In The Slipstream Slipstream Group

In this episode we talk with Con Voultsios of aXelerate Advisory about funding the purchase of equity interest in professional services firms.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.In the interview Con also mentioned a book which he’s read lately –Black Belt. A masterclass for startups and entrepreneurs, by Joseph Healy and David Hornery, the founders of Judo Bank.Con Voultsios’ contact details areEmail:               con.voultsios@axelerateadvisory.com (mailto:con.voultsios@axelerateadvisory.com)Phone:              0452 619 699Web:                 https://www.axelerateadvisory.com/ (https://www.axelerateadvisory.com/)Linked In:           https://www.linkedin.com/in/con-voultsios-8939b34b/ (https://www.linkedin.com/in/con-voultsios-8939b34b/)Scott’s contact details areEmail:                scott@slipstreamgroup.com.au (mailto:scott@slipstreamgroup.com.au)Phone:               0409 870 330Web:                  www.slipstreamcoaching.com.au (http://www.slipstreamcoaching.com.au/)Linked In:           www.linkedin.com/in/scottcharlton (http://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/ (http://www.thebackstickagenda.com/)Spotify:              Search for Tim Lane

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:* The Founders Podcast with David Senra. https://www.founderspodcast.com/ (https://www.founderspodcast.com/) * Finding Mastery with Dr. Michael Gervais. https://findingmastery.com/ (https://findingmastery.com/) * The Howie Games, with Mark Howard. https://www.howiegames.com/ (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/ (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/ (https://slipstreamgroup.com.au/personal-planning/) Richard’s contact details are Email:                  richardhernan@broadleafgroup.com.au (mailto:richardhernan@broadleafgroup.com.au) Phone:                08 6500 7888LinkedIn:           https://www.linkedin.com/in/richard-hernan-a655267b/ (https://www.linkedin.com/in/richard-hernan-a655267b/)Website:                    https://broadleafgroup.com.au/ (https://broadleafgroup.com.au/) Scott’s contact details are:Email:                  scott@slipstreamgroup.com.au (mailto:scott@slipstreamgroup.com.au)Phone:                0409 870 330Web:                   www.slipstreamcoaching.com.au (http://www.slipstreamcoaching.com.au/)Linked In:           www.linkedin.com/in/scottcharlton (http://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/ (http://www.thebackstickagenda.com/)Spotify:               Search for Tim Lane

In this episode, we talk with Larry Fingleson of The Edward Alexander Foundation about his career, finding purpose and charitable giving. Amongst a range of interesting topics, we discuss - * Private ancillary funds and the roles that they can play in supporting good causes whilst at the same time fostering healthy discussions about money in families* Bringing philanthropy and estate planning into the conversations with one’s clients* Encouraging clients to give while they live so that they see the benefits that flow from their generosity. Some great activities with charitable links that Larry mentioned were: * Thread together – New York Marathon https://threadtogether.org/ (https://threadtogether.org/) November 2024* Feel the magic bike ride https://magicride.com.au/ (https://magicride.com.au/) Larry also shares some interesting suggestions about reaching out to potential mentors and how to get the best out of the relationship with a mentor.In the interview, Larry mentioned Ikigai, a profound book that he’s read lately, details of which appear below –Ikigai, the Japanese secret to a long and happy life, by Hector Garcia and Francesc MirallesSome other books that Larry loves to promote are – Preparing Heirs, Five steps to a successful transition of family wealth and values, by Roy Williams and Vic PreisserPhilanthropy – Heirs & Values. How successful families are using philanthropy to prepare their heirs for post-transition responsibilities, also by Roy Williams and Vic Preisser Larry's contact details are Email:                  larry@teaf.org.au (mailto:larry@teaf.org.au) Phone:                0407 766 700Web:                    www.teaf.org.au (http://www.teaf.org.au/) Linked In:           www.linkedin.com/in/larry-fingleson (http://www.linkedin.com/in/larry-fingleson) Scott’s contact details areEmail:                  scott@slipstreamgroup.com.au (mailto:scott@slipstreamgroup.com.au)Phone:                0409 870 330Web:                   www.slipstreamcoaching.com.au (http://www.slipstreamcoaching.com.au/)Linked In:           www.linkedin.com/in/scottcharlton (http://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/ (http://www.thebackstickagenda.com/)Spotify:               Search for Tim Lane

