18 Jan 2016
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.
What: ‘Bento for One’ webcast
When: 13:00 – 14:00, Tuesday 19th January 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.