News

Schuh Wealth Advisers journey with Slipstream.

Watch Dominique Schuh’s story to see how she went from feeling stuck to crushing it.

News

First 12 months coaching financial results.

See the full results for firms in their first year with Slipstream.

News

The small practice rollercoaster.

You can’t control all the ups and downs – but you need a “what-if” plan.

Webinars

Discover the 3 common traits of top-performing financial planning firms.

See transformations that have happened over the past 12 months and map out what’s possible for your future.

Events

Breakaway Workshop.

Do you wish you had a roadmap guiding your journey through the improvement of your firm?

Podcast

With Mike McHenry

Episode 79.

In this special episode, Sharon McClafferty talks with Mike McHenry about cultivating a thriving workplace culture.

News

Success on your terms: crafting a business that fits your life.

Success is not about scale alone but about building a business that reflects your vision, values, and goals.

Webinars

Future-proof your practice: strategies for growth & success.

This session is tailored to support your firm’s growth and sustainability.

News

2 - 6 equity owner firms

First 12 months coaching financial results.

See the full results for 2 – 6 equity owner firms in their first year with Slipstream.

News

Creating and capturing value.

Business coach Paul Little shares his insights and expertise on creating and capturing value.

News

Understanding value creation and capture in your business.

In business, it’s crucial to stay focused on providing and capturing value for your clients, despite the distractions of daily operations and challenges.

News

Charting your course: getting scale in a financial planning firm.

The four stages of a financial planning firm’s journey