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In The Slipstream

Slipstream Coaching

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In The Slipstream
In The Slipstream

In The Slipstream

Slipstream Coaching

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About Us

Slipstream Coaching is dedicated to helping accounting and financial planning firms to reach their potential.

Latest Episodes

Episode 41 - Greg Gunther - Lessons from business, sport and trusting one’s intuition

Show Notes In this episode we talk with Greg Gunther of Your Business Momentum about his varied career in business. Amongst a range of interesting topics, we discuss how he fell into a very successful financial planning career then evolved into becoming a coach and mentor to other practitioners. Greg shares how he became an expert in podiatry practices whilst not being a podiatrist. He also speaks about specialisation and professional partnerships. Additionally, Greg shares some interesting aspects of his days representing Australia as an elite triathlete. Greg Gunther’s contact details are Email: greg@yourbusinessmomentum.com.au Phone: +61418987252 Web: yourbusinessmomentum.com.au Twitter: gregwgunther Linked In: www.linkedin.com/in/greggunther/ (http://www.linkedin.com/in/greggunther/) Greg Gunther’s book, Feet First www.yourbusinessmomentum.com.au/feet-first (http://www.yourbusinessmomentum.com.au/feet-first) The podcast Greg mentioned on the program Exponential Wisdom, by Pete...

-1 sOCT 6
Comments
Episode 41 - Greg Gunther - Lessons from business, sport and trusting one’s intuition

Episode 40 Paul Little - a practitioner’s journey from start to exit

In this episode we talk with Paul Little about how and why he got into his financial planning business and ultimately what brought about his decision to successfully exit. Amongst a range of interesting topics, we discuss how he overcame the “Loneliness of the long-distance runner” by tapping into support networks and the importance of having and working to a business plan. Paul also shares some interesting thoughts about proactively gathering client referrals, backing oneself and being really focused on one’s ideal client. His story of how he exited the business is a lesson for many to follow. Paul Little’s contact details are Email: paul@glfamily.net (mailto:paul@glfamily.net) Phone: 0408 523 711 Linked In: https://www.linkedin.com/in/paul-little-a289721a/ Scott’s contact details are: Email: scott@slipstreamcoaching.com.au (mailto:scott@slipstreamcoaching.com.au) Phone: 0409 870 330 Web: www.slipstreamcoaching.com.au (http://www.slipstreamcoaching.com.au/) Twitter: ScottCharl...

-1 sSEP 11
Comments
Episode 40 Paul Little - a practitioner’s journey from start to exit

Episode 39 - Stephen Kostarelas, Referrals, rewards and recruitment– a practitioner’s story

Podcast with Stephen Kostarelas Show Notes In this episode we talk with Stephen Kostarelas of The Weal...

-1 sAUG 12
Comments
Episode 39 - Stephen Kostarelas, Referrals, rewards and recruitment– a practitioner’s story

Episode 38 - Estate Planning with Brant Dillon

Estate Planning with Brant Dillon Show Notes In this episode we talk with Brant Dillon of The Legal Hub about estate planning. Amongst a range of interesting topics, we discuss how busy accountants and financial planners can and should play a more active role in their clients’ estate planning. Brant shares how he has streamlined the process to make it easier for advisers to take on a facilitation role along with some interesting tips about applying this in practice. Brant Dillon’s contact details are Email: brant@realservices.com.au Phone: 0438 182 267 Web: www.thelegalhub.com.au (http://www.thelegalhub.com.au/) Linked In: www.linkedin.com/in/brant-dillon-b579a414/ (http://www.linkedin.com/in/brant-dillon-b579a414/) Scott Charlton’s contact details are: Email: scott@slipstreamcoaching.com.au (mailto:scott@slipstreamcoaching.com.au) Phone: 0409 870 330 Web: www.slipstreamcoaching.com.au (http://www.slipstreamcoaching.com.au/) Twitter: ScottCharlton1 Linked In: www.linkedin.com/in/...

