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Ep 97: Building a thriving community of advice professionals

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Manage episode 473859794 series 2074376
Content provided by Netwealth Investments Limited. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Netwealth Investments Limited or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Hear Clayton Daniel, CEO of Ensombl, as he discusses the remarkable evolution of Ensombl from a small team to a thriving community of over 10,000 advice professionals.

Clayton shares valuable insights on how Ensombl has grown in size and sophistication, the challenges and successes they've faced, and their unwavering mission to drive the positive evolution of financial advice. He delves into the importance of creating an agile workplace, leveraging AI to enhance efficiency, and the pivotal role of community in professional development. Clayton also talks about the significance of moderation in maintaining a healthy community and the profound impact of virtual PD days on continuous professional development, ensuring that advisers stay ahead in their field.

  continue reading

96 episodes

Artwork
iconShare
 
Manage episode 473859794 series 2074376
Content provided by Netwealth Investments Limited. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Netwealth Investments Limited or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Hear Clayton Daniel, CEO of Ensombl, as he discusses the remarkable evolution of Ensombl from a small team to a thriving community of over 10,000 advice professionals.

Clayton shares valuable insights on how Ensombl has grown in size and sophistication, the challenges and successes they've faced, and their unwavering mission to drive the positive evolution of financial advice. He delves into the importance of creating an agile workplace, leveraging AI to enhance efficiency, and the pivotal role of community in professional development. Clayton also talks about the significance of moderation in maintaining a healthy community and the profound impact of virtual PD days on continuous professional development, ensuring that advisers stay ahead in their field.

  continue reading

96 episodes

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