.)
Website: www.thebackstickagenda.com/
To see film clips and to hear Tim’s music: https://thebackstickagenda.bandcamp.com/
(To purchase Tim’s music, you need to register on Bandcamp before you can download.)
Podcasts mentioned or referred to on this episode
From Paul: Philosophize this!
From Scott: Barbell Logic
Achieving through others – leading your financial services firmShow 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 attention as a consequence of the leader not having a client caseload.
We consider when such an appointment should be made and the important role that the CEO can play in developing the team – as Jacqui says, “Creating star makers not being the star”
Getting the best out of one’s team is a theme that features throughout the discussion. Both Jacqui and Irma share many terrific ideas from what they are doing in their respective firms to foster performance.
We also contrast traditional ways that firms have dealt with issues such as recruitment; performance reviews; team training and marketing with how these are dealt with by a professional manager. The differences are quite profound.
In the interview Jacqui and Irma also mentioned some books from which they have found insights, details of which appear below –
Mastering the Rockefeller Habits, Verne Harnish
Good to Great, Jim Collins
Follow this link to access the free download from Scott Charlton’s book, “The Bold Accountant”, being the chapter entitled, “Why an accountant shouldn’t be in charge”: slipstreamcoaching.com.au/the-bold-acc-20-download/
To purchase Scott’s book, “Your Professional Headspace”, which was mentioned during the Coach’s Corner segment, go to his website: www.scottcharlton.com.au/purchase/
Jacqui’s contact details are
Email: jacqui@sherlockwealth.com
Phone: 02 8247 9900
Web: sherlockwealth.com
Linked In: www.linkedin.com/in/jacqui-sherlock-9b962948/
Irma’s contact details are
Email: ibantjes@stratusfinancialgroup.com.au
Phone: 07 3007 2007
Web: stratusfinancialgroup.com.au
Linked In: www.linkedin.com/in/irma-bantjes-0729a1157/
Scott’s contact details are:
Email: scott@slipstreamcoaching.com.au
Phone: 0409 870 330
Web: slipstreamcoaching.com.au
Linked In: linkedin.com/in/scottcharlton
To take an interest in Tim Lane’s music, which is featured on the episode:
Facebook: The Backstick Agenda. (Please go and Like this page.)
Website: www.thebackstickagenda.com/
To see film clips and to hear Tim’s music: https://thebackstickagenda.bandcamp.com/
(To purchase Tim’s music, you need to register on Bandcamp before you can download.)
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 listening.
Kath also shares some interesting aspects about her book, in which she has packed the wisdom she’s accumulated through a lifetime of aiming to be the best version of herself.
Kath’s book
In the interview Kath mentioned the way to register interest in her soon-to-be-published book, is via email to aaa@goalsanddreams.com.au
Download from Scott’s book
To access a complimentary chapter in Scott’s book Your Professional Headspace, follow this link: https://slipstreamcoaching.com.au/yph-download/
Kath’s contact details are
Email: kath.orman@goalsanddreams.com.au
Phone: 07 3350 9595
Web: https://www.goalsanddreams.com.au/
Linked In: www.linkedin.com/in/kath-orman-30387569/
Scott’s contact details are:
Email: scott@slipstreamcoaching.com.au
Phone: 0409 870 330
Web: www.slipstreamcoaching.com.au
Linked In: www.linkedin.com/in/scottcharlton
To take an interest in Tim Lane’s music, which is featured on the episode:
Facebook: The Backstick Agenda. (Please go and Like this page.)
Website: www.thebackstickagenda.com/
To see film clips and to hear Tim’s music: https://thebackstickagenda.bandcamp.com/
(To purchase Tim’s music, you need to register on Bandcamp before you can download.)
The road to success can lead to interesting places, with Melissa VossShow 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 change.
Melissa is now in a business development role with Fuseworks, a company that provides automation solutions for professional practices. Melissa is in her element with this role because she is able to assist those in the profession she loves. As she shares with listeners, “The reward for automating processes is that you get to do more of the work you like to do”.
From being afforded the opportunity to speak with leading firms about their systems, Melissa observes what they have in common – a continual search for a better way.
Melissa also made mention of a new product during the interview called Fuse Sign, which has now been released. If you are interested in finding out more about Fuse Sign, go to www.fusesign.com
In the Coach’s Corner segment, Scott continues the episode’s theme of The road to success leading to interesting places. For some, this will relate to the direction their firm is taking. For others, it will be about taking a fresh look at their personal career.
During this segment, Scott poses a question for practitioners to consider which warrants some intense personal reflection. It’s a question that Scott has found helpful in his own career and in coaching others.
To find out more about Your Professional Headspace, the book Scott wrote for professional in practice, go to www.yourprofessionalheadspace.com.au
Melissa’s contact details are
Email: melissa@fuse.work
Phone: 0402 067 277
Web: www.fuse.work
Linked In: www.linkedin.com/in/melissa-voss-9b6a8141/
Scott’s contact details are:
Email: scott@slipstreamcoaching.com.au
Phone: 0409 870 330
Web: www.slipstreamcoaching.com.au
Linked In: www.linkedin.com/in/scottcharlton
To take an interest in Tim Lane’s music, which is featured on the episode:
Facebook: The Backstick Agenda. (Please go and Like this page.)
Website: www.thebackstickagenda.com/
To see film clips and to hear Tim’s music: https://thebackstickagenda.bandcamp.com/
(To purchase Tim’s music, you need to register on Bandcamp before you can download.)
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 firm he took from a very small accountancy practice focusing on individual tax returns to being a leading multidisciplinary firm with multiple owners. This leads on to Michael sharing his experience with respect business planning; succession and evolving to a corporate model. Michael’s thoughts regarding the client experience in a multi-environment (“Tell their story once”) are well worth listening to.
Other points we cover regarding the Collins SBA journey which are bound to be of interest include the role of technology, organisation structure and creating a “culture of innovation”.