-1 sJUL 9
Comments
Episode 38 - Estate Planning with Brant Dillon

Episode 37 - Barry Daniels, Resilience, mental well being and entrepreneurship - a practitioner’s journey

Podcast with Barry Daniels Resilience, mental well being and entrepreneurship - a practitioner’s journey In this episode we talk with Barry Daniels about Resilience, mental well being and entrepreneurship. We trace Barry’s journey through his formative and very challenging childhood through to critical times in his business career. Barry shares some of the ups and downs of his entrepreneurial activities. Barry also explains the means by which he has accumulated the resilience to handle the hurdles placed before him. There is much that we can all learn from Barry’s “three legged stool” – his go-to activities which have helped him to overcome challenges and ultimately succeed in business and in life. It’s a fascinating and ultimately heart warming story which you will remember for a long time. Barry Daniels’ contact details are Phone: 0418 885 995 Email: barry@bardangroup.com.au (mailto:barry@bardangroup.com.au) Linked In: www.linkedin.com/in/barry-j-daniels-96323121/ (http://...

-1 sMAY 20
Comments
Episode 37 - Barry Daniels, Resilience, mental well being and entrepreneurship - a practitioner’s journey

Episode 36 - Rachel Wilson, newly appointed coach at Slipstream Coaching.

Podcast with Rachel Wilson Show Notes In this episode we talk with Rachel Wilson, newly appointed coach at Slipstream Coaching. Amongst a range of interesting topics, we discuss Rachel’s experience in leading her own professional services firm, some of her other entrepreneurial experience and what she gets up to when not at work. Interestingly, whilst in practice Rachel was on the receiving end of some coaching. Rachel shares what this entailed and how it has shaped her own view of what she would like to offer her clients. You’ll find this to be an enjoyable conversation that flows along rather easily. Rachel is quite clearly interested in helping fellow practitioners and looking forward to starting her coaching life at Slipstream. Resources During the interview, Rachel mentioned that she is a regular podcast listener. Here for your enjoyment are some podcast shows that feature in Rachel’s playlist along with some helpful comments - · Scaling up- Bill Gallagher - has some phenom...

-1 sAPR 30
Comments
Episode 36 - Rachel Wilson, newly appointed coach at Slipstream Coaching.

Episode 35 - Podcast with Phil Little, 12 months on as a Slipstream coach

Podcast with Phil Little, 12 months on as a Slipstream coach Show Notes In this episode, we talk with Phil Little of Slipstream about how he has found his first 12 months as a coach with Slipstream Coaching. Amongst a range of interesting items covered, we discuss the importance of knowing one’s future business cash flow, the importance of delegation and why taking on all comers as clients is detrimental to profits and team morale. Phil is well known for his insights with respect to business matters and financial services firms in particular. During the discussion, he shares some interesting aspects with respect to FASEA and his predictions for what successful firms will look like in the future. It makes for fascinating listening. Phil Little’s contact details are Email: phil@slipstreamcoaching.com.au (mailto:phil@slipstreamcoaching.com.au) Phone: 0411 668 867 Web: www.slipstreamcoaching.com.au (http://www.slipstreamcoaching.com.au/) Linked In: www.linkedin.com/in/phillip-little-0...

-1 sMAR 7
Comments
Episode 35 - Podcast with Phil Little, 12 months on as a Slipstream coach

Episode 34 - Podcast with Higher Purpose with Brad Mackay

Podcast with Higher Purpose In this episode we talk with Brad Mackay of Higher Purpose about philanthropy and making a contribution. Amongst a range of interesting topics, we discuss non-monetary means of contributing, tax breaks for donations, beneficiary organisations and guiding clients on how best to leave a legacy. Brad also shares some interesting aspects about his decision to leave corporate life to establish his company Higher Purpose, the very specific study in philanthropy he is currently undertaking and some case studies of people he has assisted in this area. Brad Mackay’s contact details are Email: brad.mackay@higherpurpose.com.au (mailto:brad.mackay@higherpurpose.com.au) Phone: 0488 066 111 Web: www.higherpurpose.com.au (http://www.higherpurpose.com.au/) Linked In: www.linkedin.com/in/brad-mackay-74115a50 (http://www.linkedin.com/in/brad-mackay-74115a50) MND and Me Details about the foundation MND and Me mentioned during this episode can be found at: www.mndandme.com....

