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Slipstream Coaching is dedicated to helping accounting and financial planning firms to reach their potential.

Slipstream Coaching is dedicated to helping accounting and financial planning firms to reach their potential.
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Location:

Australia

Description:

Slipstream Coaching is dedicated to helping accounting and financial planning firms to reach their potential.

Language:

English

Contact:

0468599009


Episodes

Episode 36 - Rachel Wilson, newly appointed coach at Slipstream Coaching.

4/30/2019
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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...

Duration:00:54:29

Episode 35 - Podcast with Phil Little, 12 months on as a Slipstream coach

3/6/2019
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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...

Duration:01:00:02

Episode 34 - Podcast with Higher Purpose with Brad Mackay

2/10/2019
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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...

Duration:00:55:04

Episode 33 - FASEA, Fun and the future of the financial planning with Jenny Brown

12/31/2018
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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...

Duration:01:21:31

Episode 32 - Upon reflection - a practitioner's journey with Leonie Henry

12/3/2018
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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...

Duration:01:14:07

Episode 31 – Practice Valuations with Tim Lane

11/12/2018
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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...

Duration:01:22:43

Episode 30- Cyber Security and Coming Back from Retirement with Steve Bakker

10/22/2018
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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...

Duration:01:05:45

Episode 29 - Free to Fly with Natalie Lennon

8/30/2018
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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...

Duration:00:55:07

Episode 28 - The FASEA requirements with Neil Kendall

8/1/2018
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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...

Duration:01:05:53

Episode 27 - Life as a Practitioner and Beyond – Denise Gibbons

7/24/2018
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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...

Duration:01:08:10

Episode 26 - Multidisciplinary Practice – Greg Perks

6/17/2018
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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...

Duration:00:57:03

Episode 25 - The Case for Offshoring – Jon Ryall

5/13/2018
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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...

Duration:01:07:48

Episode 24 - Harnessing the power of you and your team - Julienne Barton - Sureal

4/8/2018
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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...

Duration:00:59:41

Episode 23 - Interview with a Gun Lawyer – Adrian Lynch

3/11/2018
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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 - 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...

Duration:00:59:48

Episode 22 - Lighting Up Your Accounting Firm - Guy Pearson

2/11/2018
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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...

Duration:01:16:48

Episode 21 - Podcast with Phil Little - Slipstream Coaching's New Business Coach

1/28/2018
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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...

Duration:00:52:35

Episode 20 - Podcast with Alisdair Barr - Grad Mentor

1/7/2018
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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 – 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:...

Duration:01:02:22

Episode 19 - Bold Practitioner Interview – Andrew Jago

12/3/2017
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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...

Duration:01:08:38

Episode 18 - Bold Practitioner Interview – Ray Miles

11/16/2017
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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...

Duration:00:50:19

Episode 17 - Interview with a wise owl – Gary Tupicoff

10/29/2017
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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...

Duration:01:00:35