At one point during this wide ranging discussion we canvass the role that Michael played in facilitating groups of managing partners of accounting firm across the Asia Pacific region during the COVID-19 crisis. These forums proved to be immensely valuable for the participants and underlined the importance of having a relevant peer group for support and to share ideas.
We finished by discussing the many and varied means by which Michael keeps fit, engaged and growing as a person, all of which will doubtless contribute to the energy and enthusiasm he brings to his coaching role.
All in all, this episode showcases the wonderful experience and attributes that Michael adds to the Slipstream Coaching team. Even more after this interview, we’re excited about the prospects for clients that Michael is going to be working with.
Michael’s contact details are
Email: michael@slipstreamcoaching.com.au
Phone: 0418 362 470
Web: www.slipstreamcoaching.com.au
Linked In: www.linkedin.com/in/michaelspinks1/
Scott’s contact details are:
Email: scott@slipstreamcoaching.com.au
Phone: 0409 870 330
Web: www.slipstreamcoaching.com.au
Linked In: www.linkedin.com/in/scottcharlton
To take an interest in Tim Lane’s music, which is featured on the episode:
Facebook: The Backstick Agenda. (Please go and Like this page.)
Website: www.thebackstickagenda.com/
To see film clips and to hear Tim’s music: https://thebackstickagenda.bandcamp.com/
(To purchase Tim’s music, you need to register on Bandcamp before you can download.)
“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 and misconceptions.
Matt also shares some interesting observations about “vanity metrics”; the benefits of having “hero content” on your site and how to be relevant to the core market that you are seeking to attract to your firm.
Throughout the discussion, Matt also shares some powerful opinions about websites, such as “You don’t need to be different. You just need to be good” and to be extremely wary about “SEO experts” who may promise much but deliver little. He is also very insightful with respect to one’s overall marketing strategy, sharing that consistency trumps creativity and that accountants often under budget for marketing activities.
We also put Matt in the “driver’s seat”, being a six-month secondment as marketing manager to a professional services firm just like yours. His responses may surprise you!
References arising during the interview
-
In the interview Matt referred to a complimentary website audit which Bizink provides. To take advantage of this outstanding opportunity, refer to: https://bizinkonline.com/website-audit/
-
The incredibly valuable marketing report Matt also mentioned during the interview can be located at: https://bizinkonline.com/accounting-marketing-report-2019/
-
The book Matt mentioned he’s been reading lately is Sapiens: A Brief History of Humankind by Yuval Noah Harari.
Matt’s contact details are
Email: matt@bizinkonline.com
Phone: For Matt (or Andrea Major), call Aus 02 8006 4755 / NZ 03 669 0775 For other countries, refer to contact details in the Bizink website.
Web: http://bizinkonline.com/
Linked In: https://www.linkedin.com/in/mattbizink/
Scott’s contact details are:
Email: scott@slipstreamcoaching.com.au
Phone: 0409 870 330
Web: www.slipstreamcoaching.com.au
Linked In: www.linkedin.com/in/scottcharlton
To take an interest in Tim Lane’s music, which is featured on the episode:
Facebook: The Backstick Agenda. (Please go and Like this page.)
Website: www.thebackstickagenda.com/
To see film clips and to hear Tim’s music: https://thebackstickagenda.bandcamp.com/
(To purchase Tim’s music, you need to register on Bandcamp before you can download.)
Getting on with business – Working smarter with Melissa VossShow 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 tasks.
Melissa also shares some interesting views on how technology can assist in the short term whilst we’re all working remotely, along with some practical tips about getting more out of Zoom – something we’re all using more and more these days!
To access Melissa’s Guide to Automation go to https://fuse.work/slipstream
In the Coach’s Corner segment, Scott looks back to April to June 2000, when accountants were dealing with a significant body of new tax regulations, and identifies learning outcomes very relevant to today.
Melissa’s contact details are
Email: melissa@fuse.work
Phone: 0402 067 277
Web: www.fuse.work
Linked In: www.linkedin.com/in/melissa-voss-9b6a8141/
Scott’s contact details are:
Email: scott@slipstreamcoaching.com.au
Phone: 0409 870 330
Web: www.slipstreamcoaching.com.au
Linked In: www.linkedin.com/in/scottcharlton
To take an interest in Tim Lane’s music, which is featured on the episode:
Facebook: The Backstick Agenda. (Please go and Like this page.)
Website: www.thebackstickagenda.com/
To see film clips and to hear Tim’s music: https://thebackstickagenda.bandcamp.com/
(To purchase Tim’s music, you need to register on Bandcamp before you can download.)
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 having spontaneous “discussions in the corridor” with work colleagues.
So too, having structure to one’s working day along with definite start and end points help to ensure that work does not “take over” one’s existence.
Dr Brandon shares some interesting aspects about attracting and retaining talented people. In his case, having a captivating company mission certainly has a role to play in getting the best out of his team.
We also cover what’s involved in breaking new ground on significant world health issues – finding a new way to diagnose sepsis and developing a treatment for COVID-19, both topics upon which Dr Brandon is imminently qualified to comment.
Dr Brandon’s contact details are
Linked In: https://www.linkedin.com/in/richard-brandon-85149a30/
Web: https://immunexpress.com/
Scott Charlton’s contact details are:
Email: scott@slipstreamcoaching.com.au
Phone: 0409 870 330
Web: www.slipstreamcoaching.com.au
Linked In: www.linkedin.com/in/scottcharlton
To take an interest in Tim Lane’s music, which is featured on the episode:
Facebook: The Backstick Agenda. (Please go and Like this page.)
Website: www.thebackstickagenda.com/
To see film clips and to hear Tim’s music: https://thebackstickagenda.bandcamp.com/
(To purchase Tim’s music, you need to register on Bandcamp before you can download.)
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 shares some interesting observations about “people aspects” which should be considered alongside the technology, along with some predictions about how current circumstances will permanently change the way that we tend to view work (and where it is performed).
