2013 is now a reality and very recent research is showing us that after getting the exams, many advisers are taking some time to review their business plan, their business goals and the business’s resource requirements.
In this webinar Derek Bradley, CEO of Panacea Adviser is joined by Roderic Rennison from consultancy, The Ideas Lab. Roderic will be sharing his insights into some of the challenges that intermediaries have been addressing in relation adviser charging and dealing with the new Regulator, the FCA, since the 31st December 2012, and his thoughts on how to address them.
This is an event not to be missed so register to attend now.
Panacea Adviser has teamed up with BrightTalk and Rathbones for a free webcast to support and educate Financial Advisers.
The webcast will provide a quarterly market overview of what happened the in the last quarter as well as a future forecast taking into account the most recent economic insights from Rathbones CIO Julian Chillingworth.
This fresh investment perspective will be of real value to you and your firm and not one to be missed!
Panacea Adviser has teamed up with BrightTalk and Seneca Investment Managers for a free webcast to support and educate Financial Advisers.
You could argue that investing in unappreciated companies with quality balance sheets and benefitting from good yield and growth as the stock value returns should never be out of style.
Why though should a value approach only be applied to equity and not across a whole range of invested assets?
Value investing by its very nature should mean never buying at the top of the market and constantly researching to find the value in companies and assets that other investors may not yet see.
There are a number of equity “value” investment approaches in the market but few offering a Multi-Asset Value approach…
In this 30 minute Webinar, Stephen Hunter and Peter Elston of Seneca Investment Managers discuss why you shouldn’t restrict good thinking to just one asset class!
This in-depth, thought provoking session will be of real value to you and your firm and not one to be missed!
Panacea Adviser has teamed up with BrightTalk and Brooks Macdonald for a free webcast to support and educate Financial Advisers.
- the recent market and economic environment
- potential issues of the current volatility in world markets
- opportunities that can exist as a result
It will then detail some of the vehicles that can be used to dampen the impact of volatile markets.
The webcast will be led by Edward Park. Edward is a Chartered Financial Analyst (CFA) and manages bespoke discretionary portfolios on behalf of a number of Brooks Macdonald clients. He also assists in the formulation of the Brooks Macdonald investment process as a member of both their Asset Allocation and Investment Committees.
This in-depth, thought provoking session will be of real value to you and your firm and not one to be missed!
Panacea Adviser has teamed up with BrightTalk and Rayner Spencer Mills Research for a free webcast to support and educate Financial Advisers.
There are numerous benefits of building a structured investment process, including:
•More time spent with clients
•A consistent and repeatable approach
•Reduced regulatory risk
•A more successful business
The ‘How to build an investment process’ webcast will provide you with some ideas on how to add some rigor to your Centralised Investment Process in order to get the most out of your business. We will clarify some of the FCA guidance within this area and demonstrate real, practical solutions to deal with it.
The webcast will run through the research and due diligence that is expected of you and provide examples of how to do it, so you are well prepared and resourced to do a good job. It will also cover off an investment matrix and investment committee oversight.
This thorough, best-practice session will be of real value to you and your firm and not one to be missed!
Nine months into the new world and we are seeing both advisers and providers looking for additional ways to develop new business and a value added services, in order to increase revenue streams.
A meeting with a life company can now costs an advisory business between £100-£250 per hour. If providers are only looking for product sales then there is little value added by them.
In this webinar, Richard Leeson, CEO at Adviser Advocate, will be sharing his views into some of the challenges facing the market. In particular how both advisers and intermediaries are challenged by changes in provider behaviour. There are unforeseen consequences of RDR that have yet to surface that will have a profound effect on traditional business relationships.
This is an event not to be missed, so register today.
