In The Slipstream

In The Slipstream

Episode 77 – An equity solution for Financial Planning firms

November 01, 2023

In this episode we talk with Richard Hernan of Broadleaf Financial Group about investing in financial advisory firms.

Amongst a range of interesting topics, we discuss the roles and resources that an external investor can bring to the table, along with the characteristics of firms in which Broadleaf is interested in taking a long term equity position.

Richard also shares some very interesting case studies of businesses that Broadleaf has invested in.

In the interview Richard mentioned three of his favourite podcasts, details of which appear below:

  1. The Founders Podcast with David Senra.
  2. Finding Mastery with Dr. Michael Gervais.
  3. The Howie Games, with Mark Howard.

Richard referred to Patrick Lencioni’s book, The Ultimate Team Player.

To find out more details about Slipstream Group’s Pathway to Succession & Exit workshop, follow this link:

Scott also makes reference to the Slipstream Group program on personal development, The Personal Breakaway. To find out more, follow this link:

Richard’s contact details are


Phone:                08 6500 7888



Scott’s contact details are:


Phone:                0409 870 330


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