Strategic Alliances Part 2 - Working with Solicitors and Accountants

Seneca Investment Managers Multi-Asset Market Winter Review and Outlook for 2019

Paul Tinkler, Insight Consultant, will give an introduction to the challenges facing advisers in managing retirement plans for clients in today’s marketplace.

The presentation introduces advisers to the current choices that their clients have in generating an income in retirement that have increased in relevance given the advent of pension freedoms.
The presentation also looks at the assessment of risk for clients, and highlights how this might differ for clients in the retirement phase over those in a wealth accumulation phase of investment.

This presentation is intended for financial advisers.

In this webinar, Roger Perry, Head of Intermediary Sales at Defaqto, will demonstrate the two-way integration between Intelligent Office and Engage Core that allows you to automatically share the latest client details, plans and valuations between iO and Engage.

Join us to see:
• How easy is to launch Engage from Intelligent Office
• How your client data gets automatically imported so you can do your risk profiling and research in Engage Core and the returned to iO
• Where in iO you can find your automatically created your client’s risk profile and research reports

This webinar is intended for financial advisers and paraplanners.

UK Equities Webinar - December 2018

86% of advisers say they want more protection clients (source: Cicero). But the barrier to acquiring new clients is not lack of product knowledge or failure to identify the opportunity - it’s limited time and resource.

Find out how we can help you to win more protection clients. Faster.

Pension freedoms have had a fundamental impact on advisers, their clients and also the beneficiaries of clients. However, there has also been an impact on their professional connections especially solicitors’ who are involved in estate planning and divorce.

This seminar will briefly mention the law and some of the areas which are causing problems for advisers but it will also consider where advisers can add value to their professional connections by explaining areas where pensions legislation may interact with other areas of the law.

The session will focus on four main areas:
- Pensions and divorce and the impact of pension freedoms
- Death benefits and the unintended consequences
- When it might be useful to use a trust for pension death benefits and problems with the blended family
- Estate planning and pensions

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!

It is no fun being all things to all people and doing everything for everyone!

Too many businesses try and do so many things because they have always done them. An ingredient of a successful person is the ability to say no and move on from activities that add no real value to our business or hold you back from achieving your goals. But do you do this?

Following on from the webcast on ‘9 ways to be more successful in 2017 and beyond’, Panacea Adviser and John Joe McGinley from Glassagh Consulting highlight how you can pick the right battles in life and business and share some strategies to win them all.

This is a webcast not to be missed!

Sun Tzu in the Art of war wisely said
“Let your plans be dark and impenetrable as night, and when you move, fall like a thunderbolt.”
Regardless of what we do or where we are in our life cycle. We need a plan.
Otherwise one day we will look up at the clock and wonder where our life has gone and sadly reflect on what might have been and utter those saddest of words, if only!
Panacea adviser and Glassagh Consulting in their next bright talk session will look at why every one of us needs a battle plan for life and business.
In this informative session we will look at:
•Why a plan can work for everyone
•Why going through life without a plan is a struggle that we can all avoid
•7 simple actions that can energize your life and career
Make sure you book your place on Monday the 24th of April at 1pm
And remember the words of Sun Tzu
“Victorious warriors win first and then go to war, while defeated warriors go to war first and then seek to win”
Let us help you be a winner!

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!

Success in life or business is about solving problems and sticking to a plan. Yes many of us have ideas for success but how many of us have fallen by the wayside as day to day events impact upon us and drive us off course.

This means that our ideas remain as dreams, when if documented and carried out they could drive us forward to success.

If you have an idea and see how it can be implemented you need to write it down in your plan and stay the course before someone else makes your idea their reality!

John Joe McGinley of Glassagh Consulting and Hannah Hutcheon of Panacea look at:
•How you can map out your ideas for the future
•Develop a plan of action that works
•Techniques to take your ideas out of your head and into your business.

This session is aimed at anyone with ideas that they have always wanted to implement, but who for whatever reason have left them as dreams. This session will also show you tools and techniques everyone can use to turn great ideas into reality.

How often do you look to the future? Now, I am not saying we should all become seers and peer into the unknown, but when it comes to planning for the evolution of your business, knowledge is certainly power.

When you step back and look at how our world will evolve, then all sorts of possibilities will arise. It is then up to you to decide which you wish to pursue and those you choose to ignore.

John Joe McGinley from Glassagh Consulting and Panacea Adviser will highlight how you and your business can:

- Understand how your world is evolving and you can adapt
- Look at the opportunities and threats the future will bring
- Document a plan to meet and exploit these profitably.

This 30 minute webinar will highlight some simple tools and techniques we can all use to prepare for a profitable and less stressful future. Make sure you book your place here.

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
•Cost efficiency
•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!

So what was your new year’s resolution for 2017?

Did you pledge to get fit and lose weight after the festive excesses or even give up drinking after visiting the recycling centre and dropping off those wine bottles?

I don’t set resolutions, as most fail and usually very quickly. But I am a believer in the power of goals and preparing for the future, whilst harnessing simple techniques to ensure your dreams succeed.

John Joe McGinley of Glassagh Consulting will share nine techniques that can help every individual and indeed business achieve their goals for 2017 and beyond.

John Joe will highlight in 30 minutes how you can all plan for the future and enjoy the thrill and challenge of making 2017 the year in which you make your ideas come alive.

Register now for this session on Monday the 30th of January at 1pm.

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.

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.

Forging business relationships with like-minded fellow professionals can be one of the most empowering and profitable experiences of your business life.

A growing number of businesses do it well, some do it badly and sadly many more don’t do it at all.

Everyone in business needs to make the most of the opportunities available to them that means looking at new ways to increase revenue and maximise profits.

In the first of a 2-part series on developing strategic alliances, John Joe McGinley from Glassagh Consulting will look at:

Why strategic alliances can work for your business
How to develop a strong business network
The need for a strategic alliance plan
An eight-step approach to powerful and profitable strategic alliances.

Book your place now on this free BrightTalk session.