Hi, I’m Kate Winkler, National Manager of Education & Engagement at Colonial First State and an Ensombl member for the last three years.
The Q&A platform on Ensombl
is where you can post a question and receive 10+ constructive answers
from other financial advice professionals in under 24 hours.
It’s peer-to-peer learning in real time.
Ensombl has worked hard to facilitate the kind of environment you’ll want to return to. Scrolling through the Q&A feed, you won’t find any ranting, venting or negativity.
You will see proactive members asking great questions and sharing their experiences to build better businesses and deliver better advice.
Collaboration and positivity are weaved heavily into the social fabric of Ensombl, which is why they have cultivated the most engaged online destination for financial advice professionals.
There is nothing out there like this for the corporate side of the advice community. What Ensombl has created is quite remarkable and evolutionary.
With thousands of conversations shared every year, and all discussions indexed...
you can use the search bar
to find the content you’re most interested in. Try searching keywords like “tech stack”, “technology” or “client portal”.
Here are two discussions I've found highly valuable as a corporate employee interested in technology and efficiency.
My takeaways from this discussion:
Advisors are using ChatGPT to work more efficiently.
These are my favourite use cases:
- Writing email comms to clients
- Creating educational materials for clients
- Building back-end processes for staff training
- Creating social media content
My takeaways from this discussion:
Advisors have given thorough reviews on several tech solutions including Xplan, Plutosoft, MyProsperity and more.
An important question to ask ourselves as support staffs is whether we for an all-in-one solution or find the best of breed for each tech tool in the company’s stack.
My tips
Here are three tips to post a great question and attract quality answers. I’ve learned the best answers come from being clear and concise when framing your questions.
#1
Be specific – include the important details and be as succinct as possible
#2
Include alternatives – explain how you’ve tried to solve the problem so far
#3
Be clear in your question – what specifically do you need help with?
If there's a question you want to ask the Ensombl network, head to the platform’s Q&A section and post your question:
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