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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.
01:07:48
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Quick takeaways
- Adam Morse's journey into financial planning highlights the importance of early mentorship and discovering one's purpose within the industry.
- The podcast underscores the critical role of continuous professional development to enhance the effectiveness of financial advisors in complex environments.
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The Purpose of the Engine Room Podcast
The podcast is dedicated to exploring the practices and business strategies of financial advisory firms, particularly independent boutique firms in Australia. It aims to uncover best practices for creating conducive environments that attract and retain talent within the financial advice sector. The discussions will feature interviews with various practice managers and general managers, focusing on the future of financial advice and industry insights. This initiative looks to foster a deeper understanding of how these firms operate and succeed in an evolving marketplace.
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Discover
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Listen to the best highlights from the podcasts you love and dive into the full episode