Watch Now: Navigating the Road Ahead in NZ Dairy
Featuring insights and stories from Brett Wooffindin (Sidekick Rural) and Rob Steele (Neer Enterprise)
Neer Enterprises isn't a farm that needed saving. It's a strong operation that decided to raise its financial standards—and asked more from its advisory relationship as a result. This series follows that story, with Brett Wooffindin of Sidekick Rural and Rob Steele of Neer sharing what forward-looking advisory looks like from both sides.
Key Highlights
Video 1:
How the Farm Views Advisory Relationships
4m 35s
Video 2:
Building an Advisory Business of Your Own
1m 56s
Video 3:
Accountability and the Monthly Meeting Rhythm
1m 49s
Video 4:
Protecting the Farm Against Volatility & Risk
4m 05s
Video 5:
What to Look for When Starting an Advisory Relationship
3m 30s
Video 6:
What Farmers Get Out of a Strong Relationship
3m 36s
Video 7:
Building the Relationship With the Bank
2m 28s
Video 8:
A Farming Team Story: Milk Price Protection
3m 54s
What you'll hear:
HOW-TO ADVISORY SERIES
Unlock the full series now
- The advisory relationship, from both sides: What it looks like when a farming team and their adviser work from the same forward view—told by the people living it.
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Why the financial calendar works against you: See how the compliance system was built for tax deadlines, not decisions, and learn what it costs—plus what changes when the relationship shifts.
- The structures that make it work: Meeting cadence, accountability, monthly reporting rhythm, scenario planning—the practical mechanics Brett and Rob use to stay ahead of what's coming.
- Managing what you can't predict: Milk price volatility, input cost pressure, and the risk management tools that make uncertainty something you plan around, not react to.
PART 1:
Ag CAS: a 300% revenue growth opportunity
PART 2:
A specialist industry requires specialist tools
PART 3:
Identify and segment your client base
PART 4:
Understand your firm's priority for CAS
PART 5:
Connect ag-specialist tools to QuickBooks
PART 6:
How to Establish Client Advisory Services for Ag
PART 7:
How to Scale Client Advisory Services for Ag
PART 8:
How to Optimize Client Advisory Services for Ag
"Volatility doesn't affect our better clients at all because they accept it. They manage it where they can. Where they can't, they're aware of where it's going and they're making decisions earlier to stop the impact of that later."
- Brett Wooffindin, Sidekick Rural
Deeper insights. More stories. Watch the full conversation.
Rob and Brett had a lot more to share in the full webinar. Hear more about their monthly meeting rhythm, how accountability defines their relationship, and how Brett helps Neer protect itself against milk price volatility.