The agile adviser in a changing world
We are currently developing a brand new support, quite unique project, ‘The agile adviser in a changing world’ which will provide our community with a road map to navigate the future evolution of consumer finance.
To support the campaign we are looking for one reputable partner to showcase their credentials and demonstrate their support of the adviser industry.
A 15,000-word guide will be developed and accompanied by 10-pages of worksheets for adviser completion, which will be available to download via the Panacea website.
The campaign will be supported by online promotion, emails and social media campaign to its 19,000-strong community and 12,000 social media followers.
The supporting partner will receive:
- 120-word description and link within the guide
- logo included in all campaign material (emails and web page)
- contact data of all individuals that download the guide
- remain live on the promotional page and guide for the foreseeable future
Guide Synopsis
The report will cover key trends in financial advice and consider a future that will necessitate a new advice dynamic and operational framework, including:
- Technological developments - uses, solutions and concerns
- Demographic changes and the ageing population
- Socio economics, behavioural economics and psychology at play
- Designing an adviser firm for the 2030s
- Future product considerations
Each chapter will end with a tool-kit designed for the reader to document what their roadmap will look like and the key decisions they will need to make.
This will be on a first come, first served basis.