23 episodes

From Embark Group, it's the EmbarkPod: a show that looks to bring together thought leaders, finance professionals and commentators to discuss - and debate - hot topics within the FinTech industry; hosted by Roger Hearing.

EmbarkPod Embark Group

    • Business
    • 4.5 • 6 Ratings

From Embark Group, it's the EmbarkPod: a show that looks to bring together thought leaders, finance professionals and commentators to discuss - and debate - hot topics within the FinTech industry; hosted by Roger Hearing.

    Episode 3: Dispelling the myths surrounding Vulnerable Customers... Do you know them?

    Episode 3: Dispelling the myths surrounding Vulnerable Customers... Do you know them?

    August marks 'Vulnerable Customer month' at Embark, so in this episode host Roger Hearing is joined by James Smith, Team Leader and one of the 'Vulnerable Customer Champions' at Embark Group; as well as independent financial planner, Carole Haswell. Together they discuss:

    🤔 Vulnerability: fact or fiction
    🙄 Are these 'myths' stating the obvious?
    😳 Poor digital skills? Have caring responsibilities? Inexperienced?... Are YOU vulnerable?

    Remember; be sure to follow the Embark Group online and via social media across LinkedIn and Twitter to get the latest insights from across the industry!

    👉 Sign up to our newsletter 👈

    • 25 min
    Embark MiniPod: All hail the rise of the Paraplanner!

    Embark MiniPod: All hail the rise of the Paraplanner!

    It's official - being a Paraplanner is no longer a stepping stone to becoming an Adviser... it's a cornerstone of being able to deliver good advice to clients.
    Key Account Manager at Embark Group, Neale Smith is back to join Roger Hearing on the latest miniPod as they discuss the latest findings from 300+ people regarding paraplanning:

    🤝 Paraplanners having more engagement with clients
    🦾 Is the role of tech the great enabler?
    📈 Challenging Advisers and adding value

    Sign up to our Embark Adviser monthly newsletter for the latest insights from around the market, straight to your inbox!

    • 15 min
    Embark MiniPod: How to tackle drawdown from the mouth of an Adviser

    Embark MiniPod: How to tackle drawdown from the mouth of an Adviser

    Approaches to drawdown are a mixed bag to say the least. Advisers already have to task on their hands, not to mention FCA scrutiny, people living longer and difficult investing conditions.
    Key Account Manager at Embark Group, Neale Smith joins Roger Hearing on the latest miniPod as they discuss the latest findings from 5 interviews from those 'on the front line':

    👀 How Advisers tackle the subject
    😕 Volatility in retirement; each to their own?
    👴 How nearly half of clients are looking at paying towards their own care in later life

    Sign up to our Embark Adviser monthly newsletter for the latest insights from around the market, straight to your inbox!

    • 15 min
    Episode 2: Inflation isn't a bad thing(?)

    Episode 2: Inflation isn't a bad thing(?)

    In this second episode of series two, Roger Hearing kicks things off with Peter Toogood (Chief Investment Officer at Embark Group) as they talk about all things inflation. Is it here to stay? How will the next decade look? For those that are the 'price makers' and not 'price takers' - across both bond and equity markets - things could look pretty safe... for now. Topics covered in this episode also include:
    ❄ An economic 'cold war'
    💪 Labour costs on the rise 
    📈 The winners and gainers
    Remember; be sure to follow the Embark Group online and via social media across LinkedIn and Twitter to get the latest insights from across the industry.

    • 25 min
    Embark MiniPod: Do you really need advice on ESG investing?

    Embark MiniPod: Do you really need advice on ESG investing?

    Advised investors are almost twice as confident as non advised that their default portfolio is invested in line with their ESG values. If you want to know that your money is making a difference, do you really need a financial adviser?

    Head of Behavioral Science at Oxford Risk, Dr. Greg Davies joins Roger Hearing on the latest miniPod as they discuss the latest findings on ESG from Embark's latest Confidence Barometer.

    🤔 Has the financial industry over-complicated the ESG market?
    🤷‍♀️ ESG investments generally means lower returns... and clients don't mind
    🔮 56% of advisers claim they can accurately measure client preferences... is this a little bold?

    Sign up to our Embark Adviser monthly newsletter for the latest insights from around the market, straight to your inbox!

    • 17 min
    Embark MiniPod: Have advisers 'cracked it' with clients?

    Embark MiniPod: Have advisers 'cracked it' with clients?

    Client confidence in their advisers have reached new heights - despite there being a pandemic. How has this happened?

    Embark Group Head of Distribution Jamie Drewett joins Roger Hearing on the latest miniPod as they discuss the latest findings on client confidence from Embark's latest Confidence Barometer.

    👍 85%+ are satisfied with advice received 
    🤝 How the pandemic enhanced engagement with clients
    👩‍💻 Technology and the role it's played in building further trust


    Sign up to our Embark Adviser monthly newsletter for the latest insights from around the market, straight to your inbox!

    • 15 min

Customer Reviews

4.5 out of 5
6 Ratings

6 Ratings