In The Slipstream

Episode 78 – Beyond the bottom line: cultivating a winning culture

In this special episode, Sharon McClafferty sits down with Mike McHenry of SeamlessSMSF to delve into cultivating a thriving workplace culture. Sharon and Mike chat about the profound impact of workplace culture on business success. They explore how a great culture can truly make or break a firm, diving into the key elements that contribute to a thriving environment. They offer practical tips and share their experiences fostering a culture where values, beliefs, and behaviours align to propel their businesses forward. Tune in for an engaging conversation filled with real-world examples that showcase how the right culture isn't just part of the business—it's at the heart of its success. Seamless SMSF contact details are Email: contact@seamless-smsf.com.au [contact@seamless-smsf.com.au] Phone: (03) 5226 3599 [tel:0352263599] Website: www.axelerateadvisory.com [https://www.seamless-smsf.com.au/] Slipstream contact details are Email: hello@slipstreamgroup.com.au [hello@slipstreamgroup.com.au] Phone: (07) 3221 3796 [http://0732213796/]

Episode 78 – Funding for accounting and financial planning firms

In this episode we talk with Con Voultsios of aXelerate Advisory about funding the purchase of equity interest in professional services firms. Con shares some interesting aspects about what banks are looking for when considering finance applications submitted by accounting and financial planning firms. His observations with respect to developing relationships with bank managers are insightful – getting to know their boss and their assistant. Con also has some suggestions about the role a broker can play not just in obtaining a deal but progressing an application through to conclusion. In the interview Con also mentioned a book which he’s read lately – Black Belt. A masterclass for startups and entrepreneurs, by Joseph Healy and David Hornery, the founders of Judo Bank. Con Voultsios’ contact details are Email:               con.voultsios@axelerateadvisory.com [con.voultsios@axelerateadvisory.com] Phone:              0452 619 699 Web:                 https://www.axelerateadvisory.com/ [https://www.axelerateadvisory.com/] Linked In:           https://www.linkedin.com/in/con-voultsios-8939b34b/ [https://www.linkedin.com/in/con-voultsios-8939b34b/] Scott’s contact details are Email:                scott@slipstreamgroup.com.au [scott@slipstreamgroup.com.au] Phone:               0409 870 330 Web:                  www.slipstreamcoaching.com.au [http://www.slipstreamcoaching.com.au/] Linked In:           www.linkedin.com/in/scottcharlton [http://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/ [http://www.thebackstickagenda.com/] Spotify:              Search for Tim Lane

Episode 77 – An equity solution for Financial Planning firms

In this episode we talk with Richard Hernan of Broadleaf Financial Group about investing in financial advisory firms. Amongst a range of interesting topics, we discuss the roles and resources that an external investor can bring to the table, along with the characteristics of firms in which Broadleaf is interested in taking a long term equity position. Richard also shares some very interesting case studies of businesses that Broadleaf has invested in. In the interview Richard mentioned three of his favourite podcasts, details of which appear below: 1. The Founders Podcast with David Senra. https://www.founderspodcast.com/ [https://www.founderspodcast.com/] 2. Finding Mastery with Dr. Michael Gervais. https://findingmastery.com/ [https://findingmastery.com/] 3. The Howie Games, with Mark Howard. https://www.howiegames.com/ [https://www.howiegames.com/] Richard referred to Patrick Lencioni’s book, The Ultimate Team Player [https://www.tablegroup.com/product/ideal-team-player/]. To find out more details about Slipstream Group’s Pathway to Succession & Exit workshop, follow this link: https://slipstreamgroup.com.au/pathway-to-succession-and-exit/ [https://slipstreamgroup.com.au/pathway-to-succession-and-exit/] Scott also makes reference to the Slipstream Group program on personal development, The Personal Breakaway. To find out more, follow this link: https://slipstreamgroup.com.au/personal-planning/ [https://slipstreamgroup.com.au/personal-planning/] Richard’s contact details are Email:                  richardhernan@broadleafgroup.com.au [richardhernan@broadleafgroup.com.au] Phone:                08 6500 7888 LinkedIn:           https://www.linkedin.com/in/richard-hernan-a655267b/ [https://www.linkedin.com/in/richard-hernan-a655267b/] Website:                    https://broadleafgroup.com.au/ [https://broadleafgroup.com.au/] Scott’s contact details are: Email:                  scott@slipstreamgroup.com.au [scott@slipstreamgroup.com.au] Phone:                0409 870 330 Web:                   www.slipstreamcoaching.com.au [http://www.slipstreamcoaching.com.au/] Linked In:           www.linkedin.com/in/scottcharlton [http://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/ [http://www.thebackstickagenda.com/] Spotify:               Search for Tim Lane

