Encore Advisory Group

Encore Advisory Group We partner with advice firms to unlock sustainable growth + efficient solutions to drive performance.

We empower multidisciplinary advice businesses and institutions to achieve sustainable growth through tailored strategies and actionable insights. Since 2002, we’ve been the trusted partner for 100s of businesses, helping them overcome challenges such as scaling complexities, operational bottlenecks, and cultural misalignment. Our mission is to support owners and leaders build stronger, more successful businesses while helping more Australians access quality advice.

🔗 We advise and inspire entrepreneurial financial advice businesses to break through and become one of the most highly valued and sought-after advice groups in the country. With over 75 years of combined experience across corporate, financial planning, accounting, and mortgage broking, we understand the predictable challenges that advice businesses face: owners feel trapped, growth stalls, and teams become overwhelmed. We know that predictable problems have predictable solutions and we partner with you to breakthrough growth barriers, scale up sustainably, and make an impact.

🔗 For Institutions, we bring real-world experience from working with both large organisations and SME financial advice firms to deliver measurable results. Our clients include investment platform providers, asset managers, asset consultants, financial services licensees, mortgage aggregators, and superannuation funds. By blending market insight, project and change leadership, and hands-on experience, we deliver proven solutions in product, sales, distribution, and leadership – helping institutions grow and thrive in a competitive financial services market. We partner with clients to overcome challenges, unlock growth, and achieve measurable success. Our approach is all about sustainable growth and creating efficient solutions to drive business performance. Let us help you break through your barriers to growth and deliver meaningful, measurable results that truly make a difference.

A good planning day can create plenty of momentum.The harder part is keeping it going once everyone gets back to the day...
02/09/2026

A good planning day can create plenty of momentum.

The harder part is keeping it going once everyone gets back to the day-to-day.

For Adviser fp, one of the biggest changes from working with Encore was introducing a stronger operating rhythm - giving the team more structure, regular check-ins and accountability around the work they’d agreed to do.

'Every business without order, they're in chaos...Encore is hands-on, and you're doing a great job on that - got some templates, some working material in the background that we can fall back on or call on at the right time to actually put some structure around things.'
- Simon Clifford, CEO, Adviser fp

Sometimes progress isn’t about another planning session. It’s about knowing what to tackle first and having the structure to keep it moving.

See how we’ve helped clients like Simon 👉🏻 https://www.encoreadvisorygroup.com.au/clients?utm_source=Facebook&utm_campaign=August_2026&utm_medium=organic_social

Experience matters.Expertise matters.But neither carries much weight if people don’t feel comfortable engaging with you....
28/08/2026

Experience matters.

Expertise matters.

But neither carries much weight if people don’t feel comfortable engaging with you.

For us, trust is often built in the moments where capability meets genuine approachability.

'I think probably one of the biggest assets I see that you have is your approachability. I find that people go to you or gravitate towards you and they want to hear and listen to what you want to say.'
- Kate Whild, Director and Financial Adviser, Parker Financial

Read more client experiences and how we’ve helped firms navigate change 👉 https://www.encoreadvisorygroup.com.au/clients?utm_source=Facebook&utm_campaign=August_2026&utm_medium=organic_social

When growth slows, it’s tempting to blame the market.But more often than not, the issue sits closer to home - inside you...
25/08/2026

When growth slows, it’s tempting to blame the market.

But more often than not, the issue sits closer to home - inside your own sales engine.

Your follow-up may have become consistent. The value proposition gets harder to articulate. Momentum slows.

The encouraging part is that it’s rarely permanent.

These are capabilities that can be rebuilt with structure, clarity and discipline.

Watch Episode 2 of Encore's Big Six Insights of 2026 👉 https://www.encoreadvisorygroup.com.au/insights/how-to-unrust-your-sales-engine-for-2026?utm_source=Facebook&utm_campaign=August_2026&utm_medium=organic_social

There’s a common misconception that conflict starts with a tense argument.In business, it often starts with silence.A co...
25/08/2026

There’s a common misconception that conflict starts with a tense argument.

In business, it often starts with silence.

A concern goes unspoken, or a different opinion gets parked for another conversation - because raising it in the moment feels uncomfortable.

The thing is, silence doesn’t make the problem go away - it usually comes up again further down the road.

Strong teams don’t avoid difficult conversations. They create the conditions where those conversations can happen openly, constructively and at the right time.