Steve has kindly made a complimentary strategy paper available to listeners to this podcast entitled Securing your IT in these changing times! This can be accessed at https://www.bitp.com.au/slipstream
Steve’s contact details are
Email: steve@bitp.com.au
Phone: 0488 801 444
Web: www.bitp.com.au/
Linked In: www.linkedin.com/in/steve-bakker-bris/
Scott’s contact details are:
Email: scott@slipstreamcoaching.com.au
Phone: 0409 870 330
Web: www.slipstreamcoaching.com.au
Linked In: www.linkedin.com/in/scottcharlton
To take an interest in Tim Lane’s music, which is featured on the episode:
Facebook: The Backstick Agenda. (Please go and Like this page.)
Website: www.thebackstickagenda.com/
To see film clips and to hear Tim’s music: https://thebackstickagenda.bandcamp.com/
(To purchase Tim’s music, you need to register on Bandcamp before you can download.)
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 negative in their personal leave and standing down people on no pay. We also delved into the thorny issue of team members working from home, including employer responsibilities and a range of logistical issues that invariably arise such as IT security, business use of personal assets and expectations of work performance
In the interview Kearin also mentioned some resources that she has kindly made available to listeners of this podcast, details of which appear below –
For those interested in the webinar series directed at financial planners which is being conducted by Slipstream Coaching’s Sharon McClafferty and Paul Little, you can register at https://slipstreamcoaching.com.au/webevent/. For the time being, Sharon and Paul are conducting this on a weekly basis, focusing on practical tips that planners can do in their own business and the work they undertake with clients, with particular emphasis on working through the Corona Virus crisis. Quite simply it is not to be missed.
Kearin Lowry’s contact details are
Email: kearin@workforcepositive.com
Phone: 0412 995 330
Web: www.workforcepositive.com
Linked In: www.linkedin.com/in/kearinlowry/
To access the resource that Kearin mentioned during the podcast:
Kearin has prepared a wonderful document, filled with relevant suggestions regarding HR good practices, that she is making available to listeners to the podcast. The document also provides details of her complimentary 15 minute triage call should you have HR issues you wish to discuss.
You can access this document at: https://www.dropbox.com/s/vxw9hpbbrryt2pq/COVD19%20Employer%20Response%20from%20Workforce%20Positive.pdf?dl=0
Scott’s contact details are:
Email: scott@slipstreamcoaching.com.au
Phone: 0409 870 330
Web: www.slipstreamcoaching.com.au
Linked In: www.linkedin.com/in/scottcharlton
To take an interest in Tim Lane’s music (which appears on this episode)
Facebook: The Backstick Agenda. (Please go and Like this page.)
Website: www.thebackstickagenda.com/
To see film clips and to hear Tim’s music: https://thebackstickagenda.bandcamp.com/
(To purchase Tim’s music, you need to register on Bandcamp before you can download.)
New Template
New Template
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 interesting ideas about fostering business growth in your firm.
Paul’s contact details are
Email: paul@slipstreamcoaching.com.au
Phone: 0408 523 711
Linked In: www.linkedin.com/in/paul-little-a289721a/
The book that Paul mentioned during the interview
The World As It Is: Inside the Obama White House
by Ben Rhodes
Scott’s contact details are:
Email: scott@slipstreamcoaching.com.au
Phone: 0409 870 330
Web: www.slipstreamcoaching.com.au
Twitter: ScottCharlton1
Linked In: www.linkedin.com/in/scottcharlton
To take an interest in Tim Lane’s music
Facebook: The Backstick Agenda. (Please go and Like this page.)
Website: www.thebackstickagenda.com/
To see film clips and to hear Tim’s music: https://thebackstickagenda.bandcamp.com/
(To purchase Tim’s music, you need to register on Bandcamp before you can download.)
New Template
New Template
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, alongside being a busy practitioner.
Andy’s contact details are
Email: andy@onthemovecoaching.com
Phone: +61 408 102 025
Web: bicyclesforhumanity.com
Linked In: https://www.linkedin.com/in/andygild/
Scott’s contact details are:
Email: scott@slipstreamcoaching.com.au
Phone: +61 409 870 330
Web: www.slipstreamcoaching.com.au
Twitter: ScottCharlton1
Linked In: www.linkedin.com/in/scottcharlton
To take an interest in Tim Lane’s music which features on the podcast
Facebook: The Backstick Agenda. (Please go and Like this page.)
Website: www.thebackstickagenda.com/
To see film clips and to hear Tim’s music: https://thebackstickagenda.bandcamp.com/
(To purchase Tim’s music, you need to register on Bandcamp before you can download.)
New Template
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 share about recruiting graduates.
Alisdair also shares some interesting details about what’s been involved in rebranding his company, including the “Remarkable Truth” encapsulated in his business. It’s a thought provoking concept.
Resources
The previous interview conducted with Alisdair on this podcast is Episode 20. It’s well worth a listen because the topics covered in the two episodes are largely different. You can find this on your favourite podcast application or via the Slipstream Coaching website https://slipstreamcoaching.com.au/ep20-alisdairbarr/
The podcast that Alisdair refers to in the interview is The Joe Rogan Experience. This can be located at www.joerogan.com
The marketing agency Alisdair used for his rebrand and for determining his “Remarkable Truth” is Monogram Partners and you can find this company at www.monogram.partners
Alisdair’s contact details are
Email: abarr@striver.careers
Phone: 0405 138 613
Web: www.striver.careers
Twitter: @best_employers
Linked In: www.linkedin.com/in/alisdairbarr/
Scott’s contact details are:
Email: scott@slipstreamcoaching.com.au
Phone: 0409 870 330
Web: www.slipstreamcoaching.com.au
Twitter: ScottCharlton1
Linked In: www.linkedin.com/in/scottcharlton
To take an interest in Tim Lane’s music
Facebook: The Backstick Agenda. (Please go and Like this page.)
