fbpx

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.

Episode 77 – An equity solution for Financial Planning firms

00:00
Available now on:

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
  2. Finding Mastery with Dr. Michael Gervais
  3. The Howie Games, with Mark Howard


Richard referred to Patrick Lencioni’s book, The Ultimate Team Player.


Find out more details about Slipstream Group’s Pathway to Succession & Exit workshop here.


Scott also makes reference to the Slipstream Group program on personal development, The Personal Breakaway. Find out more here.


Richard's CONTACT DETAILS

Email: richardhernan@broadleafgroup.com.au

Phone: 08 6500 7888

LinkedIn: www.linkedin.com/in/richard-hernan-a655267b

Website: www.broadleafgroup.com.au


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

Spotify: Search for Tim Lane

Facebook: The Backstick Agenda (please go and like the 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.)

Thanks for tuning in!

Thanks for joining us on this month's episode of the Slipstream FM podcast. If you enjoyed this episode, don't forget to subscribe via Google Podcasts, iTunes, Spotify or Stitcher so you never miss an episode.


While you're there, feel free to leave us a rating and review to help us reach even more listens!

Are you ready to plan for your best?

Over two days of hands-on coaching with our expert team, you’ll walk away with an airtight business plan that will guide and motivate you to achieve more than you thought possible in your business and personal life.

Brisbane: 7 - 8 March 2024

Melbourne: 30 - 31 May 2024

Sydney: 13 - 14 June 2024

>