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    • Providers and Advisers, Friends or Enemies? Providers and Advisers, Friends or Enemies? Derek Bradley, Panacea Adviser & Richard Leeson, Adviser Advocate Recorded: Oct 11 2013 12:00 pm UTC 37 mins
    • Panacea Adviser has teamed up with ThoughtLeadership Live to produce a FREE ‘Bento for One’ webcast to support and educate advisers.

      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 webcast, 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.

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    • What choices will you make to invest in your future? What choices will you make to invest in your future? Derek Bradley, Panacea Adviser & John Joe McGinley, Glassagh Consulting Upcoming: Feb 29 2016 1:00 pm UTC 60 mins
    • 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.

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    • Free webcast to support Advisers and paraplanners Free webcast to support Advisers and paraplanners Derek Bradley, Chris Park, John Joe McGinley Recorded: Jan 19 2016 1:00 pm UTC 52 mins
    • 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.

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    • Adviser Business Planning & Segmentation Strategies for 2013 Adviser Business Planning & Segmentation Strategies for 2013 Derek Bradley, CEO, Panacea Adviser and Martin Grimwood, Divisional Director - Financial Services, GfK NOP Recorded: Feb 1 2013 1:00 pm UTC 35 mins
    • 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.

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    • Getting Ready for the Future of Advice Getting Ready for the Future of Advice Derek Bradley, Panacea Adviser & John Joe McGinley, Glassagh Consulting Recorded: Aug 20 2015 12:00 pm UTC 44 mins
    • Panacea Adviser has teamed up with ‘ThoughtLeadership Live’ and John Joe McGinley of Glassagh Consulting to produce a FREE ‘Bento for One’ webcast to support and educate advisers on how to prepare your business for the future.

      Panacea Adviser and Glassagh Consulting recently launched a new free guide for advisory practices entitled, ‘Getting Ready for the Future of Advice’.

      This webcast looks at the various tools this guide covers and will walk you through how you can future proof your business and ensure you identify, respond and develop to manage industry changes.

      We will also look at future trends and how business tools can be used to plan for the future in a positive and profitable manner.

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    • Uncontrolled and unaccountable regulation? The lessons to be learnt from RDR. Uncontrolled and unaccountable regulation? The lessons to be learnt from RDR. Derek Bradley, CEO, Panacea Adviser & Garry Heath, The Heath Report Recorded: Mar 6 2015 1:00 pm UTC 59 mins
    • Through a combination of in-depth research, collation of existing data, reference to case studies and analysis of regulatory pronouncements, the FCA’s own report published in December 2014 could not find any consumer benefit in RDR but still it continues to roll towards the removal of trail commission in 2016.

      Amazing but is it true?

      Panacea Adviser has teamed up with ‘ThoughtLeadership Live’ and Garry Heath to produce a FREE ‘Bento for One’ webcast to support and educate advisers on the results of the latest Heath Report.

      The Heath Report and Panacea Adviser ran a survey at the end of 2014 and beginning of 2015, to understand many of the unintended consequences of RDR and to both inform regarding ongoing regulatory developments and identify what improvements can be made to regulator accountability.

      The adviser’s first job is to challenge the client to start protecting and investing. The price of RDR’s commission free world is the removal of that challenge from the common man and with it any independence from the state when in need.

      This is RDR’s true dichotomy.
      As the Hendrix song goes: "There must be some kind of way out of here, said the joker to the thief”.

      But where?

      This webcast looks at lessons to be learnt from RDR and will be presented by Derek Bradley, CEO, Panacea Adviser and Garry Heath of The Heath Report who will run through the survey findings looking at unintended consumer detriment, destruction of adviser business values, adviser losses, which firms are likely to be affected and see if there ACTUALLY is a way out of here?

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    • Winning your clients trust and safeguarding their data Winning your clients trust and safeguarding their data Derek Bradley, CEO, Panacea Adviser & Paul Holland, CEO, Mailock Recorded: Feb 26 2015 1:00 pm UTC 29 mins
    • Thoughtleadership Webcast for Financial Advisers and Paraplanners.

      We each represent 1 in 3 billion+ internet users, a population that represents around 40% of the world’s entire population.

      Online fraud continues to increase on ‘the same curve’ with no small part of this attributable to the interception of email and its sometimes sensitive content.

      Email volumes continue to grow exponentially with over 182 billion currently sent every day.

