In The Slipstream

In The Slipstream

By Slipstream GroupBusinessEducation
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In The Slipstream episodes

  • Episode 24 - Interview with Julienne Barton - Sureal
    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 illustrates how working relationships can be enhanced with greater understanding of oneself and others. Julienne makes the point that it’s not so much about interacting with colleagues on how oneself likes to be dealt with but rather, being able to see things from someone else’s perspective and deal with them as they like to be dealt with.
    A key part of Julienne’s consulting framework is based around her extensive knowledge and use of Instinctive Drives encapsulated by the “ID system”. There are numerous examples and explanations provided by Julienne which are illuminated by knowing the ID’s of the practitioners involved.
     
    Resources For more information about the ID profile system and to get your own profile prepared (AUS$50), go to www.instinctivedrives.com (http://www.instinctivedrives.com)
    Julienne’s contact details are
    Email: [email protected] Phone: 0418 764 219 Web: www.sureal.com.au Julienne is also contactable on Linked In: www.linkedin.com/in/julienne-barton-80b105 (http://www.linkedin.com/in/julienne-barton-80b105)
    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 (http://www.linkedin.com/in/scottcharlton)
    1 hr
  • Episode 23 - Interview with a Gun Lawyer – Adrian Lynch

    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 -

    1. Winning new work (and the advantage of specialising)
    2. Collaborations between accountants and financial planners
    3. Buy-sell agreements
    4. Protecting the intangible assets of your firm
    5. Exiting one’s firm

      6. Adrian’s contact details are:

      Email: [email protected]Phone: (03) 9607 8104

      0411 105 624

      Web: www.nodco.com.au

      LinkedIn: www.linkedin.com/in/adrianlynchlawyer/

      (These details are particularly relevant if you would like to take Adrian up on his kind offer to provide a complimentary article and data collection form to assist with shareholder agreements.)

       

      Scott’s contact details are:

      Phone: 0409 870 330

      Web: www.slipstreamcoaching.com.au

      LinkedIn: www.linkedin.com/in/scottcharlton/

      Twitter: ScottCharlton1

      0 min
    7. Episode 22 - Lighting Up Your Accounting Firm - Guy Pearson

      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 interview contains plenty for practitioners, particularly accountants, to absorb and then apply in their own firms.

       

      Guy’s contact details are

      Phone: 0401 102 606

      Web: www.practiceignition.com

      Twitter: @guy_pearson @ignitionapp @interactiveaccg

      Linked In: www.linkedin.com/in/guypearson1/

       

      Scott’s contact details are:

      Phone: 0409 870 330

      Web: www.slipstreamcoaching.com.au

      Twitter: ScottCharlton1

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

      0 min
    8. Episode 21 - Podcast with Phil Little - Slipstream Coaching's New Business Coach

      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 get his early yardage strategies when engaging with a new coaching client.

      Before the interview concludes with some discussion about what Phil does when he’s not at work, we explore how Slipstream as an independent coaching company has something to offer large financial institutions as well as small Licensees.

       

      From 1 March 2018, Phil’s contact details will be: Email: [email protected] Phone: 0411 668 867 Linked In: www.linkedin.com/in/phillip-little-04162378/

      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

      0 min
    9. Episode 20 - Podcast with Alisdair Barr - Grad Mentor

      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:

        Phone: 0405 138 613

        Web: www.gradmentor.com.au

        Twitter: GradMentor01

        Scott’s contact details are:

        Phone: 0409 870 330

        Web: www.slipstreamcoaching.com.au

        Twitter: ScottCharlton1

         

        0 min
      • Episode 19 - Bold Practitioner Interview – Andrew Jago

        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 planners tend to view making such referrals.

         

        Contact details for Andrew Jago

        www.nem.net.au

        Andrew is also available on Linked In: www.linkedin.com/in/ajago

         

        Contact details for Scott Charlton

        www.slipstreamcoaching.com.au

        Scott is also available on Linked In: www.linkedin.com/in/scottcharlton

         

        0 min
      • Episode 18 - Bold Practitioner Interview – Ray Miles

        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 the way.

         

        Contact details for Ray Miles

        www.fortnum.com.au

        Ray is also available on Linked In

         

        Contact details for Scott Charlton

         

        www.slipstreamcoaching.com.au

        0 min
      • 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 –

        [email protected] www.garytupicoff.com.au Ph: 0418 180 990

        Scott’s contact details are –

        [email protected] www.slipstreamcoaching.com.au Ph: 0409 870 330

        The website address of Gary’s former business, Tupicoffs, (which is referred to a few times during the discussion) is www.tupicoffs.com.au

         

        The Red Bear Photo Club of Tupicoffs can be seen at www.tupicoffs.com.au/red-bear-photo-club

        0 min
      • 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 Little

        www.fortnum.com.au

        Phil is also available on Linked In

         

        Contact details for Scott Charlton

         

        www.slipstreamcoaching.com.au

        44 min

      About In The Slipstream

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      Slipstream Group is dedicated to helping accounting and financial planning firms to reach their potential.