19th August 2015

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.

What: ‘Bento for One’ webcast

When: 13:00 – 14:00, Thursday 20th August

How: click here to register

Panacea Adviser and Glassagh Consulting recently launched a new free guide for advisory practices entitled, ‘Getting Ready for the Future of Advice’ 

This webcast looks at the various tools this guide covers and will walk you through how you can future proof your business and ensure you identify, respond and develop to manage industry changes.

We will also look at future trends and how business tools can be used to plan for the future in a positive and profitable manner.

Click here to register.

Business Development, Panacea Webcasts

Registration

Free Registration and CPD

Read More

Related Articles_

Fidelity Adviser Solutions: Helping clients with their financial wellness

If you’ve ever felt that clients’ money worries run deeper than the numbers, this five part video series from Fidelity Adviser Solutions is for you. Each short session shares practical, real-world ideas you can use straight away to spark better conversations, boost confidence, and make planning feel clearer and more human for you and your clients. Watch now

Read More

Client Centred Advisers: Why money is never just about money

Perhaps one of the most important things to understand about money is that people don’t experience it rationally. They experience it psychologically.

Read More

Client Centred Advisers: Helping clients stop living in life’s waiting room

One of the most common assumptions people make is this: “I’ll be happy when…” I’ll be happy when I can retire. I’ll be happy when the mortgage is paid off. I’ll be happy when I have enough money. I’ll be happy when I can work less. I’ll be happy when I’ve achieved financial freedom. At first glance, these seem like perfectly reasonable goals. In fact, many of them are exactly the kinds of goals financial planners help clients work towards every day.

Read More

You need to be logged in to comment on this article