Hi, I’m Anthony McInnes, Professional Year Candidate at Absolute Wealth Advisers and an Ensombl member for the last three years.
The Resource Centre is where you’ll find hundreds of shared files from the advice community, categorised into topics for easy searching and downloading.
If you’re like me and interested in technical knowledge and efficiency, here are a few of the most valuable downloads I have come across.
Technology reviews by advisors
You’ll find short advisor interviews, client strategy examples and an SOA strategy bank document with strategy ideas across 11 advice categories.
Advisor technology and efficiency hacks
You’ll find tips from advisors on automating processes and 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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