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 financial advice professionals from various backgrounds asking great questions and sharing their experiences to improve their advice process and work more efficiently.
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 “superannuation”, “soft skills” or “client engagement”.
Advisors are using ChatGPT to work more efficiently.
There are some popular use cases:
Advisors have given thorough reviews on several tech solutions including Xplan, Plutosoft, MyProsperity and more.
An important question to ask ourselves is whether we opt for an all-in-one solution or find the best of breed for each tech tool in our 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?