Fiona also shares some interesting aspects about her own journey, becoming a shareholder and director of her firm in recent years.For additional information, you may care to visit the Accru Hobart website –Due diligence for potential purchasersThe news section of the website contains a range of interesting articles that Fiona has writtenThe podcast Fiona referred to during the interview is: Get the know Howe.To register your interest in the Pathway to Equity workshop, please follow this link.Fiona’s contact details are:Email: FEttles@accruhobart.com.auPhone: 03 6244 5044Web: www.accruhobart.com.auLinkedIn: www.linkedin.com/in/fionaettlesScott’s contact details are:Email: scott@slipstreamgroup.com.auPhone: 0409 870 330LinkedIn: www.linkedin.com/in/scottcharltonWeb: www.slipstreamgroup.com.auTo take an interest in Tim Lane’s music, which is featured on the episode:Spotify: Search for Tim LaneFacebook: The Backstick Agenda (please go and like the page)Website: www.thebackstickagenda.comTo see film clips and to hear Tim’s music: www.thebackstickagenda.bandcamp.com(To purchase Tim’s music, you need to register on Bandcamp before you can download.)

Fiona also shares some interesting aspects about her own journey, becoming a shareholder and director of her firm in recent years. For additional information, you may care to visit the Accru Hobart website –<ul><li><a href="https://accruhobart.com.au/valuations/due-diligence-services/" rel="nofollow" target="_blank">Due diligence for potential purchasers</a></li><li>The <a href="https://accruhobart.com.au/news/" rel="nofollow" target="_blank">news section</a> of the website contains a range of interesting articles that Fiona has written</li></ul> The podcast Fiona referred to during the interview is: <a href="https://open.spotify.com/show/1TiULKjw0QVfp81EdJXgLI" rel="nofollow" target="_blank">Get the know Howe</a>. To register your interest in the Pathway to Equity workshop, please follow this link. <h2>Fiona’s contact details are:</h2>Email: <a href="mailto:FEttles@accruhobart.com.au">FEttles@accruhobart.com.au</a>Phone: 03 6244 5044Web: <a href="https://accruhobart.com.au/" rel="nofollow" target="_blank">www.accruhobart.com.au</a>LinkedIn: <a href="http://www.linkedin.com/in/fionaettles/" rel="nofollow" target="_blank">www.linkedin.com/in/fionaettles</a> <h2>Scott’s contact details are:</h2>Email: <a href="mailto:scott@slipstreamgroup.com.au">scott@slipstreamgroup.com.au</a>Phone: 0409 870 330LinkedIn: <a href="http://www.linkedin.com/in/scottcharlton" rel="nofollow" target="_blank">www.linkedin.com/in/scottcharlton</a>Web: <a href="https://www.slipstreamgroup.com.au/" rel="nofollow" target="_blank">www.slipstreamgroup.com.au</a> To take an interest in Tim Lane’s music, which is featured on the episode:Spotify: Search for <a href="https://open.spotify.com/artist/7eEJl15TwT27sambrvvAob" rel="nofollow" target="_blank">Tim Lane</a>Facebook: <a href="https://www.facebook.com/thebackstickagenda/" rel="nofollow" target="_blank">The Backstick Agenda</a> (please go and like the page)Website: <a href="https://www.thebackstickagenda.com/" rel="nofollow" target="_blank">www.thebackstickagenda.com</a>To see film clips and to hear Tim’s music: <a href="https://thebackstickagenda.bandcamp.com/" rel="nofollow" target="_blank">www.thebackstickagenda.bandcamp.com</a>(To purchase Tim’s music, you need to register on Bandcamp before you can download.)

Episode 74 – Pathway to equity

In this compelling episode we talk with Fraser Jack of The Cyber Collective about cyber security. Amongst a range of interesting topics, we discuss the risks which apply to small businesses and how team members being eager to please clients can make your firm vulnerable to attack.Fraser also shares some interesting aspects about emails, tax file numbers, bank account details and passwords. In the interview Fraser also mentioned the Retireinvest Case which makes the legal implications of inadequate cyber security appear very close to home.Fraser provided a host of references during the interview, which are summarised below -The Australian Cyber Security CentreThe ACSC’s Essential Eight Maturity Model referred to by Fraser can be accessed hereThe Cybersecurity Framework put out by the National Institute of Standards and Technology (NIST) referred to by Fraser can be accessed hereHere's a media release put out by ASIC in relation to the proceedings that Retireinvest went through regarding cyber securityThe FPA Professional Code referred to by Fraser can be accessed hereFraser’s contact details are:Email: fraser.jack@thecybercollective.com.auFor appts: calendly.com/fraser-jack123/25minWeb: thecybercollective.com.auLinkedIn: linkedin.com/in/fraserjack123/Scott’s contact details are:Email: scott@slipstreamgroup.com.auPhone: 0409 870 330Web: www.slipstreamcoaching.com.auLinkedIn: www.linkedin.com/in/scottcharltonTo take an interest in Tim Lane’s music, which is featured on the episode:Spotify: Search for Tim LaneFacebook: The Backstick Agenda. (Please go and Like this page.)Website: www.thebackstickagenda.com/

In this compelling episode we talk with Fraser Jack of The Cyber Collective about cyber security. Amongst a range of interesting topics, we discuss the risks which apply to small businesses and how team members being eager to please clients can make your firm vulnerable to attack. Fraser also shares some interesting aspects about emails, tax file numbers, bank account details and passwords. In the interview Fraser also mentioned the Retireinvest Case which makes the legal implications of inadequate cyber security appear very close to home. Fraser provided a host of references during the interview, which are summarised below -<ul><li><a href="http://www.cyber.gov.au/" rel="nofollow" target="_blank">The Australian Cyber Security Centre</a></li><li>The ACSC’s Essential Eight Maturity Model referred to by Fraser can be accessed <a href="https://www.cyber.gov.au/acsc/view-all-content/publications/essential-eight-maturity-model" rel="nofollow" target="_blank">here</a></li><li>The Cybersecurity Framework put out by the National Institute of Standards and Technology (NIST) referred to by Fraser can be accessed <a href="https://www.nist.gov/cyberframework" rel="nofollow" target="_blank">here</a></li><li><a href="https://asic.gov.au/about-asic/news-centre/find-a-media-release/2022-releases/22-104mr-court-finds-ri-advice-failed-to-adequately-manage-cybersecurity-risks/" rel="nofollow" target="_blank">Here's</a> a media release put out by ASIC in relation to the proceedings that Retireinvest went through regarding cyber security</li><li>The FPA Professional Code referred to by Fraser can be accessed <a href="https://fpa.com.au/wp-content/uploads/2022/09/The-FPA-Professional-Code.pdf" rel="nofollow" target="_blank">here</a></li></ul> <h2>Fraser’s contact details are:</h2>Email: <a href="mailto:fraser.jack@thecybercollective.com.au">fraser.jack@thecybercollective.com.au</a>For appts: <a href="https://calendly.com/fraser-jack123/25min" rel="nofollow" target="_blank">calendly.com/fraser-jack123/25min</a>Web: <a href="https://www.thecybercollective.com.au/" rel="nofollow" target="_blank">thecybercollective.com.au</a>LinkedIn: <a href="http://www.linkedin.com/in/fraserjack123/" rel="nofollow" target="_blank">linkedin.com/in/fraserjack123/</a> <h2>Scott’s contact details are:</h2>Email: <a href="mailto:scott@slipstreamgroup.com.au">scott@slipstreamgroup.com.au</a>Phone: 0409 870 330Web: <a href="http://www.slipstreamcoaching.com.au/" rel="nofollow" target="_blank">www.slipstreamcoaching.com.au</a>LinkedIn: <a href="http://www.linkedin.com/in/scottcharlton" rel="nofollow" target="_blank">www.linkedin.com/in/scottcharlton</a> To take an interest in Tim Lane’s music, which is featured on the episode:Spotify: Search for Tim LaneFacebook: The Backstick Agenda. (Please go and Like this page.)Website: <a href="http://www.thebackstickagenda.com/" rel="nofollow" target="_blank">www.thebackstickagenda.com/</a>

Episode 73 - Cyber security essentials

In this episode we welcome back renown marketer Kirt Daunt to talk about putting marketing to work in your firm. In particular, we drill into what comes next after putting the marketing foundations (brand, website, case studies etc) in place.To squeeze the utmost out of this interview with Kirt, we pitched him headlong into real life scenarios that listeners will relate to, such as –Introducing current clients to a new service, as well increasing the uptake of services provided by other divisions of one’s firmWhat to do if the work that you do is a “best kept secret” in your community plus how to tactfully play your hand while serving on the committee of the golf club or on the board of your children’s schoolWhat comes next when a prospective client makes an expression of interest, such as downloading a strategy paper or coming along to one of your eventsThroughout the interview, Kirt shares many timeless marketing principles which have served him well at the top end of town, linking them to the scenarios being considered for a professional services firm. Literally, there are too many to list here but here’s a sample –“When someone’s adding value in your life, that’s a relationship you come back to”“What do your customers care about?”“Marketing is the pursuit of ruthless experimentation”“Your marketing plan is as much about the things you are not going to do as the things you will do.”During the interview, Kirt made mention of a summary of some key concepts covered in his earlier podcast (Episode 69). To access the summary, follow this link.In the Coach’s Corner segment of this episode, Scott Charlton encourages you to download Slipstream Group’s Marketing Diagnostic to get a snapshot of where your marketing would benefit from attention. You can access the Diagnostic by following this link.Kirt’s contact details are:LinkedIn:          linkedin.com/in/kirtdaunt/Scott’s contact details are:Email:                scott@slipstreamgroup.com.auPhone:              0409 870 330Web:                 www.slipstreamcoaching.com.auLinkedIn:          www.linkedin.com/in/scottcharltonTo take an interest in Tim Lane’s music, which is featured on the episode:Spotify:               Search for Tim LaneFacebook:         The Backstick Agenda. (Please go and Like this page.)Website:            www.thebackstickagenda.com/

