2017 – a year in review
As in previous years, we thought it worthwhile to provide a summary of our progress and success in 2016, in addition to the usual monthly update. This has all been achieved, of course, with your support.
January
In January we launched our Bento Bulletin analysis for 2016, which outlined the days and months that worked best for sending out bulletins and what articles performed particularly well.
Feb
In February we took part in the Q1 BrightTalk Investment Summit and also held a ‘Bento for One’ with John Joe McGinley.
We also launched an ‘industry voices’ area on the site where we feature all of the regular individual Panacea contributors. If you have any spokesperson from your own organisation added to this area of the site let Sarah know. The page can be viewed by going to http://www.panaceaadviser.com/news+comments/industry+voices.htm
March
In March we enhanced one of the most popular area of the site, the events page whereby partners are able to choose if they wish to include a registration form on the page itself rather than relying on the user to click to another page. Advisers can now search based on ‘category’, ‘type’ and ‘region’. Partners can use this tool to plan events and avoid date clashes.
We also launched a second edition of our successful HR guide which included updates following the Budget. This can be found by going to http://www.panaceaadviser.com/hrguide
April
In April we launched our Spring Sentiment survey and ran webcasts in association with John Joe McGinley and the BrightTalk Investment Summit.
We also created a Social Media directory under the Tools & Resources area of the site, where we added social media links of all our partners to http://www.panaceaadviser.com/main/p192/?z=43
If you would like any links added to this area please let us know.
May
Our Spring Sentiment survey had over 100 responses so we spent May promoting the findings via a series of press releases and generated a number of articles within the press as a result. Please see http://www.panaceaadviser.com/news+comments/panacea+in+the+press.htm for all our press coverage in 2017.
In May we also provided our community automatic access the RSMR Research Hub directly without the need for another login.
June
In June we were delighted to be awarded with the Wealth & Finance 2017 Wealth & Money Management Award for Best Online Support for Financial Advisers in the UK for the second year in a row!
July
At the end of June we launched our latest Guide which we continued to promote and good get press coverage from during July. The guide focuses on Business Development Tools & Templates that advisers can used to assist with their business development.
http://www.panaceaadviser.com/toolsguide
We also ran our third BrightTalk Investment Summit.
August
In August we cleansed our data with Touchtone and received the Q2 Touchstone analysis of the Panacea community.
September
We are delighted to announce that in September Sarah won the Wealth & Finance International ‘Women in Wealth Awards 2017’ for Best for Financial Services Marketing UK.
October
Due to the number of requests we received from Partners about our position relating to GDPR, in October we released our GDPR positioning statement which can be found on our partner site at http://www.panaceapartners.co.uk/GDPR-Positioning-Statement.pdf
We also ran our last BrightTalk Investment Summit Webcast of the year. You can watch the webcast here and if you would be interested in undertaking any future webcasts with us please let us know!
November
In November we cleansed our data with Touchtone and received the Q3 Touchstone analysis of the Panacea community.
December
In December we launched our Annual Top Twitter Awards. The results of which were announced just before Christmas and can be viewed here http://www.panaceaadviser.com/toptweeterwinners2017