In The Slipstream

In this special episode, Sharon McClafferty sits down with Mike McHenry of SeamlessSMSF to delve into cultivating a thriving workplace culture. Sharon and Mike chat about the profound impact of workplace culture on business success. They explore how a great culture can truly make or break a firm, diving into the key elements that contribute to a thriving environment. They offer practical tips and share their experiences fostering a culture where values, beliefs, and behaviours align to propel t

In this episode we talk with Con Voultsios of aXelerate Advisory about funding the purchase of equity interest in professional services firms. Con shares some interesting aspects about what banks are looking for when considering finance applications submitted by accounting and financial planning firms. His observations with respect to developing relationships with bank managers are insightful – getting to know their boss and their assistant. Con also has some suggestions about the role a broker

In this episode we talk with Richard Hernan of Broadleaf Financial Group about investing in financial advisory firms. Amongst a range of interesting topics, we discuss the roles and resources that an external investor can bring to the table, along with the characteristics of firms in which Broadleaf is interested in taking a long term equity position. Richard also shares some very interesting case studies of businesses that Broadleaf has invested in. In the interview Richard mentioned three o

In this episode, we talk with Larry Fingleson of The Edward Alexander Foundation about his career, finding purpose and charitable giving. Amongst a range of interesting topics, we discuss - Private ancillary funds and the roles that they can play in supporting good causes whilst at the same time fostering healthy discussions about money in families Bringing philanthropy and estate planning into the conversations with one’s clients Encouraging clients to give while they live so that they see

In this episode we talk with the latest coach to join Slipstream Group, Nina Forbes. Amongst a range of interesting topics, we discuss Nina’s career to date (lots of highlights here!), her views on the future of the financial planning profession and what she is most looking forward to in her coaching relationships. It was great to explore Nina’s career to date, with her well considered views on delivering an integrated accounting and financial planning service to clients a particular highlight.

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 purchasers The news section of the website contains a range of interesting articles that Fiona has written The 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