In The Slipstream

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

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://slips

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@slip

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 determin

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

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.goalsand

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

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 rangi

“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 f

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

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 B

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 conta

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 Pau

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

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://theba

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 Jo

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

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. Jason also 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 Ja

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: +6140987033

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