Industry news and views from Panacea and our partners.
Business Development_
Aegon: What's your share of your clients' wallet?
It's a well-known fact that it costs around five times as much to acquire new customers as it does to sell to existing ones. So why do many advisory businesses spend so much time and energy seeking new clients when their greatest opportunity is to maximise their existing client relationships?
L&G: 26 days to the breadline
Could your customers be on the breadline in just 26 days, without some financial planning?
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.
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.
Wizard Learning: Enhancements to our CPD system
These new enhancements have recently been added to our CPD System
Jeffreys Henry: Autumn Statement 2013
Delivering the 2013 Autumn Statement, the Chancellor said the latest forecasts from the Office for Budget Responsibility proved that "Britain's economic plan is working" but warned that the "job is not done."
Hub News
Chancellor of the Exchequer George Osborne delivered a relatively optimistic assessment of the UK economy in his 2013 Autumn Statement
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.
Panacea has now launched the Better Business Zone
Panacea has now launched the Better Business Zone. The new area of the site provides a range of support materials, tools & resources as well as expert opinions to help you make the most out of your business.
Aviva: Boost your business with brilliant ideas
This week, were launching our Adviser Bookshelf with two top business books.
Advisers have to educate and partner with accountants
Automatic enrolment is a potential game changer for UK pension provision - bringing an estimated 10 million people into long-term saving for the first time.
Aviva: Boost your business with brilliant ideas
Were launching our Adviser Bookshelf with two top business books.
Wizard Learning: November News
Welcome to our new-style monthly newsletter, keeping you up to date with industry news and developments, and reminding you about the latest products and facilities you have available to you on the Wizard Learning website.
Rayner Spencer Mills: Your research library has just got better!
At a time when the amount of essential reading and reference material is expanding and your CPD needs are now a regulatory requirement it is nice to know that help is at hand!
Aberdeen Asset Management joins the Panacea Adviser community
Panacea Adviser , the online community and resource for financial advisers has announced Aberdeen Asset Management has joined its growing list of partners.
Aegon: Auto-enrolment - your corporate Trojan horse
Auto-enrolment is the biggest opportunity the UK advisory market has faced for years. To paraphrase the great sage Edmund Blackadder, it's a six story opportunity with a large luminous sign on top saying big opportunity here.
Free white paper: trust and the business...
Low trust is an ugly fact in our industry. Against a backdrop of suspicion and low expectations, truly trust-based relationships stand out in sharp relief.
Scottish Provident: Pegasus Whole of Life opportunities for you
A whole of life protection plan gives your clients peace of mind and is designed to make a payment whenever they die. But why do they need this type of cover? It could be for inheritance tax planning or simply to leave a legacy for their grandchildren.
Aegon: So why do clients pay for your service?
RDR has created many myths and these continue as we adapt to the post RDR landscape. Many felt adviser numbers would fall, restricted would be the new black and that consumers would never pay for advice.
Aegon: Turn your day dreams into reality
Im just back from my holidays where I spent two weeks in rural Donegal. So rural in fact, we heat our homes with peat. Peats been cut in Donegal for generations, but its back breaking work to cut, dry and then harvest.
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.
Social is as social does
These days if you believe it is good to talk and want to quickly find a service then you will turn to the worldwide web.
Aegon: The consultative approach to professional connections
We all know the value of developing profitable and ongoing strategic alliances with other professionals, such as solicitors and accountants.
Helpful techie tips- How to close Apps in iOS7 on an iPhone, iPad or other iOS devices
So you have updated your iPhone or iOS device to iOS7 and some things have changed. One of which is how on earth do you close down the Apps on the device?
Aegon: Making the most of LinkedIn
We previously looked at how to get started with LinkedIn. I now want to look at how you can get the most out of LinkedIn.
5 Ways Robo-advisors Will Change the Way Advisors Work
The following is a guest blog post by Raef Lee, Managing Director for the SEI Advisor Network. In addition to writing tips for advisors on technology
Consumer Confidence Campaign Gathers Momentum
CEO of the Personal Finance Society, Keith Richards clears up some misconceptions about the PFSs Trust Campaign and asks: Have you signed up yet?
An introduction to New Thinking from Aviva
In this video Andy Beswick, Intermediary Director at Aviva, explains how, with a few small changes, New Thinking can make a big difference to your business.
Aviva New Thinking: help clients find you
In this short video, leading digital experts Econsultancy discuss some of the quick steps you can take to improve the visibility of your website.
Unbiased: Create more buzz for your brand
In the past two weeks, we've seen 124 new advisers join the unbiased.co.uk search and over 1,600 advisers have updated their information.
Speed, information and flexibility the importance of service post RDR
We are all familiar with the impact RDR has had on how we present charges to clients, but there are many other ways in which it has affected both advisers and providers.
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.
Aviva: New Thinking: use digital media to become more efficient
As part of the next phase of New Thinking, were looking at the best online tools and products to help you be more efficient, save time and money and create new opportunities.
Wizard Learning: Is a free CPD system trial worthwhile? and Best In Business events
As you may know Wizard Learning currently offers a 30 day free trial of their CPD system. So is it worth your time evaluating this?
Scottish Provident: Four tools to help you advise on business protection
Does your client's business have the financial security it needs to stay in business if something unfortunate happens?
Hub News: New
Here at Adviser-Hub, whenever we insist we are more than happy to write any new client guide, letter or article you feel may assist you in your marketing efforts
Aegon: Getting started with LinkedIn
LinkedIn is the worlds largest professional network and is growing rapidly. It connects you to your trusted contacts and helps you exchange knowledge, ideas, and opportunities with a broader network of professionals.
Aegon: Take control of change
An old boss of mine once said, If youre afraid of change, dont work in financial services.