Episodes

In this episode we talk with Jon Ryall of Frontline Accounting about The case for offshoring. Jon is well qualified to discuss this topic as he is both a consumer and provider of these services. Jon shares some very practical information about how offshoring works in practice, all of which is based upon his own experience. For anyone who has been contemplating whether or not to use offshoring in their business, this episode is a must-listen episode. Resources There were two books of offshori...

In this episode we engage in a wide ranging discussion with Julienne Barton of Sureal about Harnessing the power of you and your team. Amongst a number of interesting topics, we discuss personal success, career development, teamwork, leadership and recruitment – all significant aspects of human resources for accounting and financial planning practitioners. Along the way, Julienne also shares some interesting scenarios based on “Patricia Practitioner” and her business partner “Ian” to illustrate...

In this episode we engage in a wide ranging discussion with Julienne Barton of Sureal about Harnessing the power of you and your team. Amongst a number of interesting topics, we discuss personal success, career development, teamwork, leadership and recruitment – all significant aspects of human resources for accounting and financial planning practitioners. Along the way, Julienne also shares some interesting scenarios based on “Patricia Practitioner” and her business partner “Ian” to illustrate...

In this episode we engage in a wide ranging discussion with Julienne Barton of Sureal about Harnessing the power of you and your team. Amongst a number of interesting topics, we discuss personal success, career development, teamwork, leadership and recruitment – all significant aspects of human resources for accounting and financial planning practitioners. Along the way, Julienne also shares some interesting scenarios based on “Patricia Practitioner” and her business partner “Ian” to illustrate...

In this episode, we talk with Adrian Lynch of Nicholas O’Donahue Lawyers. Adrian is a terrific lawyer who specialises in some key topics which are highly relevant to listeners to the In the Slipstream FM podcast - Winning new work (and the advantage of specialising) Collaborations between accountants and financial planners Buy-sell agreements Protecting the intangible assets of your firm Exiting one’s firm Adrian’s contact details are: Email: adrianl@nodco.com.auPhone: (03) 9607 8104 041...

In this episode, we talk with Adrian Lynch of Nicholas O’Donahue Lawyers. Adrian is a terrific lawyer who specialises in some key topics which are highly relevant to listeners to the In the Slipstream FM podcast - Winning new work (and the advantage of specialising) Collaborations between accountants and financial planners Buy-sell agreements Protecting the intangible assets of your firm Exiting one’s firm Adrian’s contact details are: Email: adrianl@nodco.com.auPhone: (03) 9607 8104 041...

In this episode, we talk with Adrian Lynch of Nicholas O’Donahue Lawyers. Adrian is a terrific lawyer who specialises in some key topics which are highly relevant to listeners to the In the Slipstream FM podcast - Winning new work (and the advantage of specialising) Collaborations between accountants and financial planners Buy-sell agreements Protecting the intangible assets of your firm Exiting one’s firm Adrian’s contact details are: Email: adrianl@nodco.com.auPhone: (03) 9607 8104 041...

In this episode we talk with Guy Pearson of Practice Ignition about Lighting up your accounting firm. Amongst a range of interesting topics, we discuss smarter ways of getting paid and other technology efficiencies. Guy also shares some interesting aspects of how he developed his own accounting firm. There were a range of specific initiatives he took which appealed to his target market whilst internally, he led the way in developing a culture which doesn’t stand on ceremony. All in all this in...

In this episode we talk with Guy Pearson of Practice Ignition about Lighting up your accounting firm. Amongst a range of interesting topics, we discuss smarter ways of getting paid and other technology efficiencies. Guy also shares some interesting aspects of how he developed his own accounting firm. There were a range of specific initiatives he took which appealed to his target market whilst internally, he led the way in developing a culture which doesn’t stand on ceremony. All in all this in...

In this episode we talk with Guy Pearson of Practice Ignition about Lighting up your accounting firm. Amongst a range of interesting topics, we discuss smarter ways of getting paid and other technology efficiencies. Guy also shares some interesting aspects of how he developed his own accounting firm. There were a range of specific initiatives he took which appealed to his target market whilst internally, he led the way in developing a culture which doesn’t stand on ceremony. All in all this in...

In this episode we talk with Phil Little about joining Slipstream Coaching as our latest coach. Amongst a range of interesting topics, we discuss Phil’s approach to coaching and the common sense perspective he brings to the practitioners he’ll be working with. Phil also shares his thoughts about what financial planners can learn from accountants and indeed, what accountants can learn from planners. Further, we invite Phil into the “New Clients Vs. New Business from Current Clients” debate and g...

In this episode we talk with Phil Little about joining Slipstream Coaching as our latest coach. Amongst a range of interesting topics, we discuss Phil’s approach to coaching and the common sense perspective he brings to the practitioners he’ll be working with. Phil also shares his thoughts about what financial planners can learn from accountants and indeed, what accountants can learn from planners. Further, we invite Phil into the “New Clients Vs. New Business from Current Clients” debate and g...

