In The Slipstream

Name: In The Slipstream – Episode #11 Artist: Brenton Ward & Georgia Lane Album Artist: Brenton Ward & Georgia Lane Grouping: In the Slipstream Podcast – Developing Videos to Showcase Your Business Genre: Podcast DESCRIPTION SUMMARY OF PODCAST Brenton Ward talks with Georgia Lane from Fast Lane 30, a guru when it comes to developing straightforward and effective videos to promote your business. 1. Where to Start 2. Tips & Tricks 3. Video Promotion EPISODE TIMELINE 01:00 Introduction 02:00 About Georgia Lane 04:00 How businesses are using videos and where to start 06:00 Why is it an important tool for planners 07:00 Ingredients to a great video 10:00 Common mistakes businesses make 12:30 Using smartphones for video 15:00 Tips & Tricks 19:00 How long should videos be? 21:00 How to promote your videos 23:00 How can Georgia help you 24:30 Success Story RESOURCES & LINKS MENTIONED         10 steps to use Video as a marketing tool Fiver Freelancer UpWork Camtasia Vimeo   OVER TO YOU … What was your biggest learning or ah-ha moment from this episode? Leave your comment below. My guest and I respond to each and every comment.

Name: In The Slipstream – Episode#10 Artist: Brenton Ward & Scott Charlton Album Artist: Brenton Ward & Scott Charlton Grouping: In the Slipstream Podcast – Value Added Accounting Services Genre: Podcast DESCRIPTION SUMMARY OF PODCAST Brenton Ward and Scott Charlton talk about how to get success from Value Added Accounting Services and where to start with value added services in your firm and how to apply these services to clients at your firm. 1. Value Added Service and how to define, package and deliver to clients. 2. Secret Sauce and how to distinguish your firm from your competitors and provide a better client experience. 3. How to distinguish your firm from your competitors and provide a better client experience. HIGHLIGHT POINTS OF PODCAST Scott and Brenton shares important Team Engagement and strategies with us: o Secret Sauce o Using software tools and business analysis o Mentor to provide you focus EPISODE TIMELINE 01:00 Intro 02:00 Definition of a Value Added Service and how to define, package and deliver 05:00 Where to start with the value added services in your firm and how to apply these services to clients at your firm. 07:00 Secret Sauce and how to distinguish your firm from your competitors and provide a better client experience. 07:00 Scott Charlton journey as a practitioner and how he provided value added services to his clients. 12:00 Productisation – get clear on what you are going to provide to your client so you can deliver this efficiently and leverage with scale. 20:00 Experience with firms who are doing this really well. RESOURCES & LINKS MENTIONED Scott Chartlon Website– MY TOP 3 POINTS FROM THE EPISODE Definition of a Value Added Service and how to define, package and deliver Productisation What other firms are doing with Value Added Accounting Services OVER TO YOU … What was your biggest learning or ah-ha moment from this episode? Leave your comment below. My guest and I respond to each and every comment.

Name: In The Slipstream – Episode#9 Artist: Brenton Ward & Scott Charlton Album Artist: Brenton Ward & Scott Charlton Grouping: In the Slipstream Podcast – Team Engagement Genre: Podcast DESCRIPTION SUMMARY OF PODCAST Brenton Ward and Scott Charlton talk about how to truly get your team on the bus and on the right seats on the bus and how to create team engagements. 1. How to create an engaged team. 2. Where do the team members fall off the bus in terms of team engagement and how to prevent this from happening. 3. Scott Charlton shares his tips on helping partners create buy in from the team. HIGHLIGHT POINTS OF PODCAST Scott and Brenton shares important Team Engagement topics and strategies with us: o Engagement from team members that you would not have before o How to maintain team engagement o The pathway to partner program. EPISODE TIMELINE 01:00 How to truly get your team on the bus and on the right seats on the bus and how to engage your team members. 02:00 Engagement and an Engaged Team, how to make this happen. 05:00 Where do the team members fall off the bus in terms of team engagement and how to prevent this from happening. 07:00 Scott Charlton shares his tips on helping partners create buy in from the team. 10:00 The pathway to partner program. 12:00 How to maintain team engagement. RESOURCES & LINKS MENTIONED Scott Chartlon Website– MY TOP 3 POINTS FROM THE EPISODE 1. How to create an engaged team. 2. Where do the team members fall off the bus in terms of team engagement and how to prevent this from happening. 3. Scott Charlton shares his tips on helping partners create buy in from the team. OVER TO YOU … What was your biggest learning or ah-ha moment from this episode? Leave your comment below. My guest and I respond to each and every comment.

