In The Media
Slipstream Webinar Playlist
-Did you miss out on one of our webinars? You can watch or listen to them here. Growth: More fees,…
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.
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.
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…
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.
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…
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…
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…
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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