Cultural Fit, Organizational Values, and External Assistance in Daily Practices

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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