In this episode we talk with the latest coach to join Slipstream Group, Nina Forbes. Amongst a range of interesting topics, we discuss Nina’s career to date (lots of highlights here!), her views on the future of the financial planning profession and what she is most looking forward to in her coaching relationships.It was great to explore Nina’s career to date, with her well considered views on delivering an integrated accounting and financial planning service to clients a particular highlight. So too, Nina’s common sense advice in hiring, training and incentivising paraplanners makes for compelling listening.Nina also shares some interesting aspects about a business she co-founded, built up and eventually sold to a large and well respected organisation.In the interview Nina mentioned Unsung Science, a podcast she enjoys. Hosted by David Pogue, it can be readily located via your web browser or your preferred podcast platform.Nina’s contact details are:Email:                 nina@slipstreamgroup.com.au (mailto:nina@slipstreamgroup.com.au)Phone:               0412 013 685Web:                  www.slipstreamgroup.com.au (http://www.slipstreamcoaching.com.au/)LinkedIn:           www.linkedin.com/in/nina-forbes-a8637449/ (http://www.linkedin.com/in/nina-forbes-a8637449/)Scott’s contact details are:Email:                  scott@slipstreamgroup.com.au (mailto:scott@slipstreamgroup.com.au)Phone:                0409 870 330Web:                   www.slipstreamgroup.com.au (http://www.slipstreamgroup.com.au/)LinkedIn:           www.linkedin.com/in/scottcharlton (http://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/ (http://www.thebackstickagenda.com/)Spotify:               Search for Tim Lane

Fiona also shares some interesting aspects about her own journey, becoming a shareholder and director of her firm in recent years.For additional information, you may care to visit the Accru Hobart website –* Due diligence for potential purchasers (https://accruhobart.com.au/valuations/due-diligence-services/)* The news section (https://accruhobart.com.au/news/) of the website contains a range of interesting articles that Fiona has writtenThe podcast Fiona referred to during the interview is: Get the know Howe.To register your interest in the Pathway to Equity workshop, please follow this link.Fiona’s contact details are:Email: FEttles@accruhobart.com.auPhone: 03 6244 5044Web: www.accruhobart.com.auLinkedIn: www.linkedin.com/in/fionaettlesScott’s contact details are:Email: scott@slipstreamgroup.com.auPhone: 0409 870 330LinkedIn: www.linkedin.com/in/scottcharltonWeb: www.slipstreamgroup.com.auTo take an interest in Tim Lane’s music, which is featured on the episode:Spotify: Search for Tim LaneFacebook: The Backstick Agenda (please go and like the page)Website: www.thebackstickagenda.comTo see film clips and to hear Tim’s music: www.thebackstickagenda.bandcamp.com(To purchase Tim’s music, you need to register on Bandcamp before you can download.)

In this compelling episode we talk with Fraser Jack of The Cyber Collective about cyber security. Amongst a range of interesting topics, we discuss the risks which apply to small businesses and how team members being eager to please clients can make your firm vulnerable to attack.Fraser also shares some interesting aspects about emails, tax file numbers, bank account details and passwords. In the interview Fraser also mentioned the Retireinvest Case which makes the legal implications of inadequate cyber security appear very close to home.Fraser provided a host of references during the interview, which are summarised below -* The Australian Cyber Security Centre (http://www.cyber.gov.au/)* The ACSC’s Essential Eight Maturity Model referred to by Fraser can be accessed here (https://www.cyber.gov.au/acsc/view-all-content/publications/essential-eight-maturity-model)* The Cybersecurity Framework put out by the National Institute of Standards and Technology (NIST) referred to by Fraser can be accessed here (https://www.nist.gov/cyberframework)* Here's (https://asic.gov.au/about-asic/news-centre/find-a-media-release/2022-releases/22-104mr-court-finds-ri-advice-failed-to-adequately-manage-cybersecurity-risks/) a media release put out by ASIC in relation to the proceedings that Retireinvest went through regarding cyber security* The FPA Professional Code referred to by Fraser can be accessed here (https://fpa.com.au/wp-content/uploads/2022/09/The-FPA-Professional-Code.pdf)Fraser’s contact details are:Email: fraser.jack@thecybercollective.com.au (mailto:fraser.jack@thecybercollective.com.au)For appts: calendly.com/fraser-jack123/25min (https://calendly.com/fraser-jack123/25min)Web: thecybercollective.com.au (https://www.thecybercollective.com.au/)LinkedIn: linkedin.com/in/fraserjack123/ (http://www.linkedin.com/in/fraserjack123/)Scott’s contact details are:Email: scott@slipstreamgroup.com.au (mailto:scott@slipstreamgroup.com.au)Phone: 0409 870 330Web: www.slipstreamcoaching.com.au (http://www.slipstreamcoaching.com.au/)LinkedIn: www.linkedin.com/in/scottcharlton (http://www.linkedin.com/in/scottcharlton)To take an interest in Tim Lane’s music, which is featured on the episode:Spotify: Search for Tim LaneFacebook: The Backstick Agenda. (Please go and Like this page.)Website: www.thebackstickagenda.com/ (http://www.thebackstickagenda.com/)