As we move towards 2017 we all need to consider what our businesses will look like in this new landscape. It's vital we all have an action plan to take our ideas forward. In the first of a three part series, Panacea Adviser and Glassagh consulting will look at how you can:
- Define the key opportunities for you and your clients in 2017
- Set yourself the goals to take your business forward and most importantly
- Start to draft your 2017 business action plan
This 30 minute session and is one not to miss and can help any business no matter their experience.
Good solid relationships with the right solicitors and accountants can help any business develop a stronger and more profitable proposition for clients. However while many people talk about it how many do it well?
Panacea Adviser and Glassagh Consulting in their next Bright talk TV session will outline the key steps to success in working with Solicitors and Accountants. It will cover:
- Making contact
- The nuts and bolts of working with solicitors and accountants
- The key opportunities not to miss
- Keeping it the relationship going.
This session which will last 45 minutes and is one not to miss and can help any business no matter their experience with strategic alliances.
In our latest in a series of ‘Better Business’ webcasts, Panacea Adviser is delighted to team up with Glassagh Consulting to produce a FREE ‘Bento for One’ webcast to support and educate advisers.
The way in which we communicate with friends, family and businesses has changed forever. We are now in the age of the instant like, dislike, friend and unfriend. An age where recommendations on your service and proposition are shared and discussed on social media such as Twitter, Facebook and LinkedIn.
How prepared is your business to promote your proposition in the digital age? John Joe McGinley from Glassagh Consulting and Panacea Adviser will outline in their next Bright Talk session.
This webcast will cover 10 ways in which every business, large or small, can effectively use social media to promote their proposition, communicate with clients and increase sales and client retention.
Q. What do you get when you take a commission-free world, stir in pensions freedoms, automatic enrolment, FAMR, some digital disruptors and now LISAs to the mix?
A. We can’t find anyone who has worked out the answer to that riddle.
These days, most people at least agree that the starting point has to be the customer. As a result, Panacea Adviser is delighted to team up with Holly Mackay from Boring Money for their next Bento for One Webcast.
Using data from the Boring Money website, YouGov, non-financial customer-facing businesses and financial providers, Boring Money will be discussing its first Census report. This report will provide unique insights into British savers and investors and can hopefully help answer that riddle. Or at least make a prediction.
In our latest in a series of ‘Better Business’ webcasts, Panacea Adviser is delighted to have once again teamed up with Glassagh Consulting to produce a FREE ‘Bento for One’ webcast to support and educate advisers.
What is your business value proposition? Are you and your clients clear about the value you add? The answers to these 2 questions are key to the future profitability of your business.
Glassagh Consulting and Panacea Adviser in their next webinar will highlight the simple steps you can take to:
•Create a strong differentiation between you and your competitors.
•Increase not only the quantity but also the quality of prospective clients.
•Gain market share in your targeted segments.
•Improve your operation efficiency.
•Increase your revenue.
•Ensure that everyone in your company communicates the same message.
Panacea Adviser is delighted to have once again teamed up with Glassagh Consulting for the latest in our series of free ‘Better Business’ webcasts to support and educate advisers.
If you have clients who use your business on a regular basis find out how retainers can establish real and lasting value for your business and create customer loyalty.
Whilst retainers are commonplace in many service professions their adoption has been slow in financial services.
Panacea and Glassagh Consulting will explore with you:
- What a retainer programme could look like for your business
- The power of retainers in establishing long term client loyalty
- Why retainers makes you attractive as a strategic alliance for other professionals
- Why retainers can be your Trail of the future
A powerful tool to help you establish your retainer model now
In our latest in a series of ‘Better Business’ webcasts, Panacea Adviser is delighted to have oncea gain teamed up with Glassagh Consulting to produce a FREE ‘Bento for One’ webcast to support and educate advisers.
New technology and consumer behaviour are driving a socio-economic tsunami with the ascendancy of the informed consumer and the growing fashion of self-service. So, any individual or business that does not prepare for the changes it faces is in danger of missing out on the opportunities that every change always brings.
Remember, the asteroid that ended the world of the dinosaurs also allowed the rise of the mammals.
