At Slipstream Coaching we’re passionate about helping you enhance your accounting, financial planning or multidisciplinary firm. Our catalogue of resources including blogs, podcasts and videos will provide you with unfettered access to a vast range of compelling content, intriguing thoughts from our team and in-depth discussions with engaging guests.
In this episode, we talk with Neil Kendall about the pending Financial Adviser Standards and Ethics Authority (FASEA) requirements. In a wide ranging interview, we cover many aspects of FASEA and what this will mean for financial advisers.
In this episode, we talk with Denise Gibbons, Chartered Accountant and Certified Financial Planner, about Life as a Practitioner and Beyond.
Amongst a diverse range of interesting topics, we discuss having a personal advisory board, challenges for mothers who also have careers, family-friendly businesses, Toastmasters and respecting one’s brain.
In this episode, we talk with Greg Perks of Perks Wealth Management about Multidisciplinary Practice. Amongst a range of interesting topics, we discuss fostering referrals, ensuring clients get offered all the services they should be offered, fostering the right culture across the various disciplines and technology solutions to tie it all together.
In this episode, we talk with Jon Ryall of Frontline Accounting about The case for offshoring.
Jon is well qualified to discuss this topic as he is both a consumer and provider of these services. Jon shares some very practical information about how offshoring works in practice, all of which is based upon his own experience.
For anyone who has been contemplating whether or not to use offshoring in their business, this episode is a must-listen episode.
By and large, financial planners talk a good game about ongoing service but long term clients are entitled to question whether much value actually transpires. This article provides a client’s perspective of what typically happens and poses some ways in which a better experience could be delivered.