Industry news and views from Panacea and our partners.
Panacea Webcasts_
Getting your Human Resources in Order Webcast
Register for our webcast on 11th August where we will discuss how to hire, manage and get the best from employees plus lots of other HR-related issues.
Bento for One Using Social media to retain clients and increase sales
Panacea Adviser is delighted to team up with Glassagh Consulting to produce a FREE Bento for One webcast to support and educate advisers entitled Using Social media to retain clients and increase sales.
Bento for One - Saver & Investor Insights and Predictions
What do you get when you take a commission-free world, stir in pensions freedoms, automatic enrolment, FAMR, some digital disruptors and now LISAs to the mix?
Bento for One Using social media to retain clients and increase sales
In our latest in a series of Better Business webcasts, Panacea Adviser is delighted to team up with Glassagh Consulting to produce a FREE Bento for One webcast to support and educate advisers.
Bento for one Saver & Investor Insights and Predictions
Q. What do you get when you take a commission-free world, stir in pensions freedoms, automatic enrolment, FAMR, some digital disruptors and now LISAs to the mix? A. We cant find anyone who has worked out the answer to that riddle.
Bento for One How to design a profitable proposition for your business
On 3rd June 2016 Panacea Adviser teamed up with Glassagh Consulting to produce a FREE Bento for One webcast to support and educate advisers.
Bento for One How to design a profitable proposition for your business
In our latest in a series of Better Business webcasts, Panacea Adviser is delighted to have once again teamed up with Glassagh Consulting to produce a FREE Bento for One webcast to support and educate advisers.
Retainers and income stream you control
If you have clients who use your services on a regular basis then retainers can establish real and lasting value for your business and create ongoing customer loyalty. Whilst retainers are common place in many service professions, their adoption has been slow in financial services. A well-planned retainer with a client allows you to not only plan your work in advance, but also gives you the freedom to make time for new clients when youre ready. However, the most powerful attraction of a retainer programme for any business has to be that it gives you stability, as you control the income which comes into your business.
Bento for One Boring Money Spring Census Report
Panacea Adviser is delighted to team up with Holly Mackay at Boring Money to bring their latest free webcasts to support and educate advisers.
Bento for One - The power of retainers for your business
Panacea Adviser is delighted to have once again teamed up with Glassagh Consulting for the latest in our series of free Better Business webcasts to support and educate advisers.
How to plan and manage change in your business
On 1st April 2016 Panacea Adviser was delighted to have once again teamed up with Glassagh Consulting to produce a FREE Bento for One webcast to support and educate advisers.
How to plan and manage change in your business
In our latest in a series of Better Business webcasts, Panacea Adviser is delighted to have once again teamed up with Glassagh Consulting to produce a FREE Bento for One webcast to support and educate advisers.
Pensions landscape
Talking a month ahead of the March Budget, our panel considers the advantages and drawbacks of the two most likely outcomes for pensions tax relief a flat rate or an ISA-style tax treatment.
What choices will you make to invest in your future?
Following on from Januarys webcast on making New Years resolutions for 2016, Panacea Adviser have 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.
Bento for one - invest in your future
What choices will you make to invest in your future? Following on from Januarys webcast on making New Years resolutions for 2016, Panacea Adviser has 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.
Getting your business in order: 2016 New Years Resolutions
Listen to our latest Bento for One webcast on how to prepare your business for the coming year.
'Lawyers, guns and money', getting your business in order for 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.
Getting Ready for the Future of Advice
Panacea Adviser and Glassagh Consulting recently launched a new free guide for advisory practices entitled, Getting Ready for the Future of Advice.
Getting Ready for the Future of Advice
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.
Winning your clients trust and safeguarding their data
At the end February Panacea Adviser teamed up with ThoughtLeadership Live and Mailock to produce a FREE Bento for One webcast to support and educate advisers on data security.
Uncontrolled and unaccountable regulation? The lessons to be learnt from RDR.
Through a combination of in-depth research, collation of existing data, reference to case studies and analysis of regulatory pronouncements, the FCAs 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.
Doomed? Trail removal matters, fears for the few as well as the many
Many readers will be aware, we have been concerned for some while about the impact that the removal of trail will have on businesses. The impact is varied, the threat real, in fact more real than even we realised.
Winning your clients trust and safeguarding their data
At the end February Panacea Adviser teamed up with ThoughtLeadership Live and Mailock to produce a FREE 'Bento for One' webcast to support and educate advisers on data security.
Winning your clients trust and safeguarding their data
Panacea Adviser has teamed up with ThoughtLeadership Live and Mailock to produce a FREE Bento for One webcast to support and educate advisers on data security.
Changing investor behaviours in a digital world
Following on from our successful Social Media even in June, Panacea Adviser teamed up with ThoughtLeadership Live and Sammedia to produce a FREE Bento for One webcast to support and educate advisers on Social Media.
Changing investor behaviours in a digital world
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.
Bento for One: Adapting with confidence in a post-RDR world
On 9th January 2013 Panacea Adviser teamed up with ThoughtLeadership Live to produce a FREE 'Bento for One' webcast to support and educate advisers.
Bento for one: Adapting with confidence in a post-RDR World
Panacea Adviser has teamed up with ThoughtLeadership Live to produce a FREE Bento for One webcast to support and educate advisers.
Providers and Advisers, Friends or Enemies?
On 11th October 2013 Panacea Adviser teamed up with ThoughtLeadership Live to produce a FREE Bento for One webcast to support and educate advisers.
Providers and Advisers, Friends or Enemies?
Panacea Adviser has teamed up with ThoughtLeadership Live to produce a FREE Bento for One webcast to support and educate advisers.
Bento for one: The state of the nation RDR + 6 months
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
Bento for one: The state of the nation RDR + 6 months
Panacea Adviser has teamed up with ThoughtLeadership Live to produce a FREE Bento for One webcast to support and educate advisers.
Reviewing and improving your adviser charging model whilst staying ahead of the regulator
On 7th June 2013 Panacea Adviser teamed up with ThoughtLeadership Live to produce a FREE Bento for One webcast to support and educate advisers.
Reviewing and improving your adviser charging model
Panacea Adviser has teamed up with ThoughtLeadership Live to produce a FREE Bento for One webcast to support and educate advisers.
Online Marketing & Social Media - How to become a leader
On 18th April 2013 Panacea Adviser teamed up with ThoughtLeadership Live to produce a FREE 'Bento for One' webcast to support and educate advisers.
Thought leadership live, Bento for One How to become a leader
The case for using online marketing, in particular social media has been well and truly made. As Nick Cann, IFP CEO explained at the recent IFP social media event Financial Services businesses should ignore social media at their peril - there really are no more excuse for financial advisers not to be engaging their clients online.
Online Marketing & Social Media how to become a leader
Panacea Adviser has teamed up with ThoughtLeadership Live to produce a FREE Bento for One webcast to support and educate advisers.
Paraplanners: the importance of evolution or the evolution of importance?
On 15th March 2013 Panacea Adviser teamed up with ThoughtLeadership Live to produce a FREE Bento for One webcast to support and educate advisers.
Paraplanners: the importance of evolution or the evolution of importance?
Panacea Adviser has teamed up with ThoughtLeadership Live to produce a FREE Bento for One webcast to support and educate advisers.
Adviser Business Planning & Segmentation Strategies for 2013
On 1st February 2013 Panacea Adviser ThoughtLeadership Live to produce a FREE Bento for One webcast to support and educate advisers.