As financial planning firms grow, their organisational structures need to change to accommodate their evolving needs.
Webinars
Accelerating growth.
Insights.
News
Are you interested in becoming a Slipstream coach?
Hear from one of our expert coaches, Michael Spinks, as he discusses what makes coaching a fulfilling journey.
Webinars
Creating and capturing value for your ideal clients.
How to create more value in the eyes of your ideal client, and how to capture that value.
News
Bartons journey with Slipstream.
Adam McCann from Bartons shares a candid testimonial about his coaching experience with Slipstream Group.
News
Solo to scale: a financial planners journey to building a business.
Do you want to go from a ‘high-paying job’ to the owner of a successful firm?
News
Unforgettable memories and takeaways from our team retreat.
Want to know more about our team retreat?
News
Are you Slipstream curious?
Do you want to make your good firm great? So did GrowthMD. Check out what they have to say about their journey with Slipstream.
Podcast
with Kirt Daunt
Episode 72.
In this episode we welcome back renown marketer Kirt Daunt to talk about putting marketing to work in your firm.
Media
Buying and selling your business – The essentials.
The dislocation in advice has led to more businesses being sold. What do purveyors on either side of the equation need to be aware of?
News
What three words come to mind when you think Slipstream?
At a recent event, we asked clients to describe Slipstream Group in just three words.
News
Why do you need an ideal client profile?
A deep understanding of your ideal client will help you understand who your customer is and, more importantly, what they need.
Podcast
With Jon Petie
Episode 71.
In this episode we talk with Jon Petie about his retirement from public practice after 28 years and his new role as Slipstream’s latest coach.
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