In this episode we welcome back renown marketer Kirt Daunt to talk about putting marketing to work in your firm. In particular, we drill into what comes next after putting the marketing foundations (brand, website, case studies etc) in place. To squeeze the utmost out of this interview with Kirt, we pitched him headlong into real life scenarios that listeners will relate to, such as –<ul><li>Introducing current clients to a new service, as well increasing the uptake of services provided by other divisions of one’s firm</li><li>What to do if the work that you do is a “best kept secret” in your community plus how to tactfully play your hand while serving on the committee of the golf club or on the board of your children’s school</li><li>What comes next when a prospective client makes an expression of interest, such as downloading a strategy paper or coming along to one of your events</li></ul> Throughout the interview, Kirt shares many timeless marketing principles which have served him well at the top end of town, linking them to the scenarios being considered for a professional services firm. Literally, there are too many to list here but here’s a sample –<ul><li>“When someone’s adding value in your life, that’s a relationship you come back to”</li><li>“What do your customers care about?”</li><li>“Marketing is the pursuit of ruthless experimentation”</li><li>“Your marketing plan is as much about the things you are not going to do as the things you will do.”</li></ul> During the interview, Kirt made mention of a summary of some key concepts covered in his earlier podcast (Episode 69). To access the summary, follow this <a href="https://slipstreamgroup.com.au/?tcb_lightbox=brand-positioning-summary" rel="nofollow" target="_blank">link</a>. In the Coach’s Corner segment of this episode, Scott Charlton encourages you to download Slipstream Group’s Marketing Diagnostic to get a snapshot of where your marketing would benefit from attention. You can access the Diagnostic by following this <a href="https://slipstreamgroup.com.au/?tcb_lightbox=marketing-diagnostic" rel="nofollow" target="_blank">link</a>. <h2>Kirt’s contact details are:</h2>LinkedIn:          <a href="http://linkedin.com/in/kirtdaunt/" rel="nofollow" target="_blank">linkedin.com/in/kirtdaunt/</a> <h2>Scott’s contact details are:</h2>Email:                <a href="mailto:scott@slipstreamgroup.com.au">scott@slipstreamgroup.com.au</a>Phone:              0409 870 330Web:                 <a href="http://www.slipstreamcoaching.com.au/" rel="nofollow" target="_blank">www.slipstreamcoaching.com.au</a>LinkedIn:          <a href="http://www.linkedin.com/in/scottcharlton" rel="nofollow" target="_blank">www.linkedin.com/in/scottcharlton</a> To take an interest in Tim Lane’s music, which is featured on the episode:Spotify:               Search for Tim LaneFacebook:         The Backstick Agenda. (Please go and Like this page.)Website:            <a href="http://www.thebackstickagenda.com/" rel="nofollow" target="_blank">www.thebackstickagenda.com/</a>

Episode 72 - Generating new revenue through great marketing

In this episode we talk with Jon Petie about his retirement from public practice after 28 years and his new role as Slipstream Group’s latest coach.Amongst a range of interesting topics, we discuss delivering on one’s promises, being of a growth mindset and maintaining a keen interest in the value of one’s business. It’s also clear from the discussion that a key part of Jon’s success over the long term was his unwavering commitment to delivering on promises.Jon also shares some interesting experiences about buying a client base, repaying the associated debt and the process he went through to sell his firm.Jon’s contact details are:Email:                Jon@slipstreamgroup.com.au Phone:               0412 930 101Web:                  www.slipstreamgroup.com.au Linked In:          https://www.linkedin.com/in/jon-petie-97647849/ Scott’s contact details are:Email:                  scott@slipstreamgroup.com.auPhone:                0409 870 330Web:                   www.slipstreamgroup.com.auLinked In:           www.linkedin.com/in/scottcharlton To take an interest in Tim Lane’s music, which is featured on the episode:Spotify:               Search for Tim LaneFacebook:         The Backstick Agenda. (Please go and Like this page.)Website:            www.thebackstickagenda.com/

In this episode we talk with Jon Petie about his retirement from public practice after 28 years and his new role as Slipstream Group’s latest coach. Amongst a range of interesting topics, we discuss delivering on one’s promises, being of a growth mindset and maintaining a keen interest in the value of one’s business. It’s also clear from the discussion that a key part of Jon’s success over the long term was his unwavering commitment to delivering on promises. Jon also shares some interesting experiences about buying a client base, repaying the associated debt and the process he went through to sell his firm. <h2>Jon’s contact details are:</h2>Email:                <a href="mailto:Jon@slipstreamgroup.com.au">Jon@slipstreamgroup.com.au</a> Phone:               0412 930 101Web:                  <a href="http://www.slipstreamgroup.com.au/" rel="nofollow" target="_blank">www.slipstreamgroup.com.au</a> Linked In:          <a href="https://www.linkedin.com/in/jon-petie-97647849/" rel="nofollow" target="_blank">https://www.linkedin.com/in/jon-petie-97647849/</a> <h2>Scott’s contact details are:</h2>Email:                  <a href="mailto:scott@slipstreamgroup.com.au">scott@slipstreamgroup.com.au</a>Phone:                0409 870 330Web:                   <a href="http://www.slipstreamgroup.com.au/" rel="nofollow" target="_blank">www.slipstreamgroup.com.au</a>Linked In:           <a href="http://www.linkedin.com/in/scottcharlton" rel="nofollow" target="_blank">www.linkedin.com/in/scottcharlton</a> To take an interest in Tim Lane’s music, which is featured on the episode:Spotify:               Search for Tim LaneFacebook:         The Backstick Agenda. (Please go and Like this page.)Website:            <a href="http://www.thebackstickagenda.com/" rel="nofollow" target="_blank">www.thebackstickagenda.com/</a>

Episode 71 - Introducing Jon Petie, our new Slipstream coach

In this episode we talk with John Fitzgerald of Active Rehabilitation about growing a remarkable professional practice.Amongst a range of interesting topics, we discuss –Specialising in profitable niche areasBeing nimble enough to handle staff and patient illness throughout COVIDRecruitment, including how to source, employ and train top level graduatesBuilding a first rate culture within the business – this does not happen through accidentJohn also shares some interesting aspects about inducting new team members, developing written procedures for all aspects of client care and the multi-pronged approach used by his team to ensure timely and effective communication.As a regular consumer of their services, John has some words of advice for accounting practitioners seeking to work with business clients.The collaboration software that John mentioned which is used within Active Rehabilitation Therapy is Basecamp, which can be accessed via basecamp.com/.In the interview John also mentioned two books from which he’s drawn insights and inspiration, details of which appear below –The Carrot Principle: How the Best Managers Use Recognition to Engage Their People, Retain Talent, and Accelerate Performance, by Adrian Gostick.The Infinite Game: How great businesses achieve long-lasting success, by Simon Sinek.The book Scott mentions during the Coach’s Corner segment is –What really happened in Wuhan: A virus like no other; Countless infections; Millions of deaths, by Sharri Makinson.The downloadable Threat Analysis worksheet that Scott mentions during the Coach’s Corner segment can be accessed here: slipstreamgroup.com.au/in-the-slipstream-episode-70/.John Fitzgerald’s contact details areEmail:                 John.Fitzgerald@activerehab.com.auPhone:               0417 3163 1188Web:                   activerehab.com.auLinked In:            www.linkedin.com/company/active-rehabilitation-physiotherapy/Kirt’s contact details areLinkedIn: www.linkedin.com/in/kirtdaunt/Scott’s contact details areEmail:                  scott@slipstreamgroup.com.auPhone:                0409 870 330Web:                   www.slipstreamgroup.com.auLinkedIn:           www.linkedin.com/in/scottcharltonTo take an interest in Tim Lane’s music, which is featured on the episode: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://thebackstickagenda.bandcamp.com/(To purchase Tim’s music, you need to register on Bandcamp before you can download.)

