In this episode of the Engine Room Podcast, Andrew is joined by Andrew and Jacqui Sherlock from Sherlock Wealth. They talk about the fifty-year evolution of their family-run financial planning business into a holistic advisory firm focused on delivering personalised service through strategic partnerships and technology while giving back to their community.
Andrew Sherlock LinkedIn: https://www.linkedin.com/in/andrew-sherlock-adviser/ Jacqui Sherlock LinkedIn: https://www.linkedin.com/in/jacqui-sherlock/ Sherlock Wealth Website: https://sherlockwealth.com/ Slipstream Group: https://slipstreamgroup.com.au/ Jenny Pearse: https://www.linkedin.com/in/jennypearse/ Peloton Partners: https://www.pelotonpartners.com.au/ Lavista: https://www.lavista.com.au/ Vivere Group: https://viveregroup.com.au/ Mastering the Rockerfeller Habits: https://scalingup.com/book-mrh/
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