Ensombl on Tour: Growth Series 1

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Technical Competence Client Care & Practice Reg Compliance & Consumer Protection Professionalism and Ethics General 0.60 CPD Pts

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Podcast

Ensombl on Tour: Growth Series 1

Quiz

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Complete the quiz to earn 0.60 CPD points.

1. Which of the following technologies was highlighted as a potential game-changer for scaling advisory practices?

Social media marketing platforms
Client gifting programs
AI-based assistant tools

2. According to the discussion, which statistic presents a significant risk to advisors serving older clients?

50% of retirees change their advisors within a year
Clients aged over 70 prefer online-only advice
74% of women switch advisors within 12 months of being widowed

3. What key advice was given regarding the integration of AI and CRM systems?

Ensure well-organized, cloud-based data storage for future AI implementation
Keep AI tools independent to protect sensitive data
Use AI exclusively for email communications to improve efficiency

Details

Straight from the Future Proof Festival in California, Peita and Adele discuss the key highlights and insights from first day, including donor-advised funds, AI’s impact on wealth management, the future of the industry, and innovative fintech solutions for client engagement and personalisation. Accreditation Points Allocation: Technical Competence 0.2 Client Care and Practice 0.1 Regulatory Compliance and Consumer Protection 0.1 Professionalism and Ethics 0.1 General 0.1

Learning Outcomes

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Ensombl on Tour: Growth Series 1

Podcast

Ensombl on Tour: Growth Series 1

Quiz

Details

Learning Outcomes

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