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.
