Blog

As professionals, we strive to provide excellent client experiences. No one’s process is perfect. You may realize you need a better appointment scheduling system, better materials or tools in the planning process, or more refined strategies for referrals afterward.   Be sure you’re not overlooking this piece of the puzzle, planning for Generational Client Retention:…

“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…

Read the Survey: T3/Inside Information Advisor Software Survey!   The EncorEstate Plans team works incredibly hard to deliver a great advisor experience with our software and service.  We were thrilled to see that the advisors surveyed gave Encore the highest Customer Satisfaction score in the Estate Planning category!   We recognize we are a technology…