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17min chapter
Engine Room Podcast #57 - Adam Morse
Ensombl Advice Australia
Evolving Wealth Management Strategies
This chapter delves into the evolution of professional practices in wealth management, highlighting the shift towards a more holistic approach that prioritizes client relationships and emotional intelligence. It discusses the importance of understanding family dynamics in financial planning and the role of mentorship and community connections. Through the establishment of Quarter 5, the speakers emphasize the need for tailored advisory services that cater to high net worth families and their unique needs.
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