Website: www.thebackstickagenda.com/
To see film clips and to hear Tim’s music: https://thebackstickagenda.bandcamp.com/
(To purchase Tim’s music, you need to register on Bandcamp before you can download.)
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.
Brettalso talks about his firm winning the IFA Award for Holistic Advice and shares some interesting aspects about maintaining a healthy work-life balance.
Some concepts that Brett refers to in the conversation that you may wish to explore further were -
· Double Double – Refer to Cameron Herald’s book, Double Double: How to Double your Revenue and Profit in 3 years or less
· Hedgehog – Refer to Jim Collins’ book, Good to Great, Why some companies make the leap…and others don’t
Brett Cribb’s contact details are
Email: BCribb@stratusfinancialgroup.com.au
Phone: 07 3007 2000
Web – Stratus Financial Group: www.stratusfinancialgroup.com.au/
Web -Resources Unearthed: www.resourcesunearthed.com.au/
Linked In: www.linkedin.com/in/brettcribb/
Scott’s contact details are:
Email: scott@slipstreamcoaching.com.au
Phone: 0409 870 330
Web: www.slipstreamcoaching.com.au
Twitter: ScottCharlton1
Linked In: www.linkedin.com/in/scottcharlton
To take an interest in Tim Lane’s music
Facebook: The Backstick Agenda. (Please go and Like this page.)
Website: www.thebackstickagenda.com/
To see film clips and to hear Tim’s music: https://thebackstickagenda.bandcamp.com/
(To purchase Tim’s music, you need to register on Bandcamp before you can download.)
New Template
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 differences between this and operating an accounting firm might surprise you. Jasonalso shares some interesting thoughts about developing a specialist niche and performing business advisory work.
We also speak about Jason’s book Stark Naked Numbers. Subtitled Uncover your Financials, Unlock your Cash and Unleash your Profits, the book includes a host of valuable insights that business owners (and their accountants) need to know in order to make effective decisions and get optimal outcomes.
Resources
Jason’s book Stark Naked Numbers is available through many of the online bookstores, including –
Amazon: www.amazon.com.au
Jason’s contact details are
Email: jason@sbo.financial
Web: https://sbo.financial
Twitter: @SBO_Financial
Linked In: https://www.linkedin.com/in/jason-andrew/
Scott’s contact details are:
Email: scott@slipstreamcoaching.com.au
Phone: 0409 870 330
Web: www.slipstreamcoaching.com.au
Twitter: @ScottCharlton1
Linked In: www.linkedin.com/in/scottcharlton
To take an interest in Tim Lane’s music
Facebook: The Backstick Agenda. (Please go and Like this page.)
Website: www.thebackstickagenda.com/
To see film clips and to hear Tim’s music: https://thebackstickagenda.bandcamp.com/
(To purchase Tim’s music, you need to register on Bandcamp before you can download.)
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 about specialisation and professional partnerships.
Additionally, Greg shares some interesting aspects of his days representing Australia as an elite triathlete.
Greg Gunther’s contact details are
Email: greg@yourbusinessmomentum.com.au
Phone: +61418987252
Web: yourbusinessmomentum.com.au
Twitter: gregwgunther
Linked In: www.linkedin.com/in/greggunther/
Greg Gunther’s book, Feet First
www.yourbusinessmomentum.com.au/feet-first
The podcast Greg mentioned on the program
Exponential Wisdom, by Peter Diamandis and Dan Sullivan
Scott’s contact details are:
Email: scott@slipstreamcoaching.com.au
Phone: +61409870330
Web: www.slipstreamcoaching.com.au
Twitter: ScottCharlton1
Linked In: www.linkedin.com/in/scottcharlton
To take an interest in Tim Lane’s music
Facebook: The Backstick Agenda. (Please go and Like this page.)
Website: www.thebackstickagenda.com/
To see film clips and to hear Tim’s music: https://thebackstickagenda.bandcamp.com/
(To purchase Tim’s music, you need to register on Bandcamp before you can download.)
New Template
New Template
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 interesting thoughts about proactively gathering client referrals, backing oneself and being really focused on one’s ideal client. His story of how he exited the business is a lesson for many to follow.
Paul Little’s contact details are
Email: paul@glfamily.net
Phone: 0408 523 711
Linked In: https://www.linkedin.com/in/paul-little-a289721a/
Scott’s contact details are:
Email: scott@slipstreamcoaching.com.au
Phone: 0409 870 330
Web: www.slipstreamcoaching.com.au
Twitter: ScottCharlton1
Linked In: www.linkedin.com/in/scottcharlton
To take an interest in Tim Lane’s music
Facebook: The Backstick Agenda. (Please go and Like this page.)
Website: www.thebackstickagenda.com/
To see film clips and to hear Tim’s music: https://thebackstickagenda.bandcamp.com/
(To purchase Tim’s music, you need to register on Bandcamp before you can download.)
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.
Stephenalso shares some interesting thoughts about the incoming FASEA rules and the potential implications for accountants currently operating on a limited licence for providing financial advice. Interestingly, Stephen formerly enjoyed an excellent collaborative relationship with Slipstream Coaching’s Rachel Wilson, back in the days she was running her accounting firm. He talks about what made that relationship so beneficial for mutual clients and his views on the role of specialisation in offering solutions to those clients.
Contact details for Stephen Kostarelas are:
Email: stephen.kostarelas@twd.com.au
Phone: 08 6363 5300
Web: www.twd.com.au
Linked In: www.linkedin.com/in/stephenkostarelas/
Scott’s contact details are:
Email: scott@slipstreamcoaching.com.au
Phone: 0409 870 330
Web: www.slipstreamcoaching.com.au
Twitter: ScottCharlton1
Linked In: www.linkedin.com/in/scottcharlton
Exclusive offer from Fuseworks - Find out how FuseWorks can help you to work smarter
FuseWorks create smart solutions for accountants and financial planners to help you turbocharge your productivity and create time for what really matters.
