PODCAST: Achieving through others – leading your financial services firm

By February 18, 2021Latest Updates

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. Amongst a range of interesting topics, they discuss engaging managers from a non-technical background to the role of CEO and the areas of the business that receive more attention as a consequence of the leader not having a client caseload.

In a world full of choices,
this is why our clients chose us:

Over the years, we have come to rely on Sherlock Wealth to take care of all our financial affairs and to see Andrew as

Dr. Bruce Walker

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I have been a client of the Sherlocks for more than 40 years. The sound advice I have received from Andrew in relation to building wealth

Mark Worrall

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We wanted to express our enormous thanks to you and your team. First of all for your sage advice in terms of the

Trauma Claim

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Since becoming a Sherlock Wealth client, my wife Jacinta and I have never felt more than in control of our

Rob and Jacinta Jones

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Having busy lives, we truly value the advice and care that Andrew and the team at Sherlock Wealth provide with

Rachel and Brett Lunn

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I would say to anyone that you have to prioritise your financial affairs as an important part of your life

Jo Masters

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