In this episode we talk with John Fitzgerald of Active Rehabilitation about growing a remarkable professional practice. Amongst a range of interesting topics, we discuss –<ul><li>Specialising in profitable niche areas</li><li>Being nimble enough to handle staff and patient illness throughout COVID</li><li>Recruitment, including how to source, employ and train top level graduates</li><li>Building a first rate culture within the business – this does not happen through accident</li></ul> John also shares some interesting aspects about inducting new team members, developing written procedures for all aspects of client care and the multi-pronged approach used by his team to ensure timely and effective communication. As a regular consumer of their services, John has some words of advice for accounting practitioners seeking to work with business clients. The collaboration software that John mentioned which is used within Active Rehabilitation Therapy is Basecamp, which can be accessed via <a href="https://basecamp.com/" rel="nofollow" target="_blank">basecamp.com/</a>. In the interview John also mentioned two books from which he’s drawn insights and inspiration, details of which appear below –<ul><li>The Carrot Principle: How the Best Managers Use Recognition to Engage Their People, Retain Talent, and Accelerate Performance, by Adrian Gostick.</li><li>The Infinite Game: How great businesses achieve long-lasting success, by Simon Sinek.</li></ul> The book Scott mentions during the Coach’s Corner segment is –<ul><li>What really happened in Wuhan: A virus like no other; Countless infections; Millions of deaths, by Sharri Makinson.</li></ul> The downloadable Threat Analysis worksheet that Scott mentions during the Coach’s Corner segment can be accessed here: <a href="https://slipstreamgroup.com.au/in-the-slipstream-episode-70/" rel="nofollow" target="_blank">slipstreamgroup.com.au/in-the-slipstream-episode-70/</a>. <h2>John Fitzgerald’s contact details are</h2>Email:                 <a href="mailto:John.Fitzgerald@activerehab.com.au">John.Fitzgerald@activerehab.com.au</a>Phone:               0417 3163 1188Web:                   <a href="https://activerehab.com.au/" rel="nofollow" target="_blank">activerehab.com.au</a>Linked In:            <a href="http://www.linkedin.com/company/active-rehabilitation-physiotherapy/" rel="nofollow" target="_blank">www.linkedin.com/company/active-rehabilitation-physiotherapy/</a> <h2>Kirt’s contact details are</h2>LinkedIn: <a href="https://linkedin.com/in/kirtdaunt/" rel="nofollow" target="_blank">www.linkedin.com/in/kirtdaunt/</a> <h2>Scott’s contact details are</h2>Email:                  <a href="mailto:scott@slipstreamgroup.com.au">scott@slipstreamgroup.com.au</a>Phone:                0409 870 330Web:                   <a href="http://www.slipstreamgroup.com.au/" rel="nofollow" target="_blank">www.slipstreamgroup.com.au</a>LinkedIn:           <a href="http://www.linkedin.com/in/scottcharlton" rel="nofollow" target="_blank">www.linkedin.com/in/scottcharlton</a> To take an interest in Tim Lane’s music, which is featured on the episode:Facebook:         The Backstick Agenda. (Please go and Like this page.)Website:            <a href="http://www.thebackstickagenda.com/" rel="nofollow" target="_blank">www.thebackstickagenda.com/</a>To see film clips and to hear Tim’s music: <a href="https://thebackstickagenda.bandcamp.com/" rel="nofollow" target="_blank">https://thebackstickagenda.bandcamp.com/</a>(To purchase Tim’s music, you need to register on Bandcamp before you can download.)

Episode 70 – A remarkable professional practice

In this episode we talk with marketing expert Kirt Daunt about developing a winning brand. Amongst a range of interesting topics, we discuss two aspects that one should obsess over – What your client needs and wantsHow to deliver this profitably to your bottom lineKirt makes the point that doing a good job of the first helps you achieve the second.Kirt also shares some interesting aspects about identifying one’s key client, starting with the thought-provoking question, “Who do you fight for?” He suggests that the aim of your marketing is to be famous with these people.Making it real, Kirt spontaneously pulls in a wide range of examples – not just from the accounting and financial planning world but glass manufacturing; weightlifting equipment and even James Bond! The discussion truly is a celebration of how marketing can be interesting, appealing and, as Kirt clearly states….Fun!Following the interview, Kirt kindly provided a summary of some key concepts covered during the discussion, Design &amp; Build, where Design refers to creating a brand blue print and Build refers to constructing a marketing plan. Access the summary here.The company with awesome marketing that Kirt mentioned during the “Rapid Fire Dozen” section was Catch: www.catch.com.auKirt also mentioned the book by Byron Sharp “How Brands Grow. What Marketers Don’t Know”.The marketing book Scott referred to during the interview was “This is Marketing. You can’t be seen until you learn to see.” by Seth Godin.Kirt’s contact details areLinkedIn: www.linkedin.com/in/kirtdaunt/Scott’s contact details areEmail:                  scott@slipstreamgroup.com.auPhone:                0409 870 330Web:                   www.slipstreamgroup.com.auLinkedIn:           www.linkedin.com/in/scottcharltonTo take an interest in Tim Lane’s music, which is featured on the episode: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://thebackstickagenda.bandcamp.com/(To purchase Tim’s music, you need to register on Bandcamp before you can download.)

In this episode we talk with marketing expert Kirt Daunt about developing a winning brand. Amongst a range of interesting topics, we discuss two aspects that one should obsess over – <ol><li>What your client needs and wants</li><li>How to deliver this profitably to your bottom line</li></ol> Kirt makes the point that doing a good job of the first helps you achieve the second. Kirt also shares some interesting aspects about identifying one’s key client, starting with the thought-provoking question, “Who do you fight for?” He suggests that the aim of your marketing is to be famous with these people. Making it real, Kirt spontaneously pulls in a wide range of examples – not just from the accounting and financial planning world but glass manufacturing; weightlifting equipment and even James Bond! The discussion truly is a celebration of how marketing can be interesting, appealing and, as Kirt clearly states….Fun! Following the interview, Kirt kindly provided a summary of some key concepts covered during the discussion, Design &amp; Build, where Design refers to creating a brand blue print and Build refers to constructing a marketing plan. <a href="https://slipstreamgroup.com.au/in-the-slipstream-episode-69/" rel="nofollow" target="_blank">Access the summary here</a>. The company with awesome marketing that Kirt mentioned during the “Rapid Fire Dozen” section was Catch: <a href="http://www.catch.com.au/" rel="nofollow" target="_blank">www.catch.com.au</a>Kirt also mentioned the book by Byron Sharp “How Brands Grow. What Marketers Don’t Know”. The marketing book Scott referred to during the interview was “This is Marketing. You can’t be seen until you learn to see.” by Seth Godin. <h2>Kirt’s contact details are</h2>LinkedIn: <a href="https://linkedin.com/in/kirtdaunt/" rel="nofollow" target="_blank">www.linkedin.com/in/kirtdaunt/</a> <h2>Scott’s contact details are</h2>Email:                  <a href="mailto:scott@slipstreamgroup.com.au">scott@slipstreamgroup.com.au</a>Phone:                0409 870 330Web:                   <a href="http://www.slipstreamgroup.com.au/" rel="nofollow" target="_blank">www.slipstreamgroup.com.au</a>LinkedIn:           <a href="http://www.linkedin.com/in/scottcharlton" rel="nofollow" target="_blank">www.linkedin.com/in/scottcharlton</a> To take an interest in Tim Lane’s music, which is featured on the episode:Facebook:         The Backstick Agenda. (Please go and Like this page.)Website:            <a href="http://www.thebackstickagenda.com/" rel="nofollow" target="_blank">www.thebackstickagenda.com/</a>To see film clips and to hear Tim’s music: <a href="https://thebackstickagenda.bandcamp.com/" rel="nofollow" target="_blank">https://thebackstickagenda.bandcamp.com/</a>(To purchase Tim’s music, you need to register on Bandcamp before you can download.)

Episode 69 – Design and Build a Brand for your Business

In this episode we talk with Ray Miles, recently retired founder of Fortnum Financial Advisers.For three decades, Ray has been a highly significant figure in the Australian financial services landscape and this interview explores his reflections post the final instalment of his career.Amongst a range of interesting topics, we discuss the future of financial advice, building a planner-centric licensee and how to mould a winning team from a diverse group. Ray also elaborates on his long-held belief that “the wisdom is in the room” i.e. that there is benefit in getting likeminded practitioners together to share experiences for mutual benefit. How Ray integrated client feedback throughout the businesses he ran is incredibly significant, both in terms of aligning with one’s customer and the industry changes that this triggered.It’s not every day that we get to talk about such issues with such an esteemed and accomplished visionary, so this episode should be considered essential listening. Enjoy!Ray’s contact details areEmail:                 rmiles@fortnum.com.auPhone:               0408 401 626LinkedIn:            www.linkedin.com/in/ray-miles-45ab3421/Scott’s contact details areEmail:                  scott@slipstreamgroup.com.auPhone:                0409 870 330Web:                   www.slipstreamgroup.com.auLinkedIn:           www.linkedin.com/in/scottcharltonTo take an interest in Tim Lane’s music, which is featured on the episode: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://thebackstickagenda.bandcamp.com/(To purchase Tim’s music, you need to register on Bandcamp before you can download.)

In this episode we talk with Ray Miles, recently retired founder of Fortnum Financial Advisers. For three decades, Ray has been a highly significant figure in the Australian financial services landscape and this interview explores his reflections post the final instalment of his career. Amongst a range of interesting topics, we discuss the future of financial advice, building a planner-centric licensee and how to mould a winning team from a diverse group. Ray also elaborates on his long-held belief that “the wisdom is in the room” i.e. that there is benefit in getting likeminded practitioners together to share experiences for mutual benefit. How Ray integrated client feedback throughout the businesses he ran is incredibly significant, both in terms of aligning with one’s customer and the industry changes that this triggered. It’s not every day that we get to talk about such issues with such an esteemed and accomplished visionary, so this episode should be considered essential listening. Enjoy! <h2>Ray’s contact details are</h2>Email:                 <a href="mailto:rmiles@fortnum.com.au">rmiles@fortnum.com.au</a>Phone:               0408 401 626LinkedIn:            <a href="http://www.linkedin.com/in/ray-miles-45ab3421/" rel="nofollow" target="_blank">www.linkedin.com/in/ray-miles-45ab3421/</a> <h2>Scott’s contact details are</h2>Email:                  <a href="mailto:scott@slipstreamgroup.com.au">scott@slipstreamgroup.com.au</a>Phone:                0409 870 330Web:                   <a href="http://www.slipstreamgroup.com.au/" rel="nofollow" target="_blank">www.slipstreamgroup.com.au</a>LinkedIn:           <a href="http://www.linkedin.com/in/scottcharlton" rel="nofollow" target="_blank">www.linkedin.com/in/scottcharlton</a> To take an interest in Tim Lane’s music, which is featured on the episode:Facebook:         The Backstick Agenda. (Please go and Like this page.)Website:            <a href="http://www.thebackstickagenda.com/" rel="nofollow" target="_blank">www.thebackstickagenda.com/</a>To see film clips and to hear Tim’s music: <a href="https://thebackstickagenda.bandcamp.com/" rel="nofollow" target="_blank">https://thebackstickagenda.bandcamp.com/</a>(To purchase Tim’s music, you need to register on Bandcamp before you can download.)

