Episodes

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...

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 inadeq...

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 divi...

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 e...

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 areas Being nimble enough to handle staff and patient illness throughout COVID Recruitment, including how to source, employ and train top level graduates Building a first rate culture within the business – this does not happen through accident John also shares some interesting aspects abo...

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 wants How to deliver this profitably to your bottom line 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 f...

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 wants How to deliver this profitably to your bottom line 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 f...

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 wants How to deliver this profitably to your bottom line 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 f...

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 b...

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 b...

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 b...

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...

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...

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...

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 ...

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 ...

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 ...

In this episode we talk with Rebecca McGough of Slipstream Group about managing professional service firms.

In this episode we talk with Rebecca McGough of Slipstream Group about managing professional service firms.