Sharon McClafferty's guest appearances

Sharon McClafferty

XY Adviser

Goals Based Advice Podcast

Ensombl Advice Australia

Hayley Knight

Michael Back

Angus Woods

Santi Burridge

Brad Fox

Tristan Scifo

Amie Baker

Vince Scully

Chris Hockey

Dante De Gori

Marc Bineham

Clayton Daniel

Glen James

Glen Hare

Peita Diamantidis

OwlTail

When building a successful and valuable financial planning practice, it is easy for advisers to get swept up in the never ending demands of running a business. This can lead to burnout, under-charging, and sacrificing personal goals. When given time to reflect and look over their business strategy, advisers can often find more time to achieve their personal goals, while bringing in more revenue at the same time.  To find out how this is possible, in this episode we speak to Sharon McClafferty, CEO of Slipstream Coaching to talk about how their business coaches help financial advisers take control of their business and realign with their strategic goals.  We talk about the 3 pillars to create a profitable and successful advice practice. Sharon provides valuable tips around repricing, analysing value, reviewing your business plan and expanding your business.  This episode is all about getting realigned with the business you have and the life you want to live, while also ensuring your business is being remunerated properly in line with the value clients receive. Sharon gives some great ‘pushes’ for your business that many of us have been needing to hear! Resources: To reach out to Sharon, please contact her via her LinkedIn profile or visit the website. What You'll Learn From This Episode:  How to accurately price your services How to align your business goals with your personal goals How to continuously customise your service offering to your clients Why single adviser practices are often high risk The importance of giving yourself lead time to achieve business goals Why you shouldn’t take on client’s you can’t deliver maximum value to How to increase fees with your existing clients How to measure the value of repricing your services Why it is so important for advisers to have a business plan How to let go of clients you don’t enjoy servicing   About Our Guest: Sharon McClafferty is the CEO of Slipstream Coaching, offering tailored business coaching to over 60 financial planning and accounting practices across Australia. With a background in event and project management in Australia and London, Sharon found her passion in business coaching, launching Slipstream Coaching with Scott Charlton in 2015. Sharon is incredibly passionate about helping financial planners take their business to the next level.  For more conversations with the thinkers and movers in the world of financial advice, go to  Goals-Based Advice Podcast. You can also access more episodes on  Apple Podcasts and Spotify. For updates, follow our Facebook page.  If you have more questions, don't forget to reach out to me on LinkedIn and to send an email at jacqui@adviceintelligence.com   Thanks for tuning in!

When building a successful and valuable financial planning practice, it is easy for advisers to get swept up in the never ending demands of running a business. This can lead to burnout, under-charging, and sacrificing personal goals. When given time to reflect and look over their business strategy, advisers can often find more time to achieve their personal goals, while bringing in more revenue at the same time.  To find out how this is possible, in this episode we speak to Sharon McClafferty, CEO of Slipstream Coaching to talk about how their business coaches help financial advisers take control of their business and realign with their strategic goals.  We talk about the 3 pillars to create a profitable and successful advice practice. Sharon provides valuable tips around repricing, analysing value, reviewing your business plan and expanding your business.  This episode is all about getting realigned with the business you have and the life you want to live, while also ensuring your business is being remunerated properly in line with the value clients receive. Sharon gives some great ‘pushes’ for your business that many of us have been needing to hear! Resources: To reach out to Sharon, please contact her via her <a href="https://www.linkedin.com/in/sharonsnetwork/" rel="nofollow" target="_blank">LinkedIn profile</a> or visit the <a href="https://slipstreamcoaching.com.au/" rel="nofollow" target="_blank">website</a>. What You'll Learn From This Episode: <ul> <li>How to accurately price your services</li> <li>How to align your business goals with your personal goals</li> <li>How to continuously customise your service offering to your clients</li> <li>Why single adviser practices are often high risk</li> <li>The importance of giving yourself lead time to achieve business goals</li> <li>Why you shouldn’t take on client’s you can’t deliver maximum value to</li> <li>How to increase fees with your existing clients</li> <li>How to measure the value of repricing your services</li> <li>Why it is so important for advisers to have a business plan</li> <li>How to let go of clients you don’t enjoy servicing </li> </ul> About Our Guest: Sharon McClafferty is the CEO of Slipstream Coaching, offering tailored business coaching to over 60 financial planning and accounting practices across Australia. With a background in event and project management in Australia and London, Sharon found her passion in business coaching, launching Slipstream Coaching with Scott Charlton in 2015. Sharon is incredibly passionate about helping financial planners take their business to the next level.  For more conversations with the thinkers and movers in the world of financial advice, go to <a href="https://www.adviceintelligence.com/gbapodcast" rel="nofollow" target="_blank"> Goals-Based Advice Podcast</a>. You can also access more episodes on <a href="https://podcasts.apple.com/au/podcast/the-goals-based-advice-podcast/id1436931275" rel="nofollow" target="_blank"> Apple Podcasts</a> and <a href="https://open.spotify.com/show/0InGUboYuJZCumBnw4pMr2" rel="nofollow" target="_blank">Spotify</a>. For updates, follow our <a href="https://www.facebook.com/goalsbasedadvice/" rel="nofollow" target="_blank">Facebook page</a>.  If you have more questions, don't forget to reach out to me on <a href="https://www.linkedin.com/in/adviceintelligence/" rel="nofollow" target="_blank">LinkedIn</a> and to send an email at jacqui@adviceintelligence.com   Thanks for tuning in!

How to maximise the value your clients see in you, with Sharon McClafferty

Simon Sinek

Interviews by Ray Jaramis and Phil Thompson For this XY Live episode, we have Sharon McClafferty discussing the truth bombs from a morning she had with Simon Sinek. As we all know he has a wildly popular TED talk and more recently a not to be missed clip regarding millennials in the workplace.

Interviews by Ray Jaramis and Phil Thompson For this XY Live episode, we have Sharon McClafferty discussing the truth bombs from a morning she had with Simon Sinek. As we all know he has a wildly popular TED talk and more recently a not to be missed clip regarding millennials in the workplace.

#25 Sharon McClafferty on How Simon Sinek is Being Implemented