An ideal candidate profile describes the characteristics, motivations, interests, skills, and personal attributes (demographics and psychographics) you want - in a perfect world. It focuses on the qualities that go beyond the basic requirements listed in the job description. This clarity ensures that you have a clear vision of the type of candidate you want to attract.

A deep understanding of your ideal client will help you understand who your customer is and, more importantly, what they need. Knowing their needs and desires determines your marketing content, and knowing where they spend time online determines which platforms to engage in. To get you started, download a copy of our ideal client workbook.

Project Uplift is a proven 12-step process to bolster your bottom line and ensure you get paid what you are worth. Click here to read the entire blog, which provides the step by step detail.

In the case study guide, you will find three examples of firms who have completed Project Uplift, amongst other projects, in line with the objectives for their business and the lives they want to lead.

Scott has developed an entire 3-part series designed to help our clients find their capacity and we would love to share with you one element which is Scott’s “12 Quick Wins Checklist”.

The checklist provides a “grab bag” of ideas that if followed, have been proven to free up considerable time and capacity. We recommend allocating one month to implement each suggestion.

There is much to be gained by having a steady stream of new clients coming through the door via referrals. The cost of acquisition is minimal and the prospective clients come already favourably disposed towards you.

The diagnostic is the creation of Paul Little who, with his many years of experience in this area, is a strong advocate for proactively fostering referrals as a primary means of growing one’s firm.

Watch the free data-driven webinar hosted by CEO Sharon McClafferty on the topic:

"I don't know what I want, but it's not this."

In this webinar Sharon covers:

• View into the first 6 - 12 months of working with Slipstream
• Real examples of firm owners’ who’ve documented and achieved their objectives
• 7 practical steps that you can implement immediately to get momentum

Watch the free data-driven webinar hosted by CEO Sharon McClafferty on the topic:

"Accelerating Growth: Strategies for Scaling Your Financial Planning Business."

In this webinar Sharon covers:

• The milestones of growth and the typical problems and opportunities associated with each level
• Moving from a "High Paying Job" model to a business and then all the way through to a high-performing, multi-adviser, multi-shareholder firm
• What financial performance to aim for at each level supported by industry benchmark data on the top performers

Watch the free data-driven webinar hosted by CEO Sharon McClafferty on the topic:

"How to create more value in the eyes of your ideal client, and how to capture that value."

In this webinar Sharon covers:

• How do you (a) increase your price more towards what your ideal clients are willing to pay and (b) increase how much they are willing to pay by delivering a more valued service
• How do you capture that value by driving costs down through better people and processes
• How to distinguish your business from competitors and establish a strong market position and how to promote

Watch the free data-driven webinar hosted by CEO Sharon McClafferty on the topic:

"From Good to Great: a deep dive into firms that have scaled, regained control, and how they did it."

In this webinar Sharon shares:

• Case studies from real Accounting, Financial Planning and Multidisciplinary firms
• Ideas to generate more time, control and growth
• Insights into project selection: what will give you ROI now
• a frame of reference: access to benchmarking data from our panel of highly successful firms

When we reviewed the reams of feedback, reviews and testimonials we have received over the past 6.5 years there are three clear themes:

1. "we finally feel in control"
2. "the financial results speak for themselves"
3. "life-changing impact (holidays, more time with family, more present in life, more golf)"

Moving from the feeling of the business controlling you, to you being in control, is a crucial part of achieving significantly improved financial performance.

In this webinar Sharon shares three ways of gaining control over your business and share the financial performance of firms who have nailed it.

Sharon McClafferty discusses the four ways to grow revenue, and deep dives into arguably the one most overlooked.

She shares the 12 steps to increasing your fees for both new and current clients and a number of case studies with real-life client financial performance.

Pricing your service is a combination of time, skill, and value.  But how do you capture all three and charge appropriately across all clients and not just some?  What is a fair price and how do you measure and capture value that is often given to the client free of charge?

This webinar looks at how to price your service by clearly breaking your proposition into an intangible service (value add/advice/strategy) and a tangible service (deliverables/client meetings/reports/financial accounts etc).  Clients are prepared to pay for deliverables, but are they prepared to pay for our intellectual property?

Growth strategy or nightmare?  A multidisciplinary approach, with a core service in accounting or financial planning, combined with specialist services, is well-positioned to meet the future needs of a market thirsty for good advice that is affordable, adds value, and easy to transact with.  The one-stop-shop has been around for many years, but many firms fail to capitalise on the benefits of a multi-disciplined approach.  Cultural differences, pricing conflicts, system integration issues, regulatory conflicts, and scale can make multi-disciplined firms incredibly complex to manage.

Sharon McClafferty discusses how Accounting and Financial Planning firms were able to achieve their outstanding results within 12 months of joining Slipstream Group.

She talks about the specific projects that were selected and who was responsible for implementation and how the results came about.

Is an acquisition of a fee base in financial planning, risk, or accounting the right strategy for your business

 In this webinar, we look at why a firm should consider an acquisition strategy, the benefits & pitfalls, and how to fund the acquisition.

Thriving Advice businesses focus not just on the quality of Advice they give, but on the efficiency of producing it. At Slipstream, we call this “The Factory”, and there is nothing better than seeing a Factory that really hums!

In the webinar Sharon McClafferty and Paul Little discuss how to get your Factory humming, including:

• How to diagnose how your Factory is currently operating
• How to build more capacity
• Technology and tools to help drive efficiency

During this webinar Sharon McClafferty and Paul Little cover how to build and deliver an efficient ongoing service that clients continue to value.

During this webinar Sharon McClafferty and Paul Little cover how to "seize the day"and make lasting improvements to your business.

During this webinar Sharon McClafferty and Paul Little cover business and client contingency planning for your business, the business owner, your team, and your clients.