Episode 68 - Reflections of a Trailblazer

Michael Burnett

In this episode we talk with Michael Burnett about his pending retirement from public practice and his upcoming role as Slipstream Group’s latest coach.Amongst a range of interesting topics, we discuss some keys to a successful professional partnership and how to coordinate efforts being brought to bear on a client’s financial affairs in the context of a multi-disciplinary business.Michael also shares some interesting benefits about being part of a national affiliation, along with how future partners in his firm used such an affiliation to participate in staff exchanges with other firms to round out their professional development.In the interview Michael also mentioned the Coaching for Leaders podcast, which can be sourced through the website of the same name: https://coachingforleaders.comThe book Michael recommended during the podcast is The Values Factor: The secret to creating an inspired and fulfilling life by John F. Demartini.Michael’s contact details areEmail:                 michaelb@slipstreamgroup.com.auPhone:               0417 310 160Web:                   www.slipstreamgroup.com.auLinked In:           www.linkedin.com/in/michael-burnett-6435a316/Scott’s contact details areEmail:                  scott@slipstreamgroup.com.auPhone:                0409 870 330Web:                   www.slipstreamgroup.com.auLinked In:           www.linkedin.com/in/scottcharltonTo take an interest in Tim Lane’s music, which is featured on the episode: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://thebackstickagenda.bandcamp.com/(To purchase Tim’s music, you need to register on Bandcamp before you can download.)

In this episode we talk with Michael Burnett about his pending retirement from public practice and his upcoming role as Slipstream Group’s latest coach. Amongst a range of interesting topics, we discuss some keys to a successful professional partnership and how to coordinate efforts being brought to bear on a client’s financial affairs in the context of a multi-disciplinary business. Michael also shares some interesting benefits about being part of a national affiliation, along with how future partners in his firm used such an affiliation to participate in staff exchanges with other firms to round out their professional development. In the interview Michael also mentioned the Coaching for Leaders podcast, which can be sourced through the website of the same name: <a href="https://coachingforleaders.com/" rel="nofollow" target="_blank">https://coachingforleaders.com</a> The book Michael recommended during the podcast is The Values Factor: The secret to creating an inspired and fulfilling life by John F. Demartini. <h2>Michael’s contact details are</h2>Email:                 michaelb@slipstreamgroup.com.auPhone:               0417 310 160Web:                   <a href="http://www.slipstreamgroup.com.au/" rel="nofollow" target="_blank">www.slipstreamgroup.com.au</a>Linked In:           <a href="http://www.linkedin.com/in/michael-burnett-6435a316/" rel="nofollow" target="_blank">www.linkedin.com/in/michael-burnett-6435a316/</a> <h2>Scott’s contact details are</h2>Email:                  <a href="mailto:scott@slipstreamgroup.com.au">scott@slipstreamgroup.com.au</a>Phone:                0409 870 330Web:                   <a href="http://www.slipstreamgroup.com.au/" rel="nofollow" target="_blank">www.slipstreamgroup.com.au</a>Linked In:           <a href="http://www.linkedin.com/in/scottcharlton" rel="nofollow" target="_blank">www.linkedin.com/in/scottcharlton</a> To take an interest in Tim Lane’s music, which is featured on the episode:Facebook:         The Backstick Agenda. (Please go and Like this page.)Website:            <a href="http://www.thebackstickagenda.com/" rel="nofollow" target="_blank">www.thebackstickagenda.com/</a>To see film clips and to hear Tim’s music: <a href="https://thebackstickagenda.bandcamp.com/" rel="nofollow" target="_blank">https://thebackstickagenda.bandcamp.com/</a>(To purchase Tim’s music, you need to register on Bandcamp before you can download.)

Episode 67 - Introducing Michael Burnett, our new Slipstream coach

In this episode we talk with fellow practitioner Al Ramos about his professional journey. Amongst a range of interesting topics, we discuss how he developed a specialty in looking after particular clients (businesses), his willingness to go far beyond providing traditional services and how leadership fatigue became a catalyst in deciding to sell his firm to a multi-national. Al also shares some compelling and very personal aspects about his experience with cancer – firstly, how he was able to mentally get through a very testing regimen of chemotherapy and radiation then secondly how his approach to life and to work has changed as a result. Al’s insights and his overall perspective provide valuable insights for leading a better life.Al’s contact details are:Email: al@chessstrategy.com.au Phone: 0422 238 435Web: www.chessstrategy.com.au/ LinkedIn: www.linkedin.com/in/al-ramos-b-ec-fca-ab1a1a1/ Scott’s contact details are:Email: scott@slipstreamgroup.com.auPhone: 0409 870 330Web: www.slipstreamcoaching.com.auLinkedIn: www.linkedin.com/in/scottcharltonTo take an interest in Tim Lane’s music, which is featured on the episode: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://thebackstickagenda.bandcamp.com/(To purchase Tim’s music, you need to register on Bandcamp before you can download.)

In this episode we talk with fellow practitioner Al Ramos about his professional journey. Amongst a range of interesting topics, we discuss how he developed a specialty in looking after particular clients (businesses), his willingness to go far beyond providing traditional services and how leadership fatigue became a catalyst in deciding to sell his firm to a multi-national. Al also shares some compelling and very personal aspects about his experience with cancer – firstly, how he was able to mentally get through a very testing regimen of chemotherapy and radiation then secondly how his approach to life and to work has changed as a result. Al’s insights and his overall perspective provide valuable insights for leading a better life. <h2>Al’s contact details are:</h2>Email: <a href="mailto:al@chessstrategy.com.au">al@chessstrategy.com.au</a> Phone: 0422 238 435Web: <a href="http://www.chessstrategy.com.au/" rel="nofollow" target="_blank">www.chessstrategy.com.au/</a> LinkedIn: <a href="http://www.linkedin.com/in/al-ramos-b-ec-fca-ab1a1a1/" rel="nofollow" target="_blank">www.linkedin.com/in/al-ramos-b-ec-fca-ab1a1a1/</a> <h2>Scott’s contact details are:</h2>Email: <a href="mailto:scott@slipstreamgroup.com.au">scott@slipstreamgroup.com.au</a>Phone: 0409 870 330Web: <a href="http://www.slipstreamcoaching.com.au/" rel="nofollow" target="_blank">www.slipstreamcoaching.com.au</a>LinkedIn: <a href="http://www.linkedin.com/in/scottcharlton" rel="nofollow" target="_blank">www.linkedin.com/in/scottcharlton</a> <h2>To take an interest in Tim Lane’s music, which is featured on the episode:</h2>Facebook: The Backstick Agenda. (Please go and Like this page.)Website: <a href="http://www.thebackstickagenda.com/" rel="nofollow" target="_blank">www.thebackstickagenda.com/</a>To see film clips and to hear Tim’s music: <a href="https://thebackstickagenda.bandcamp.com/" rel="nofollow" target="_blank">https://thebackstickagenda.bandcamp.com/</a>(To purchase Tim’s music, you need to register on Bandcamp before you can download.)

Episode 66 - Life’s bold adventure - a practitioner’s journey

In this episode we talk with Rebecca McGough of Slipstream Group about managing professional service firms. Amongst a range of interesting topics, we discuss when to keep matters ticking over Vs when it’s time to create new systems and/or add new resources; freeing up busy practitioners to focus on their client-facing work plus some thoughts regarding how to ensure that important non-client matters get done.Rebecca also discusses the importance of communication between a business manager and the working owners of a business and for that matter, working with colleagues in general. It’s a great means to reduce silos and misunderstanding!Rebecca’s contact details are:Email: rebecca@slipstreamgroup.com.auPhone: 07 3221 3796Web: www.slipstreamgroup.com.auLinked In: www.linkedin.com/in/rebecca-mcgough-ba47a568/Scott’s contact details are:Email: scott@slipstreamgroup.com.auPhone: 0409 870 330Web: www.slipstreamcoaching.com.auLinked In: www.linkedin.com/in/scottcharltonTo take an interest in Tim Lane’s music, which is featured on the episode: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://thebackstickagenda.bandcamp.com/(To purchase Tim’s music, you need to register on Bandcamp before you can download.)

In this episode we talk with Rebecca McGough of Slipstream Group about managing professional service firms. Amongst a range of interesting topics, we discuss when to keep matters ticking over Vs when it’s time to create new systems and/or add new resources; freeing up busy practitioners to focus on their client-facing work plus some thoughts regarding how to ensure that important non-client matters get done. Rebecca also discusses the importance of communication between a business manager and the working owners of a business and for that matter, working with colleagues in general. It’s a great means to reduce silos and misunderstanding! <h2>Rebecca’s contact details are:</h2>Email: <a href="mailto:rebecca@slipstreamgroup.com.au">rebecca@slipstreamgroup.com.au</a>Phone: 07 3221 3796Web: <a href="http://www.slipstreamcoaching.com.au/" rel="nofollow" target="_blank">www.slipstreamgroup</a><a href="http://www.slipstreamgroup.com.au/" rel="nofollow" target="_blank">.com.au</a>Linked In: <a href="http://www.linkedin.com/in/rebecca-mcgough-ba47a568/" rel="nofollow" target="_blank">www.linkedin.com/in/rebecca-mcgough-ba47a568/</a> <h2>Scott’s contact details are:</h2>Email: <a href="mailto:scott@slipstreamgroup.com.au">scott@slipstreamgroup.com.au</a>Phone: 0409 870 330Web: <a href="http://www.slipstreamcoaching.com.au/" rel="nofollow" target="_blank">www.slipstreamcoaching.com.au</a>Linked In: <a href="http://www.linkedin.com/in/scottcharlton" rel="nofollow" target="_blank">www.linkedin.com/in/scottcharlton</a> <h2>To take an interest in Tim Lane’s music, which is featured on the episode:</h2>Facebook: The Backstick Agenda. (Please go and Like this page.)Website: <a href="http://www.thebackstickagenda.com/" rel="nofollow" target="_blank">www.thebackstickagenda.com/</a>To see film clips and to hear Tim’s music: <a href="https://thebackstickagenda.bandcamp.com/" rel="nofollow" target="_blank">https://thebackstickagenda.bandcamp.com/</a>(To purchase Tim’s music, you need to register on Bandcamp before you can download.)