Change is a constant of life and business, so in this latest webscast, John Joe McGinley of Glassagh Consulting will provide some simple but effective techniques and tools to help you manage the stressful and sometimes time consuming experience it can bring.
Following on from January’s webcast on making New Year’s resolutions for 2016, Panacea Adviser has again teamed up with Glassagh Consulting to produce a FREE ‘Bento for One’ webcast to support and educate advisers on how best to invest your future.
How much time have you devoted to self improvement in the last six months?
If we neglect our own development, we could end up missing out on exciting opportunities. Simple changes now can make a big difference to our future.
John Joe McGinley from Glassagh Consulting will highlight the power of goals and show some simple tools that can help anyone kick start their goals and rediscover how effective goal setting can enhance their personal and business life.
Failure is not a single, cataclysmic event. People do not fail overnight. Failure is the inevitable result of an accumulation of poor thinking and poor choices. To put it more simply, failure is nothing more than a few errors in judgment repeated every day.
This webinar can help you develop the right habits for long term success.
Panacea Adviser has teamed up with Glassagh Consulting and Equifax Touchstone to produce a FREE ‘Bento for One’ webcast to support and educate advisers on how best to prepare your business for 2016.
As we move into 2016 and with the sunset clause only a few months away, now is the time to look take a look at your business and how you can best prepare it, in order to get the most out of 2016.
The webcast will include three ‘resolutions' to consider:
1. I will get my data in order. Chris Park from Equifax Touchstone will cover how important it is to cleanse your client personal data as well as looking at new client profiling tools available to optimise marketing campaigns.
2. I will review my fees. Derek Bradley, CEO of Panacea Adviser will talk through Panacea’s latest poll results on fees that are being charged and how to maximise profitability
3. How I will communicate the right message to the right people at the right time. John Joe McGinley of Glassagh Consulting will discuss future trends and how to use client segmentation to make your communications more powerful in 2016 and beyond. This webcast will walk you through how you can future proof your business and ensure you identify, respond and develop to manage industry changes.
Edward De Bono the renowned business coach and creative thinker was recently asked “what is the most important piece of advice for businesses in our challenging times”, the answer he gave was “appoint a Chief Ideas Officer”!
Great ideas can save time, improve processes, make you work smarter but more importantly they can make a business more profitable.
The hard part is coming up with those ideas that’s why a clever tactic is to make sure you utilise business ideas that have worked for others in the past and make them work for you.
How many of your great ideas have you taken forward? Glassagh Consulting and panacea adviser will show techniques to make your ideas part of your action plan and goals for 2017.
This 40 minute session will begin at 1pm on Monday 19th December, make sure you book your place now.
The approaching tax year end is the time when most people examine their personal and company finances.
To help professional advisers be ready for client questions at a time when every minute counts and travelling time is unwelcome – we’re hosting a live webinar with a strong technical focus in February.
Join us live to watch and ask questions, or catch up when you can to keep in perfect technical tune.
In order to help advisers plan for 2013 at the end of 2012 Panacea ran an RDR survey in association with specialist research agency GfK. So where do we go from here?
We have been able to generate detailed insights into adviser business planning and segmentation strategies for 2013 and from this pilot study this forthcoming webinar provides some interesting and highly valuable feedback around the following questions:
•What does adviser business planning activity look like at the end of 2012?
•What proportion of adviser firms have actively segmenting their client base and what parameters have they used?
•To what extents are advisers hoping to offer differentiated service propositions to meet investor needs?
•What will these differentiated service propositions look like?
•What client loses are they expecting, through either segmentation activities of client preference?
•What charging structures do they favour?
•How will investors react to adviser charging in 2013?
•Most importantly, what do advisers require from providers in 2013?
The presentation will be given by Derek Bradley, CEO, Panacea Adviser and Martin Grimwood, Divisional Director, Financial Services at GfK NOP.