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Want your firm to stand out from the pack? Director of Slipstream Coaching, Sharon McClafferty attended last month’s Count Conference…

Traditionally, financial planners’ focus has been getting new clients on a recurring revenue arrangement as soon as possible. If any…

As your client’s primary financial adviser, there is a compelling case to take an active role in your clients’ estate…

Accountants are generally quite ruthless in rebuffing the numerous approaches they receive from advisers and providers. They will also quickly…

Good businesses get even better with a great leader. Where those leaders are sourced is less important than the role…

With clients placing little value on the paperwork and compliance functions performed by firms, it may be time to shift…

Former business growth manager of Fortnum Private Wealth moves to business coaching Press coverage in Adviser Voice announcing Phil Little…

Fortnum manager moves into coaching Press coverage in Independent Financial Adviser (ifa) announces Slipstream Coaching has added a former Fortnum…

When the time comes to sell your firm, a quality prospect database is the equivalent of a council-approved granny flat…

Diversify and stay relevant for the future Scott’s article was recently published in the Acuity Magazine, a magazine for business leaders…