10 Jun 2013
On 7th June 2013 Panacea Adviser teamed up with ThoughtLeadership Live to produce a FREE ‘Bento for One’ webcast to support and educate advisers.
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 webcast, Derek Bradley, ceo of Panacea Adviser is joined by Roderic Rennison from consultancy, The Ideas Lab. Roderic shares 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.
View the webcast below.
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