Episodes
17
Oct. 29, 2017
Episode 17 - Interview with a wise owl – Gary Tupicoff
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....
16
Oct. 1, 2017
Episode 16 - Bold Practitioner Interview – Phil Little
In this interview, we introduce the concept of being a “Bold Practitioner” and what this entails. We also speak with Phil Little a successful entrepreneur who has forged a wonderful career in financial services. During his career, Phil has started and exited successful businesses. He has bought and later sold a majority interest in a financial planning firm. Phil shares some insights regarding being successful in a financial services business and about being bold. Contact details for Phil Li...
16
Oct. 1, 2017
Episode 16 - Bold Practitioner Interview – Phil Little
In this interview, we introduce the concept of being a “Bold Practitioner” and what this entails. We also speak with Phil Little a successful entrepreneur who has forged a wonderful career in financial services. During his career, Phil has started and exited successful businesses. He has bought and later sold a majority interest in a financial planning firm. Phil shares some insights regarding being successful in a financial services business and about being bold. Contact details for Phil Li...
16
Oct. 1, 2017
Episode 16 - Bold Practitioner Interview – Phil Little
In this interview, we introduce the concept of being a “Bold Practitioner” and what this entails. We also speak with Phil Little a successful entrepreneur who has forged a wonderful career in financial services. During his career, Phil has started and exited successful businesses. He has bought and later sold a majority interest in a financial planning firm. Phil shares some insights regarding being successful in a financial services business and about being bold. Contact details for Phil Li...
15
Sept. 6, 2017
Episode 15 - “How do I get out?” – Exit strategies for practitioners
In this interview, we open a discussion on a topic which will be relevant to all practitioners at the end of their journey in professional practice, which is “How do I get out?” The particular aspect being explored in this discussion is the exit of sole practitioner accountants and financial planners. However, there are aspects which have universal application, such as having an exit plan and looking objectively at shedding (or continuing with) the various responsibilities that go with being a p...
15
Sept. 6, 2017
Episode 15 - “How do I get out?” – Exit strategies for practitioners
In this interview, we open a discussion on a topic which will be relevant to all practitioners at the end of their journey in professional practice, which is “How do I get out?” The particular aspect being explored in this discussion is the exit of sole practitioner accountants and financial planners. However, there are aspects which have universal application, such as having an exit plan and looking objectively at shedding (or continuing with) the various responsibilities that go with being a p...
15
Sept. 6, 2017
Episode 15 - “How do I get out?” – Exit strategies for practitioners
In this interview, we open a discussion on a topic which will be relevant to all practitioners at the end of their journey in professional practice, which is “How do I get out?” The particular aspect being explored in this discussion is the exit of sole practitioner accountants and financial planners. However, there are aspects which have universal application, such as having an exit plan and looking objectively at shedding (or continuing with) the various responsibilities that go with being a p...
14
Aug. 28, 2017
Episode 14 - Bold Practitioner Interview – David Boyar
We speak with David Boyer who is the founder and Chief Executive Officer of Sequel CFO. Enthusiastic podcast devotees may recognise David as one of the two presenters in the "From the Trenches" podcast - a lively, entertaining and very informative bugle on the Australian accounting profession. David is a self described "Proud CA" & has worked in public practice, banking, IT and consulting. These days David focuses his attention on the external CFO area exclusively, in some interesting ways, as w...
14
Aug. 28, 2017
Episode 14 - Bold Practitioner Interview – David Boyar
We speak with David Boyer who is the founder and Chief Executive Officer of Sequel CFO. Enthusiastic podcast devotees may recognise David as one of the two presenters in the "From the Trenches" podcast - a lively, entertaining and very informative bugle on the Australian accounting profession. David is a self described "Proud CA" & has worked in public practice, banking, IT and consulting. These days David focuses his attention on the external CFO area exclusively, in some interesting ways, as w...
14
Aug. 28, 2017
Episode 14 - Bold Practitioner Interview – David Boyar
We speak with David Boyer who is the founder and Chief Executive Officer of Sequel CFO. Enthusiastic podcast devotees may recognise David as one of the two presenters in the "From the Trenches" podcast - a lively, entertaining and very informative bugle on the Australian accounting profession. David is a self described "Proud CA" & has worked in public practice, banking, IT and consulting. These days David focuses his attention on the external CFO area exclusively, in some interesting ways, as w...
13
April 10, 2017
Episode 13 - The BOLD Accountant
Sharon McClafferty interviews Scott Charlton about his latest book The BOLD Accountant
12
April 10, 2017
Episode 12 - Webinar with Peter Johnson - The SMSF Expert
Brenton Ward talks with The SMSF Expert's Peter Johnson to demystify some of the things around giving advice on SMSF since the lifting of the accountants exemption in July 2016
12
April 10, 2017
Episode 12 - Webinar with Peter Johnson - The SMSF Expert
Brenton Ward talks with The SMSF Expert's Peter Johnson to demystify some of the things around giving advice on SMSF since the lifting of the accountants exemption in July 2016
12
April 10, 2017
Episode 12 - Webinar with Peter Johnson - The SMSF Expert
Brenton Ward talks with The SMSF Expert's Peter Johnson to demystify some of the things around giving advice on SMSF since the lifting of the accountants exemption in July 2016
11
March 6, 2017
Episode 11 – Developing Videos to Showcase your Business
Brenton Ward talks with Georgia Lane from Fast Lane 30, a guru when it comes to developing straightforward and effective videos to promote your business.
10
Dec. 3, 2016
Episode 10 - Value Added Services
Brenton Ward and Scott Charlton talk about how to get success from Value Added Accounting Services and where to start with value added services in your firm and how to apply these services to clients at your firm.
9
Dec. 3, 2016
Episode 9 - Team Engagement
Brenton Ward and Scott Charlton talk about how to truly get your team on the bus and the right seats on the bus and how to create team engagements.
9
Dec. 3, 2016
Episode 9 - Team Engagement
Brenton Ward and Scott Charlton talk about how to truly get your team on the bus and the right seats on the bus and how to create team engagements.
9
Dec. 3, 2016
Episode 9 - Team Engagement
Brenton Ward and Scott Charlton talk about how to truly get your team on the bus and the right seats on the bus and how to create team engagements.
8
Dec. 3, 2016
Episode 8 - Succession Planning
Brenton Ward and Scott Charlton talk about Succession Planning which is relevant to Accounting and Financial Planning Firms with partners over the age of fifty.
7
Nov. 22, 2016
Episode 7 – Corey Wastle From Verse Wealth Talks Culture
Brenton Ward talks with Corey Wastle Co- founder of Verse Wealth on how and why to build an incredible business culture.
7
Nov. 22, 2016
Episode 7 – Corey Wastle From Verse Wealth Talks Culture
Brenton Ward talks with Corey Wastle Co- founder of Verse Wealth on how and why to build an incredible business culture.
7
Nov. 22, 2016
Episode 7 – Corey Wastle From Verse Wealth Talks Culture
Brenton Ward talks with Corey Wastle Co- founder of Verse Wealth on how and why to build an incredible business culture.
6
Nov. 22, 2016
Episode 6 - How to get more clients from a winning sales process
In this episode, Scott Charlton the coaching director at Slipstream Coaching talks with Brenton Ward, on how to develop and implement a winning sales process in your business.