Episode 55.

Achieving through others – leading your financial services firm


In this episode we talk with Jacqui Sherlock and Irma Bantjes about leadership in professional services.

Episode 55 – Achieving through others – leading your financial services firm

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In this episode we talk with Jacqui Sherlock of Sherlock Wealth and Irma Bantjes of Stratus Financial Group about leadership in professional service firms. Amongst a range of interesting topics, we discuss engaging managers from a non-technical background to the role of CEO and the areas of the business that receive more attention as a consequence of the leader not having a client caseload.


We consider when such an appointment should be made and the important role that the CEO can play in developing the team – as Jacqui says, “Creating star makers not being the star”


Getting the best out of one’s team is a theme that features throughout the discussion. Both Jacqui and Irma share many terrific ideas from what they are doing in their respective firms to foster performance.


We also contrast traditional ways that firms have dealt with issues such as recruitment; performance reviews; team training and marketing with how these are dealt with by a professional manager. The differences are quite profound.


In the interview Jacqui and Irma also mentioned some books from which they have found insights, details of which appear below –

Mastering the Rockefeller Habits, Verne Harnish

Good to Great, Jim Collins


To purchase Scott’s book, “Your Professional Headspace”, which was mentioned during the Coach’s Corner segment, go to his website: www.scottcharlton.com.au/purchase/


JACQUI'S CONTACT DETAILS

Email: jacqui@sherlockwealth.com

Phone: 02 8247 9900

Web: sherlockwealth.com

LinkedIn: www.linkedin.com/in/jacqui-sherlock-9b962948/


IRMA'S CONTACT DETAILS

Email: ibantjes@stratusfinancialgroup.com.au

Phone: 07 3007 2007

Web: stratusfinancialgroup.com.au

LinkedIn: www.linkedin.com/in/irma-bantjes-0729a1157/


SCOTT’S CONTACT DETAILS

Email: scott@slipstreamgroup.com.au

Phone: 0409 870 330

LinkedIn: www.linkedin.com/in/scottcharlton

Web: www.slipstreamgroup.com.au


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

To see film clips and to hear Tim’s music: www.thebackstickagenda.bandcamp.com

(To purchase Tim’s music, you need to register on Bandcamp before you can download.)

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