In The Slipstream

Show Notes

In this episode we talk with Greg Gunther of Your Business Momentum about his varied career in business. Amongst a range of interesting topics, we discuss how he fell into a very successful financial planning career then evolved into becoming a coach and mentor to other practitioners.

Greg shares how he became an expert in podiatry practices whilst not being a podiatrist. He also speaks about specialisation and professional partnerships.

Additionally, Greg shares some interesting aspects of his days representing Australia as an elite triathlete.

Greg Gunther’s contact details are

Email: [email protected]

Phone: +61418987252

Web: yourbusinessmomentum.com.au

Twitter: gregwgunther

Linked In: www.linkedin.com/in/greggunther/

Greg Gunther’s book, Feet First

www.yourbusinessmomentum.com.au/feet-first

The podcast Greg mentioned on the program

Exponential Wisdom, by Peter Diamandis and Dan Sullivan

Scott’s contact details are:

Email: [email protected]

Phone: +61409870330

Web: www.slipstreamcoaching.com.au

Twitter: ScottCharlton1

Linked In: www.linkedin.com/in/scottcharlton

To take an interest in Tim Lane’s music

Facebook: The Backstick Agenda. (Please go and Like this page.)

Website: www.thebackstickagenda.com/

To see film clips and to hear Tim’s music: https://thebackstickagenda.bandcamp.com/

In this episode we talk with Paul Little about how and why he got into his financial planning business and ultimately what brought about his decision to successfully exit. Amongst a range of interesting topics, we discuss how he overcame the “Loneliness of the long-distance runner” by tapping into support networks and the importance of having and working to a business plan.

Paul also shares some interesting thoughts about proactively gathering client referrals, backing oneself and being really focused on one’s ideal client. His story of how he exited the business is a lesson for many to follow.

Paul Little’s contact details are

Email: [email protected]

Phone: 0408 523 711

Linked In: https://www.linkedin.com/in/paul-little-a289721a/

Scott’s contact details are:

Email: [email protected]

Phone: 0409 870 330

Web: www.slipstreamcoaching.com.au

Twitter: ScottCharlton1

Linked In: www.linkedin.com/in/scottcharlton

To take an interest in Tim Lane’s music

Facebook: The Backstick Agenda. (Please go and Like this page.)

Website: www.thebackstickagenda.com/

To see film clips and to hear Tim’s music: https://thebackstickagenda.bandcamp.com/

(To purchase Tim’s music, you need to register on Bandcamp before you can download.)

Podcast with Stephen Kostarelas Show Notes

In this episode we talk with Stephen Kostarelas of The Wealth Designers (TWD) about his life as a director and financial adviser. Amongst a range of interesting topics, we discuss how he came to financial planning from an accounting background and how TWD came to be AFA’s Firm of the Year in 2018.

Stephen also shares some interesting thoughts about the incoming FASEA rules and the potential implications for accountants currently operating on a limited licence for providing financial advice. Interestingly, Stephen formerly enjoyed an excellent collaborative relationship with Slipstream Coaching’s Rachel Wilson, back in the days she was running her accounting firm. He talks about what made that relationship so beneficial for mutual clients and his views on the role of specialisation in offering solutions to those clients.

Contact details for Stephen Kostarelas are:

Email: [email protected]

Phone: 08 6363 5300

Web: www.twd.com.au

Linked In: www.linkedin.com/in/stephenkostarelas/

Scott’s contact details are:

Email: [email protected]

Phone: 0409 870 330

Web: www.slipstreamcoaching.com.au

Twitter: ScottCharlton1

Linked In: www.linkedin.com/in/scottcharlton

Exclusive offer from Fuseworks - Find out how FuseWorks can help you to work smarter

FuseWorks create smart solutions for accountants and financial planners to help you turbocharge your productivity and create time for what really matters.

They’ve extended a special code for all listeners of In the Slipstream to receive 50% off the annual subscription fee of their latest solution – FuseCharts. Just use the code peloton at www.fuse.work/fusecharts

Website: www.fuse.work

LinkedIn: https://www.linkedin.com/company/fuseworksteam/

To take an interest in Tim Lane’s music

Facebook: The Backstick Agenda. (Please go and Like this page.)

