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Slipstream Webinar Playlist
-Did you miss out on one of our webinars? You can watch or listen to them here. Growth: More fees,…
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Delivering a quarterly reporting and meeting service
-Slipstream Coaching director Scott Charlton pens an open letter to the profession, requesting a quarterly catch up appointment model for deeper insights into his business.
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Five Tips for Taking Your Firm to the Top
-Want your firm to stand out from the pack? Director of Slipstream Coaching, Sharon McClafferty attended last month’s Count Conference in Vietnam as a key presenter.
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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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Leadership lessons from successful professional firms
-Good businesses get even better with a great leader. Where those leaders are sourced is less important than the role…
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Why compliance is a grudge purchase
-With clients placing little value on the paperwork and compliance functions performed by firms, it may be time to shift…
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Former business growth manager of Fortnum Private Wealth moves to business coaching
-Press coverage in Adviser Voice announcing Phil Little joining Slipstream Coaching as business coach to high-performing financial planning firms throughout Australia.
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Fortnum manager moves into coaching
-Fortnum manager moves into coaching Press coverage in Independent Financial Adviser (ifa) announces Slipstream Coaching has added a former Fortnum…