-1 sFEB 11
Comments
Episode 34 - Podcast with Higher Purpose with Brad Mackay

Episode 33 - FASEA, Fun and the future of the financial planning with Jenny Brown

Podcast with Jenny Brown Show Notes In this episode, we talk with Jenny Brown of JBS Financial Strategists about FASEA, the Royal Commission and other matters relevant to the future of the financial planning profession. Amongst a range of interesting topics, we discuss doing further study, the increased requirement for professional development in the field of ethics and bringing on the next generation of advisers. Jenny also shares her thoughts about creating an enjoyable environment for clients and team members, the vision of her future firm along with some interesting personal aspirations. Jenny’s contact details are Email: jbrown@jbsfinancial.com.au (mailto:jbrown@jbsfinancial.com.au) Phone: (03) 8677 0688 Web: http://jbsfinancial.com.au/ (http://jbsfinancial.com.au/) Twitter: JBSFinancialJB Linked In: https://www.linkedin.com/in/jennybrownjbs/ (https://www.linkedin.com/in/jennybrownjbs/) Scott’s contact details are: Email: scott@slipstreamcoaching.com.au (mailto:scott@slipstre...

-1 s2018 DEC 31
Comments
Episode 33 - FASEA, Fun and the future of the financial planning with Jenny Brown

Episode 32 - Upon reflection - a practitioner's journey with Leonie Henry

Podcast with Leonie HenryUpon reflection - a practitioner’s journey Show Notes In this episode we talk with Leonie Henry, the founder of Henry Financial Group about her time in practice and now, her life in retirement. Amongst a range of interesting topics, we discuss fee for service, pricing one’s services and running the business in line with some core philosophies. Leonie also shares some interesting aspects about exiting her business. The ultimate exit was not the first route that Leonie tried. In fact there were several options explored before a successor came on the scene. That turned out to be a very successful path and now it is clear that there is a vibrant future for Henry Financial Group well beyond the service of its founder. Throughout the conversation, it’s interesting to hear what Leonie has to share looking back on her time in business, from the position of now being happily retired. Slipstream's Breakaway Workshop - slipstreamcoaching.com.au/business-planning (ht...

-1 s2018 DEC 4
Comments
Episode 32 - Upon reflection - a practitioner's journey with Leonie Henry

Latest Episodes

Episode 41 - Greg Gunther - Lessons from business, sport and trusting one’s intuition

Show Notes In this episode we talk with Greg Gunther of Your Business Momentum about his varied career in business. Amongst a range of interesting topics, we discuss how he fell into a very successful financial planning career then evolved into becoming a coach and mentor to other practitioners. Greg shares how he became an expert in podiatry practices whilst not being a podiatrist. He also speaks about specialisation and professional partnerships. Additionally, Greg shares some interesting aspects of his days representing Australia as an elite triathlete. Greg Gunther’s contact details are Email: greg@yourbusinessmomentum.com.au Phone: +61418987252 Web: yourbusinessmomentum.com.au Twitter: gregwgunther Linked In: www.linkedin.com/in/greggunther/ (http://www.linkedin.com/in/greggunther/) Greg Gunther’s book, Feet First www.yourbusinessmomentum.com.au/feet-first (http://www.yourbusinessmomentum.com.au/feet-first) The podcast Greg mentioned on the program Exponential Wisdom, by Pete...

-1 sOCT 6
Comments
Episode 41 - Greg Gunther - Lessons from business, sport and trusting one’s intuition

Episode 40 Paul Little - a practitioner’s journey from start to exit

In this episode we talk with Paul Little about how and why he got into his financial planning business and ultimately what brought about his decision to successfully exit. Amongst a range of interesting topics, we discuss how he overcame the “Loneliness of the long-distance runner” by tapping into support networks and the importance of having and working to a business plan. Paul also shares some interesting thoughts about proactively gathering client referrals, backing oneself and being really focused on one’s ideal client. His story of how he exited the business is a lesson for many to follow. Paul Little’s contact details are Email: paul@glfamily.net (mailto:paul@glfamily.net) Phone: 0408 523 711 Linked In: https://www.linkedin.com/in/paul-little-a289721a/ Scott’s contact details are: Email: scott@slipstreamcoaching.com.au (mailto:scott@slipstreamcoaching.com.au) Phone: 0409 870 330 Web: www.slipstreamcoaching.com.au (http://www.slipstreamcoaching.com.au/) Twitter: ScottCharl...