Name: In The Slipstream – Episode#8 Artist: Brenton Ward & Scott Charlton Album Artist: Brenton Ward & Scott Charlton Grouping: In the Slipstream Podcast – Succession Planning Genre: Podcast DESCRIPTION SUMMARY OF PODCAST Brenton Ward and Scott Charlton talk about Succession Planning which is relevant to Accounting and Financial Planning Firms with partners over the age of fifty. 1. What approach should partners take to exiting the firm within the next 5 years. 2.Who should be leading the charge and how to make this an agenda point at meetings. 3. The hurdles that partners for Succession Planning and how you can breakthrough these road blocks. HIGHLIGHT POINTS OF PODCAST Scott and Brenton shares important Succession Planning and strategies with us: o Client Stories on Succession Planning from Partners that Slipstream Coaching works with. o How to resolve Succession Planning issues and how to plan and prepare for Succession Planning within your firm. o How to plan and prepare for Succession Planning within your firm EPISODE TIMELINE 01:00 General Observations to Succession Planning in the industry. 02:00 What approach should partners take to exiting the firm within the next 5 years. 03:00 Who should be leading the charge and how to make this an agenda point at meetings. 04:00 How will a one sole practitioner firm approach Succession Planning. 05:00 The hurdles that partners for Succession Planning and how you can breakthrough these road blocks 06:00 Client Stories on Succession Planning from Partners that Slipstream Coaching works with. 09:00 How to resolve Succession Planning issues and how to plan and prepare for Succession Planning within your firm. RESOURCES & LINKS MENTIONED Scott Chartlon Website– MY TOP 3 POINTS FROM THE EPISODE Client Stories on Succession Planning from Partners that Slipstream Coaching works with. How to resolve Succession Planning issues and how to plan and prepare for Succession Planning within your firm. How to plan and prepare for Succession Planning within your firm OVER TO YOU … What was your biggest learning or ah-ha moment from this episode? Leave your comment below. My guest and I respond to each and every comment.

Name: In The Slipstream – Episode#7 Artist: Brenton Ward & Corey Wastle Album Artist: Brenton Ward Grouping: In the Slipstream Podcast –Corey Wastle From Verse Wealth Takes Culture Genre: Podcast DESCRIPTION SUMMARY OF PODCAST Brenton Ward is the Managing Director at Slipstream Coaching and he talks with Corey Wastle Co- founder of Verse Wealth on how and why to build an incredible business culture. 1. Why having a great culture is the only sustainable advantage. 2.Teaching clients about their WHY, what goals they have and what ambitions they have in life. 3. How every client relationship is built on their WHY. HIGHLIGHT POINTS OF PODCAST Scott and Brenton shares important sales processes and strategies with us: o What selling options are in a professional services firms o Who is responsible for managing the sales process. o What to do before and after a sales meeting o How to start your winning sales process EPISODE TIMELINE 00:00 Corey talks about his background and when he started his business Verse and why drives him. 04:00 Why Corey and his business partnerJames started Verse and wanted to built a particular culture. 06:00 How having a great culture is the only sustainable advantage. 07:00 How Simon Sinek and starting with Why helped Verse Wealth how we articulate an co-define and articulate their why. 08:00 What is the why and vision for Verse. 09:00 How Verse Wealth lives by their WHY 13:00 Teaching clients about what is their WHY, what goals they have and what ambitions they have in life. Every client relationship is built on their WHY. RESOURCES & LINKS MENTIONED Verse Wealth Website– MY TOP 3 POINTS FROM THE EPISODE 1. How having a great culture is the only sustainable advantage 2. How Simon Sinek and starting with Why helped Verse Wealth how we articulate an co-define and articulate their why. 3. Teaching clients about what is their WHY. OVER TO YOU … What was your biggest learning or ah-ha moment from this episode? Leave your comment below. My guest and I respond to each and every comment.