They’ve extended a special code for all listeners of In the Slipstream to receive 50% off the annual subscription fee of their latest solution – FuseCharts. Just use the code peloton at www.fuse.work/fusecharts
Website: www.fuse.work
LinkedIn: https://www.linkedin.com/company/fuseworksteam/
To take an interest in Tim Lane’s music
Facebook: The Backstick Agenda. (Please go and Like this page.)
Website: www.thebackstickagenda.com/
To see film clips and to hear Tim’s music: https://thebackstickagenda.bandcamp.com/
(To purchase Tim’s music, you need to register on Bandcamp before you can download.)
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 facilitation role along with some interesting tips about applying this in practice.
Brant Dillon’s contact details are
Email: brant@realservices.com.au
Phone: 0438 182 267
Web: www.thelegalhub.com.au
Linked In: www.linkedin.com/in/brant-dillon-b579a414/
Scott Charlton’s contact details are:
Email: scott@slipstreamcoaching.com.au
Phone: 0409 870 330
Web: www.slipstreamcoaching.com.au
Twitter: ScottCharlton1
Linked In: www.linkedin.com/in/scottcharlton
Exclusive offer from Fuseworks - Find out how FuseWorks can help you to work smarter
FuseWorks create smart solutions for accountants and financial planners to help you turbocharge your productivity and create time for what really matters.
They’ve extended a special code for all listeners of In the Slipstream to receive 50% off the annual subscription fee of their latest solution – FuseCharts. Just use the code peloton at www.fuse.work/fusecharts
Website: www.fuse.work
LinkedIn: https://www.linkedin.com/company/fuseworksteam/
To take an interest in Tim Lane’s music
Facebook: The Backstick Agenda. (Please go and Like this page.)
Website: www.thebackstickagenda.com/
To see film clips and to hear Tim’s music: https://thebackstickagenda.bandcamp.com/
(To purchase Tim’s music, you need to register on Bandcamp before you can download.)
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 activities. Barry also explains the means by which he has accumulated the resilience to handle the hurdles placed before him. There is much that we can all learn from Barry’s “three legged stool” – his go-to activities which have helped him to overcome challenges and ultimately succeed in business and in life. It’s a fascinating and ultimately heart warming story which you will remember for a long time.
Barry Daniels’contact details are
Phone: 0418 885 995
Email: barry@bardangroup.com.au
Linked In: www.linkedin.com/in/barry-j-daniels-96323121/
Scott Charlton’s contact details are:
Phone: 0409 870 330
Email: scott@slipstreamcoaching.com.au
Web: www.slipstreamcoaching.com.au
Twitter: ScottCharlton1
Linked In: www.linkedin.com/in/scottcharlton
Scott’s book, Your Professional Headspace
For more information and/or to purchase a copy of Scott’s book which was mentioned during the podcast, go to www.yourprofessionalheadspace.com.au
To take an interest in Tim Lane’s music
Facebook: The Backstick Agenda. (Please go and Like this page.)
Website: www.thebackstickagenda.com/
To see film clips and to hear Tim’s music: https://thebackstickagenda.bandcamp.com/
(To purchase Tim’s music, you need to register on Bandcamp before you can download.)
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 of some coaching. Rachel shares what this entailed and how it has shaped her own view of what she would like to offer her clients.
You’ll find this to be an enjoyable conversation that flows along rather easily. Rachel is quite clearly interested in helping fellow practitioners and looking forward to starting her coaching life at Slipstream.
Resources
During the interview, Rachel mentioned that she is a regular podcast listener. Here for your enjoyment are some podcast shows that feature in Rachel’s playlist along with some helpful comments -
· Scaling up- Bill Gallagher - has some phenomenal guests
· 10% Happier - light hearted and good introduction to meditation and general relaxation.
· Pick of the punch - light hearted and full of takeaways from a marketing perspective
· Disrupt Yourself - Whitney Johnson - interesting concepts and enlightening especially in regard to habits
· The Gary Vee Audio Experience - (strong language warning with that one)
· The Tim Ferriss Show - often results in me trying the new latest fad!
· Ted Talks Daily - great for shorter rides in the car, some phenomenal topics covered
Rachel Wilson’s contact details are
Email: rachel@slipstreamcoaching.com.au
Phone: 0411 645 470
Twitter: RachelPeridot
Linked In: www.linkedin.com/in/rachelmarywilson/
Scott Charlton’s contact details are:
Email: scott@slipstreamcoaching.com.au
Phone: 0409 870 330
Web: www.slipstreamcoaching.com.au
Twitter: @ScottCharlton1
Linked In: www.linkedin.com/in/scottcharlton
To take an interest in Tim Lane’s music
Facebook: The Backstick Agenda. (Please go and Like this page.)
Website: www.thebackstickagenda.com/
To see film clips and to hear Tim’s music: https://thebackstickagenda.bandcamp.com/
(To purchase Tim’s music, you need to register on Bandcamp before you can download.)
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 detrimental to profits and team morale.
Phil is well known for his insights with respect to business matters and financial services firms in particular. During the discussion, he shares some interesting aspects with respect to FASEA and his predictions for what successful firms will look like in the future. It makes for fascinating listening.
Phil Little’s contact details are
Email: phil@slipstreamcoaching.com.au
Phone: 0411 668 867
Web: www.slipstreamcoaching.com.au
Linked In: www.linkedin.com/in/phillip-little-04162378/
Scott Charlton’s contact details are:
Email: scott@slipstreamcoaching.com.au
Phone: 0409 870 330
Web: www.slipstreamcoaching.com.au
Twitter: ScottCharlton1
Linked In: www.linkedin.com/in/scottcharlton
To take an interest in Tim Lane’s music
Facebook: The Backstick Agenda. (Please go and Like this page.)
Website: www.thebackstickagenda.com/
To see film clips and to hear Tim’s music: https://thebackstickagenda.bandcamp.com/
(To purchase Tim’s music, you need to register on Bandcamp before you can download.)
