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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.

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.

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 planning.

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…

Press coverage in Adviser Voice announcing Phil Little joining Slipstream Coaching as business coach to high-performing financial planning firms throughout Australia.