Industry news and views from Panacea and our partners.
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Life Cash Pro Apps
Are you a busy financial planner who likes to use technology to improve your client experience? Do you want to increase your funds under advice in a compliant, easily delivered way that will gain you a regular stream of referrals?
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.
Advisertech: 5 stages of social media acceptance
This is a talk I gave at the Institute of Financial Plannings Thames valley region back in May 2014.
Advisertech: The other networks
In July Advisertech brings you everything you need to know about Google+, Instagram and Pinterest.
Roger Edwards Podcast with Lucian Camp
Panacea have kindly given me the opportunity to tell you about my new podcast The Marketing Protection and Finance (MPAF) Podcast. Im, Roger Edwards. A marketer for 25 years, ex-MD of Bright Grey and Scottish Provident. Since I left my corporate role Ive been able to focus on my strong interest in content marketing and social media. I felt there was a gap in the market for a interview based podcast dedicated to marketing and business ideas for financial services professionals.
Just90 TV & develop videos for you and your clients
Panacea has teamed up with Just90.TV who have created a number of short videos which can be used to enhance your marketing campaigns. They can sit on your website and can be shown to clients at meetings.
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.
Introducing Advisertech
At Panacea Adviser we understand the increasing importance of Online Marketing and Social Media for advisers looking to promote their business in new ways. We have teamed up with Pete Matthew of MeaningfulMoney to bring you access to his fantastic Advisertech membership site where you can learn how to replicate Pete's success in marketing his business online.
Foot Anstey: Non-compete clauses - the most powerful weapon for employers
Non-competition clauses have been described as "the most powerful weapon in the employer's armoury". Such clauses are commonly used when advisers sell their businesses and often form the basis of disputes between the buyer and the seller.
Using Social Media Successfully
Panacea is delighted to bring you a comprehensive guide to using social media successfully.
All sectors unite to restore confidence & trust
The Personal Finance Societys Mark Hutchinson looks at recent moves to inspire consumer confidence
Aegon: How do you measure your Kaizen?
Kaizen is the Japanese concept of continous improvement, what are we all doing to control and measure our own Kaizen?
Canada Lifes June webinar events - CPD opportunity
We are delighted to announce our programme of webinar events for June. Please see below a brief description of each event and details of how to register. Each webinar will be hosted by a member of our award winning ican Technical Services Team or our E-Business Team.
Aegon: Its time our profession moved on
A look at the FCA RDR review and the five fundamentals for every business that can make sure they have a service proposition that clients value and desire
M&G: The use of email in your business
In this video Andrew Scott, M&G Head of Digital Marketing, talks about the use of email as an effective business communication tool. He describes what the recipient of an email expects and what you need to do to ensure your communication stands out from the crowd.
Aegon: I can see clearly now
We operate in a world of constant change. This brings many things, but paramount is stress. This is usually caused because businesses are time poor. And most are time poor because they don't have a clearly defined vision of what they want to achieve.
Aegon: Even a broken clock is right twice a day
This looks at why social media will revolutionise our profession and those who dont agree should remember the great southsayers of the past who got it wrong
Latest news from Aviva
Weve asked two advisers to talk to us about the benefits of using the Aviva Platform with their clients.
Aegon - Seismic Changes Webinar
The budget announced seismic changes for pensions providing opportunities for all.
LV= launches retirement income microsite for advisers
The website offers advisers guidance on what they and their clients need to consider in the short-term, with tools to help navigate the options.
Latest news from Aviva
Were changing the annual management charges for investments into Select Investment
Prudential tools & calculators
Were pleased to announce we are upgrading our tools & calculators to be used across a variety of devices.
M&G: Marketing your business effectively
In this video Kathryn Pinner, M&G Regional Marketing Head UK, describes the importance of defining and aligning your marketing and business strategie
Business Matters: A toolkit from M&G
Since the beginning of 2012, M&Gs Learning Matters team have been providing generic investment training across the UK but now M&Gs Technical Development Director, Julian Hince, has set his sights on expanding the service with the recent launch of Business Matters.
Wizard Learning: CPD, workplace pensions, advice process presentation
In this update we cover: CPD, workplace pension online course, new free workplace pension resource from Panacea Adviser and our consumer information presentation on the financial advice process.
Twitterview with Adviser-Hub
Following on from previously successful Twitterviews, Panacea Adviser ran a Twitterview with Adviser-Hub on 26th March 2014 on Using auto-enrolment, the Budget and more to communicate with clients
Aegon: Are you prepared for the new world of pensions advice?
Harold Macmillan who served both as Chancellor and Prime Minster once described budget day as Rather like a school speech day a bit of a bore, but there it is
Hub Spot: 7 Little Tricks to Spruce Up an Ugly Excel Graph
7 Little Tricks to Spruce Up an Ugly Excel Graph
Wizard Learning: J10 Securities advice and dealing
This tool is designed to provide you with exam standard questions and answers delivered online in an environment similar to the real computer based exam. It includes numerous additional features to assist you with your revision and exam preparation
IFP: The six step Financial Planning process: discover the difference
Our new conference the six step Financial Planning process: discover the difference is going to be a real eye opener for those looking to develop their Financial Planning skills.
Aegon: Is it price or service your clients value?
How often do you get your hair cut or get your hair done? The human hair typically grows at a rate of around half an inch (1.25 centimetres) per month, and this rate of growth is consistent across the head. This means a constant stream of business for the tens of thousands of barbers and hair salons throughout the land.
NMBA's Business Evolution Forums are back! Book your FREE place today
Back by popular demand, NMBA are pleased to announce another series of our highly regarded Business Evolution Forums, available for you to book now.
Adviser-Hub - Editor's picks
The ever-increasing demands being placed on you by compliance regulations have led us to overhaul the various templates offered as part of our Newsletter Builder service.
Aegon: Are you linked in with other professionals and your clients?
In a true homage to Michael Caine not many people know this, but more than half of all UK pensioners are now on Facebook.
LifeTalk - Have you ever wondered if it's possible to attract Investment and Pensions business via LinkedIn?
Most IFAs and financial advisers have a profile page on LinkedIn, but very few know what to do with it - let alone know how to use it to attract new clients.
Panacea launches all new Auto-enrolment microsite
New rules and regulations which are frequently introduced to the adviser world are often fraught with difficulties and can lead to a reduction in income as a result. However, the new pension reforms are providing opportunities for additional revenue streams in the shape of auto-enrolment.
NMBA: Our profession needs you!
NMBA will always seek opportunities to act in the best interests of our Members, and one of the many ways we already do this is to highlight initiatives that will positively affect you and our profession.
Aegon: We can all learn from General Grant
So, did you set a New Years resolution? Were you one of the millions of people across the globe that sit down at the start of every New Year and make a conscious effort to improve their lives or how they run their business?
Aegon: To bundle or not to bundle
In our busy modern lives consumers are looking for ease of purchase and less complexity in their buying habits.
Prudential: It's the start of the new year
Prudential are here to help support you grow your business and provide you with solutions designed to meet the needs of your clients at each stage of their financial planning cycle.