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 corporate life to establish his company Higher Purpose, the very specific study in philanthropy he is currently undertaking and some case studies of people he has assisted in this area.
Brad Mackay’s contact details are
Email: brad.mackay@higherpurpose.com.au
Phone: 0488 066 111
Web: www.higherpurpose.com.au
Linked In: www.linkedin.com/in/brad-mackay-74115a50
MND and Me
Details about the foundation MND and Me mentioned during this episode can be found at: www.mndandme.com.au
Scott Charlton’s contact details are:
Email: scott@slipstreamcoaching.com.au
Phone: 0409 870 330
Web: www.slipstreamcoaching.com.au
Twitter: ScottCharlton1
Linked In: www.linkedin.com/in/scottcharlton
To take an interest in Tim Lane’s music
Facebook: The Backstick Agenda. (Please go and Like this page.)
Website: www.thebackstickagenda.com/
To see film clips and to hear Tim’s music: https://thebackstickagenda.bandcamp.com/
(To purchase Tim’s music, you need to register on Bandcamp before you can download.)
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 generation of advisers.
Jenny also shares her thoughts about creating an enjoyable environment for clients and team members, the vision of her future firm along with some interesting personal aspirations.
Jenny’s contact details are
Email: jbrown@jbsfinancial.com.au
Phone: (03) 8677 0688
Web: http://jbsfinancial.com.au/
Twitter: JBSFinancialJB
Linked In: https://www.linkedin.com/in/jennybrownjbs/
Scott’s contact details are:
Email: scott@slipstreamcoaching.com.au
Phone: 0409 870 330
Web: www.slipstreamcoaching.com.au
Twitter: ScottCharlton1
Linked In: www.linkedin.com/in/scottcharlton
To take an interest in Tim Lane’s music
Facebook: The Backstreet Agenda. (Please go and Like this page.)
Website: www.thebackstickagenda.com/
To see film clips and to hear Tim’s music: https://thebackstickagenda.bandcamp.com/
(To purchase Tim’s music, you need to register on Bandcamp before you can download.)
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 interesting aspects about exiting her business. The ultimate exit was not the first route that Leonie tried. In fact there were several options explored before a successor came on the scene. That turned out to be a very successful path and now it is clear that there is a vibrant future for Henry Financial Group well beyond the service of its founder.
Throughout the conversation, it’s interesting to hear what Leonie has to share looking back on her time in business, from the position of now being happily retired.
Slipstream's Breakaway Workshop - slipstreamcoaching.com.au/business-planning
Scott’s contact details are:
Email: scott@slipstreamcoaching.com.au
Phone: 0409 870 330
Web: www.slipstreamcoaching.com.au
Twitter: ScottCharlton1
Linked In: www.linkedin.com/in/scottcharlton
Music provided by Tim Lane
Facebook: The Backstreet Agenda. (Please go and Like this page.)
Website: www.thebackstickagenda.com/
To see film clips and to hear Tim’s music: https://thebackstickagenda.bandcamp.com/
(To purchase Tim’s music, you need to register on Bandcamp before you can download.)
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 recurring revenue and BOLA’s for financial planning firms. For accountants we consider the favourable valuation impact of introducing a monthly recurring revenue model.
Listeners will also hear about the complimentary telephone consultation that Tim offers to other practitioners about practice valuation.
Tim also shares some interesting aspects from his experience with respect to developing a speciality within one’s firm – accumulating the expertise, systems, team members, marketing and strategic partnership.
On top of all this, we look at the musical career that Tim has forged for himself and his group The Backstick Agenda alongside his day job at Centurion.
Tim Lane’s contact details are
Email: tim@centurionmarketmakers.com.au
Phone: 1300 766 156
Mobile: 0409 792 798
Web: https://centurionmarketmakers.com.au/
Linked In: https://www.linkedin.com/in/tim-lane-3513719/
Keep in mind the complimentary (and highly valuable!) consultation that Tim offers to practitioners regarding practice valuation and related issues – partnership matters, entry of new partners etc.
To take an interest in Tim’s music
Facebook: The Backstreet Agenda. (Please go and Like this page.)
Website: www.thebackstickagenda.com/
To see film clips and to hear Tim’s music: https://thebackstickagenda.bandcamp.com/
(To purchase Tim’s music, you need to register on Bandcamp before you can download.)
Scott’s contact details are:
Email: scott@slipstreamcoaching.com.au
Phone: 0409 870 330
Web: www.slipstreamcoaching.com.au
Twitter: ScottCharlton1
Linked In: www.linkedin.com/in/scottcharlton
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 planning firms, including working out of the office and in the home environment. He also outlines some prudent preventative measures along with reasons to avoid the free WI-FI in hotels, travel lounges and other public places. Details of a preliminary cyber security assessment service provided by BITP are also discussed.
In addition to the main topic of the podcast, Steve further shares some interesting perspectives on the notion of retirement and living a meaningful life in the present. This is based in no small measure on Steve’s personal experience – being retired then coming back into the workforce. You will most likely find this section of the podcast to be quite thought-provoking.
Exclusive offer to the audience of In the Slipstream FM
For listeners to this podcast, BITP provides a cyber security review service on favourable terms. There are three variations on the service – Telephone; Over the Internet and On Site. Listeners who are interested in this opportunity should contact Steve Bakker directly, mentioning this podcast to secure the offer which is available.
SWOT Analysis
In the Coach’s Corner segment of this episode, Scott discusses using a SWOT Analysis framework to consider various parts of one’s business, using an SMSF division in an accounting firm as an example. If you are interested in the framework and/or the example, please email Scott at the address below.
