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Embark news from DISCUS

Welcome!

You’ve landed here as you were trying to access the DISCUS website, which has now been decommissioned.

However, your regular DISCUS newsletter will now be called Embark News.

The format of Embark News will cover a wide range of issues and topics relevant to financial advisers. Articles will be written by contributors from Embark’s businesses, as well as other partners and providers – alongside content from friendly Discretionary Fund Managers (DFMs).

Recent articles are available to read below.

If you currently receive the DISCUS newsletter, you’ll be added to the Embark News mailing list automatically and receive the first edition mid-November.

Alternatively, if you would like to sign up to Embark News, fill out our simple registration form.

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Embark news

Game changing pricing: implications for the DFM market

We’re already seeing movement in the pricing strategies adopted by financial advisers, away from ad valorem toward fixed fees. In the platform space, the announcement of ‘Netflix pricing’ sent ripples across the market. Could the DFM sector follow suit?

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This simple strategy could transform your business

You may be familiar with the statistic: it can cost five times more to attract a new customer vs. retain an existing one. Does that mean you should set prospecting aside? Perhaps. Because the greatest growth opportunity could exist within your own book of business.

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

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?

Since the introduction of the Retail Distribution Review we’ve seen an explosion in the use of CIPs. 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

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!

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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