In The Slipstream

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

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

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

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

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

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

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

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

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

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

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.