Episode 65 - Engaging a business manager

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

In this episode we talk with Vivienne Quinn of Quinn &amp; Associates about buying and selling a professional practice. Amongst a range of timeless topics, we discuss why there is still plenty interest in buying fees and firms – notwithstanding this current COVID environment.For those looking to sell their firm, now or down the track, Vivienne provides practical tips as to how you can maximise your value. Certainly, contemporary invoicing practices (rather than annual in arrears) along with good debtor management and non-compete clauses in employee agreements will avoid potential sticking points in negotiations.Vivienne provides fascinating insights as to who you will likely be competing against should you wish to purchase a firm. Vivienne also shares some inside knowledge about why it’s taking banks so long to approve the loan applications to purchase professional practices, notwithstanding the strength of one’s application. Vivienne’s contact details areEmail: vivienne.quinn@quinnassoc.com.auPhone: 1300 784 888Website: https://www.quinnassoc.com.au/LinkedIn: https://www.linkedin.com/in/vivienne-quinn-35168121/ Scott’s contact details are:Email: scott@slipstreamcoaching.com.auPhone: 0409 870 330LinkedIn: www.linkedin.com/in/scottcharltonWeb: www.slipstreamcoaching.com.au To take an interest in Tim Lane’s music, which is featured on the episode: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://thebackstickagenda.bandcamp.com/(To purchase Tim’s music, you need to register on Bandcamp before you can download.)

In this episode we talk with Vivienne Quinn of Quinn &amp; Associates about buying and selling a professional practice. Amongst a range of timeless topics, we discuss why there is still plenty interest in buying fees and firms – notwithstanding this current COVID environment. For those looking to sell their firm, now or down the track, Vivienne provides practical tips as to how you can maximise your value. Certainly, contemporary invoicing practices (rather than annual in arrears) along with good debtor management and non-compete clauses in employee agreements will avoid potential sticking points in negotiations. Vivienne provides fascinating insights as to who you will likely be competing against should you wish to purchase a firm. Vivienne also shares some inside knowledge about why it’s taking banks so long to approve the loan applications to purchase professional practices, notwithstanding the strength of one’s application. <h3>Vivienne’s contact details are</h3>Email: <a href="mailto:vivienne.quinn@quinnassoc.com.au">vivienne.quinn@quinnassoc.com.au</a>Phone: 1300 784 888Website: <a href="https://www.quinnassoc.com.au/" rel="nofollow" target="_blank">https://www.quinnassoc.com.au/</a>LinkedIn: <a href="https://www.linkedin.com/in/vivienne-quinn-35168121/" rel="nofollow" target="_blank">https://www.linkedin.com/in/vivienne-quinn-35168121/</a> <h3>Scott’s contact details are:</h3>Email: <a href="mailto:scott@slipstreamcoaching.com.au">scott@slipstreamcoaching.com.au</a>Phone: 0409 870 330LinkedIn: <a href="http://www.linkedin.com/in/scottcharlton" rel="nofollow" target="_blank">www.linkedin.com/in/scottcharlton</a>Web: <a href="http://www.slipstreamcoaching.com.au" rel="nofollow" target="_blank">www.slipstreamcoaching.com.au</a> <h3>To take an interest in Tim Lane’s music, which is featured on the episode:</h3>Facebook: The Backstick Agenda. (Please go and Like this page.)Website: <a href="http://www.thebackstickagenda.com/" rel="nofollow" target="_blank">www.thebackstickagenda.com/</a>To see film clips and to hear Tim’s music: <a href="https://thebackstickagenda.bandcamp.com/" rel="nofollow" target="_blank">https://thebackstickagenda.bandcamp.com/</a>(To purchase Tim’s music, you need to register on Bandcamp before you can download.)

Episode 64 - Practical tips about buying and selling professional practices

Michael Spinks

Podcast with Michael SpinksIn this episode we talk with Michael Spinks regarding how he has found his first 12 months as a Slipstream coach.Amongst a range of interesting topics, Michael speaks about the importance of organisation in one’s firm –Having the right people in the right rolesAn appropriate meeting structure – who meets with who and when Michael’s story about business owners getting re-energised about their firms and coming away from our business planning workshop with fresh ideas is particularly heart warming.During quite a wide ranging interview, Michael also shares his favourite tools in the Slipstream resource library; the importance of having a mentor for guidance and his key tip for creating magnificent home-cooked pizzaComplimentary Business Performance ReviewAs mentioned during the Coach Corner segment of the podcast, if you are interested in working with Slipstream and/or would like an independent review of your firm please take advantage of our complimentary Business Performance Review.This is an introductory 90 minute consultation to understand your firm and the future you want to create. We will look at some KPIs from your past years with a view to identifying areas for improvement. The thought-provoking discussion which ensues will range from internal matters such as your engine room, team and the composition of your client base through to outward facing issues such as your growth opportunities and appropriate marketing strategies.Post this consultation, you will be sent a summary of the discussion and the major recommendations arising, along with a 12 month revenue, profit and growth plan based on your objectives.To arrange a Business Performance Review please email us at hello@slipstreamcoaching.com.au or call 0473 491 976.Michael’s contact details areEmail: Michael@slipstreamcoaching.com.auPhone: 0418 362 470Linked In: www.linkedin.com/in/michaelspinks1 Scott’s contact details are:Email: scott@slipstreamcoaching.com.auPhone: 0409 870 330Linked In: www.linkedin.com/in/scottcharltonWeb: www.slipstreamcoaching.com.auTo take an interest in Tim Lane’s music, which is featured on the episode: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://thebackstickagenda.bandcamp.com/(To purchase Tim’s music, you need to register on Bandcamp before you can download.)

<h1>Podcast with Michael Spinks</h1> In this episode we talk with Michael Spinks regarding how he has found his first 12 months as a Slipstream coach.Amongst a range of interesting topics, Michael speaks about the importance of organisation in one’s firm –<ul><li>Having the right people in the right roles</li><li>An appropriate meeting structure – who meets with who and when</li></ul> Michael’s story about business owners getting re-energised about their firms and coming away from our business planning workshop with fresh ideas is particularly heart warming.During quite a wide ranging interview, Michael also shares his favourite tools in the Slipstream resource library; the importance of having a mentor for guidance and his key tip for creating magnificent home-cooked pizza <h2>Complimentary Business Performance Review</h2>As mentioned during the Coach Corner segment of the podcast, if you are interested in working with Slipstream and/or would like an independent review of your firm please take advantage of our complimentary Business Performance Review. This is an introductory 90 minute consultation to understand your firm and the future you want to create. We will look at some KPIs from your past years with a view to identifying areas for improvement. The thought-provoking discussion which ensues will range from internal matters such as your engine room, team and the composition of your client base through to outward facing issues such as your growth opportunities and appropriate marketing strategies. Post this consultation, you will be sent a summary of the discussion and the major recommendations arising, along with a 12 month revenue, profit and growth plan based on your objectives.To arrange a Business Performance Review please email us at <a href="mailto:hello@slipstreamcoaching.com.au" rel="noopener noreferrer">hello@slipstreamcoaching.com.au</a> or call 0473 491 976. <h3>Michael’s contact details are</h3>Email: <a href="mailto:paul@slipstreamcoaching.com.au" rel="noopener noreferrer">Michael@slipstreamcoaching.com.au</a>Phone: 0418 362 470Linked In: <a href="http://www.linkedin.com/in/michaelspinks1" rel="noopener noreferrer nofollow" target="_blank">www.linkedin.com/in/michaelspinks1</a> <h3>Scott’s contact details are:</h3>Email: <a href="mailto:scott@slipstreamcoaching.com.au" rel="noopener noreferrer">scott@slipstreamcoaching.com.au</a>Phone: 0409 870 330Linked In: <a href="http://www.linkedin.com/in/scottcharlton" rel="noopener noreferrer nofollow" target="_blank">www.linkedin.com/in/scottcharlton</a>Web: <a href="http://www.slipstreamcoaching.com.au/" rel="noopener noreferrer nofollow" target="_blank">www.slipstreamcoaching.com.au</a> <h3>To take an interest in Tim Lane’s music, which is featured on the episode:</h3>Facebook: The Backstick Agenda. (Please go and Like this page.)Website: <a href="http://www.thebackstickagenda.com/" rel="noopener noreferrer nofollow" target="_blank">www.thebackstickagenda.com/</a>To see film clips and to hear Tim’s music: <a href="https://thebackstickagenda.bandcamp.com/" rel="noopener noreferrer nofollow" target="_blank">https://thebackstickagenda.bandcamp.com/</a>(To purchase Tim’s music, you need to register on Bandcamp before you can download.)

