Episodes

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

In this episode we talk with Vivienne Quinn of Quinn & Associates about buying and selling a professional practice.

In this episode we talk with Vivienne Quinn of Quinn & Associates about buying and selling a professional practice.

In this episode we talk with Vivienne Quinn of Quinn & Associates about buying and selling a professional practice.

In this episode we talk with Michael Spinks regarding how he has found his first 12 months as a Slipstream coach.

In this episode we talk with Michael Spinks regarding how he has found his first 12 months as a Slipstream coach.

In this episode we talk with Michael Spinks regarding how he has found his first 12 months as a Slipstream coach.

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 member...

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 member...

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 member...

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 a...

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 a...

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 a...

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 ag...

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 ag...

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 ag...

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...

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...

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...

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 wo...

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 wo...

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 wo...

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 ...

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 ...