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Planners, You’re Leaving Value on the Table
-Traditionally, financial planners’ focus has been getting new clients on a recurring revenue arrangement as soon as possible. If any…
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Estate Planning – The Responsibilities and the Opportunities
-As your client’s primary financial adviser, there is a compelling case to take an active role in your clients’ estate planning.
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Ten Errors to Avoid When Collaborating With an Accountant
-Accountants are generally quite ruthless in rebuffing the numerous approaches they receive from advisers and providers. They will also quickly…
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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.
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The T Shirt Guide to Leadership Teams
-In this paper we present a light hearted look at the four different characters that are likely to be found…
