Introduction
All In Advisory is a multi-award-winning Adelaide firm that prides itself on being "so much more than (just) accounting." When director Aly Garrett recognised her team needed a systematic approach to client engagement, she turned to Brieff to create what she calls "the one-stop shop for advisory."
The result was a comprehensive system that improved client relationships and let her team deliver more value while working more efficiently.
The challenge of consistent value
"Previously, when I didn't have the time, everything would be half done with information scattered everywhere," Aly explains. "Some stuff would be emailed, some put in different systems, and I'd constantly be thinking… 'where did I put that note?'"
Fragmented information meant team members weren't always prepared, and valuable insights were getting lost, undermining the premium service the firm prided itself on.
"I don't know anything else like it in the market, which is why I was so excited when I found it. It covers everything from beginning to end and it really elevates the client communication in both directions."
Aly Garrett, All In AdvisoryWhy All In chose Brieff
Aly was looking for something that didn't yet exist, a platform that could handle the entire client engagement cycle. "It covers everything from beginning to end, the whole advisory cycle with its repetitive nature, and it really elevates the client communication in both directions."
How they use Brieff
The team sets up goals and check-ins for every client, then uploads the data so AI prep can surface insights. "The AI prep note is fantastic… we get these amazing insights we wouldn't have had otherwise."
The check-ins also revealed something surprising: "Sometimes clients are more open and honest in the check-in than they are in a face-to-face, interestingly enough."
The impact
"It's allowed all of the team to be across the advisory and made us way more efficient in delivering the advisory advice and making it more consistent, so the client receives greater value."
The check-ins deepened relationships and even strengthened the team: "People love to give feedback about my team in those check-ins… I can then feed that back to my team and it helps morale." The history also helps the team understand each client's journey over time.
