Ep 108: What "good" really looks like in advice businesses – Sharon McClafferty, Slipstream Group

Slipstream Group founder & CEO Sharon McClafferty joins Matt Heine to unpack what "good" really looks like inside advice businesses. Drawing on years of hands‑on work with practices of varying size, Sharon explains the three systems she sees consistently in high‑performing firms: clarity on ideal clients, the ability to articulate and price value, and effective delegation of work. The discussion also covers adviser burnout, margin expectations, succession challenges and how AI and offshoring are changing the way work gets done. A practical conversation for advisers and practice owners thinking about profitability, scale and long‑term sustainability.