Slipstream Group is dedicated to helping accounting and financial planning firms to reach their potential.
In The Slipstream
Claim This Podcastby Slipstream Group
5.0(3 reviews)
79 episodes
Updated Weekly
Accepts GuestsHas SponsorsLocation 🇬🇧
Podcast Overview
Slipstream Group is dedicated to helping accounting and financial planning firms to reach their potential.
Language
🇺🇲
Publishing Since
9/15/2016
1 verified contact email on file for In The Slipstream
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Recent Episodes
April 30, 2024
Episode 78 – Beyond the bottom line: cultivating a winning culture
<p>In this special episode, Sharon McClafferty sits down with Mike McHenry of SeamlessSMSF to delve into cultivating a thriving workplace culture.</p><p></p><p>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 their businesses forward. Tune in for an engaging conversation filled with real-world examples that showcase how the right culture isn't just part of the business—it's at the heart of its success.</p><p></p>Seamless SMSF contact details are<p>Email: <a href="mailto:contact@seamless-smsf.com.au">contact@seamless-smsf.com.au</a></p><p>Phone: <a href="tel:0352263599">(03) 5226 3599</a></p><p>Website: <a href="https://www.seamless-smsf.com.au/">www.axelerateadvisory.com</a></p><p></p>Slipstream contact details are<p>Email: <a href="mailto:hello@slipstreamgroup.com.au">hello@slipstreamgroup.com.au</a></p><p>Phone: <a href="http://0732213796/">(07) 3221 3796</a></p>
December 8, 2023
Episode 78 – Funding for accounting and financial planning firms
<p>In this episode we talk with Con Voultsios of aXelerate Advisory about funding the purchase of equity interest in professional services firms.</p><p></p><p>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 can play not just in obtaining a deal but progressing an application through to conclusion.</p><p></p><p>In the interview Con also mentioned a book which he’s read lately –</p><p>Black Belt. A masterclass for startups and entrepreneurs, by Joseph Healy and David Hornery, the founders of Judo Bank.</p><p></p>Con Voultsios’ contact details are<p>Email: <a href="mailto:con.voultsios@axelerateadvisory.com">con.voultsios@axelerateadvisory.com</a></p><p>Phone: 0452 619 699</p><p>Web: <a href="https://www.axelerateadvisory.com/">https://www.axelerateadvisory.com/</a></p><p>Linked In: <a href="https://www.linkedin.com/in/con-voultsios-8939b34b/">https://www.linkedin.com/in/con-voultsios-8939b34b/</a></p><p></p>Scott’s contact details are<p>Email: <a href="mailto:scott@slipstreamgroup.com.au">scott@slipstreamgroup.com.au</a></p><p>Phone: 0409 870 330</p><p>Web: <a href="http://www.slipstreamcoaching.com.au/">www.slipstreamcoaching.com.au</a></p><p>Linked In: <a href="http://www.linkedin.com/in/scottcharlton">www.linkedin.com/in/scottcharlton</a></p><p></p><p>To take an interest in Tim Lane’s music, which is featured on the episode:</p><p>Facebook: The Backstick Agenda. (Please go and Like this page.)</p><p>Website: <a href="http://www.thebackstickagenda.com/">www.thebackstickagenda.com/</a></p><p>Spotify: Search for Tim Lane</p>
November 1, 2023
Episode 77 – An equity solution for Financial Planning firms
<p>In this episode we talk with Richard Hernan of Broadleaf Financial Group about investing in financial advisory firms. </p><p></p><p>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.</p><p></p><p>Richard also shares some very interesting case studies of businesses that Broadleaf has invested in.</p><p></p><p>In the interview Richard mentioned three of his favourite podcasts, details of which appear below:</p><ol><li>The Founders Podcast with David Senra. <a href="https://www.founderspodcast.com/">https://www.founderspodcast.com/</a> </li><li>Finding Mastery with Dr. Michael Gervais. <a href="https://findingmastery.com/">https://findingmastery.com/</a> </li><li>The Howie Games, with Mark Howard. <a href="https://www.howiegames.com/">https://www.howiegames.com/</a> </li></ol><p></p><p>Richard referred to Patrick Lencioni’s book, <a href="https://www.tablegroup.com/product/ideal-team-player/">The Ultimate Team Player</a>.</p><p></p><p>To find out more details about Slipstream Group’s Pathway to Succession & Exit workshop, follow this link: <a href="https://slipstreamgroup.com.au/pathway-to-succession-and-exit/">https://slipstreamgroup.com.au/pathway-to-succession-and-exit/</a> </p><p></p><p>Scott also makes reference to the Slipstream Group program on personal development, The Personal Breakaway. To find out more, follow this link: <a href="https://slipstreamgroup.com.au/personal-planning/">https://slipstreamgroup.com.au/personal-planning/</a> </p><p></p>Richard’s contact details are <p>Email: <a href="mailto:richardhernan@broadleafgroup.com.au">richardhernan@broadleafgroup.com.au</a> </p><p>Phone: 08 6500 7888</p><p>LinkedIn: <a href="https://www.linkedin.com/in/richard-hernan-a655267b/">https://www.linkedin.com/in/richard-hernan-a655267b/</a></p><p>Website: <a href="https://broadleafgroup.com.au/">https://broadleafgroup.com.au/</a> </p><p></p>Scott’s contact details are:<p>Email: <a href="mailto:scott@slipstreamgroup.com.au">scott@slipstreamgroup.com.au</a></p><p>Phone: 0409 870 330</p><p>Web: <a href="http://www.slipstreamcoaching.com.au/">www.slipstreamcoaching.com.au</a></p><p>Linked In: <a href="http://www.linkedin.com/in/scottcharlton">www.linkedin.com/in/scottcharlton</a> </p><p></p><p>To take an interest in Tim Lane’s music, which is featured on the episode:</p><p>Facebook: The Backstick Agenda. (Please go and Like this page.)</p><p>Website: <a href="http://www.thebackstickagenda.com/">www.thebackstickagenda.com/</a></p><p>Spotify: Search for Tim Lane</p>
79 total episodes available
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This podcast updates weekly.
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