Website: www.thebackstickagenda.com/

To see film clips and to hear Tim’s music: https://thebackstickagenda.bandcamp.com/

(To purchase Tim’s music, you need to register on Bandcamp before you can download.)

Estate Planning with Brant Dillon Show Notes

In this episode we talk with Brant Dillon of The Legal Hub about estate planning. Amongst a range of interesting topics, we discuss how busy accountants and financial planners can and should play a more active role in their clients’ estate planning.

Brant shares how he has streamlined the process to make it easier for advisers to take on a facilitation role along with some interesting tips about applying this in practice.

Brant Dillon’s contact details are

Email: [email protected]

Phone: 0438 182 267

Web: www.thelegalhub.com.au

Linked In: www.linkedin.com/in/brant-dillon-b579a414/

Scott Charlton’s contact details are:

Email: [email protected]

Phone: 0409 870 330

Web: www.slipstreamcoaching.com.au

Twitter: ScottCharlton1

Linked In: www.linkedin.com/in/scottcharlton

Exclusive offer from Fuseworks - Find out how FuseWorks can help you to work smarter

FuseWorks create smart solutions for accountants and financial planners to help you turbocharge your productivity and create time for what really matters.

They’ve extended a special code for all listeners of In the Slipstream to receive 50% off the annual subscription fee of their latest solution – FuseCharts. Just use the code peloton at www.fuse.work/fusecharts

Website: www.fuse.work

LinkedIn: https://www.linkedin.com/company/fuseworksteam/

To take an interest in Tim Lane’s music

Facebook: The Backstick Agenda. (Please go and Like this page.)

Website: www.thebackstickagenda.com/

To see film clips and to hear Tim’s music: https://thebackstickagenda.bandcamp.com/

(To purchase Tim’s music, you need to register on Bandcamp before you can download.)

Podcast with Barry Daniels Resilience, mental well being and entrepreneurship - a practitioner’s journey

In this episode we talk with Barry Daniels about Resilience, mental well being and entrepreneurship. We trace Barry’s journey through his formative and very challenging childhood through to critical times in his business career. Barry shares some of the ups and downs of his entrepreneurial activities. Barry also explains the means by which he has accumulated the resilience to handle the hurdles placed before him. There is much that we can all learn from Barry’s “three legged stool” – his go-to activities which have helped him to overcome challenges and ultimately succeed in business and in life. It’s a fascinating and ultimately heart warming story which you will remember for a long time.

Barry Daniels’ contact details are

Phone: 0418 885 995

Email: [email protected]

Linked In: www.linkedin.com/in/barry-j-daniels-96323121/

Scott Charlton’s contact details are:

Phone: 0409 870 330

Email: [email protected]

Web: www.slipstreamcoaching.com.au

Twitter: ScottCharlton1

Linked In: www.linkedin.com/in/scottcharlton

Scott’s book, Your Professional Headspace

For more information and/or to purchase a copy of Scott’s book which was mentioned during the podcast, go to www.yourprofessionalheadspace.com.au

To take an interest in Tim Lane’s music

Facebook: The Backstick Agenda. (Please go and Like this page.)

Website: www.thebackstickagenda.com/

To see film clips and to hear Tim’s music: https://thebackstickagenda.bandcamp.com/

(To purchase Tim’s music, you need to register on Bandcamp before you can download.)

Podcast with Rachel Wilson Show Notes

In this episode we talk with Rachel Wilson, newly appointed coach at Slipstream Coaching.

Amongst a range of interesting topics, we discuss Rachel’s experience in leading her own professional services firm, some of her other entrepreneurial experience and what she gets up to when not at work. Interestingly, whilst in practice Rachel was on the receiving end of some coaching. Rachel shares what this entailed and how it has shaped her own view of what she would like to offer her clients.

You’ll find this to be an enjoyable conversation that flows along rather easily. Rachel is quite clearly interested in helping fellow practitioners and looking forward to starting her coaching life at Slipstream.

