Episode 77 – An equity solution for Financial Planning firms

In this episode we talk with Richard Hernan of Broadleaf Financial Group about investing in financial advisory firms.

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.

Richard also shares some very interesting case studies of businesses that Broadleaf has invested in.

In the interview Richard mentioned three of his favourite podcasts, details of which appear below:

1. The Founders Podcast with David Senra. https://www.founderspodcast.com/
2. Finding Mastery with Dr. Michael Gervais. https://findingmastery.com/
3. The Howie Games, with Mark Howard. https://www.howiegames.com/

Richard referred to Patrick Lencioni’s book, The Ultimate Team Player.

To find out more details about Slipstream Group’s Pathway to Succession & Exit workshop, follow this link: https://slipstreamgroup.com.au/pathway-to-succession-and-exit/

Scott also makes reference to the Slipstream Group program on personal development, The Personal Breakaway. To find out more, follow this link: https://slipstreamgroup.com.au/personal-planning/

Richard’s contact details are

Email:                  richardhernan@broadleafgroup.com.au

Phone:                08 6500 7888

LinkedIn:           https://www.linkedin.com/in/richard-hernan-a655267b/

Website:                    https://broadleafgroup.com.au/

Scott’s contact details are:

Email:                  scott@slipstreamgroup.com.au

Phone:                0409 870 330

Web:                   www.slipstreamcoaching.com.au

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

To take an interest in Tim Lane’s music, which is featured on the episode:

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

Website:            www.thebackstickagenda.com/

Spotify:               Search for Tim Lane