Episode 63 - 12 months on: a conversation with Slipstream's Michael Spinks

Brent Charlton

Measuring team member performance With Brent Charlton In this episode we talk with Brent Charlton of Altitude Advisers about measuring team member performance, as applied in his own multidisciplinary practice. Amongst a range of interesting topics, we discuss how Brent developed a system to suit his firm, beginning with basic spreadsheets and evolving into a more sophisticated online application that is now available for other firms to use. During the interview, Brent discusses how team members can be objectively measured against predetermined goals and KPI’s. He explains how regular reviews can be linked to team member development and outcomes based remuneration increases. Brent also shares some interesting aspects about how team members can self assess their performance, set their own development goals and participate in an equitable quarterly profit share plan, all within an overarching system. To find out more about the Balanced Scoreboard, visit www.balancedscoreboard.com.au  (It’s a straight forward process to book a demonstration from the website.) In the interview Brent mentioned an audio book he’s been listening to, details of which appear below – No Rules Rules: Netflix and the Culture of Reinvention  by Reed Hastings and Erin Meyer  Email: Brent@altitudeadvisers.com.au  Phone: 07 3209 2300 Web: www.altitudeadvisers.com.au Linked In: https://www.linkedin.com/in/brentcharlton/    Scott’s contact details are: Email: scott@slipstreamcoaching.com.au Phone: 0409 870 330 Web: www.slipstreamcoaching.com.au Linked In: www.linkedin.com/in/scottcharlton    To take an interest in Tim Lane’s music, which is featured on the episode: 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://thebackstickagenda.bandcamp.com/    (To purchase Tim’s music, you need to register on Bandcamp before you can download.)

Measuring team member performance With Brent Charlton In this episode we talk with Brent Charlton of Altitude Advisers about measuring team member performance, as applied in his own multidisciplinary practice. Amongst a range of interesting topics, we discuss how Brent developed a system to suit his firm, beginning with basic spreadsheets and evolving into a more sophisticated online application that is now available for other firms to use. During the interview, Brent discusses how team members can be objectively measured against predetermined goals and KPI’s. He explains how regular reviews can be linked to team member development and outcomes based remuneration increases. Brent also shares some interesting aspects about how team members can self assess their performance, set their own development goals and participate in an equitable quarterly profit share plan, all within an overarching system. To find out more about the Balanced Scoreboard, visit <a href="http://www.balancedscoreboard.com.au/" rel="nofollow" target="_blank">www.balancedscoreboard.com.au</a> (It’s a straight forward process to book a demonstration from the website.) In the interview Brent mentioned an audio book he’s been listening to, details of which appear below – No Rules Rules: Netflix and the Culture of Reinvention by Reed Hastings and Erin Meyer <a></a> Email: <a href="mailto:Brent@altitudeadvisers.com.au">Brent@altitudeadvisers.com.au</a> Phone: 07 3209 2300 Web: <a href="http://www.altitudeadvisers.com.au/" rel="nofollow" target="_blank">www.altitudeadvisers.com.au</a> Linked In: <a href="https://www.linkedin.com/in/brentcharlton/" rel="nofollow" target="_blank">https://www.linkedin.com/in/brentcharlton/</a> Scott’s contact details are: Email: <a href="mailto:scott@slipstreamcoaching.com.au">scott@slipstreamcoaching.com.au</a> Phone: 0409 870 330 Web: <a href="http://www.slipstreamcoaching.com.au/" rel="nofollow" target="_blank">www.slipstreamcoaching.com.au</a> Linked In: <a href="http://www.linkedin.com/in/scottcharlton" rel="nofollow" target="_blank">www.linkedin.com/in/scottcharlton</a> To take an interest in Tim Lane’s music, which is featured on the episode: Facebook: The Backstick Agenda. (Please go and Like this page.) Website: <a href="http://www.thebackstickagenda.com/" rel="nofollow" target="_blank">www.thebackstickagenda.com/</a> To see film clips and to hear Tim’s music: <a href="https://thebackstickagenda.bandcamp.com/" rel="nofollow" target="_blank">https://thebackstickagenda.bandcamp.com/</a> (To purchase Tim’s music, you need to register on Bandcamp before you can download.)

Episode 62 - Measuring team member performance with Brent Charlton

Selling Professional Services Show Notes In this episode we talk with Ryan Devillers of Slipstream Coaching about selling professional services. Amongst a range of interesting topics, we discuss what makes a good salesperson and how partners of busy accounting and financial services firms tend to focus on current clients rather than prospective clients. Ryan also shares some interesting thoughts about looking internally for someone who might be best to engage with prospective clients. If you are thinking that such a person should be a principal in the firm…think again! Later, in the Coach’s Corner, Scott passes on some observations of his own from working in some dynamic, sales-orientated organisations. In particular he discusses how and why such companies achieve revenue growth that is leaps and bounds ahead of professional practices where “doing the work” is the predominant activity. In the interview Ryan mentioned a book he is currently reading, being Atomic Habits by James Clear. He also mentioned reading Your Professional Headspace by Scott Charlton. The podcast he enjoys listening to is The Tim Ferriss Show.  As mentioned, please click here to download your 'Guide to Marketing Process and Sales Process'.  Ryan’s contact details are Email: ryan@slipstreamcoaching.com.au  Phone: 0452 270 884 Web: www.slipstreamcoaching.com.au Linked In: https://www.linkedin.com/in/ryan-devillers-598033104/    Scott’s contact details are: Email: scott@slipstreamcoaching.com.au Phone: 0409 870 330 Web: www.slipstreamcoaching.com.au Linked In: www.linkedin.com/in/scottcharlton    To take an interest in Tim Lane’s music, which is featured on the episode: 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://thebackstickagenda.bandcamp.com/    (To purchase Tim’s music, you need to register on Bandcamp before you can download.)

Selling Professional Services Show Notes In this episode we talk with Ryan Devillers of Slipstream Coaching about selling professional services. Amongst a range of interesting topics, we discuss what makes a good salesperson and how partners of busy accounting and financial services firms tend to focus on current clients rather than prospective clients. Ryan also shares some interesting thoughts about looking internally for someone who might be best to engage with prospective clients. If you are thinking that such a person should be a principal in the firm…think again! Later, in the Coach’s Corner, Scott passes on some observations of his own from working in some dynamic, sales-orientated organisations. In particular he discusses how and why such companies achieve revenue growth that is leaps and bounds ahead of professional practices where “doing the work” is the predominant activity. In the interview Ryan mentioned a book he is currently reading, being <a href="https://jamesclear.com/atomic-habits" rel="nofollow" target="_blank">Atomic Habits</a> by James Clear. He also mentioned reading <a href="https://www.yourprofessionalheadspace.com.au/" rel="nofollow" target="_blank">Your Professional Headspace</a> by Scott Charlton. The podcast he enjoys listening to is <a href="https://tim.blog/podcast/" rel="nofollow" target="_blank">The Tim Ferriss Show</a>. As mentioned, please click here to download your <a href="https://slipstreamcoaching.com.au/ep61-download/" rel="nofollow" target="_blank">'Guide to Marketing Process and Sales Process'. </a> Ryan’s contact details are Email: <a href="mailto:ryan@slipstreamcoaching.com.au">ryan@slipstreamcoaching.com.au</a> Phone: 0452 270 884 Web: <a href="http://www.slipstreamcoaching.com.au/" rel="nofollow" target="_blank">www.slipstreamcoaching.com.au</a> Linked In: <a href="https://www.linkedin.com/in/ryan-devillers-598033104/" rel="nofollow" target="_blank">https://www.linkedin.com/in/ryan-devillers-598033104/</a> Scott’s contact details are: Email: <a href="mailto:scott@slipstreamcoaching.com.au">scott@slipstreamcoaching.com.au</a> Phone: 0409 870 330 Web: <a href="http://www.slipstreamcoaching.com.au/" rel="nofollow" target="_blank">www.slipstreamcoaching.com.au</a> Linked In: <a href="http://www.linkedin.com/in/scottcharlton" rel="nofollow" target="_blank">www.linkedin.com/in/scottcharlton</a> To take an interest in Tim Lane’s music, which is featured on the episode: Facebook: The Backstick Agenda. (Please go and Like this page.) Website: <a href="http://www.thebackstickagenda.com/" rel="nofollow" target="_blank">www.thebackstickagenda.com/</a> To see film clips and to hear Tim’s music: <a href="https://thebackstickagenda.bandcamp.com/" rel="nofollow" target="_blank">https://thebackstickagenda.bandcamp.com/</a> (To purchase Tim’s music, you need to register on Bandcamp before you can download.)

Episode 61 - Selling Professional Services with Ryan Devillers

In this episode we talk with Julia Vojkovic of Compliance Co about various aspects of financial services from a compliance perspective.  Amongst a range of interesting topics, we discuss the responsibilities of AFSL’s in navigating the current legislative landscape and how Compliance Co assists by providing an outsourced compliance solution. Julia also shares some interesting aspects about providing such services during COVID-19. Amongst a range of other topics discussed, we also examined the age-old question of “Should I just take out my own licence?”, with Julia sharing some practical tips and points to consider. In the interview Julia mentioned the software program that Compliance Co has developed to assist AFSL’s. For more information, please refer to the website www.3lines.com.au. Compliance Co has generously offered to provide listeners to this podcast (who are AFSL’s) a 3 months free trial of the Representative Client File Review segment of the software. Please contact Julia directly if you are interested – her contact details appear below. The podcast Julia mentioned during the Rapid Fire section of the interview is Chat 10 Looks 3, with Annabel Crabb and Leigh Sales. The book Julia referred to during that same section is Scaling Up, by Verne Harnish. Julia’s contact details are Email: jvojkovic@complianceco.com.au Phone: +61 401 193 473 Web: www.complianceco.com.au Linked In: https://www.linkedin.com/in/julia-vojkovic-708563114/  Scott’s contact details are: Email: scott@slipstreamcoaching.com.au Phone: 0409 870 330 Web: www.slipstreamcoaching.com.au Linked In: www.linkedin.com/in/scottcharlton  To take an interest in Tim Lane’s music, which is featured on the episode: 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://thebackstickagenda.bandcamp.com/ (To purchase Tim’s music, you need to register on Bandcamp before you can download.) 