Read more about fostering open workplaces here 👉 https://www.encoreadvisorygroup.com.au/insights/avoiding-the-meeting-after-the-meeting?utm_source=Facebook&utm_campaign=August_2026&utm_medium=organic_social

Many businesses talk about career development - but fewer actually create a clear pathway for it.For most people, career...
24/08/2026

Many businesses talk about career development - but fewer actually create a clear pathway for it.

For most people, career satisfaction comes down to knowing where they’re heading, how they’re going to get there, and what success looks like along the way.

'Businesses that provide documented development pathways for team members, not just promises, retain talent and perform better.'
- Brendan Johnson, Consultant, Encore

When those conversations move from intention to action, both the individual and the business benefit.

See how our clients have implemented change to build stronger cultures in their firms 👉 https://www.encoreadvisorygroup.com.au/clients?utm_source=Facebook&utm_campaign=August_2026&utm_medium=organic_social

What’s holding your advice firm back?Often, it comes down to something simple - there’s no clear baseline of where the b...
20/08/2026

What’s holding your advice firm back?

Often, it comes down to something simple - there’s no clear baseline of where the business actually stands today.

When strengths and gaps aren’t visible, decisions start to feel like a shot in the dark.

That’s why we built the Exceptional Advice Business Scorecard.

It draws on three decades of practice management experience and is designed to help you understand the seven critical value drivers behind a stronger, more scalable advice business.

Take the scorecard now 👉 https://encoreadvisorygroup.scoreapp.com/?utm_source=Facebook&utm_campaign=August_2026&utm_medium=organic_social

12/08/2026

The value of advice hasn't changed...but the way we talk about it probably needs to.

Too often, advice businesses lead with process, philosophy or technical expertise because that's what they're comfortable talking about.

But clients are usually asking a much simpler question...
'How will this help me?'

As Mark Zaglas shares, the opportunity isn't in reinventing advice. It's about communicating its value in a way clients can understand, relate to, and act on.

Watch the full podcast here 👉 https://www.encoreadvisorygroup.com.au/insights/the-big-six-trends-reshaping-advice-firms-in-2026?utm_source=Facebook&utm_campaign=August_2026&utm_medium=organic_social

Do you know where your growth challenges are actually coming from?It often comes as a surprise, but they’re rarely sitti...
11/08/2026

Do you know where your growth challenges are actually coming from?

It often comes as a surprise, but they’re rarely sitting in one place.

They show up across product, platforms, people, sales, operations and client experience - often all at once.

👉 The issue showing up in sales might actually be a leadership problem
👉 The operational bottleneck might be a capability problem
👉 The client experience challenge might be a systems problem

In growing advice businesses, everything is connected.

That’s why solving growth challenges comes from understanding how the different parts of the business connect and influence each other.

The businesses that break through growth barriers are usually the ones prepared to step back, diagnose what’s really going on, and focus their energy where it will have the biggest impact.

Learn more 🔗 https://www.encoreadvisorygroup.com.au/services?utm_source=Facebook&utm_campaign=August_2026&utm_medium=organic_social

07/08/2026

For a long time, many advice firms didn't need to think too hard about growth.

Demand was strong, referrals flowed, and teams often had more work than they could handle.

But as one part of the business got stronger, another got weaker.

'The sales and marketing engines inside advice businesses have rusted.'
- Mark Zaglas, Principal, Encore Advisory

Many firms now looking to grow more intentionally are finding their organic growth capability isn't what it used to be.

Because enquiry management, follow-up rhythms, and growth accountability haven't needed real attention in years.

The firms making progress are rebuilding those capabilities with intention. Explore how we're helping advice businesses prepare for scaled growth from the inside out 👉 https://www.encoreadvisorygroup.com.au/services?utm_source=Facebook&utm_campaign=August_2026&utm_medium=organic_social

Everyone's talking about AI, but the real question for advice firms is straightforward.👉 Will it help you serve more peo...
05/08/2026

Everyone's talking about AI, but the real question for advice firms is straightforward.

👉 Will it help you serve more people, without burning out your team?

Because that's the accessibility gap in one sentence - more Australians need advice than firms can serve, and capacity is what's holding them back.

This article explains where AI helps most, and why process comes before tools 🔗 https://www.encoreadvisorygroup.com.au/insights/ai-in-financial-advice-bridging-the-accessibility-gap?utm_source=Facebook&utm_campaign=August_2026&utm_medium=organic_social

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