Posts by Ian Stuart

“Winning” for Encore isn’t about market share or about social followers. It is all about advisor satisfaction with our technology and service. “Winning” for Encore isn’t about market share or about social followers.  It is all about advisor satisfaction with our technology and service.   So when Michael Kitces AdvisorTech Study shows that advisors give Encore…

Too many estate planning solutions in the marketplace are direct competitors to the trusted advisor. At Encore, we are committed to the trusted financial advisor and planner. We wanted to make it very clear to you where we stand.   At Encore, we will: Never Position our technology and service as a direct to consumer…

We are thrilled to announce that EncorEstate Plans has been named one of the top startups by StartupBubble.news! 🎉 This recognition is a testament to the hard work and dedication of our team, and we are honored to be included on this prestigious list.   About StartupBubble.news: StartupBubble.news is the leading platform for discovering the…