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.
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”.
Advisors are using ChatGPT to work more efficiently.
These are my favourite use cases:
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.
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.
Be specific – include the important details and be as succinct as possible
Include alternatives – explain how you’ve tried to solve the problem so far
Be clear in your question – what specifically do you need help with?