It was downloaded 2,000 times on launch day. Why? Because it is addressing a problem felt
by many Practice Principals –
How can advice teams achieve scale while operating within a tight compliance regime?
#1 One practice have made their advice process modular, and run their entire business virtually. They have experienced 75-100% revenue growth year on year.
#2 Another practice developed a Strategy and Options paper to make the SOA process more engaging for clients while remaining compliant – as the advisor understands clients want to pay for the action, not the production of a 100-page document.
in response to advisor problems – which you’ll find at ensombl.com/articles.
Here are some of the best examples of resources for efficiency:
They listen. In two ways:
Ensombl analyses the millions of words of conversation shared on their platform, and uses their AI to identify the problems and themes that exist within financial advice.
Ensombl’s product development team conduct hour long interviews with advisors to better understand why these problems exist.
Armed with this knowledge, Ensombl works with subject matter experts to co-create education with the Ensombl Advisor Network, and Ensombl’s Corporate Community.
The Engine Room podcast is another education example, where host Andrew Rocks interviews Australia’s top independent and boutique firms to learn what environment is conducive to being a best practice.