AdviceTech Podcast #165 - Encore Advisory

Earn 0.75 CPD here: 0.25 Technical Competence 0.25 Regulatory Compliance and Consumer Protection 0.25 Client Care and Practice This week, Pat is joined by Mark Zaglas, CEO and Director at Encore Advisory Group. They explore how leadership, operating models, and AI-driven technology are reshaping advice firms through the “Big Six” trends for 2026, covering the rise of the COTO role, rebuilding sales engines, adviser mobility, evolving value propositions, emerging conflicts of interest, and the execution gap between knowing and doing. Mark Zaglas LinkedIn: Encore Advisory Website: Between Meetings with Matt Heine – Discover a podcast for wealth professionals: General Disclaimer –

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AdviceTech Podcast #165 - Encore Advisory is an episode from XY Adviser by Ensombl.

This episode is 51:44 long.

This episode was published on Mar 26, 2026.

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