Adviser Summit updates


Enabling Adviser Growth

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White Paper


Enhancing Adviser Value: The shared-value advantage

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Succession Planning


Empower your future and protect your legacy

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Five immediate opportunities to grow your practice

Discovery partners with you to deliver innovative, cutting-edge solutions that enable your growth. It's time to challenge yourself and elevate your practice. Below, you'll find five immediate opportunities designed to inspire action and grow your practice. Join us on this journey, and together, we'll unlock your full potential.

1. Update your client needs

Use our integrated Financial Needs Analysis and identify Discovery Bank clients who can earn 10,000 extra Vitality Money points to enhance their status and rewards.

2. Activate Personal Health Pathways and Personal Health Fund

Encourage clients to activate their Personal Health Pathway and complete their first Health actions to earn rewards.

3. Upgrade Discovery Insure policies

Add scratch and dent cover, and household contents cover to unlock valuable discounts.

4. Build a pipeline of Discovery Life, Discovery Invest, Discovery Bank and Discovery Insure new business opportunities

Through Adviser Insights and the Discovery Insure upsell recommender.

5. Maximise client value

Through Discovery Life and Discovery Invest Special Offers.