Our Clients
At Encore Advisory Group, we partner with multidisciplined Advice businesses and Institutions to deliver tailored solutions for sustainable growth. Since 2002, we’ve helped our clients overcome challenges like operational bottlenecks, scaling difficulties, and cultural misalignment.
Our focus is on creating lasting value through adaptive systems, empowered leadership, and a culture of innovation.
Advice Clients
We understand the realities that Advice business owners face—being trapped in day-to-day operations, growth hitting a ceiling, and teams overwhelmed by increasing demands. That’s where our 357 Framework makes the difference. By simplifying complexity, unlocking potential, and embedding scalable processes, we guide our clients to:
Breakthrough: Overcome operational constraints.
Scale Up: Achieve consistent, scalable growth.
Make a Difference: Deliver exceptional client outcomes and drive market impact.
Trapped
Owners juggle adviser, owner, and leader roles, leaving no time to scale or find balance.
Capped
Entrepreneurs face limits due to constrained resources, time, or market challenges.
Overwhelmed
The demands of managing everything at once leave little room for strategic thinking.
Breakthrough
Innovative solutions unlock growth potential and create new opportunities.
Scale Up
Leverage systems and processes to grow your business efficiently and sustainably.
Make a Difference
Channel your efforts into making a meaningful impact in your industry and community.
Strategic Advisory
& Transformation
Across Product, Platforms, Sales and Advice Distribution, we combine our expertise in strategy with real-world knowledge of the market to give our Institutional Clients clarity and confidence to breakthrough your commercial and/or cultural barriers to growth.
Institutional Clients
At Encore, we pride ourselves on brining real-world experience from working within both large organisations and SME financial advice firms to deliver results. We are seasoned in leading, managing and transforming product, financial advice and sales businesses. Today we advise and consult to businesses from across the financial services industry, including: investment platform providers; asset managers; asset consultants; financial services licensees; financial advice businesses, mortgage brokers; and superannuation funds. We specialise in strategy, organizational design strategy, take to market game plans and implementing sales and leadership programs to achieve and maintain performance excellence.
Leadership Performance
& Sales Excellence
We have a range of structured programs to enable your sales distribution teams to quickly and effectively deliver improved sales performance.
Our sales and leadership change frameworks are tried and tested at the SME and Institutional levels.
Market Research
& Insights
Our industry is ever changing – both consumer and adviser expectations, and product and professional services groups wanting to deliver value to these groups. We provide insights into how Advice businesses and adviser needs are best met and how organisations can line up to service them, profitably.
Institutional Clients
At Encore, we pride ourselves on brining real-world experience from working within both large organisations and SME financial advice firms to deliver results. We are seasoned in leading, managing and transforming product, financial advice and sales businesses. Today we advise and consult to businesses from across the financial services industry, including: investment platform providers; asset managers; asset consultants; financial services licensees; financial advice businesses, mortgage brokers; and superannuation funds. We specialise in strategy, organizational design strategy, take to market game plans and implementing sales and leadership programs to achieve and maintain performance excellence.
Strategic Advisory
& Transformation
Across Product, Platforms, Sales and Advice Distribution, we combine our expertise in strategy with real-world knowledge of the market to give our Institutional Clients clarity and confidence to breakthrough your commercial and/or cultural barriers to growth.
Leadership Performance
& Sales Excellence
We have a range of structured programs to enable your sales distribution teams to quickly and effectively deliver improved sales performance.
Our sales and leadership change frameworks are tried and tested at the SME and Institutional levels.
Market Research
& Insights
Our industry is ever changing – both consumer and adviser expectations, and product and professional services groups wanting to deliver value to these groups. We provide insights into how Advice businesses and adviser needs are best met and how organisations can line up to service them, profitably.