-1 sSEP 11
Comments
Episode 40 Paul Little - a practitioner’s journey from start to exit

Episode 39 - Stephen Kostarelas, Referrals, rewards and recruitment– a practitioner’s story

Podcast with Stephen Kostarelas Show Notes In this episode we talk with Stephen Kostarelas of The Weal...

-1 sAUG 12
Comments
Episode 39 - Stephen Kostarelas, Referrals, rewards and recruitment– a practitioner’s story

Episode 38 - Estate Planning with Brant Dillon

Estate Planning with Brant Dillon Show Notes In this episode we talk with Brant Dillon of The Legal Hub about estate planning. Amongst a range of interesting topics, we discuss how busy accountants and financial planners can and should play a more active role in their clients’ estate planning. Brant shares how he has streamlined the process to make it easier for advisers to take on a facilitation role along with some interesting tips about applying this in practice. Brant Dillon’s contact details are Email: brant@realservices.com.au Phone: 0438 182 267 Web: www.thelegalhub.com.au (http://www.thelegalhub.com.au/) Linked In: www.linkedin.com/in/brant-dillon-b579a414/ (http://www.linkedin.com/in/brant-dillon-b579a414/) Scott Charlton’s contact details are: Email: scott@slipstreamcoaching.com.au (mailto:scott@slipstreamcoaching.com.au) Phone: 0409 870 330 Web: www.slipstreamcoaching.com.au (http://www.slipstreamcoaching.com.au/) Twitter: ScottCharlton1 Linked In: www.linkedin.com/in/...

-1 sJUL 9
Comments
Episode 38 - Estate Planning with Brant Dillon

Episode 37 - Barry Daniels, Resilience, mental well being and entrepreneurship - a practitioner’s journey

Podcast with Barry Daniels Resilience, mental well being and entrepreneurship - a practitioner’s journey In this episode we talk with Barry Daniels about Resilience, mental well being and entrepreneurship. We trace Barry’s journey through his formative and very challenging childhood through to critical times in his business career. Barry shares some of the ups and downs of his entrepreneurial activities. Barry also explains the means by which he has accumulated the resilience to handle the hurdles placed before him. There is much that we can all learn from Barry’s “three legged stool” – his go-to activities which have helped him to overcome challenges and ultimately succeed in business and in life. It’s a fascinating and ultimately heart warming story which you will remember for a long time. Barry Daniels’ contact details are Phone: 0418 885 995 Email: barry@bardangroup.com.au (mailto:barry@bardangroup.com.au) Linked In: www.linkedin.com/in/barry-j-daniels-96323121/ (http://...

-1 sMAY 20
Comments
Episode 37 - Barry Daniels, Resilience, mental well being and entrepreneurship - a practitioner’s journey

Episode 36 - Rachel Wilson, newly appointed coach at Slipstream Coaching.

Podcast with Rachel Wilson Show Notes In this episode we talk with Rachel Wilson, newly appointed coach at Slipstream Coaching. Amongst a range of interesting topics, we discuss Rachel’s experience in leading her own professional services firm, some of her other entrepreneurial experience and what she gets up to when not at work. Interestingly, whilst in practice Rachel was on the receiving end of some coaching. Rachel shares what this entailed and how it has shaped her own view of what she would like to offer her clients. You’ll find this to be an enjoyable conversation that flows along rather easily. Rachel is quite clearly interested in helping fellow practitioners and looking forward to starting her coaching life at Slipstream. Resources During the interview, Rachel mentioned that she is a regular podcast listener. Here for your enjoyment are some podcast shows that feature in Rachel’s playlist along with some helpful comments - · Scaling up- Bill Gallagher - has some phenom...

-1 sAPR 30
Comments
Episode 36 - Rachel Wilson, newly appointed coach at Slipstream Coaching.

