Ensombl Advice Australia Engine Room Podcast #57 - Adam Morse
Dec 2, 2024
In this engaging conversation, Adam Morse, Founder of QuarterFive Family Wealth, shares his inspiring journey into financial planning, sparked by a pivotal childhood experience. He emphasizes the importance of trust, relationships, and holistic wealth management in adapting to clients' needs. Adam explores the evolving role of technology in enhancing advisory services and discusses how fostering community connections can lead to enriching client experiences. Tune in for insights on leadership, the significance of family dynamics, and the future of financial collaboration.
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Episode notes
Fee Structure
- Quarter 5 structures fees around strategic consulting, not just funds under management.
- This allows them to offer flexible services and maintain high-profit margins.
Client Meeting Strategy
- Utilize a "quarterback" approach, bringing associates to client meetings.
- This improves efficiency, information gathering, and client engagement.
Quarter 5 Name Origin
- Quarter 5's name reflects the focus on succession, legacy, and the work done "after the game."
- The office location at "Gate 8" near the MCG further reinforces this theme.