Name: In The Slipstream – Episode#6 Artist: Brenton Ward & Scott Charlton Album Artist: Brenton Ward & Scott Charlton Grouping: In the Slipstream Podcast –How to get more clients from a winning sales process Genre: Podcast DESCRIPTION SUMMARY OF PODCAST Scott Charlton is the coaching director at Slipstream Coaching and he talks with Brenton Ward Managing Director of Slipstream Coaching on how to develop and implement a winning sales process in your business. In this podcast, find out 1. Why should you systemize your sales process 2. How you go about developing a winning sales process in your business 3. What you need to action to ensure you reap the rewards of your new and improved sales process HIGHLIGHT POINTS OF PODCAST Scott and Brenton shares important sales processes and strategies with us: o What selling options are in a professional services firms o Who is responsible for managing the sales process. o What to do before and after a sales meeting o How to start your winning sales process EPISODE TIMELINE 03:00 What selling options are in a professional services firms 07:00 Identifying challenges to a winning sales process. 15:00 What is the starting point of this process and how to get traction. 25:00 What to do before a sales meeting 30:00 What to do at the end of a sales meeting 35:00 Sales Proposal templates RESOURCES & LINKS MENTIONED Scott Charlton’s Website– Scott Charlton is a financial planning adviser, business mentor, business advisor and professional speaker. MY TOP 3 POINTS FROM THE EPISODE 1. Why should you systemize your sales process 2. How you go about developing a winning sales process in your business 3. What you need to action to ensure you reap the rewards of your new and improved sales process OVER TO YOU … What was your biggest learning or ah-ha moment from this episode? Leave your comment below. My guest and I respond to each and every comment.

Name: In The Slipstream – Episode#5 Artist: Brenton Ward & Scott Charlton Album Artist: Brenton Ward & Scott Charlton Grouping: In the Slipstream Podcast – Secret Sauce Genre: Podcast DESCRIPTION SUMMARY OF PODCAST Scott Charlton is the coaching director at Slipstream Coaching and he talks about secret sauce in this podcast. He talks about helping your brand stand out in the market place. He gives an insight to how accounting and financial planners can take the same principles as companies like McDonalds and Subway and apply to their firms. Secret Sauce also includes creating a winning edge for your firm and how you can truly differentiate so prospective clients will come to you. Also discussed is how to start the journey of developing any form of secret sauce including what do you need to consider about how you are currently operating your business? – ideal client, niche market etc. This podcast will enable you to create your secret sauce, recommendations on the types of secret sauce to start with and prepare for any hard hitting questions from your team or your clients. HIGHLIGHT POINTS OF PODCAST Scott shares important secret sauce and strategies with us: o How to make your brand stand out in the market place o Creating a winning edge for your firm o The forms secret sauce takes on in an accounting and financial business. o How to approach creating your own secret sauce. EPISODE TIMELINE 00:00 Welcome to another episode of In The Slipstream 00:30 Today’s guest introduction – Scott Charlton – director of coaching 07:50 What are you going to do that is different and how are you going to tell your clients about this. 15:38 Understanding the value you provide and how to provide it to your clients 19:55 How to identify your ideal client. RESOURCES & LINKS MENTIONED Scott Charlton’s Website– Scott Charlton is a financial planning adviser, business mentor, business advisor and professional speaker. MY TOP 3 POINTS FROM THE EPISODE 1. Secret Sauce– A clear understanding of what your secret sauce is and how to use it to stand out in the marketing place. 2. Competitive Advantage – When lined up against your competitors, you will have the winning edge that will set you apart. 3. Developing Your Secret Sauce – The tools to creating your secret sauce and the forms that secret sauce takes on in an accounting and financial planning business. OVER TO YOU … What was your biggest learning or ah-ha moment from this episode? Leave your comment below. My guest and I respond to each and every comment.

Name: In The Slipstream – Episode#4 Artist: Brenton Ward &Scott Charlton Album Artist: Brenton Ward & Scott Charlton Grouping:(Example) In the Slipstream Podcast – Talent Development Genre: Podcast DESCRIPTION SUMMARY OF PODCAST Scott Charlton is a coaching director at Slipstream coaching and he talks about talent development in this podcast. He talks about making the most of the human resources in a company. He gives an insight about making an action development strategy and obstacles in the way and how to handle them. Talent development also includes building resilience for when the team members go on holidays or leave you altogether, there’s a group of people who would be interested in stepping up and proving themselves. Outsourcing can go from a person doing a few hours of work from their home to a full on commercial enterprise going in a country. Outsourcing enables you to use your overall capability and there is a whole new world out there in terms of support functions. It complements the things that you have chosen to do in house. HIGHLIGHT POINTS OF PODCAST Scott shares important talent development and outsourcing strategies with us: o Not enough thought and consideration is given to regular training o Don’t wait until there’s a crises and have a strategy ready in case of one o Drawing two organizational charts, one identifying immediate gaps and the other forecasting what’s going to happen in two years’ time and making strategies based on them o Focus on outsourcing and reaching maximum capability to boost the production EPISODE TIMELINE 00:00 Welcome to another episode of In The Slipstream 00:20 Today’s guest introduction – Scott Charlton – director of coaching 02:45 In terms of accountants, too much partner time doing and not spending enough time to identify opportunities. 08:35 Finding the recruits and building a development strategy to have a deeper insight into this 13:00 Managing the team members in emergency situations by outsourcing and optimizing the potential 20:05 HTC – Highroad – An inspirational story RESOURCES & LINKS MENTIONED Scott Charlton’s Website– Scott Charlton is a financial planning adviser, business mentor, business advisor and professional speaker. Book by Chris Ducker – Find it here MY TOP 3 POINTS FROM THE EPISODE 1. Talent development– The key is to consistently try and develop talent among young people and make them a part of your team so that the workload is distributed and efficiency is improved. 2. Developing the culture within – It is better to develop your culture from within and filling in your team with young energetic talent and build a resilience to have options in form of people who would want to step up in the time of need. 3. HTC – highroad story – HTC – highroad was one of the most successful teams in professional cycling ever. Throughout its history, it was one of the least financially stable teams ever. The team was largely funded by the owner and practitioners can relate to that. The key to their success was that they would scout out young and exceptionally talented riders and add them to their team. OVER TO YOU … What was your biggest learning or ah-ha moment from this episode? Leave your comment below. My guest and I respond to each and every comment.

