Jul 15, 2020
When building a successful and valuable financial planning practice, it is easy for advisers to get swept up in the never ending demands of running a business. This can lead to burnout, under-charging, and sacrificing personal goals. When given time to reflect and look over their business strategy, advisers can often find more time to achieve their personal goals, while bringing in more revenue at the same time.
To find out how this is possible, in this episode we speak to Sharon McClafferty, CEO of Slipstream Coaching to talk about how their business coaches help financial advisers take control of their business and realign with their strategic goals. We talk about the 3 pillars to create a profitable and successful advice practice. Sharon provides valuable tips around repricing, analysing value, reviewing your business plan and expanding your business.
This episode is all about getting realigned with the business you have and the life you want to live, while also ensuring your business is being remunerated properly in line with the value clients receive. Sharon gives some great ‘pushes’ for your business that many of us have been needing to hear!
Sharon McClafferty is the CEO of Slipstream Coaching, offering tailored business coaching to over 60 financial planning and accounting practices across Australia. With a background in event and project management in Australia and London, Sharon found her passion in business coaching, launching Slipstream Coaching with Scott Charlton in 2015. Sharon is incredibly passionate about helping financial planners take their business to the next level.
For more conversations with the thinkers and movers in the world of financial advice, go to Goals-Based Advice Podcast. You can also access more episodes on Apple Podcasts and Spotify. For updates, follow our Facebook page.
If you have more questions, don't forget to reach out to me on LinkedIn and to send an email at email@example.com
Thanks for tuning in!