Episode 76 – Helping others in remarkable ways

In this episode, we talk with Larry Fingleson of The Edward Alexander Foundation about his career, finding purpose and charitable giving. Amongst a range of interesting topics, we discuss - * Private ancillary funds and the roles that they can play in supporting good causes whilst at the same time fostering healthy discussions about money in families * Bringing philanthropy and estate planning into the conversations with one’s clients * Encouraging clients to give while they live so that they see the benefits that flow from their generosity. Some great activities with charitable links that Larry mentioned were: * Thread together – New York Marathon https://threadtogether.org/ [https://threadtogether.org/] November 2024 * Feel the magic bike ride https://magicride.com.au/ [https://magicride.com.au/] Larry also shares some interesting suggestions about reaching out to potential mentors and how to get the best out of the relationship with a mentor. In the interview, Larry mentioned Ikigai, a profound book that he’s read lately, details of which appear below – Ikigai, the Japanese secret to a long and happy life, by Hector Garcia and Francesc Miralles Some other books that Larry loves to promote are – Preparing Heirs, Five steps to a successful transition of family wealth and values, by Roy Williams and Vic Preisser Philanthropy – Heirs & Values. How successful families are using philanthropy to prepare their heirs for post-transition responsibilities, also by Roy Williams and Vic Preisser Larry's contact details are Email:                  larry@teaf.org.au [larry@teaf.org.au] Phone:                0407 766 700 Web:                    www.teaf.org.au [http://www.teaf.org.au/] Linked In:           www.linkedin.com/in/larry-fingleson [http://www.linkedin.com/in/larry-fingleson] Scott’s contact details are Email:                  scott@slipstreamgroup.com.au [scott@slipstreamgroup.com.au] Phone:                0409 870 330 Web:                   www.slipstreamcoaching.com.au [http://www.slipstreamcoaching.com.au/] Linked In:           www.linkedin.com/in/scottcharlton [http://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/ [http://www.thebackstickagenda.com/] Spotify:               Search for Tim Lane

Episode 75 – Introducing Nina Forbes, our new Slipstream Coach

In this episode we talk with the latest coach to join Slipstream Group, Nina Forbes. Amongst a range of interesting topics, we discuss Nina’s career to date (lots of highlights here!), her views on the future of the financial planning profession and what she is most looking forward to in her coaching relationships. It was great to explore Nina’s career to date, with her well considered views on delivering an integrated accounting and financial planning service to clients a particular highlight. So too, Nina’s common sense advice in hiring, training and incentivising paraplanners makes for compelling listening. Nina also shares some interesting aspects about a business she co-founded, built up and eventually sold to a large and well respected organisation. In the interview Nina mentioned Unsung Science, a podcast she enjoys. Hosted by David Pogue, it can be readily located via your web browser or your preferred podcast platform. Nina’s contact details are: Email:                 nina@slipstreamgroup.com.au [nina@slipstreamgroup.com.au] Phone:               0412 013 685 Web:                  www.slipstreamgroup.com.au [http://www.slipstreamcoaching.com.au/] LinkedIn:           www.linkedin.com/in/nina-forbes-a8637449/ [http://www.linkedin.com/in/nina-forbes-a8637449/] Scott’s contact details are: Email:                  scott@slipstreamgroup.com.au [scott@slipstreamgroup.com.au] Phone:                0409 870 330 Web:                   www.slipstreamgroup.com.au [http://www.slipstreamgroup.com.au/] LinkedIn:           www.linkedin.com/in/scottcharlton [http://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/ [http://www.thebackstickagenda.com/] Spotify:               Search for Tim Lane