Ensombl Advice Australia Engine Room Podcast #57 - Adam Morse
Dec 2, 2024
In this engaging conversation, Adam Morse, Founder of QuarterFive Family Wealth, shares his inspiring journey into financial planning, sparked by a pivotal childhood experience. He emphasizes the importance of trust, relationships, and holistic wealth management in adapting to clients' needs. Adam explores the evolving role of technology in enhancing advisory services and discusses how fostering community connections can lead to enriching client experiences. Tune in for insights on leadership, the significance of family dynamics, and the future of financial collaboration.
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Early Career Inspiration
- At 16, Adam Morse learned about financial planning from advisor Scott Milsen.
- This sparked his interest in helping people and problem-solving, leading him to pursue a career in finance.
Career Path Shift
- Adam initially pursued engineering but switched to accounting and economics.
- He found his passion after seeing a job ad for McQueen Wealth Management.
Navigating Market Downturns
- Starting a career just before a major market downturn, like the GFC, can be a trial by fire.
- It tests resilience and client management skills early on.