Engine Room Podcast #30 - Andrew and Jacqui Sherlock
Ensombl Advice Australia
00:00
Adapting to Change and Building for the Future
Exploring the challenges and successes of managing a financial services business, navigating regulatory shifts, and the crucial role of team dynamics and processes. The discussion delves into the evolution of financial planning, the necessity of expanding with new advisors, and the benefits of integrating with an established firm, while underscoring the importance of a robust business structure for client engagement.
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