Amongst a range of interesting topics, we discuss how financial planners can engage with clients about their business and his views about accountants providing business advisory services. Andrew also shares some interesting aspects about his time practising both as an accountant and as a financial planner.

We finish off the discussion with Andrew’s well considered views on how the Wallabies can win the Rugby World Cup in 2023 and relate that back to building a successful team in a professional services business.

During the interview Andrew mentioned a number of resources, details of which appear below – 

The Joe Rogan podcast – readily accessed on the major podcast platforms 

The podcast interview Andrew mentioned – Nick McArdle speaking with Liz Ellis – can be found on the podcast The Playmaker’s Playbook. The interview with Liz Andrew refers to was published in July 2020

Andrew mentioned a valuation resource in the context of small business clients, from Divest Merge Acquire. For more details, please refer to www.divestmergeacquire.com/resources

The book that Andrew recommended and Scott endorsed is “The Energy Bus. 10 rules to fuel your life, work and team with positive energy.”

And finally, the beer receptacle Andrew mentioned during the interview is a Kegerator, details of which can be found at www.kegerator.com.

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

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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.)