DESCRIPTION SUMMARY OF PODCAST Sharon McClafferty is the business development director at Slipstream Coaching. She has worked with over 800 accounting and financial planning firms over the last 7 years. She has been helping the partners uncover and put into practice their true potential to dramatically improve their business. Sharon gives us a glimpse into the conversations she has with partners and how she has been able to help Accounting and Financial Planning businesses all over the country. Sharon is has been the catalyst of partners creating massive change in their businesses for the better. She explains what process she takes partners through to understand their true potential and how they can quick wins from proven strategies. HIGHLIGHT POINTS OF PODCAST Sharon shares important business decision making points with us: o Sharon’s own personal growth and how she went on to work with over 800 accounting and financial firms. o What approach to follow when you are talking with the partners? o A success story highlighting how one firm went about doubling the average spend of each client. o Starting points for firms looking to grow or challenge the status quo. EPISODE TIMELINE 00:00 Welcome to another episode of In The Slipstream 00:06 Today’s guest introduction – Sharon McClafferty– a Razor Sharp Analyst and business development director at Slipstream coaching. 03:03 More about the unique title – Razor Sharp Analyst and how she got that title 06:57 Approach while talking to the partners and getting numbers from them 12:00The position partners are in when initially talking with Sharon 27:55 Sharon’s contacts RESOURCES & LINKS MENTIONED Slipstream coaching website– All of Sharon’s details here. You can also follow Sharon on Twitter at Sharon McClafferty To have a look at the book that Sharon mentioned, follow this link. To book a complimentary business performance review with Sharon, you can contact her directly on 0473 491 976 or Sharon@slipstreamcoaching.com.au MY TOP 3 POINTS FROM THE EPISODE 1. Razor Sharp Analyst – A unique title but one that really fits and describes what Sharon does. It was given to her by Scott Charlton after he witnessed Sharon in action at one her visits to a local Accounting firm. 2. Business referrals – The opposite of happiness is actually not un-happiness, it’s actually apathy. Apathy is actually the killer of happiness. 3. An inspirational success story – Sharon shared a success story where she helped a financial planning business owner understand how to double hisspend per client and completely revolutionize how the firm operates in terms of revenue and profits. OVER TO YOU … What was your biggest learning or ah-ha moment from this episode? Leave your comment below.

