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.
Between Meetings with Matt Heine