Steve Bakker’s contact details are
Email: steve@bitp.com.au
Phone: 0488 801 444
Web: https://www.bitp.com.au/
Linked In: https://www.linkedin.com/in/steve-bakker-bris/
Scott’s contact details are:
Email: scott@slipstreamcoaching.com.au
Phone: 0409 870 330
Web: www.slipstreamcoaching.com.au
Twitter: ScottCharlton1
Linked In: www.linkedin.com/in/scottcharlton
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 interview Natalie also shares some interesting aspects about her journey. Natalie’s infectious enthusiasm shines through, along with her preparedness to investigate available software apps to create a very sophisticated set of capabilities which enables her to offer a terrific service to clients in a cost effective manner for the business. It’s well worth a listen!
Then in the Coach’s Corner segment, Scott looks at what he’s seeing amongst successful professional service firms and delivers some helpful suggestions in terms of how you might follow in the footsteps of these high performers.
Natalie Lennon’s contact details are
Email: natalie@twosidesatc.com.au
Phone: 0405 385 207
Web: www.twosidesatc.com.au
Twitter: @twosidesatc
Linked In: www.linkedin.com/in/natalielennon/
Scott Charlton’s contact details are:
Email: scott@slipstreamcoaching.com.au
Phone: 0409 870 330
Web: www.slipstreamcoaching.com.au
Twitter: ScottCharlton1
Linked In: www.linkedin.com/in/scottcharlton
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 the approved code of ethics course is likely to entail. We also look at the situation for new advisers entering the financial planning profession and what will be expected of them in order to become fully qualified, including the proposed Professional Year. The expectations for CPD are also canvassed, particularly in relation to professional standards and ethics.
Neil also shares his expectations with respect to how FASEA will impact stock brokers, risk specialists and accountants. His analogy relating to the medical profession here is particularly illuminating.
Resources
The consultation papers released by FASEA referred to on during this podcast can be found on the FASEA website: www.fasea.com.au
The resources provided by the Financial Planning Association (FPA) are available on the FPA website: www.fpa.com.au. These can be found within: Advocacy; Policy issues; Education and professional standards requirements. The infographics on for existing financial planners and for new entrants are particularly helpful and hence are highly recommended.
Scott’s book, Your Professional Headspace was also mentioned, due to the content it includes in Chapter 14 on going back to study. For more information about the book or to purchase go to www.scottcharlton.com.au/author/
Scott Charlton’s contact details are:
Email: scott@slipstreamcoaching.com.au
Phone: 0409 870 330
Web: www.slipstreamcoaching.com.au
Twitter: ScottCharlton1
Linked In: www.linkedin.com/in/scottcharlton
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 forging careers, dealing with Imposter Syndrome and how to handle committees where female opinions have traditionally been overlooked.
We talk about the book Denise has written – her objective in writing it, the process she went through and the messages she has incorporated within. We also touch upon the Women’s Empowerment and Leadership Program that Denise has developed and is now running.
In the Coach’s Corner segment, you’ll hear Scott speaking about two elements he considers essential for the website of professional practices – “About You” and “Client Case Studies”. It’s Scott’s view that these elements will help to distinguish your website from your competitors.
Resources
Denise’s book is entitled Women as Leaders. The world needs you. It is available for purchase from her website: http://denise-gibbons.com/books/
You can get onto Denise’s mailing list, check out her weekly blog and download a free chapter of her book from her website.
Details of Denise’s programs can be found at: http://denise-gibbons.com/programs/
If you’d like to know more about Transition Planning Australia, either as an adviser or as a client, details can be found at: http://transitionplan.com.au/
The other book Denise referred to is Your Brain at Work by David Rock. The book, a summary of it and an audio recording can be readily found with a Google search.
Denise’s contact details are
Email: denise@denise-gibbons.com
Phone: 0418 621 294
Web: www.denise-gibbons.com
Twitter: denise_gibbons9
Linked In: www.linkedin.com/in/womensleadershipspecialist/
Scott’s contact details are:
Email: scott@slipstreamcoaching.com.au
Phone: 0409 870 330
Web: www.slipstreamcoaching.com.au
Twitter: ScottCharlton1
Linked In: www.linkedin.com/in/scottcharlton
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 his personal journey, from Chartered Accountant to Financial Planner and his views regarding where multi disciplinary practice is heading in the future.
To find out more about Xeppo
Web: www.xeppo.com.au
Greg Perks’ contact details are
Email: GPerks@perks.com.au
Phone: 08 8273 9210
Web: www.perks.com.au
Linked In: www.linkedin.com/in/gregperks/
Scott’s contact details are:
Email: scott@slipstreamcoaching.com.au
Phone: 0409 870 330
Web: www.slipstreamcoaching.com.au
Twitter: ScottCharlton1
Linked In: www.linkedin.com/in/scottcharlton
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 their business, this episode is a must-listen episode.
Resources
There were two books of offshoring referred to in the episode –
- Offshore or DIE! by Mark Cottle. Order a free copy by sending an email to book@frontlineaccounting.com or by visiting the website frontline.com
- Virtual Freedom by Chris Ducker. Purchase a copy from virtualfreedombook.com
Jon’s contact details are
Email: jon@frontlineaccounting.com.au
Web: www.frontlineaccounting.com
Twitter: @JonRyallCA
Linked In: www.linkedin.com/in/jonryall/
Scott’s contact details are:
Email: scott@slipstreamcoaching.com.au
Phone: 0409 870 330
Web: www.slipstreamcoaching.com.au
Twitter: @ScottCharlton1
Linked In: www.linkedin.com/in/scottcharlton
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 interesting scenarios based on “Patricia Practitioner” and her business partner “Ian” to illustrates how working relationships can be enhanced with greater understanding of oneself and others. Julienne makes the point that it’s not so much about interacting with colleagues on how oneself likes to be dealt with but rather, being able to see things from someone else’s perspective and deal with them as they like to be dealt with.
A key part of Julienne’s consulting framework is based around her extensive knowledge and use of Instinctive Drives encapsulated by the “ID system”. There are numerous examples and explanations provided by Julienne which are illuminated by knowing the ID’s of the practitioners involved.