      Professional Services

      The UK government is getting serious about cyber-crime - Keeping the UK safe in cyberspace policy and looking to the professional services sector to lead on the subject.

      “Trusted professionals …… are on the front line of cyber-attacks – they are privy to sensitive information (e.g. client lists, personal information, sensitive commercial information about upcoming deals) which might be attractive to criminals/others. They are also well-placed to encourage their clients to take appropriate actions to protect themselves.”

      Failure to address this subject can carry significant consequences - the regulators, Law Society / FCA / ICO, take a dim view on those who choose to gamble with their clients most precious of assets, ‘their data / identity’.
      It’s estimated that more than 1 in 12 of us might be the subject of fraud whilst winning the lottery carries a probability of 1 in 14 million – or putting it another way
      . . . . you are probably a million times more likely to be defrauded than you are to win the lottery !

      The Webinar
      Panacea and Mailock explore what steps you can take to help address this growing issue, convey value on your clients by offering them a secure communication service - www.BESecureMail.com - that others might neglect to mention and build the all-important trust so fundamental to conducting your business.

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    • Changing investor behaviours in a digital world Changing investor behaviours in a digital world Derek Bradley, CEO, Panacea Adviser & Sim Sangha, Business Development Director Sammedia Limited Recorded: Jul 4 2014 12:00 pm UTC 35 mins
    • Following on from our successful Social Media even in June, Panacea Adviser has teamed up with ThoughtLeadership Live and Sammedia to produce a FREE ‘Bento for One’ webcast to support and educate advisers on Social Media.

      Increasingly we are all managing certain aspects of our lives on the internet; from socialising, shopping, seeking professional services to generally interacting. However the financial services industry is slow to capitalise on these changing trends.

      This webinar will look at the evidence of digital behaviours amongst baby boomers, generation X clients and the millenials and how they wish to interact with their wealth managers of the future.

      We will explore how usage of digital forms of communication is highest amongst higher net worth individuals and some examples of innovation in financial services, which unsurprisingly attempts to disintermediate the adviser.

      Finally, we will summarise what advisers can be doing to take their advice proposition online in ways which supports the value they currently bring.

      The webcast ‘Changing investor behaviours in a digital world’ will be given by Derek Bradley, CEO, Panacea Adviser and Sim Sangha, Business Development Director, Sammedia Limited.

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    • The State of the Nation – RDR + 6 Months The State of the Nation – RDR + 6 Months Derek Bradley, Panacea Adviser, Martin Grimwood, GfK & Peter Welch, Touchstone Financial Analytics Recorded: Jul 25 2013 12:00 pm UTC 47 mins
    • How is your practice performing in the new world? How is your business performing compared with other similar adviser firms? How do you define success post RDR?

      Initial results in from our recent RDR survey reveals a lot has changed to adviser business plans in the last 6 months.

      In this webcast, Martin Grimwood, Director at specialist research agency GfK will provide an overview of the latest business trends and what clients themselves think and feel about paying for advice.

      Following on from that we will hear from Peter Welch, Intermediary Director at Touchstone Financial Analytics, who will talk about the data and insights available to adviser firms as they adapt to the new charging environment.

      Gathering insights on your performance and benchmarking your business have never been more important so join the debate.

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    • Paraplanners: The Importance of Evolution or the Evolution of Importance? Paraplanners: The Importance of Evolution or the Evolution of Importance? Derek Bradley, CEO, Panacea Adviser & Alan Gow, Director, Argonaut Paraplanning Ltd Recorded: Mar 15 2013 1:00 pm UTC 20 mins
    • Like salt and pepper, lock and key and Homer & Marge, some things in life are just meant to be together. It is for this reason, Panacea Adviser, recently launched a new dedicated paraplanner section of its website, the Paraplanning Zone.

      Panacea believes that if it wasn’t for paraplanners in an ever-complicated regulatory world, clients could not be so well served. Although larger adviser firms see huge value in paraplanners and often employ their own, many smaller adviser firms may not fully appreciate that engaging with the paraplanning community presents a huge time saving opportunity to embrace yet is a vital, yet often confusing part of the business to resource.

      And for smaller firms may be better to outsource as and when needed.

      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.

      Join Derek, along with Alan Gow of Argonaut Paraplanning Ltd as they discuss the merits of Paraplanners in this brave new world.

      Read more >