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Insights

Below you will find the latest articles covering a wide range of issues and topics relevant to financial advisers. Articles are written by contributors from Embark’s businesses as well as other partners and providers and are not promotional or sponsored.

These articles are intended for regulated financial advisers and intermediaries only.

You can keep up-to-date by joining our mailing list to receive our monthly newsletter, Embark Adviser. Read our latest newsletter. To sign up, fill out our simple registration form below.

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Client experience: what can we learn from the retail sector?

By Abbie Knight

Embark Adviser

At a time when machines will automate repeatable processes in our businesses, with AI playing a greater role in service delivery (I'll share more on this in a later post), the way to truly differentiate is by engineering an unforgettable client experience.

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Centralised Investment Propositions: too cookie cutter?

By Abbie Knight

Embark Adviser

Since the introduction of the Retail Distribution Review we’ve seen an explosion in the use of CIPs. In fact, research indicates that 90% of firms now have a CIP and of those that do, around 80% of all new assets with be placed within it.

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Advisers add 4.4% value p.a. - here's how

By Abbie Knight

Embark Adviser

The following formula is used to quantify the value of advice - not just your technical expertise, but also the emotional support and guidance you offer throughout the client’s investing journey.

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Stop using demographics for segmentation!

By Abbie Knight

Embark Adviser

Exploring a possible reason for the vitriol posted online, and whether we need to stop using demographics as the basis for creating services or targeting our marketing.

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6 ways to get women investing

By Abbie Knight

Embark Adviser

How can we address this important issue? There are a number of issues we know about and some we can learn about

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How to nurture a healthy culture in your business

By Abbie Knight

Embark Adviser

Healthy, confident teams are vital to the success of any business. Research shows happy workers are 12% more productive that your average worker.

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