In this episode we talk with Julia Vojkovic of Compliance Co about various aspects of financial services from a compliance perspective. Amongst a range of interesting topics, we discuss the responsibilities of AFSL’s in navigating the current legislative landscape and how Compliance Co assists by providing an outsourced compliance solution. Julia also shares some interesting aspects about providing such services during COVID-19. Amongst a range of other topics discussed, we also examined the age-old question of “Should I just take out my own licence?”, with Julia sharing some practical tips and points to consider. In the interview Julia mentioned the software program that Compliance Co has developed to assist AFSL’s. For more information, please refer to the website <a href="http://www.3linescom.au/" rel="noreferrer noopener nofollow" target="_blank">www.3lines.com.au</a>. Compliance Co has generously offered to provide listeners to this podcast (who are AFSL’s) a 3 months free trial of the Representative Client File Review segment of the software. Please contact Julia directly if you are interested – her contact details appear below. The podcast Julia mentioned during the Rapid Fire section of the interview is <a href="https://www.chat10looks3.com/podcast" rel="noreferrer noopener nofollow" target="_blank">Chat 10 Looks 3</a>, with Annabel Crabb and Leigh Sales. The book Julia referred to during that same section is <a href="https://scalingup.com/book/" rel="noreferrer noopener nofollow" target="_blank">Scaling Up</a>, by Verne Harnish. Julia’s contact details are Email: <a href="mailto:jvojkovic@complianceco.com.au" rel="noreferrer noopener">jvojkovic@complianceco.com.au</a> Phone: +61 401 193 473 Web: <a href="http://www.complianceco.com.au/" rel="noreferrer noopener nofollow" target="_blank">www.complianceco.com.au</a> Linked In: <a href="https://www.linkedin.com/in/julia-vojkovic-708563114/" rel="noreferrer noopener nofollow" target="_blank">https://www.linkedin.com/in/julia-vojkovic-708563114/</a> Scott’s contact details are: Email: <a href="mailto:scott@slipstreamcoaching.com.au" rel="noreferrer noopener">scott@slipstreamcoaching.com.au</a> Phone: 0409 870 330 Web: <a href="http://www.slipstreamcoaching.com.au/" rel="noreferrer noopener nofollow" target="_blank">www.slipstreamcoaching.com.au</a> Linked In: <a href="http://www.linkedin.com/in/scottcharlton" rel="noreferrer noopener nofollow" target="_blank">www.linkedin.com/in/scottcharlton</a> To take an interest in Tim Lane’s music, which is featured on the episode: Facebook: The Backstick Agenda. (Please go and Like this page.) Website: <a href="http://www.thebackstickagenda.com/" rel="noreferrer noopener nofollow" target="_blank">www.thebackstickagenda.com/</a> To see film clips and to hear Tim’s music: <a href="https://thebackstickagenda.bandcamp.com/" rel="noreferrer noopener nofollow" target="_blank">https://thebackstickagenda.bandcamp.com/</a> (To purchase Tim’s music, you need to register on Bandcamp before you can download.)

Episode 60 - Compliance with a smile: with Julia Vojkovic - Compliance Co.

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 mentioned a valuation resource in the context of small business clients, from Divest Merge Acquire. For more details, please refer to www.divestmergeacquire.com/resources  The book that Andrew recommended and Scott endorsed is “The Energy Bus. 10 rules to fuel your life, work and team with positive energy”  And finally, the beer receptacle Andrew mentioned during the interview is a Kegerator, details of which can be found at www.kegerator.com 

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 mentioned a valuation resource in the context of small business clients, from Divest Merge Acquire. For more details, please refer to <a href="http://www.divestmergeacquire.com/resources" rel="nofollow" target="_blank">www.divestmergeacquire.com/resources</a> The book that Andrew recommended and Scott endorsed is “The Energy Bus. 10 rules to fuel your life, work and team with positive energy” And finally, the beer receptacle Andrew mentioned during the interview is a Kegerator, details of which can be found at <a href="http://www.kegerator.com/" rel="nofollow" target="_blank">www.kegerator.com</a>

Episode 59 - Hustle for a living: with Andrew Jago

James Mills

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://slipstream.altitudeinnovations.com.au, they have kindly agreed to share a copy of their extensive ‘Integrations Map’ which visually explains how all the systems in use throughout the firm pass data between each other, as well as offering up any other insights they have on integrating the applications you currently use within your firm.   In the interview James also mentioned that he is a fan of Steven Colbert, who hosts The Late Show, a humorous current affairs television program based in the USA. Clips of this show can be readily found on YouTube, and recently aired episodes can be seen on the ‘10 play’ streaming service. Contact details for Brent and James are: Brent’s email: Brent@altitudeadvisers.com.au James’ email: James@altitudeinnovations.com.au Phone: 07 3209 2300 Brent’s LinkedIn: www.linkedin.com/in/BrentCharlton/ James’ LinkedIn: www.linkedin.com/in/MillsJA   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   To take an interest in Tim Lane’s music, which is featured on the episode: 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://thebackstickagenda.bandcamp.com/ (To purchase Tim’s music, you need to register on Bandcamp before you can download.)   Thanks for tuning in! Thanks for joining us on this month's episode of In the Slipstream FM podcast. If you enjoyed this episode, don't forget to subscribe via Google Podcasts, iTunes, Spotify or Stitcher so you never miss an episode.While you're there, feel free to leave us a rating and review to help us reach even more listeners!

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 <a href="http://www.altitudeinnovations.com.au" rel="nofollow" target="_blank">www.altitudeinnovations.com.au</a> Also, by completing a short questionnaire at <a href="http://slipstream.altitudeinnovations.com.au" rel="nofollow" target="_blank">http://slipstream.altitudeinnovations.com.au</a>, they have kindly agreed to share a copy of their extensive ‘Integrations Map’ which visually explains how all the systems in use throughout the firm pass data between each other, as well as offering up any other insights they have on integrating the applications you currently use within your firm. In the interview James also mentioned that he is a fan of Steven Colbert, who hosts The Late Show, a humorous current affairs television program based in the USA. Clips of this show can be readily found on YouTube, and recently aired episodes can be seen on the ‘10 play’ streaming service. Contact details for Brent and James are: Brent’s email: <a href="mailto:Brent@altitudeadvisers.com.au">Brent@altitudeadvisers.com.au</a> James’ email: <a href="mailto:James@altitudeinnovations.com.au">James@altitudeinnovations.com.au</a> Phone: 07 3209 2300 Brent’s LinkedIn: <a href="http://www.linkedin.com/in/BrentCharlton/ " rel="nofollow" target="_blank">www.linkedin.com/in/BrentCharlton/ </a> James’ LinkedIn: <a href="http://www.linkedin.com/in/MillsJA" rel="nofollow" target="_blank">www.linkedin.com/in/MillsJA</a> Scott’s contact details are: Email: <a href="mailto:scott@slipstreamcoaching.com.au">scott@slipstreamcoaching.com.au</a> Phone: 0409 870 330 Web: <a href="http://www.slipstreamcoaching.com.au" rel="nofollow" target="_blank">www.slipstreamcoaching.com.au</a> LinkedIn: <a href="http://www.linkedin.com/in/scottcharlton" rel="nofollow" target="_blank">www.linkedin.com/in/scottcharlton</a> To take an interest in Tim Lane’s music, which is featured on the episode: <a href="https://www.facebook.com/thebackstickagenda" rel="nofollow" target="_blank">Facebook: The Backstick Agenda</a>. (Please go and Like this page.) Website: <a href="In this episode we talk with Brent Charlton and James Mills about some impressive systems that they have implemented in their multi-disciplinary firm." rel="nofollow" target="_blank">www.thebackstickagenda.com/</a> To see film clips and to hear Tim’s music: <a href="https://thebackstickagenda.bandcamp.com/" rel="nofollow" target="_blank">https://thebackstickagenda.bandcamp.com/</a> (To purchase Tim’s music, you need to register on Bandcamp before you can download.) Thanks for tuning in! Thanks for joining us on this month's episode of In the Slipstream FM podcast. If you enjoyed this episode, don't forget to subscribe via <a href="https://podcasts.google.com/search/in%20the%20slipstream" rel="nofollow" target="_blank">Google Podcasts</a>, <a href="https://itunes.apple.com/ca/podcast/in-the-slipstream/id1157900507?mt=2" rel="noopener nofollow" target="_blank">iTunes,</a> <a href="https://open.spotify.com/show/2LfB1gE7Ug1f9MFZAt3eIp" rel="noopener nofollow" target="_blank">Spotify</a> or <a href="https://www.stitcher.com/podcast/slipstream-coaching-2/in-the-slipstream" rel="noopener nofollow" target="_blank">Stitcher</a> so you never miss an episode. While you're there, feel free to leave us a rating and review to help us reach even more listeners!

Episode 58 - Intro to Innovation: with Brent Charlton and James Mills

Tim Munro

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@slipstreamcoaching.com.au Phone: 0409 870 330 Web: slipstreamcoaching.com.au Linked In: linkedin.com/in/scottcharlton    To take an interest in Tim Lane’s music, which is featured on the episode: 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://thebackstickagenda.bandcamp.com/  (To purchase Tim’s music, you need to register on Bandcamp before you can download.)

