

Engine Room Podcast #30 - Andrew and Jacqui Sherlock
Mar 25, 2024
Andrew and Jacqui Sherlock from Sherlock Wealth discuss the evolution of their family financial planning business into a holistic advisory firm focused on personalized service and community giving. They touch on technology utilization, strategic decision-making, embracing personalized service choices, cultural fit, organizational values, philanthropy, and wildlife conservation efforts. The podcast highlights the importance of continuous learning, business coaching philosophy, and building a robust business structure for client engagement and future growth.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 2min
The Evolution of Sherlock Wealth
02:14 • 26min
Embracing Personalized Service Choices and Business Coaching Philosophy
28:27 • 12min
Cultural Fit, Organizational Values, and External Assistance in Daily Practices
40:27 • 3min
Embracing Technology and Philanthropy in Business
43:34 • 4min
Conservation Efforts, Wildlife Reintroduction, and Cancer Research Fundraising
47:43 • 5min
Adapting to Change and Building for the Future
52:15 • 7min