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.Sign up to Embark News
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?Read more
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.Read more
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.Read more
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.Read more
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.Read more
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.Read more
Our emails are designed to be topical and engaging, however if you don’t like what we send, you can unsubscribe at any time. We promise never to pass your details on to a third party.