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 <a href="https://changegps.com.au/resources" rel="nofollow" target="_blank">changegps.com.au/resources</a> Tim’s contact details are Email: <a href="mailto:timothymunro@changeaccountants.com.au">timothymunro@changeaccountants.com.au</a> Phone: 0400 162 253  Web: <a href="https://changegps.com.au/home" rel="nofollow" target="_blank">changegps.com.au</a> Twitter: <a href="https://twitter.com/Timothy_Munro" rel="nofollow" target="_blank">twitter.com/Timothy_Munro</a> Linked In: <a href="http://www.linkedin.com/in/timothymunro" rel="nofollow" target="_blank">linkedin.com/in/timothymunro</a> Scott’s contact details are: Email: <a href="mailto:scott@slipstreamcoaching.com.au">scott@slipstreamcoaching.com.au</a> Phone: 0409 870 330 Web: <a href="http://www.slipstreamcoaching.com.au/" rel="nofollow" target="_blank">slipstreamcoaching.com.au</a> Linked In: <a href="http://www.linkedin.com/in/scottcharlton" rel="nofollow" target="_blank">linkedin.com/in/scottcharlton</a> To take an interest in Tim Lane’s music, which is featured on the episode: Facebook: The Backstick Agenda. (Please go and Like this page.) Website: <a href="http://www.thebackstickagenda.com/" rel="nofollow" target="_blank">www.thebackstickagenda.com/</a> To see film clips and to hear Tim’s music: <a href="https://thebackstickagenda.bandcamp.com/" rel="nofollow" target="_blank">https://thebackstickagenda.bandcamp.com/</a> (To purchase Tim’s music, you need to register on Bandcamp before you can download.)

Episode 57 - Positivity, Passion and The Profession: with Tim Munro 

Paul Little

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 determine whether a professional services firm is ready to proactively generate client referrals. You can download this at: https://slipstreamcoaching.com.au/nov-podcast-guide/  Complimentary Business Performance Review As mentioned during the Coach Corner segment of the podcast, if you are interested in working with Slipstream Coaching and/or would like an independent review of your firm please take advantage of our complimentary Business Performance Review. This is an introductory 90 minute consultation to understand your firm and the future you want to create. We will look at some KPIs from your past years with a view to identifying areas for improvement. The thought-provoking discussion which ensues will range from internal matters such as your engine room, team and the composition of your client base through to outward facing issues such as your growth opportunities and appropriate marketing strategies. Post this consultation, you will be sent a summary of the discussion and the major recommendations arising, along with a 12 month revenue, profit and growth plan based on your objectives. To arrange a Business Performance Review please email us at hello@slipstreamcoaching.com.au or call 0473 491 976. Paul’s contact details are Email: paul@slipstreamcoaching.com.au  Phone: 0408 523 711 Linked In: 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 Linked In: www.linkedin.com/in/scottcharlton  To take an interest in Tim Lane’s music, which is featured on the episode: 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://thebackstickagenda.bandcamp.com/  (To purchase Tim’s music, you need to register on Bandcamp before you can download.) Podcasts mentioned or referred to on this episode From Paul: Philosophize this!   From Scott: Barbell Logic

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 determine whether a professional services firm is ready to proactively generate client referrals. You can download this at: <a href="https://slipstreamcoaching.com.au/nov-podcast-guide/" rel="nofollow" target="_blank">https://slipstreamcoaching.com.au/nov-podcast-guide/</a> Complimentary Business Performance Review As mentioned during the Coach Corner segment of the podcast, if you are interested in working with Slipstream Coaching and/or would like an independent review of your firm please take advantage of our complimentary Business Performance Review. This is an introductory 90 minute consultation to understand your firm and the future you want to create. We will look at some KPIs from your past years with a view to identifying areas for improvement. The thought-provoking discussion which ensues will range from internal matters such as your engine room, team and the composition of your client base through to outward facing issues such as your growth opportunities and appropriate marketing strategies. Post this consultation, you will be sent a summary of the discussion and the major recommendations arising, along with a 12 month revenue, profit and growth plan based on your objectives. To arrange a Business Performance Review please email us at <a href="mailto:hello@slipstreamcoaching.com.au">hello@slipstreamcoaching.com.au</a> or call 0473 491 976. Paul’s contact details are Email: <a href="mailto:paul@slipstreamcoaching.com.au">paul@slipstreamcoaching.com.au</a> Phone: 0408 523 711 Linked In: <a href="http://www.linkedin.com/in/paul-little-a289721a/" rel="nofollow" target="_blank">www.linkedin.com/in/paul-little-a289721a/</a> Scott’s contact details are: Email: <a href="mailto:scott@slipstreamcoaching.com.au">scott@slipstreamcoaching.com.au</a> Phone: 0409 870 330 Web: <a href="http://www.slipstreamcoaching.com.au/" rel="nofollow" target="_blank">www.slipstreamcoaching.com.au</a> Linked In: <a href="http://www.linkedin.com/in/scottcharlton" rel="nofollow" target="_blank">www.linkedin.com/in/scottcharlton</a> To take an interest in Tim Lane’s music, which is featured on the episode: Facebook: The Backstick Agenda. (Please go and Like this page.) Website: <a href="http://www.thebackstickagenda.com/" rel="nofollow" target="_blank">www.thebackstickagenda.com/</a> To see film clips and to hear Tim’s music: <a href="https://thebackstickagenda.bandcamp.com/" rel="nofollow" target="_blank">https://thebackstickagenda.bandcamp.com/</a> (To purchase Tim’s music, you need to register on Bandcamp before you can download.) Podcasts mentioned or referred to on this episode From Paul: Philosophize this! From Scott: Barbell Logic

Episode 56 - Having a coach in your corner with Paul Little

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 with by a professional manager. The differences are quite profound. In the interview Jacqui and Irma also mentioned some books from which they have found insights, details of which appear below – Mastering the Rockefeller Habits, Verne Harnish Good to Great, Jim Collins Follow this link to access the free download from Scott Charlton’s book, “The Bold Accountant”, being the chapter entitled, “Why an accountant shouldn’t be in charge”: slipstreamcoaching.com.au/the-bold-acc-20-download/  To purchase Scott’s book, “Your Professional Headspace”, which was mentioned during the Coach’s Corner segment, go to his website: www.scottcharlton.com.au/purchase/  Jacqui’s contact details are Email: jacqui@sherlockwealth.com  Phone: 02 8247 9900 Web: sherlockwealth.com Linked In: www.linkedin.com/in/jacqui-sherlock-9b962948/    Irma’s contact details are Email: ibantjes@stratusfinancialgroup.com.au  Phone: 07 3007 2007 Web: stratusfinancialgroup.com.au  Linked In: www.linkedin.com/in/irma-bantjes-0729a1157/    Scott’s contact details are: Email: scott@slipstreamcoaching.com.au Phone: 0409 870 330 Web: slipstreamcoaching.com.au Linked In: linkedin.com/in/scottcharlton    To take an interest in Tim Lane’s music, which is featured on the episode: 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://thebackstickagenda.bandcamp.com/    (To purchase Tim’s music, you need to register on Bandcamp before you can download.)

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 with by a professional manager. The differences are quite profound. In the interview Jacqui and Irma also mentioned some books from which they have found insights, details of which appear below – Mastering the Rockefeller Habits, Verne Harnish Good to Great, Jim Collins Follow this link to access the free download from Scott Charlton’s book, “The Bold Accountant”, being the chapter entitled, “Why an accountant shouldn’t be in charge”: <a href="https://slipstreamcoaching.com.au/the-bold-acc-20-download/" rel="nofollow" target="_blank">slipstreamcoaching.com.au/the-bold-acc-20-download/</a> To purchase Scott’s book, “Your Professional Headspace”, which was mentioned during the Coach’s Corner segment, go to his website: <a href="http://www.scottcharlton.com.au/purchase/" rel="nofollow" target="_blank">www.scottcharlton.com.au/purchase/</a> Jacqui’s contact details are Email: <a href="mailto:jacqui@sherlockwealth.com">jacqui@sherlockwealth.com</a> Phone: 02 8247 9900 Web: <a href="https://sherlockwealth.com/" rel="nofollow" target="_blank">sherlockwealth.com</a> Linked In: <a href="http://www.linkedin.com/in/jacqui-sherlock-9b962948/" rel="nofollow" target="_blank">www.linkedin.com/in/jacqui-sherlock-9b962948/</a> Irma’s contact details are Email: <a href="mailto:ibantjes@stratusfinancialgroup.com.au">ibantjes@stratusfinancialgroup.com.au</a> Phone: 07 3007 2007 Web: <a href="https://www.stratusfinancialgroup.com.au/" rel="nofollow" target="_blank">stratusfinancialgroup.com.au</a> Linked In: <a href="http://www.linkedin.com/in/irma-bantjes-0729a1157/" rel="nofollow" target="_blank">www.linkedin.com/in/irma-bantjes-0729a1157/</a> Scott’s contact details are: Email: <a href="mailto:scott@slipstreamcoaching.com.au">scott@slipstreamcoaching.com.au</a> Phone: 0409 870 330 Web: <a href="http://www.slipstreamcoaching.com.au/" rel="nofollow" target="_blank">slipstreamcoaching.com.au</a> Linked In: <a href="http://www.linkedin.com/in/scottcharlton" rel="nofollow" target="_blank">linkedin.com/in/scottcharlton</a> To take an interest in Tim Lane’s music, which is featured on the episode: Facebook: The Backstick Agenda. (Please go and Like this page.) Website: <a href="http://www.thebackstickagenda.com/" rel="nofollow" target="_blank">www.thebackstickagenda.com/</a> To see film clips and to hear Tim’s music: <a href="https://thebackstickagenda.bandcamp.com/" rel="nofollow" target="_blank">https://thebackstickagenda.bandcamp.com/</a> (To purchase Tim’s music, you need to register on Bandcamp before you can download.)

Episode 55 - Achieving through others – leading your financial services firm

In The Slipstream

The best podcast episodes of the most interesting stories and things. From skyping someone while they're in space, to tracking down and meeting a telephone scammer in person, to the story of a Galapagos. These episodes will keep you and all your friends entertained and captivated for hours. Learn something new in every episode! Add episodes you're interested into your queue below!

Best Episodes: Interesting Stories & Things

The best podcast episodes on Startups. For anyone working in a startup, or anyone interested in the incredible stories behind how people built companies like Instagram, and Facebook. Offering both practical advice and insights, as well as the stories for how many of the biggest startups got to where they are today. Add episodes you're interested into your queue below!