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Adviser Business Planning & Segmentation Strategies for 2013

Free webcast to support Advisers

5 Feb 2013

On 1st February 2013 Panacea Adviser produced a FREE ‘Bento for One’ webcast to support and educate advisers.

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.

We have been able to generate detailed insights into Adviser business planning and segmentation strategies for 2013 and from this pilot study and this webcast 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 extent 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 was given by Derek Bradley, CEO, Panacea Adviser and Martin Grimwood, Divisional Director, Financial Services at GfK NOP.

View the webcast below.

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