Slipstream Coaching is dedicated to helping accounting and financial planning firms to reach their potential.
Episode 59 - Hustle for a living: with Andrew Jago
In this episode we talk with Andrew Jago about joining the Slipstream Coaching team as our latest business coach.
Amongst a range of interesting topics, we discuss how financial planners can engage with clients about their business and his views about accountants providing business advisory services. Andrew also shares some interesting aspects about his time practising both as an accountant and as a financial planner.
We finish off the discussion with Andrew’s well considered views on how the Wallabies can win the Rugby World Cup in 2023 and relate that back to building a successful team in a professional services business.
During the interview Andrew mentioned a number of resources, details of which appear below –
The Joe Rogan podcast – readily accessed on the major podcast platforms
The podcast interview Andrew mentioned – Nick McArdle speaking with Liz Ellis – can be found on the podcast The Playmaker’s Playbook. The interview with Liz Andrew refers to was published in July 2020
Andrew mentioned a valuation resource in the context of small business clients, from Divest Merge Acquire. For more details, please refer to www.divestmergeacquire.com/resources
The book that Andrew recommended and Scott endorsed is “The Energy Bus. 10 rules to fuel your life, work and team with positive energy”
And finally, the beer receptacle Andrew mentioned during the interview is a Kegerator, details of which can be found at www.kegerator.com
Episode 58 - Intro to Innovation: with Brent Charlton and James Mills
In this episode we talk with Brent Charlton and James Mills about some impressive systems that they have implemented in their multi-disciplinary firm, Altitude Advisers.
Amongst a range of interesting topics, we discuss th...
Episode 57 - Positivity, Passion and The Profession: with Tim Munro
Positivity, Passion and The Profession: An absorbing discussion with Tim Munro Show Notes
In this e...
Episode 56 - Having a coach in your corner with Paul Little
Podcast with Paul Little Show Notes
In this episode we talk with Slipstream Coaching’s Paul Little regarding how he has found his first nine months as a Slipstream coach.
Amongst a range of interesting topics, Paul outlines what he brings to the table as a business coach, having been a successful practitioner himself. Paul discusses the process that he goes through when commencing a new coaching relationship, by which he explores what the firm is looking to achieve.
Paul’s story about the very positive impact that one of his business planning workshops had upon a financial planner participant is particularly heart warming.
Paul also shares some interesting aspects about one of his favourite topics, proactively generating client referrals. It’s something that he was particularly adept at during his time as a practitioner himself and here he shares some tips about what made him so successful.
Free download of the client referral diagnostic
As mentioned on the podcast, Paul has developed a diagnostic to determine whether a professional services firm is ready to proactively generate client referrals.
You can download this at: https://slipstreamcoaching.com.au/nov-podcast-guide/
Complimentary Business Performance Review
As mentioned during the Coach Corner segment of the podcast, if you are interested in working with Slipstream Coaching and/or would like an independent review of your firm please take advantage of our complimentary Business Performance Review.
This is an introductory 90 minute consultation to understand your firm and the future you want to create. We will look at some KPIs from your past years with a view to identifying areas for improvement. The thought-provoking discussion which ensues will range from internal matters such as your engine room, team and the composition of your client base through to outward facing issues such as your growth opportunities and appropriate marketing strategies.
Post this consultation, you will be sent a summary of the discussion and the major recommendations arising, along with a 12 month revenue, profit and growth plan based on your objectives.
To arrange a Business Performance Review please email us at firstname.lastname@example.org or call 0473 491 976.
Paul’s contact details are
Phone: 0408 523 711
Linked In: www.linkedin.com/in/paul-little-a289721a/
Scott’s contact details are:
Episode 55 - Achieving through others – leading your financial services firm
Achieving through others – leading your financial services firm Show Notes
In this episode we talk with J...
Episode 54 - Attitude, Abundance & Action with Kath Orman
Attitude, Abundance & Action - an interview with Kath Orman Show Notes
In this episode we talk with Kath Orman of Goals & Dreams about running a financial services practice and her new book Attitude, Abundance & Action. Amongst a range of interesting topics, we discuss Kath’s career in financial services and some particular challenges she’s faced and overcome. It makes for captivating listening.
Kath also shares some interesting aspects about her book, in which she has packed the wisdom she’s accumulated through a lifetime of aiming to be the best version of herself.
In the interview Kath mentioned the way to register interest in her soon-to-be-published book, is via email to email@example.com
Download from Scott’s book
To access a complimentary chapter in Scott’s book Your Professional Headspace, follow this link: https://slipstreamcoaching.com.au/yph-download/
Kath’s contact details are
Phone: 07 3350 9595
Linked In: www.linkedin.com/in/kath-orman-30387569/
Scott’s contact details are:
Phone: 0409 870 330
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.)
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.)