Resources For more information about the ID profile system and to get your own profile prepared (AUS$50), go to www.instinctivedrives.com
Julienne’s contact details are
Email: jbarton@sureal.com.au Phone: 0418 764 219 Web: www.sureal.com.au Julienne is also contactable on Linked In: www.linkedin.com/in/julienne-barton-80b105
Scott’s contact details are:
Email: scott@slipstreamcoaching.com.au Phone: 0409 870 330 Web: www.slipstreamcoaching.com.au Twitter: ScottCharlton1 Linked In: www.linkedin.com/in/scottcharlton
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 one’s firm
Adrian’s contact details are:
Email: adrianl@nodco.com.auPhone: (03) 9607 8104
0411 105 624
Web: www.nodco.com.au
LinkedIn: www.linkedin.com/in/adrianlynchlawyer/
(These details are particularly relevant if you would like to take Adrian up on his kind offer to provide a complimentary article and data collection form to assist with shareholder agreements.)
Scott’s contact details are:
Email: scott@slipstreamcoaching.com.au
Phone: 0409 870 330
Web: www.slipstreamcoaching.com.au
LinkedIn: www.linkedin.com/in/scottcharlton/
Twitter: ScottCharlton1
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 internally, he led the way in developing a culture which doesn’t stand on ceremony.
All in all this interview contains plenty for practitioners, particularly accountants, to absorb and then apply in their own firms.
Guy’s contact details are
Email: guy@practiceignition.com
Phone: 0401 102 606
Web: www.practiceignition.com
Twitter: @guy_pearson @ignitionapp @interactiveaccg
Linked In: www.linkedin.com/in/guypearson1/
Scott’s contact details are:
Email: scott@slipstreamcoaching.com.au
Phone: 0409 870 330
Web: www.slipstreamcoaching.com.au
Twitter: ScottCharlton1
Linked In: www.linkedin.com/in/scottcharlton
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. Further, we invite Phil into the “New Clients Vs. New Business from Current Clients” debate and get his early yardage strategies when engaging with a new coaching client.
Before the interview concludes with some discussion about what Phil does when he’s not at work, we explore how Slipstream as an independent coaching company has something to offer large financial institutions as well as small Licensees.
From 1 March 2018, Phil’s contact details will be: Email: phil@slipstreamcoaching.com.au Phone: 0411 668 867 Linked In: www.linkedin.com/in/phillip-little-04162378/
Scott’s contact details are: Email: scott@slipstreamcoaching.com.au Phone: 0409 870 330 Web: www.slipstreamcoaching.com.au Twitter: ScottCharlton1 Linked In: www.linkedin.com/in/scottcharlton
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 them started in one’s firm
Alisdair’s contact details are:
Email: abarr@gradmentor.com.au
Phone: 0405 138 613
Web: www.gradmentor.com.au
Twitter: GradMentor01
Scott’s contact details are:
Email: scott@slipstreamcoaching.com.au
Phone: 0409 870 330
Web: www.slipstreamcoaching.com.au
Twitter: ScottCharlton1
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 complementary practitioners. Interestingly there are differences in how accountants and financial planners tend to view making such referrals.
Contact details for Andrew Jago
ajago@nem.net.au
www.nem.net.au
Andrew is also available on Linked In: www.linkedin.com/in/ajago
Contact details for Scott Charlton
scott@slipstreamcoaching.com.au
www.slipstreamcoaching.com.au
Scott is also available on Linked In: www.linkedin.com/in/scottcharlton
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 philosophies that have underpinned his success and a number of bold decisions that he made along the way.
Contact details for Ray Miles
rmiles@fortnum.com.au
www.fortnum.com.au
Ray is also available on Linked In
Contact details for Scott Charlton
scott@slipstreamcoaching.com.au
www.slipstreamcoaching.com.au
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 situations he’s encountered during his career.
Gary’s contact details are –
gary@garytupicoff.com.au www.garytupicoff.com.au Ph: 0418 180 990
Scott’s contact details are –
scott@slipstreamcoaching.com.au www.slipstreamcoaching.com.au Ph: 0409 870 330
The website address of Gary’s former business, Tupicoffs, (which is referred to a few times during the discussion) is www.tupicoffs.com.au
The Red Bear Photo Club of Tupicoffs can be seen at www.tupicoffs.com.au/red-bear-photo-club
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 being successful in a financial services business and about being bold.
Contact details for Phil Little
plittle@fortnum.com.au
www.fortnum.com.au
Phil is also available on Linked In
Contact details for Scott Charlton
scott@slipstreamcoaching.com.au
www.slipstreamcoaching.com.au
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 looking objectively at shedding (or continuing with) the various responsibilities that go with being a practitioner.
Contact details for Kev Ryan kev@kevryan.com.au www.mergetoretire.com.au
Contact details for Scott Charlton scott@slipstreamcoaching.com.au www.slipstreamcoaching.com.au
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 days David focuses his attention on the external CFO area exclusively, in some interesting ways, as we hear on the podcast.
RESOURCES & LINKS MENTIONED From The Trenches Podcast www.fromthetrenches.com.au
Contact details for David Boyar david@sequelvcfo.com.au www.sequelvcfo.com.au
Contact details for Scott Charlton scott@slipstreamcoaching.com.au www.slipstreamcoaching.com.au
Virtual CFO Association www.vcfoassociation.com.au
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.
In this episode, we talk to Scott Charlton, Director of Coaching at Slipstream Coaching and discuss how most Accounting and Financial Planning businesses approaching developing their team and what they can do differently going forward to get more buy in.
In this episode, we talk with Sharon McClafferty, Business Development Director at Slipstream Coaching. She has spent the last 7 years talking with over 800 Accounting and Financial Planning business owners about how they dramatically improve their business.
How identifying your ideal client can change your business – with Brett Cribb of Stratus Financial Group
In this episode, we talk with Scott Charlton, Director of Coaching at Slipstream Coaching. We discuss Scott’s journey as a professional Business Coach to the Accounting and Financial Planning profession.