Episode 35 - Podcast with Phil Little, 12 months on as a Slipstream coach

Podcast with Phil Little, 12 months on as a Slipstream coach Show Notes In this episode, we talk with Phil Little of Slipstream about how he has found his first 12 months as a coach with Slipstream Coaching. Amongst a range of interesting items covered, we discuss the importance of knowing one’s future business cash flow, the importance of delegation and why taking on all comers as clients is detrimental to profits and team morale. Phil is well known for his insights with respect to business matters and financial services firms in particular. During the discussion, he shares some interesting aspects with respect to FASEA and his predictions for what successful firms will look like in the future. It makes for fascinating listening. Phil Little’s contact details are Email: phil@slipstreamcoaching.com.au (mailto:phil@slipstreamcoaching.com.au) Phone: 0411 668 867 Web: www.slipstreamcoaching.com.au (http://www.slipstreamcoaching.com.au/) Linked In: www.linkedin.com/in/phillip-little-0...

-1 sMAR 7
Comments
Episode 35 - Podcast with Phil Little, 12 months on as a Slipstream coach

Episode 34 - Podcast with Higher Purpose with Brad Mackay

Podcast with Higher Purpose In this episode we talk with Brad Mackay of Higher Purpose about philanthropy and making a contribution. Amongst a range of interesting topics, we discuss non-monetary means of contributing, tax breaks for donations, beneficiary organisations and guiding clients on how best to leave a legacy. Brad also shares some interesting aspects about his decision to leave corporate life to establish his company Higher Purpose, the very specific study in philanthropy he is currently undertaking and some case studies of people he has assisted in this area. Brad Mackay’s contact details are Email: brad.mackay@higherpurpose.com.au (mailto:brad.mackay@higherpurpose.com.au) Phone: 0488 066 111 Web: www.higherpurpose.com.au (http://www.higherpurpose.com.au/) Linked In: www.linkedin.com/in/brad-mackay-74115a50 (http://www.linkedin.com/in/brad-mackay-74115a50) MND and Me Details about the foundation MND and Me mentioned during this episode can be found at: www.mndandme.com....

-1 sFEB 11
Comments
Episode 34 - Podcast with Higher Purpose with Brad Mackay

Episode 33 - FASEA, Fun and the future of the financial planning with Jenny Brown

Podcast with Jenny Brown Show Notes In this episode, we talk with Jenny Brown of JBS Financial Strategists about FASEA, the Royal Commission and other matters relevant to the future of the financial planning profession. Amongst a range of interesting topics, we discuss doing further study, the increased requirement for professional development in the field of ethics and bringing on the next generation of advisers. Jenny also shares her thoughts about creating an enjoyable environment for clients and team members, the vision of her future firm along with some interesting personal aspirations. Jenny’s contact details are Email: jbrown@jbsfinancial.com.au (mailto:jbrown@jbsfinancial.com.au) Phone: (03) 8677 0688 Web: http://jbsfinancial.com.au/ (http://jbsfinancial.com.au/) Twitter: JBSFinancialJB Linked In: https://www.linkedin.com/in/jennybrownjbs/ (https://www.linkedin.com/in/jennybrownjbs/) Scott’s contact details are: Email: scott@slipstreamcoaching.com.au (mailto:scott@slipstre...

-1 s2018 DEC 31
Comments
Episode 33 - FASEA, Fun and the future of the financial planning with Jenny Brown

Episode 32 - Upon reflection - a practitioner's journey with Leonie Henry

Podcast with Leonie HenryUpon reflection - a practitioner’s journey Show Notes In this episode we talk with Leonie Henry, the founder of Henry Financial Group about her time in practice and now, her life in retirement. Amongst a range of interesting topics, we discuss fee for service, pricing one’s services and running the business in line with some core philosophies. Leonie also shares some interesting aspects about exiting her business. The ultimate exit was not the first route that Leonie tried. In fact there were several options explored before a successor came on the scene. That turned out to be a very successful path and now it is clear that there is a vibrant future for Henry Financial Group well beyond the service of its founder. Throughout the conversation, it’s interesting to hear what Leonie has to share looking back on her time in business, from the position of now being happily retired. Slipstream's Breakaway Workshop - slipstreamcoaching.com.au/business-planning (ht...

-1 s2018 DEC 4
Comments
Episode 32 - Upon reflection - a practitioner's journey with Leonie Henry
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