In the Media

Five Tips for Taking Your Firm to the Top

Five Tips for Taking Your Firm to the Top

Want your firm to stand out from the pack? Last month, director of Slipstream Coaching, Sharon McClafferty attended the Count Conference in Vietnam as a key presenter. She offers some tips to help accountants and advisers shift their focus inward so they can drive their firm to the next level.

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Planners, You’re Leaving Value on the Table

Planners, You’re Leaving Value on the Table

The practice of undercharging, or even giving away the upfront advice provided to clients has transcended generations of financial planners. Scott’s article that is published in Financial Standard challenges traditional thinking and puts forward a case for much higher upfront advice fees.

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Estate Planning – The Responsibilities and the Opportunities

Estate Planning – The Responsibilities and the Opportunities

As your client’s primary financial adviser, there is a compelling case to take an active role in your clients’ estate planning. Published in Adviser Voice, Scott’s article explores the responsibilities of financial advisers in this area, along with the commercial opportunities that accompany making estate planning an integral part of the services you provide.

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Ten Errors to Avoid When Collaborating With an Accountant

Ten Errors to Avoid When Collaborating With an Accountant

Accountants are generally quite ruthless in rebuffing the numerous approaches they receive from advisers and providers. They will also quickly terminate discussions if they feel that a relationship is not worth pursuing. In this article published in riskinfo e-magazine, Scott details ten errors you should avoid when collaborating with accountants.

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Why compliance is a grudge purchase

Why compliance is a grudge purchase

Published in the January/February 2018 issue of SMSF Adviser magazine, Scott’s article discusses how clients are placing little value on the paperwork and compliance functions performed by firms. Therefore, it may be time to shift the focus of services towards client aspirations.

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Diversify and stay relevant for the future

Diversify and stay relevant for the future

Scott’s article was recently published in the Acuity Magazine, a magazine for business leaders by The Chartered Accounts of Australia and New Zealand (CAANZ). In this article, Scott discusses how specialising is key to success in the future – building niche clients or areas of expertise.

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