In this episode we talk with Phil Little about joining Slipstream Coaching as our latest coach. Amongst a range of interesting topics, we discuss Phil’s approach to coaching and the common sense perspective he brings to the practitioners he’ll be working with. Phil also shares his thoughts about what financial planners can learn from accountants and indeed, what accountants can learn from planners. Further, we invite Phil into the “New Clients Vs. New Business from Current Clients” debate and g...

In this episode we talk with Alisdair Barr of Grad Mentor about graduate recruitment, with particular emphasis on the accounting and financial planning professions. In a wide ranging discussion, we cover – The case for employing graduates How to make graduates productive Tips and traps for employing graduates Some differences between accounting vs financial planning graduate in terms of getting them started in one’s firm Alisdair’s contact details are: Email: abarr@gradmentor.com.au Phon...

In this episode we talk with Alisdair Barr of Grad Mentor about graduate recruitment, with particular emphasis on the accounting and financial planning professions. In a wide ranging discussion, we cover – The case for employing graduates How to make graduates productive Tips and traps for employing graduates Some differences between accounting vs financial planning graduate in terms of getting them started in one’s firm Alisdair’s contact details are: Email: abarr@gradmentor.com.au Phon...

In this episode we talk with Alisdair Barr of Grad Mentor about graduate recruitment, with particular emphasis on the accounting and financial planning professions. In a wide ranging discussion, we cover – The case for employing graduates How to make graduates productive Tips and traps for employing graduates Some differences between accounting vs financial planning graduate in terms of getting them started in one’s firm Alisdair’s contact details are: Email: abarr@gradmentor.com.au Phon...

We speak with Andrew Jago who has been both an accountant and a financial planner in practice. These days, Andrew works in the capacity of “third arm” to accountants and planners, taking on assignments with their clients in areas outside the referrer’s expertise. We talk about this aspect of enlisting assistance to extend the scope of one’s service offering and the benefits of referring to complementary practitioners. Interestingly there are differences in how accountants and financial planner...

We speak with Andrew Jago who has been both an accountant and a financial planner in practice. These days, Andrew works in the capacity of “third arm” to accountants and planners, taking on assignments with their clients in areas outside the referrer’s expertise. We talk about this aspect of enlisting assistance to extend the scope of one’s service offering and the benefits of referring to complementary practitioners. Interestingly there are differences in how accountants and financial planner...

We speak with Andrew Jago who has been both an accountant and a financial planner in practice. These days, Andrew works in the capacity of “third arm” to accountants and planners, taking on assignments with their clients in areas outside the referrer’s expertise. We talk about this aspect of enlisting assistance to extend the scope of one’s service offering and the benefits of referring to complementary practitioners. Interestingly there are differences in how accountants and financial planner...

We speak with Ray Miles who has had a stellar career in financial services. A defining period in Ray’s career was his 20+ years as CEO of Associated Planners, which was a highly successful, independently owned and run financial planning group. These days, Ray is the Chairman of Fortnum Financial Advisers, which now operates in the same area as Associated Planners once did. Ray shares some of the philosophies that have underpinned his success and a number of bold decisions that he made along th...

We speak with Ray Miles who has had a stellar career in financial services. A defining period in Ray’s career was his 20+ years as CEO of Associated Planners, which was a highly successful, independently owned and run financial planning group. These days, Ray is the Chairman of Fortnum Financial Advisers, which now operates in the same area as Associated Planners once did. Ray shares some of the philosophies that have underpinned his success and a number of bold decisions that he made along th...

We speak with Ray Miles who has had a stellar career in financial services. A defining period in Ray’s career was his 20+ years as CEO of Associated Planners, which was a highly successful, independently owned and run financial planning group. These days, Ray is the Chairman of Fortnum Financial Advisers, which now operates in the same area as Associated Planners once did. Ray shares some of the philosophies that have underpinned his success and a number of bold decisions that he made along th...

During the course of a wide-ranging discussion we touch upon many matters close to the heart of public practitioners, including – · How to have engaging conversations with clients · Getting in and out of partnerships Gary also shares his approach to problem solving and strategy execution. He’s a master at this! Gary backs all of this up with a captivating set of case studies based upon actual situations he’s encountered during his career. Gary’s contact details are – gary@garytupicoff.com....

During the course of a wide-ranging discussion we touch upon many matters close to the heart of public practitioners, including – · How to have engaging conversations with clients · Getting in and out of partnerships Gary also shares his approach to problem solving and strategy execution. He’s a master at this! Gary backs all of this up with a captivating set of case studies based upon actual situations he’s encountered during his career. Gary’s contact details are – gary@garytupicoff.com....