26th June 2014

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. 

·       What: ‘Bento for One’ webcast

·       When: 13:00 – 13:30, Friday 4^th July 2014

Increasingly we are all managing certain aspects of our lives on the internet; from socialising, shopping, seeking professional services to generally interacting.  However the financial services industry is slow to capitalise on these changing trends. 

This webinar will look at the evidence of digital behaviours amongst baby boomers, generation X clients and the millenials and how they wish to interact with their wealth managers of the future.   

We will explore how usage of digital forms of communication is highest amongst higher net worth individuals and some examples of innovation in financial services, which unsurprisingly attempts to disintermediate the adviser.   

Finally, we will summarise what advisers can be doing to take their advice proposition online in ways which supports the value they currently bring. 

The webcast ‘Changing investor behaviours in a digital world’ will be given by Derek Bradley, CEO, Panacea Adviser and Sim Sangha, Business Development Director, Sammedia Limited.

Click here to register.

Adviser Letter of the Week, Business Development, Panacea Webcasts