Episode 55 – Achieving through others – leading your financial services firm

Episode 55 – Achieving through others – leading your financial services firm
October 12, 2020 Scott Charlton

Achieving through others – leading your financial services firm
Show Notes

In this episode we talk with Jacqui Sherlock of Sherlock Wealth and Irma Bantjes of Stratus Financial Group about leadership in professional service firms. Amongst a range of interesting topics, we discuss engaging managers from a non-technical background to the role of CEO and the areas of the business that receive more attention as a consequence of the leader not having a client caseload.

We consider when such an appointment should be made and the important role that the CEO can play in developing the team – as Jacqui says, “Creating star makers not being the star”

Getting the best out of one’s team is a theme that features throughout the discussion. Both Jacqui and Irma share many terrific ideas from what they are doing in their respective firms to foster performance.

We also contrast traditional ways that firms have dealt with issues such as recruitment; performance reviews; team training and marketing with how these are dealt with by a professional manager. The differences are quite profound.

In the interview Jacqui and Irma also mentioned some books from which they have found insights, details of which appear below –

Mastering the Rockefeller Habits, Verne Harnish

Good to Great, Jim Collins

Follow this link to access the free download from Scott Charlton’s book, “The Bold Accountant”, being the chapter entitled, “Why an accountant shouldn’t be in charge”: slipstreamcoaching.com.au/the-bold-acc-20-download/

To purchase Scott’s book, “Your Professional Headspace”, which was mentioned during the Coach’s Corner segment, go to his website: www.scottcharlton.com.au/purchase/


Jacqui’s contact details are

Email: jacqui@sherlockwealth.com

Phone: 02 8247 9900

Web: sherlockwealth.com

Linked In: www.linkedin.com/in/jacqui-sherlock-9b962948/


Irma’s contact details are

Email: ibantjes@stratusfinancialgroup.com.au

Phone: 07 3007 2007

Web: stratusfinancialgroup.com.au

Linked In: www.linkedin.com/in/irma-bantjes-0729a1157/


Scott’s contact details are:

Email: scott@slipstreamcoaching.com.au

Phone: 0409 870 330

Web: www.slipstreamcoaching.com.au

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.)

Website: www.thebackstickagenda.com/

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.)


Thanks for tuning in!

Thanks for joining us on this month’s episode of In the Slipstream FM podcast. If you enjoyed this episode, don’t forget to subscribe via iTunes, Spotify or Stitcher so you never miss an episode.
While you’re there, feel free to leave us a rating and review to help us reach even more listeners!