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.
Engine Room Podcast #30 – Andrew and Jacqui Sherlock
share this video
About the Guests
Ensombl Advice Australia
Ensombl is home to thousands of professionals, sharing and learning with one another to rapidly scale the journey to mastery. Whether you’re looking to ask or answer a question, download resources, accumulate top-quality Continuous Professional Development points, or find staffing solutions in the employment marketplace – there’s a place for you here.
Popular Videos
Related topics
Subscribe to the VBP newsletter
Stay tuned to our latest stories through your email.
More related articles
View More
Community is at the core of VBP. During the 2024 VBP Conference, our team, clients, and volunteers united for an outreach program, bringing joy and support to the children of Children's Haven-Cordova. Read the full article to learn more about this heartwarming initiative.
In today’s remote work environment, strong virtual communication is key to success, especially when working with offshore teams. Siddhi Padia, VBP Technical Lead - Paraplanning, shares essential tips for building trust, enhancing collaboration, and fostering productivity through clear communication channels, responsiveness, regular meetings, and engaging team-building activities to bridge the distance effectively.
Sue Viskovic, VBP General Manager-Consulting, emphasizes the importance of an Optimum Operating Rhythm for financial advisory firms. Drawing on Verne Harnish’s Rockefeller Habits, VBP tailors this concept to the industry's unique needs. By integrating daily huddles, weekly meetings, and strategic planning, firms can enhance performance, reduce risk, and achieve sustainable growth, aligning operational rhythms with long-term success.