Review Meeting Packs
Possibly the most important element of an ongoing client relationship is the regular review meeting. A well-prepared adviser with a simple yet comprehensive presentation pack is likely to instil confidence in their clients.
We design and develop your desired meeting pack to review your clients’ investments, including performance, attribution, positioning, and topical insights. We provide this on a regular basis so you can prepare for your meetings leaving the paperwork to us.
Key Topic Charts
Discovery IPS provides a comprehensive chart book covering key investment topics, with topical updates added from time to time. This can serve as a powerful communication tool, enabling advisors to explain complex concepts in an easy-to-understand manner.
Simply pick a chart and include it in your client review meeting discussion or client mailer. You can also ask us for a chart on your latest topic of interest or source of client queries.
Regular Insight Articles
Educate your clients about markets, the economy, and investments. Help them to understand and engage with key investment themes. This can also help to build long-term relationships by engaging the next generation.
We provide periodic insight pieces that are brief and easy to understand. You can enhance or rebrand these and send them to your clients to support follow-up discussions when you meet. We pick topical items for periodic pieces, but can also provide the same on your topics of interest.
Weekly Newsletter
To keep your clients abreast of the latest developments, Discovery IPS can provide your weekly, fortnightly, and/or monthly newsletters to your clients, with your branding. This can help to keep your clients are well-informed about the evolving landscape, and yet not overwhelmed with too much information.
IFAs typically receive a large amount of sell side news letters – often too complex for their clients, and branded by the provider. Our newsletter is simple and jargon free. It allows you to edit and add your own flavour, brand it, and issue it directly to your clients.