Hi, I’m Paul Mann, Principal Advisor at True Direction Financial Services and an Ensombl member for the last eight years.
The Resource Centre is where you’ll find a few hundred advisor-shared files categorised into advice topics for easy access and download.
If you’re like me and interested in business efficiency and tech, here are a few of the most valuable downloads I have come across.
Technology reviews by advisors
In these short videos, advisors discuss and review the technology tools they have adopted to improve their advice process and work more efficiently.
Advisor technology and efficiency hacks
You’ll find tips from advisors on automating processes, outsourcing, how they integrate different tools in their business and more.
My tips
Here are three tips for browsing files inside the Resource Centre:
#1
Advice categories are listed alphabetically. Scroll to the bottom if you’re looking for things like Technical Knowledge, Technology or Superannuation.
#2
Click into a sub-category to view all resources related to that topic and download or watch anything that piques your interest.
#3
These files are shared by advisors for you to use as inspiration. Make sure you talk to your licensee first before adopting something into your own advice process with clients.
To start exploring other advisors’ service agreements, pricing structures, client templates and more...
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