In The Slipstream

  • Autor: Vários
  • Narrador: Vários
  • Editor: Podcast
  • Duración: 33:34:42
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Sinopsis

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

Episodios

  • Episode 39 - Stephen Kostarelas, Referrals, rewards and recruitment– a practitioner’s story

    12/08/2019

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

  • Episode 38 - Estate Planning with Brant Dillon

    08/07/2019

      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 tur

  • Episode 37 - Barry Daniels, Resilience, mental well being and entrepreneurship - a practitioner’s journey

    20/05/2019

    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@slip

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

    30/04/2019

      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 -

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

    07/03/2019

    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 3

  • Episode 34 - Podcast with Higher Purpose with Brad Mackay

    10/02/2019

    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: Scott

  • Episode 32 - FASEA-Fun and the Future of the Financial Planning with Jenny Brown

    31/12/2018

    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

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

    04/12/2018

    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: Em

  • Episode 31 – Practice Valuations with Tim Lane

    12/11/2018

    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 A

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

    22/10/2018

    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 like

  • Episode 29 - Free to Fly with Natalie Lennon

    30/08/2018

    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

  • Episode 28 - The FASEA requirements with Neil Kendall

    02/08/2018

    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 ref

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

    24/07/2018

    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 t

  • Episode 26 - Multidisciplinary Practice – Greg Perks

    18/06/2018

    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  

  • Episode 25 - The Case for Offshoring – Jon Ryall

    13/05/2018

    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.slipstreamc

  • Episode 24 - Interview with Julienne Barton - Sureal

    08/04/2018

    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

  • Episode 23 - Interview with a Gun Lawyer – Adrian Lynch

    11/03/2018

    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

  • Episode 22 - Lighting Up Your Accounting Firm - Guy Pearson

    11/02/2018

    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

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

    28/01/2018

    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@slips

  • Episode 20 - Podcast with Alisdair Barr - Grad Mentor

    07/01/2018

    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  

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