In The Media
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…
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…
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
-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
-Fortnum manager moves into coaching Press coverage in Independent Financial Adviser (ifa) announces Slipstream Coaching has added a former Fortnum…
An important opportunity to grow the asset value of your firm
-When the time comes to sell your firm, a quality prospect database is the equivalent of a council-approved granny flat…