Ensombl on Tour: Growth Series 2

Produced By: Ensombl

Earn 0.60 CPD Points

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

Complete the quiz to earn 0.60 CPD Points

Quiz

Podcast

Ensombl on Tour: Growth Series 2

Quiz

The quiz will appear once you’ve completed the podcast.

Complete the quiz to earn 0.60 CPD points.

1. What is a key takeaway about the use of AI in financial advisory practices?

AI can help enhance client relationships by analyzing meeting data
AI is primarily used to automate tax calculations
AI is only useful for investment predictions

2. According to Michael Kitces, what is a primary driver of growth and profitability for advisory firms?

Reducing the number of clients
Increasing fees and providing higher-value services
Offering free consultations

3. Why is it recommended to segment client email lists for targeted communication?

To ensure uniform messaging
To tailor content to specific client needs
To avoid sending emails altogether

Details

Peita and Adele recap their Day Two experience at the Future Proof Festival, including innovative event formats, practice management strategies, the importance of adapting to demographic and industry trends, and leveraging technology to enhance client relationships and communication.

Accreditation Points Allocation:

Technical Competence 0.2

Client Care and Practice 0.2

Regulatory Compliance and Consumer Protection 0.1

Professionalism and Ethics 0.1

Learning Outcomes

The goal of this content is to broaden the learner’s understanding of how to:

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Ensombl on Tour: Growth Series 2

Podcast

Ensombl on Tour: Growth Series 2

Quiz

Details

Learning Outcomes

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