In this episode, Scott Charlton from Slipstream Coaching talks with Jacqui Sherlock of Sherlock Wealth and Irma Bantjes of Stratus Financial Group about leadership in professional service firms.

Andrew and Jacqui Sherlock presenting at the annual Matrix Dealer Group conference to other advisers on how we have transformed our business.

As a young, new entrant in the financial planning industry, Robin Eddie provides a fresh perspective.

Attending regular financial planning review meetings with your Sherlock Wealth advice team is a very important part of the service that we offer you.

Andrew says that he is very excited to announce the appointment of his wife and business partner, Jacqui Sherlock, to the role of CEO.

It is with great emotion and pride that, after almost 50 years in the industry, I announce my retirement, which will take place in June this year.