Name: In The Slipstream – Episode#2 Artist: Brenton Ward & Brett Cribb Album Artist: Brenton Ward & Brett Cribb Grouping:(Example) In the Slipstream Podcast – Brett Cribb’s Journey Genre: Podcast DESCRIPTION SUMMARY OF PODCAST Brett Cribb is one of the founders and co-owners of Stratus Financial Group and he won the firm of the year award in 2016. He’s got a really interesting story as to what made his business what it is today. He wasn’t always in this business but he used to be a mining engineer and he started out of nothing as a financial planner in 2000. In this podcast, he talks about how being a former mining engineer, he understands that mining and resources professionals often work in pressurized and demanding environments which can prevent adequate analysis of complex financial matters in order to determine how best to harness the full benefit of income and earnings.He helps executives, professionals and business owners explore their financial options to implement a bespoke financial plan that enables financial and lifestyle choices that are not reliant upon ongoing employment or working in their businesses. HIGHLIGHT POINTS OF PODCAST Brett’s journey is very inspirational and he has some key points for us to learn a lot from: o From mining engineer to a financial planner and starting a business from scratch o How his previous experience made him do things differently and more creatively o How Brett managed to succeed despite having no experience in marketing and how Wendy helped him in that situation o Strategies to pick up an ideal client o Outsourcing to improve the efficiency of the business EPISODE TIMELINE 00:00 Welcome to another episode of In The Slipstream 00:10 Today’s guest introduction – Brett Cribb – owner of the business that won the firm of the year award in 2016. 02:45 Background of Brett Cribb 13:51 Where did the coaching program came on and how Brett became a part of it 19:27 What is the journey that Wendy has taken him on to get to where he is today? 21:45 What are some general challenges firm are facing and how to overcome these challenges? 29:03 Importance of using software in any business to improve the efficiency 29:29 Keeping the team organized and still be able to achieve the goals Brett wants to achieve as a business owner. 32:40 A great piece of advice for people commence in their own business or do their own transformation RESOURCES & LINKS MENTIONED Stratus Financial Group– Stratus Financial Group is the winner of the prestigious ‘2016 Principal Practice of the Year’, presented at the Fortnum Financial Advisers Awards held recently. Brett Cribb’s LinkedIn – Strategic Financial Adviser for Resources & Mining Executives, Professionals & Mining Sector Allied Services Owners MY TOP 3 POINTS FROM THE EPISODE 1. Ambition– It takes guts and courage to do such a huge career shift that Brett did – from being a mining engineer to a successful financial planner, he gave everything he could and the key here is that one should never stop learning and it’s never too late to start fresh and start new. 2. Idea day at the office – Brett defines his ideal day at the office when he is seeing clients, making databases of the clients and he knows that at least one of 100 clients will be an ideal one. He helps the clients achieve their financial goals and loves working with them. 3. Excellent income management structures – Brett is ideally placed to engage in meaningful dialogues that include specializations in managing complex employee share schemes, establishing income management structures for both wealth preservation and protection within a diversified and flexible platform, and providing assistance when negotiating remuneration packaging for executives. OVER TO YOU … What was your biggest learning or ah-ha moment from this episode? Leave your comment below. My guest and I respond to each and every comment.

DESCRIPTION SUMMARY OF PODCAST In this episode we talk with Scott Charlton, co-director and head of coaching at Slipstream Coaching. Scott gives us his insights on the journey of being a professional business coach. He touches on his earlier years as an Accounting practitioner, working in the big end of town and then also owning his own practice. We then dive into his transition into the world of business coaching and the journey that has lead him to be the owner of a business coaching firm, a 3 x published author, sought after speaker and well respected commentator to the wider professional services community. We also discussthe various challenges firms face and how to tackle them and turn them into opportunities. There is lots to learn from this professional business coach -his past experience, practical knowledge of the profession and is empathetic but impartial enough to give a professional advice. HIGHLIGHT POINTS OF PODCAST Scott shares some valuable learningpoints with us: o Scott’s career change and how he became a great business coach o Qualities of a good business coach o Why do accountants and financial planners need a business coach in the first place o A great day at the office EPISODE TIMELINE 00:00 Welcome to another episode of In The Slipstream 00:06 Today’s guest introduction – Scott Charlton – Author of Your Professional Headspace and co-director of Slipstream. 02:40 Background of Scott Charlton 05:32 Scott’s definition of a business coach 09:37 Why do accountants and financial planners need a business coach in the first place? 14:45 What are some general challenges firm are facing and how to overcome these challenges? 18:11 Dealing with external factors and making the most of the opportunities 27:55 Concept of a great day at the office. RESOURCES & LINKS MENTIONED Scott Charlton’s Website– You can find out more on Scott at his personal website www.scottcharlton.com.au or the online home of Slipstream Coaching – www.slipstreamcoaching.com.au MY TOP 3 POINTS FROM THE EPISODE 1. Hope – Scott has emphasized on a really effective technique that hope is the strongest emotion humans face.The most powerful human emotion is hope. This is a part of things he does with practitioners by showing them that there’s a better tomorrow. He gets the journey started in their minds by making them follow the proven pathways. 2. Business referrals – Practitioners don’t need to move mountains to get business referrals. This is a matter of simple steps and making connections with people in usual everyday course of business. 3. Implementing an action plan – Most firms have a sad history of starting new things and they lose focus and confidence with time. To start new things, they must focus on skills in project management and attacking it in a business like way to achieve new goals. OVER TO YOU … What was your biggest learning or ah-ha moment from this episode? Leave your comment below.