Resources

During the interview, Rachel mentioned that she is a regular podcast listener. Here for your enjoyment are some podcast shows that feature in Rachel’s playlist along with some helpful comments -

· Scaling up- Bill Gallagher - has some phenomenal guests

· 10% Happier - light hearted and good introduction to meditation and general relaxation.

· Pick of the punch - light hearted and full of takeaways from a marketing perspective

· Disrupt Yourself - Whitney Johnson - interesting concepts and enlightening especially in regard to habits

· The Gary Vee Audio Experience - (strong language warning with that one) 

· The Tim Ferriss Show - often results in me trying the new latest fad! 

· Ted Talks Daily - great for shorter rides in the car, some phenomenal topics covered

Rachel Wilson’s contact details are

Email: [email protected]

Phone: 0411 645 470

Twitter: RachelPeridot

Linked In: www.linkedin.com/in/rachelmarywilson/

Scott Charlton’s contact details are:

Email: [email protected]

Phone: 0409 870 330

Web: www.slipstreamcoaching.com.au

Twitter: @ScottCharlton1

Linked In: www.linkedin.com/in/scottcharlton

To take an interest in Tim Lane’s music

Facebook: The Backstick Agenda. (Please go and Like this page.)

Website: www.thebackstickagenda.com/

To see film clips and to hear Tim’s music: https://thebackstickagenda.bandcamp.com/

(To purchase Tim’s music, you need to register on Bandcamp before you can download.)

Podcast with Phil Little, 12 months on as a Slipstream coach Show Notes

In this episode, we talk with Phil Little of Slipstream about how he has found his first 12 months as a coach with Slipstream Coaching. Amongst a range of interesting items covered, we discuss the importance of knowing one’s future business cash flow, the importance of delegation and why taking on all comers as clients is detrimental to profits and team morale.

Phil is well known for his insights with respect to business matters and financial services firms in particular. During the discussion, he shares some interesting aspects with respect to FASEA and his predictions for what successful firms will look like in the future. It makes for fascinating listening.

Phil Little’s contact details are

Email: [email protected]

Phone: 0411 668 867

Web: www.slipstreamcoaching.com.au

Linked In: www.linkedin.com/in/phillip-little-04162378/

Scott Charlton’s contact details are:

Email: [email protected]

Phone: 0409 870 330

Web: www.slipstreamcoaching.com.au

Twitter: ScottCharlton1

Linked In: www.linkedin.com/in/scottcharlton

To take an interest in Tim Lane’s music

Facebook: The Backstick Agenda. (Please go and Like this page.)

Website: www.thebackstickagenda.com/

To see film clips and to hear Tim’s music: https://thebackstickagenda.bandcamp.com/

(To purchase Tim’s music, you need to register on Bandcamp before you can download.)

Podcast with Higher Purpose

In this episode we talk with Brad Mackay of Higher Purpose about philanthropy and making a contribution. Amongst a range of interesting topics, we discuss non-monetary means of contributing, tax breaks for donations, beneficiary organisations and guiding clients on how best to leave a legacy.

Brad also shares some interesting aspects about his decision to leave corporate life to establish his company Higher Purpose, the very specific study in philanthropy he is currently undertaking and some case studies of people he has assisted in this area.

Brad Mackay’s contact details are

Email: [email protected]

Phone: 0488 066 111

Web: www.higherpurpose.com.au

Linked In: www.linkedin.com/in/brad-mackay-74115a50

MND and Me

Details about the foundation MND and Me mentioned during this episode can be found at: www.mndandme.com.au

Scott Charlton’s contact details are:

Email: [email protected]

Phone: 0409 870 330

Web: www.slipstreamcoaching.com.au

Twitter: ScottCharlton1

Linked In: www.linkedin.com/in/scottcharlton

To take an interest in Tim Lane’s music

Facebook: The Backstick Agenda. (Please go and Like this page.)

Website: www.thebackstickagenda.com/

To see film clips and to hear Tim’s music: https://thebackstickagenda.bandcamp.com/

(To purchase Tim’s music, you need to register on Bandcamp before you can download.)