Archive for June, 2018

  • Slipstream FM
    In The Slipstream FM Podcast | Slipstream Coaching | Accountants, Financial Planners and Multidisciplinary Firms | Business Coaching | Business Planning

    Episode 26 Multidisciplinary Practice – Greg Perks

    - by Scott Charlton

    In this episode, we talk with Greg Perks of Perks Wealth Management about Multidisciplinary Practice. Amongst a range of interesting topics, we discuss fostering referrals, ensuring clients get offered all the services they should be offered, fostering the right culture across the various disciplines and technology solutions to tie it all together.